🧠 Don’t miss future episodes — follow Proof of Thought for more deep Bitcoin, crypto, and investing insights!

⭐️ Follow Frans on X

X: https://x.com/FransBakker9812

Today’s conversation is with Frans Bakker — one of the sharpest and earliest investors to recognize the explosive upside in the Bitcoin mining sector. Frans has built a reputation for spotting major market inflection points early, developing deep operator-level insight into the mining industry, and backing high-conviction investments with a differentiated, research-driven approach.

Frans’ journey into Bitcoin mining started a few years ago, well before the recent wave of institutional interest. What began as curiosity quickly evolved into a full analytical framework — one that allowed him to identify the miners positioned to scale, survive, and outperform.

In this episode, we break down the biggest questions shaping Bitcoin mining in 2025 and beyond:

📈 Why did it take the market so long to recognize the massive Bitcoin mining trade of 2025?

💰 What makes Iren such a standout — and how does Frans size its long-term market cap potential?

🛠️ Which metrics actually matter when evaluating miners today?

🧩 And how can options supercharge returns in this sector

We dive into how Bitcoin miners have evolved, what has driven this year’s exponential growth, and where the opportunities — and risks — truly lie.

Frans also shares insights from meeting Iren’s leadership team, his views on whether we’re in an AI bubble, and how living internationally shapes his macro and investing perspective. Stick around through the end — Frans gives one of the clearest theses on miners you’ll hear anywhere.

Timestamps:

00:00 – What initially got Frans interested in the Bitcoin mining sector

01:20 – How miners differentiated themselves in the early days

04:27 – The metrics Frans used to evaluate miners and what stood out

05:55 – How the Mining Mafia community supported his investing journey

08:50 – What price Frans bought Iren at and his dollar-cost-averaging approach

12:08 – Using call and put options to enhance gains

15:22 – What has changed for miners and what drove their exponential growth this year

17:47 – Why the market was late to recognize the massive Bitcoin mining trade of 2025

20:42 – Frans’ target market cap valuation for Iren

27:38 – Are we in an AI bubble? What part of the cycle are we in?

31:05 – Downside risks to the Iren and miner thesis

34:40 – Frans’ meeting with Iren’s leadership team — key insights

37:21 – Takeaways from Iren’s most recent earnings call

42:25 – How long Frans has been investing and what got him started

46:30 – How Frans identifies major trends before they take off

49:33 – Frans’ top 3 people to follow on X for investing alpha

51:33 – How living internationally shapes Frans’ investing strategy

Video Editor: Ben Mehler ([email protected])

Intro Song:

Electronic Future Beats_Fadeout by QubeSounds

This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.

Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.

The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.

PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

Contact: [email protected]

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights

⭐️ Follow Halston Valencia

X: https://x.com/halstonvalencia

Today’s conversation is with Halston Valencia — Bitcoin educator, marketing director, and entrepreneur whose viral Bitcoin posts have reached millions across social media.

Halston’s work bridges the gap between Bitcoin philosophy and real-world application.

From leading Bitcoin marketing efforts to building her own ventures, she’s part of a new generation shaping how Bitcoin is communicated to the world.

In this episode, we explore the ideas and experiences that shaped Halston’s Bitcoin awakening — and how she’s preparing for what’s next in the global economy. We cover everything from the books that transformed her thinking to how she manages her health, mindset, and optimism in an uncertain world.

If you’ve ever wondered how to explain Bitcoin to skeptics, whether college is still worth it, or what the next financial reset might look like — this conversation is for you. Stick around until the end — Halston shares the books that most changed her life and what continues to give her hope for the future.

Timestamps:

00:00 – Halston’s viral Bitcoin post on X

02:06 – Her Bitcoin awakening after reading Broken Money and The Bitcoin Standard

07:21 – Is college still worth it? Best alternatives today

11:45 – Working as both a Bitcoin marketing director and entrepreneur

15:45 – Communicating Bitcoin to skeptics, from a marketer’s lens

18:47 – Bitcoin cold storage & its role in the modern financial system

21:55 – Halston’s view on today’s economy and its impact on families

25:08 – How she’s preparing for an inevitable economic catastrophe

27:50 – Staying healthy physically and mentally

34:50 – Bitcoin book recommendations

36:19 – What keeps Halston optimistic about the future

About Halston Valencia:

Halston is a Bitcoin entrepreneur, marketing director, and educator passionate about helping people understand Bitcoin’s role in preserving freedom and financial sovereignty. She combines years of marketing experience with a deep understanding of sound money principles to communicate Bitcoin’s message clearly and effectively.

Her journey into Bitcoin began after reading The Bitcoin Standard by Saifedean Ammous and Broken Money by Lynn Alden, which completely transformed how she viewed the global financial system. Outside of Bitcoin, Halston enjoys running, reading, and spending time outdoors — maintaining balance through fitness, mindfulness, and lifelong learning.

Intro Song:

Electronic Future Beats_Fadeout by QubeSounds

This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.

Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.

The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.

PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

Contact: [email protected]

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep crypto, Bitcoin, and investing insights!

⭐️ Follow Murad & SPX6900

X: https://x.com/MustStopMurad

Today’s conversation is with Murad, a key voice in the SPX6900 movement and a leading thinker behind the memecoin supercycle thesis.

Murad’s journey spans from traditional investing to going all-in on crypto, where he has developed a unique perspective on Bitcoin, memecoins, and crypto market cycles.

In this episode, we explore why Uptober didn’t pan out this year, why Murad anticipates a 5-year extended crypto cycle, and how SPX6900 and Bitcoin are positioned as hope for the next generation of investors.

Murad also dives into the mission of SPX6900 to flip the S&P 500 ($45 trillion market cap), why the community enforces a no charts posting rule, his memecoin supercycle thesis, and the single most important factor for finding 100x crypto opportunities.

Stick around until the end — Murad shares his favorite memecoins, potential risks to the supercycle, what keeps him optimistic, and what gives him hope for the future.

Timestamps:

00:00 - Intro

00:20 - Why Uptober didn’t pan out this year and what’s next for crypto

03:17 - Why Murad is anticipating a 5-year extended crypto cycle

12:17 - Bitcoin and SPX6900 as hope for the next generation

17:26 - SPX6900’s mission to flip the S&P 500 ($45 trillion market cap value)

22:57 - SPX6900 delivered a 10x in 2023, a 100x in 2024. What will it do in 2025 and beyond?

29:10 - Why the SPX6900 community has a no charts posting rule

32:53 - How Murad got involved in the SPX6900 movement and what he sees as his role now

39:18 - Murad’s memecoin supercycle thesis and how SPX6900 fits into this broader narrative

42:37 - Best counter argument Murad has heard against his supercycle thesis and his response

47:31 - Single most important factor for finding a 100x in crypto and a successful memecoin

50:45 - Good and useful cults vs potential destructive ones

51:20 - Other memecoins Murad has invested in and why SPX6900 is his favorite

53:23 - Potential risks to the memecoin supercycle

54:29 - What Murad did before crypto and what made him go all in

56:36 - What keeps Murad optimistic and gives him hope for the future

About Murad:

Murad is a crypto investor and thought leader behind the SPX6900 movement, focused on identifying asymmetric opportunities in memecoins and broader crypto markets. With deep experience in traditional investing and a bold vision for the next generation of crypto investors, Murad brings a rare combination of market insight and community-driven strategy to the space.Intro Song:

Electronic Future Beats_Fadeout by QubeSounds

This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.

Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.

The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.

PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

Contact: [email protected]

#Bitcoin #Crypto #Investing

🧠 Don’t miss future episodes — follow Proof of Thought for more deep Bitcoin, crypto, and investing insights!

⭐️ Follow Cory Klippsten & Swan

X: https://x.com/coryklippsten

Swan: https://www.swan.com/

Today’s conversation is with Cory Klippsten, CEO of Swan.com, Bitcoin maximalist, and one of the most influential voices shaping the future of Bitcoin.

Cory has spent over a decade helping build the Bitcoin ecosystem, advising and investing in more than 60 early-stage tech companies, co-founding multiple Bitcoin investment funds, and leading Swan’s mission to accelerate global Bitcoin adoption.

Before Bitcoin, Cory worked at Google, McKinsey, Microsoft, and Morgan Stanley, and earned his MBA from the University of Chicago. He grew up in Seattle, split 15 years between New York and Chicago, and now lives in Los Angeles with his wife and daughters, sneaking in basketball and travel whenever he can.

In this episode, we explore one of the biggest puzzles in markets today:

📉 Why are Bitcoin treasury companies trading BELOW the value of the Bitcoin they hold, and what does that mean for investors?

We dig into whether this new class of Bitcoin-based equities will consolidate or explode in number, how many will survive, and where the opportunities really are.

Cory shares why he’s still Bitcoin-only, his views on crypto’s other use cases, and what he expects for Bitcoin through 2025 and 2026.

We also discuss Sequans Communications ($SQNS) — how their Bitcoin treasury strategy evolved, the PIPE transaction’s impact on investors, and where things could go next.

Stick around through the end — Cory doesn’t hold back.

Timestamps:

00:00 – Intro

00:12 – Why some Bitcoin treasury companies are now trading below their net asset value

13:38 – Consolidation or proliferation in the Bitcoin treasury space?

18:12 – How many will survive long-term?

21:43 – Digital Asset Treasuries (DATs) beyond Bitcoin

29:08 – Cory’s Bitcoin-only argument

32:30 – Different use cases within crypto

42:14 – Sequans Communications: Bitcoin strategy overview

45:47 – Why Sequans’ Bitcoin purchases have slowed

47:28 – Sequans' PIPE deal and effects on investors

52:57 – Cory’s Bitcoin outlook for 2025–2026

57:34 – Cory’s history in Bitcoin

58:05 – Final thoughts on $SQNS

About Cory Klippsten:

Cory is the CEO of Bitcoin financial services firm Swan.com He is a partner in Bitcoiner Ventures, El Zonte Capital, and The Bitcoin Opportunity Fund, and as an angel has funded more than 60 early stage tech companies. Before startups, Klippsten worked for Google, McKinsey, Microsoft and Morgan Stanley, and earned an MBA from the University of Chicago. He grew up in Seattle, split 15 years between NYC and Chicago, and now lives in LA with his wife and daughters. His hobbies include basketball, history and travel (Istanbul and Barcelona are favorites).

Intro Song:Electronic Future Beats_Fadeout by QubeSounds

This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.

Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.

The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.

PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

Contact: [email protected]

⭐️ Follow Jeff Grant & Black Pill Capital (BPC)

X: https://x.com/BlackPillCap21

BPC Website: https://blackpillcapital.com/team/

Today’s conversation is with Jeff Grant, CEO and Founder of Black Pill Capital, a hedge fund focused on Bitcoin treasury companies.

Jeff’s career spans over 30 years of innovation — from designing parts that orbit Earth at NASA, to inventing over 100 patented products at IDEO, InVue, and Bank of America.

With a Stanford engineering background and a proven record of transforming ideas into global solutions, Jeff brings a rare combination of technical depth and investor insight to Bitcoin.

In this episode, we explore how Jeff went from discovering Bitcoin to building conviction in Bitcoin treasury companies, why he believes they’re key to accelerating Bitcoin adoption, and how his engineering background shapes his investment philosophy.

Jeff also breaks down his thoughts on Michael Saylor, risk management, and portfolio construction, and what it takes to identify asymmetric opportunities in this new era of Bitcoin-based equity investing.

Stick around until the end — Jeff shares his vision for Black Pill Capital, how he’s bringing both investors and family along for the ride, and what success looks like for the next several years.

Timestamps:

00:00 - Jeff’s Background and Career Journey

08:33 - Jeff’s Bitcoin Awakening

18:13 - From Believing in Bitcoin to Believing in Bitcoin Treasury Companies

26:54 - How Jeff’s Engineering Background Supports His Hedge Fund Approach

29:56 - Most Important Features of Bitcoin From an Engineering Design Perspective

33:38 - Would Jeff Add Anything to Bitcoin or Leave the Protocol Untouched?

35:35 - The 4-Year Bitcoin Cycle Happening in About 4 Months for Bitcoin Treasury Companies

47:33 - How Treasury Companies Can Improve the Timing of Their Bitcoin Purchases

51:12 - Managing Risk: “Heads I Win, Tails I Don’t Lose Much”

53:09 - Jeff’s Top Two Bitcoin Treasury Company Picks for the Next Four Years

55:31 - Thoughts on Michael Saylor

58:26 - Defining Success for Jeff and Black Pill Capital

1:00:33 - Orange and Black Pilling His Wife and Investors

1:03:12 - Where to Follow Jeff & Black Pill Capital

About Jeff Grant:

Jeff Grant is the Founder and CEO of Black Pill Capital, a hedge fund focused on Bitcoin treasury companies. With over 30 years of innovation experience and 117 issued utility patents (99.9th percentile in the U.S.), Jeff’s background spans NASA, IDEO, InVue, and Bank of America.

A Stanford University graduate in Engineering, Jeff combines an engineer’s precision with an investor’s foresight — bringing a unique perspective to how Bitcoin and public markets will intersect in the decade ahead.

Intro Song:

Electronic Future Beats_Fadeout by QubeSounds

DISCLAIMERS

This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.

Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.

The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.

PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

Contact: [email protected]

⭐️ Follow Jesse Myers

X: https://x.com/Croesus_BTC

Once-in-a-Species: https://www.onceinaspecies.com/p/once-in-a-species-73b

Today’s conversation is with Jesse Myers, a leading Bitcoin thinker and the Head of Bitcoin Strategy at the Smarter Web Company in the UK. Jesse is focused on helping investors and institutions understand how Bitcoin will reshape global capital markets and unlock new financial frameworks for the decades ahead.

In this episode, Jesse shares his long-term growth expectations for Bitcoin over the next 10 and 21 years, and breaks down how Bitcoin will absorb value from other major asset classes to reach those levels.

We dive deep into his cutting-edge valuation framework for Bitcoin treasury companies — Price over Bitcoin Year Delivered (PBYD) — and discuss how it can be used to assess NAV premiums, risk, and valuations in the Bitcoin treasury space.

Jesse also explores how Bitcoin could capture value from the fixed income market, why he expects consolidation among Bitcoin treasuries, and his thesis that a leading Bitcoin treasury company will emerge in every capital market worldwide.

We close with a rapid-fire round on his work at SWC, what success will look like in a decade, and what he hopes his future self will say to him 20 years from now.

Stick around until the end — Jesse delivers sharp insights into how Bitcoin will redefine finance, yield, and value itself.

Timestamps:

00:00 – Intro

01:09 – Jesse’s Growth Expectations for Bitcoin Over the Next 10 and 21 Years

10:23 – How Bitcoin Will Achieve Jesse’s Expected Growth Rate and Which Asset Classes It Will Take Value From

21:17 – How Jesse Thinks About NAV Premiums and Valuations for Bitcoin Treasury Companies (Introducing PBYD)

30:20 – Risk Considerations Around Bitcoin Treasury NAV Premiums

38:43 – Additional PBYD Considerations: Discounting or Adjusting BTC Yield

46:01 – Price-to-Earnings vs BTC Yield

49:57 – Dissecting Bitcoin’s Big Opportunity in the Fixed Income Market

58:37 – Consolidation in the Bitcoin Treasury Space Over the Coming Months and Years

1:09:09 – Jesse’s Thesis: A Leading Bitcoin Treasury Company in Every Capital Market

1:13:34 – Utility of Bitcoin treasury companies beyond bringing Trapped Capital into Bitcoin and providing Bitcoin-backed yield

1:16:21 – Limitations to Jesse’s Thesis Around Trapped Pools of Capital and Bitcoin Yield

1:18:05 – Thoughts on treasury companies improving the timing of their Bitcoin Purchases

1:21:53 – Rapid Fire: Jesse’s Favorite Aspect of Working at SWC

1:24:10 – Rapid Fire: What Success Looks Like for SWC 10 Years From Now

1:25:11 – Rapid Fire: What Jesse Hopes His 50-Year-Old Self Would Say Today

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Intro Song: Electronic Future Beats_Fadeout by QubeSounds

This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.

Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.

The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.

PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep investing conversations on disruptive companies, Bitcoin, crypto, and high-performing investment strategies.

⭐️ Follow Eric Jackson

X: https://x.com/ericjackson

Today’s episode features Eric, one of the most outspoken Opendoor investors on social media, known for his bold thesis that Opendoor could 100x from $0.80 to $82, and then 6x again from there to $500.

We dive into Opendoor’s leadership shake-up, its path forward in the real estate market, and why Eric believes Opendoor isn’t just another meme stock but a “cult” stock like Tesla and Palantir.

Eric shares what changes he thinks the new leadership team must make to unlock Opendoor’s full potential, the biggest risks the company faces, and why retail investors — the “Open Army” — may be one of Opendoor’s greatest assets, generating millions of dollars in marketing value every single day.

Beyond the company itself, Eric opens up about his personal investing philosophy — including diversification vs concentration, crypto, and even what Kobe Bryant’s “Mamba Mentality” means to him as an investor.

Stick around until the end — you’ll hear wild stories about Eric spending over a month at Drake’s house trying to pitch him Opendoor, what a Super Bowl ad with Drake could look like, and how music like “God’s Plan” fuels his outlook on life and investing.

Timestamps:

00:00 - Timeline and play-by-play of the Opendoor leadership changes over the past 3 months and the impact to Opendoor’s stock price

09:21 - Changes that Opendoor’s new leadership team can implement from both a technology and business perspective to reach its full potential

13:02 - What the new Opendoor management team needs to be most careful about and what investment or business opportunities should they steer clear of

15:25 - Why Opendoor isn’t a meme stock like Gamestop but a “cult” stock like Tesla and Palantir

20:05 - Eric’s original Opendoor thesis that the stock could 100x from $0.80 to $82, and why he believes the stock can now go to $500

25:27 - Biggest risks to Eric’s Opendoor thesis and how the company can mitigate them

27:05 - Why the global real estate market is a huge opportunity for Opendoor

31:49 - Comparing Opendoor, Uber, and Carvana business models and opportunities

37:12 - How the Open Army may be generating $42 million/day in social media marketing value for Opendoor

42:21 - Spending over a month at Drake’s house to convince him to buy Opendoor stock

49:32 - What a Super Bowl ad with Drake and Opendoor could look like

55:43 - Real estate and crypto takeaways from Eric’s recent dinner with Eric Trump

1:00:25 - Diversification vs concentration: would Eric allocate more than half his liquid portfolio to Opendoor?

1:07:22 - Eric’s upcoming crypto treasury company announcement

1:08:52 - Going through challenging times and the meaning of Kobe Bryant’s “Mamba Mentality”

1:12:30 - What Drake’s song God’s Plan means to Eric

About Eric Jackson:

Eric is an investor and entrepreneur best known for his unapologetically bullish stance on Opendoor and his deep interest in disruptive companies and crypto. His conviction in Opendoor has made him one of the most talked-about figures in the retail investing community, where he continues to push bold ideas about technology, real estate, and personal resilience.

#Investing #Bitcoin #Crypto

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!

⭐️ Follow British Hodl

X: https://x.com/BritishHodl

Today’s conversation is with British Hodl, a well-known Bitcoin maximalist and former gold, equities, and real estate investor who went all-in on Bitcoin in 2021.

Originally from London, British Hodl is on a mission to create whole-coiners and help people understand why Bitcoin is the most important asset humanity has ever created. His insights span markets, macroeconomics, and the personal transformation that comes with adopting a Bitcoin standard.

In this episode, we dive into his thoughts on Michael Saylor, Microstrategy’s potential inclusion in the S&P500, why Bitcoin is the new hurdle rate, and the possibility of governments — including the U.S. — acquiring Bitcoin directly.

British Hodl also shares his perspective on Bitcoin’s four-year cycle, the impact of interest rate cuts, and why he believes owning at least one Bitcoin is critical.

We wrap up with a personal look at how Bitcoin has shaped his life beyond finance and what a day in the life of a committed Bitcoiner really looks like. Stick around until the end — British Hodl delivers some powerful advice on why it’s not too late to build your Bitcoin position and why one Bitcoin could change everything.

Timestamps:

00:00 - Thoughts On Michael Saylor

02:21 - Will MicroStrategy (MSTR) Be Included In The S&P500? Implications For Bitcoin & Treasury Companies

04:32 - Why MicroStrategy (MSTR) Could Become A $10 Trillion Company

05:20 - MicroStrategy’s ATM Usage & Guidance

14:05 - MicroStrategy’s Fixed Income Products

23:51 - Bitcoin As The New Hurdle Rate

28:50 - Thoughts On The Nakamoto (NAKA) Bitcoin Treasury Strategy

31:36 - Bitcoin’s 4-Year Cycle & Structural Differences This Time Around

37:19 - Upcoming Fed Interest Rate Cuts & The Impact On Bitcoin & The Broader Stock Market

41:00 - Thoughts On Tom Lee’s Comments About The U.S. Government Using MicroStrategy (MSTR) To Acquire Bitcoin

42:52 - Will The U.S. Government Start To Purchase Bitcoin In The Near Future?

45:10 - Speaking With BlackRock & Bitcoiners In New York City (NYC)

50:06 - How British Hodl’s Time In Bitcoin Changed Him Beyond Finances

59:10 - Why British Hodl Thinks It’s So Important To Get To 1 Bitcoin

1:04:05 - How Bitcoin Managed To Succeed Against All Odds & Who Created This Transformational Technology

1:07:22 - A Day In The Life Of British Hodl

About British Hodl:

British Hodl is a London-born investor who transitioned from gold, equities, and real estate into becoming a full-time Bitcoin advocate in 2021. Known for his unapologetically bullish stance, he focuses exclusively on educating others about Bitcoin and encouraging people to become whole-coiners.#Bitcoin #Crypto #Investing

British Hodl: Why Bitcoin Will Hit $5 Million & MSTR To $10 Trillion – The Endgame Is Here!

Outro Song: Electronic Future Beats_Fadeout by QubeSounds

⭐️ Follow Zynx: https://x.com/ZynxBTC

Zynx is the founder of The Bitcoin Vote UK and a leading voice in Bitcoin treasury company analysis on X. Known for his activism, strategic insight, and bold predictions, Zynx has become a great resource for understanding the dynamics of public companies holding Bitcoin.

In this 2025 interview, Zynx dives deep into Bitcoin treasury strategies, the risks and opportunities in the sector, and his plan to make the market more transparent and fairer for everyday investors. From year-end price targets to activism playbooks, Zynx reveals the frameworks he uses to evaluate companies, spot red flags, and push for better shareholder alignment.

Whether you’re an experienced investor in Bitcoin equities or just starting to explore the BTC treasury space, this conversation is packed with insights that could shape your strategy in the years ahead.

Key Highlights:

• Year-End Price Targets: Zynx’s projections for his top 3 Bitcoin treasury companies.

• Bear Market Strategy: How he plans to navigate a downturn in Bitcoin and crypto.

• BTC Treasury Competition vs. Coopetition: How companies interact in this unique niche.

• IPO Fairness: Making public offerings more accessible to retail investors.

• PIPE Deals & Incentives: Structuring capital raises to better serve shareholders.

• New Access Vehicles: Will Nakamoto offer public investors favorable BTC treasury deals?

• Risk Assessment: Identifying idiosyncratic and systemic risks in BTC treasury stocks.

• Evaluation Frameworks: The qualitative factors Zynx values most.

• Red Flags & Diversification: Avoiding pitfalls while building a smart portfolio.

• Bitcoin Price Outlook: Long-term BTC projections through 2030.

Whether you're tracking Bitcoin price predictions, seeking a Bitcoin explained video, or keeping up with crypto news, this interview is your all-in-one source for the most current insights in the crypto universe.Timestamps:

00:00 - Intro & Year-End Price Targets for Top 3 BTC Treasury Companies

07:15 - Navigating a Bitcoin & Crypto Bear Market

09:45 - Competition vs. Coopetition in the BTC Treasury Space

13:45 - Investing in The Smarter Web Company IPO & Fixing IPO Fairness for Retail

18:34 - Aligning Shareholder Incentives in PIPE Deals

21:51 - Will Nakamoto Give Public Investors Better BTC Treasury Access?

24:22 - Key Takeaways from Activism Work

27:25 - Future Plans for Activism & How to Get Involved

30:09 - Idiosyncratic Risks in BTC Treasury Companies & the Sector as a Whole

32:34 - Qualitative Factors Zynx Uses to Evaluate BTC Treasury Companies

34:09 - Smart Diversification Strategies

35:49 - Red Flags When Investing in BTC Treasury Companies

37:43 - Where to Find Zynx & Follow His Work

38:33 - Bitcoin Price Targets (2025–2030) from 2022

About Zynx:

Founder of The Bitcoin Vote UK, Zynx is a UK-based freedom maximalist who builds Bitcoin businesses, analyzes Bitcoin treasury companies, and advocates for Bitcoin as the ultimate safe haven.

Outro Song:

Electronic Future Beats_Fadeout by QubeSounds

#Bitcoin #Crypto #Investing

Bitcoin Interview: The Future of Bitcoin, Treasury Companies & Activism in Public Markets in 2025

Zynx: How Bitcoin Will Transform Investing [2025]

Today’s episode features Bitcoin advocate and investor Sunny Po. Sunny has crafted a unique, long-term strategy of investing in Bitcoin while shorting fiat currency — an approach that has allowed him to generate impressive returns, outperforming traditional benchmarks like the S&P 500 and hedge funds.

Sunny shares how he created $115k seemingly out of thin air in just 24 months with a blended 212% investment return. We also discuss his disciplined debt management plan from day one and how he tracks monthly progress to stay on course.

We dive deep into his risk management strategies, tax approaches modeled after billionaires like Jeff Bezos, Elon Musk, and Warren Buffett, and his choice to forego withholding taxes to maximize Bitcoin investments today.

This episode also covers the emotional side of investing in volatile assets like Bitcoin and how Sunny stays level-headed through market swings. Plus, he offers insights on the longevity of the long Bitcoin/short fiat trade, fundamentals driving Bitcoin’s price upward, and his views on corporate Bitcoin investors like Microstrategy and Metaplanet.

Stick around to the end where Sunny discusses escaping the financial “matrix” and learning to play the game to your advantage — along with the tweet he expects to cherish in five years.

Timestamps:

00:00 - Was Bitcoin meant for the masses or will it be an asset for the 1%?

07:20 - Sunny’s novel way of investing in Bitcoin

10:41 - Creating $115k out of thin air

14:03 - Using Bitcoin to outperform the S&P 500 and hedge funds

15:41 - The mechanics of Sunny’s long bitcoin, short fiat trade

19:07 - Sunny’s day 1 plan for long-term debt management

20:48 - Monthly progress tracking22:00 - Managing and mitigating upfront risks

26:47 - Tax strategies to buy more Bitcoin, inspired by Jeff Bezos, Elon Musk & Warren Buffett

29:43 - Choosing no withholding on W-4 to invest in Bitcoin now

32:48 - Issues faced with these strategies so far

34:21 - Managing emotions when investing, especially in volatile assets like Bitcoin

36:24 - What Sunny would do differently if starting his Bitcoin investment plan today

38:25 - Duration of the long Bitcoin / short fiat trade

40:30 - Why Bitcoin’s price will keep going up — fundamentals explained

43:19 - Views on Microstrategy and Metaplanet’s corporate Bitcoin strategy

46:45 - Escaping the matrix vs mastering the game

49:10 - The tweet Sunny will appreciate most in 5 years

50:43 - Where to follow Sunny and keep up with his journey

About Sunny Po:

Sunny Po is a Bitcoin advocate and investor known for his innovative long Bitcoin / short fiat trade strategy. He combines disciplined financial and debt management with savvy tax planning to maximize Bitcoin accumulation, aiming to capitalize on Bitcoin’s historic growth potential. Sunny is quickly becoming a thought leader in the Bitcoin investing community and shares his journey openly to help others succeed.

Outro Song: Electronic Future Beats_Fadeout by QubeSounds