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Why 95% of TradFi Still Doesn't Get Bitcoin Treasuries (Peter Duan On What Changes That)
Peter Duan (@BTCBULLRIDER), former Cantor Fitzgerald structured finance pro and founder of Bull Standard, joins Tyler Rowe to break down what most investors are getting wrong about Bitcoin treasury companies.
They cover why most mNAV calculations are misleading for common shareholders, how STRC trading at par through a bear market is its own best marketing tool, what MetaPlanet is doing with cash-secured puts that nobody else is replicating, and why AI, robotics, and the long-term debt cycle are the three storms Bitcoin is built to outlast.
Peter also introduces the CEBE ratio — a superior metric to Bitcoin per share — and makes the case that transparency and rigorous IR communication are the single biggest unlock for institutional Bitcoin treasury adoption.
CHAPTERS:
00:00 Cold Open
01:05 Bull Standard: BTCTC Investor Relations
02:46 Learning From Michael Saylor's Communication Strategy
08:42 Navigating Market Challenges and FUD
10:51 The Role of Transparency & Community in Bitcoin Treasuries
12:29 Bear Market Accumulation & ATM Dilution
14:51 STRC's Innovation: Strategy's iPhone Moment
17:45 STRC Seasoning & Penetrating TradFi
23:55 Yield Opportunities in Bitcoin Treasuries
26:42 Peter's Personal Journey into Bitcoin and Treasury Companies
29:56 Openness & Intellectual Rigor In Bitcoin
35:06 The Future Of Bitcoin Treasury Companies
39:43 Upgrading Bitcoin Treasury Financial Metrics
43:29 Stay Orange
Follow Peter: https://twitter.com/@BTCBULLRIDER | Bull Standard: https://www.bullstandard.com
🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com
📊 Track every Bitcoin treasury company at bitcointreasuries.net
⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.
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By bitcointreasuriesPeter Duan (@BTCBULLRIDER), former Cantor Fitzgerald structured finance pro and founder of Bull Standard, joins Tyler Rowe to break down what most investors are getting wrong about Bitcoin treasury companies.
They cover why most mNAV calculations are misleading for common shareholders, how STRC trading at par through a bear market is its own best marketing tool, what MetaPlanet is doing with cash-secured puts that nobody else is replicating, and why AI, robotics, and the long-term debt cycle are the three storms Bitcoin is built to outlast.
Peter also introduces the CEBE ratio — a superior metric to Bitcoin per share — and makes the case that transparency and rigorous IR communication are the single biggest unlock for institutional Bitcoin treasury adoption.
CHAPTERS:
00:00 Cold Open
01:05 Bull Standard: BTCTC Investor Relations
02:46 Learning From Michael Saylor's Communication Strategy
08:42 Navigating Market Challenges and FUD
10:51 The Role of Transparency & Community in Bitcoin Treasuries
12:29 Bear Market Accumulation & ATM Dilution
14:51 STRC's Innovation: Strategy's iPhone Moment
17:45 STRC Seasoning & Penetrating TradFi
23:55 Yield Opportunities in Bitcoin Treasuries
26:42 Peter's Personal Journey into Bitcoin and Treasury Companies
29:56 Openness & Intellectual Rigor In Bitcoin
35:06 The Future Of Bitcoin Treasury Companies
39:43 Upgrading Bitcoin Treasury Financial Metrics
43:29 Stay Orange
Follow Peter: https://twitter.com/@BTCBULLRIDER | Bull Standard: https://www.bullstandard.com
🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com
📊 Track every Bitcoin treasury company at bitcointreasuries.net
⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.