A discussion on the merits of Shift4 Payments Inc (FOUR) as an investment prospect. Follow my work at: steveplatz.substack.com

This podcast was produced using AI tools and draws on multiple public sources and company filings. The creators of this podcast have no obligation to update or correct the content, and no guarantee is made regarding completeness, reliability, or future performance. Nothing here is financial advice. Do your own research.

The creators may hold positions in the companies discussed, and views may change without notice.

A company I believe could become America’s next clean-tech powerhouse — a business that turns solar waste into silver, aluminum, and semiconductor metals, and gets paid to do it.

I used Google to generate this podcast. I recommend reading the original write-up to get the precise level of detail and insights: https://steveplatz.substack.com/p/the-solar-panel-recycler-with-100

Medan investerare jagar mega-caps kan den tysta återhämtningen av SMCP vara det bästa värdet som finns kvar inom europeisk lyx.

As investors chase mega-caps, the quiet recovery of SMCP may be the best value left in European luxury.

I used Google to generate this podcast. I recommend reading the original write-up to get the precise level of detail and insights: https://steveplatz.substack.com/p/frances-other-luxury-story

Thoughts on allocating long-term capital to a small set of irreplaceable franchises.

I used Google to generate this podcast. I recommend reading the original write-up to get the precise level of detail and insights: https://steveplatz.substack.com/p/enduring-franchises-in-a-changing

In this conversation, Etienne Moshevich, CEO of Planet Ventures, discusses his background, the company's recent shift towards a Bitcoin treasury strategy, and his vision for growth.

He emphasizes the importance of transparency, communication with shareholders, and the potential for significant market positioning as a leading Canadian Bitcoin treasury company. Etienne shares his commitment to building a legacy and the steps he is taking to raise capital and expand the company's reach.

Chapters

00:00 Introduction to Planet Ventures and Bitcoin Strategy

02:51 Etienne Moshevich's Background and Vision

06:03 Transitioning to a Bitcoin Treasury Company

09:01 Investment Strategy and Market Positioning

11:55 Plans for Growth and Capital Raising

14:53 Transparency and Communication with Shareholders

17:42 Future Plans and Team Expansion

20:58 Conclusion and Contact Information

Links

Planet Ventures deck: https://tinyurl.com/bde6r7vu

Planet Ventures web: https://www.planetventuresinc.com

Planet Ventures on X: https://x.com/PlanetPXI

Etienne Moshevich X: https://x.com/EMoshevich

Steve Platz X: https://x.com/steve_btcfo

Steve Platz web: https://www.steveplatz.me

H100 Group has The Nordics fastest growing Bitcoin Treasury.

Summary

In this conversation, Sander Andersen discusses the origins and current status of H100, a company focused on digital health and Bitcoin treasury strategies. He shares insights into his personal ethos regarding freedom and entrepreneurship, the innovative financing methods being explored, and the importance of high-profile investors in accelerating growth.

The conversation also touches on the future of Bitcoin balance sheets and the strategic measures being taken to improve liquidity and security.

Chapters

00:00 Introduction and Summer Plans

01:01 Origins and Current Status of H100

02:49 Personal Ethos and Freedom in Business

06:58 Bitcoin Strategy and Treasury Management

08:58 Tokenization and Innovative Financing

11:56 Exploring Market Opportunities and Future Strategies

14:58 Team Structure and Operational Efficiency

17:40 Security and Custodianship of Assets

18:56 Value of High-Profile Investors

23:28 Future of Bitcoin Balance Sheets

Links

H100 Group: https://www.h100.group/

Sander's Twitter: https://x.com/Sanderandersenn

Steve's Twitter: https://x.com/steve_btcfo

steveplatz.me

nordicsbitcoin.com

In this episode of the Bitcoin Family Office podcast, host Steve Platz interviews Torbjorn Jensen, CEO of K33, to discuss the evolution of Bitcoin, the business model of K33, and the future of Bitcoin in finance.

Jenssen shares his journey into Bitcoin, the strategic importance of Bitcoin collateralized lending, and K33's approach to building a Bitcoin treasury.

The conversation also touches on the regulatory landscape, and the metrics that matter for Bitcoin treasury companies.

Throughout the discussion, Jenssen emphasizes the long-term vision for Bitcoin as a new world reserve currency and the importance of aligning shareholder value with Bitcoin accumulation.

Chapters

00:00 Torbjorn Jenssen's Journey into Bitcoin

00:48 Understanding K33's Business Model

02:54 Bitcoin Collateralized Lending and Banking Relationships

05:27 K33's Bitcoin Treasury Strategy

06:27 The Future of Bitcoin in Finance

09:50 Funding Strategies and Shareholder Value

13:34 Raising Capital in Bitcoin

16:16 Building a Bitcoin Treasury Ecosystem

19:20 The Role of Altcoins in Wealth Management

22:14 Key Metrics for Bitcoin Treasury Companies

24:12 K33's Future and Market Positioning

27:23 Regulatory Considerations for Bitcoin Holdings

31:09 Closing Thoughts

Links

K33 AB: ⁠https://k33.com/

Torbjørn's Twitter: ⁠https://x.com/TorbjrnBullJens⁠

Steve's Twitter: ⁠https://x.com/steve_btcfo⁠

⁠steveplatz.me⁠

⁠nordicsbitcoin.com ⁠

The conversation delves into the current dynamics of the treasury space, focusing on Bitcoin investments and the strategies of companies like H100 and K33. The speakers discuss the importance of transparency and communication in the Bitcoin Treasury market, as well as the role of influential figures like Adam Back in shaping the future of Bitcoin treasury companies. They explore the potential for dilution in investments and the varying approaches of different companies in the Bitcoin landscape.

Chapters

00:00 Navigating the Fast-Paced Treasury Space

05:41 Comparing H100 and K33: Strategies and Transparency

12:31 The Role of Adam Back in Bitcoin Treasury Companies