Is buying a Bitcoin-treasury stock like MicroStrategy the smartest way to stack sats, or an over-leveraged trap? In Episode 62 of The Jake Woodhouse Podcast, I dissect the boom in Bitcoin Treasury Companies, compare MSTR to its fast-growing copycats, and map out when (or if) it actually makes sense to buy the BTC treasury company stock instead of the underlying bitcoin. *Pull This Up While Listening:* https://x.com/i/grok/share/EzYNlGRwRXZlaG5cVn7kHWaMi https://x.com/i/grok/share/gIBUUTVo04D0FGXXyIXOx5XQH https://x.com/i/grok/share/oGvT2iXijODEGUjzS62w2KhFJ TIMESTAMPS: 0:00 – Bitcoin Treasury Companies Explained 3:12 – Debt, Lending, and Cost of Capital 4:32 – How Much Bitcoin Does MSTR Hold? 6:14 – MSTR vs MSTY, MSTU, STRD, STRF, STRK 8:08 – When’s the Best Time to Buy MSTR? 9:19 – Trump Media’s $2.3B Gamble 9:33 – The Metaplanet Playbook 13:27 – Who’s Driving Bitcoin Demand? 15:50 – The Bitcoin Moment: Crossing the Chasm 18:35 – Risks of Bitcoin Treasury Stocks 21:26 – mNAV: Risks Explained 23:50 – Final Takeaways New episodes drop Monday, Wednesday, and Friday. Let's learn together. If you want to learn more or connect, visit my website: https://jakewoodhouse.io/