Quant Bros

QB Episode 4: Let's Go To Werk Man


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Ben Werkman, joins the Quant Bros to discuss:

- MSTR NAV

- Bitcoin as a Non-Sovereign Asset

- Global Asset Valuation ~900T

- MicroStrategy Orange DIDs

- FASB Fair Value Delay

- Historical BTC Price post Halving

- Relevant Macro Overview

- What is Ben most excited about?

- Ryan's Top 3 Catalysts



Full YouTube Link: https://youtu.be/MOBjJmcEFAg?si=kMZ-dl9nXb3MszGs

 

Twitter/X Handles are 'ryQuant' 'punterjeff' and 'BenWerkman'

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