In this episode, we welcome Foss, who shares his expertise on MicroStrategy and the current price action surrounding it. We discuss the volatility of MicroStrategy as a play on Bitcoin, the implications of its recent stock split, and the potential for future growth. Foss provides a detailed analysis of the company's financial strategies, including its use of convertible debt and the dynamics of the market.
Timestamps:
00:00:00 - Introduction and Canadian Thanksgiving
00:01:03 - Discussion on MicroStrategy and Volatility
00:02:21 - Operation Gabriel Update
00:03:39 - Hunter's Experience on the Ground
00:07:07 - Mike's Upcoming Volunteer Efforts
00:10:05 - Shoutouts to Supporters and Community Efforts
00:10:48 - Foss Shares a Personal Family Story
00:13:37 - Transition to MicroStrategy Discussion
00:14:23 - MicroStrategy Stock Valuation Insights
00:17:32 - Stock Split and Market Dynamics
00:20:12 - Understanding Volatility in MicroStrategy
00:27:39 - Convertible Debt and Its Implications
00:35:14 - Valuation Thesis for MicroStrategy
00:40:56 - Holding MicroStrategy in Tax-Advantaged Accounts
00:47:00 - Comparison with Grayscale Bitcoin Trust
00:49:26 - Future Vision for MicroStrategy as a Bitcoin Bank
00:51:24 - Closing Thoughts and Final Questions
Sponsors:
SOLO Satoshi Bitaxe
Punch Plate
Blacksheep Ammo
Listen on Fountain Fm
Follow Bitcoin Veterans on Twitter Spotify Apple YouTube
Follow the Guys
Alex Stanczyk
Gabe Lord
Jordan Gambrel
Mike Hobart
Shane Hazel
Top comments
The Bitcoin Veterans podcast, explores life, liberty, and Bitcoin, aiming to grow the Bitcoin community through discussions on self-custody, personal defense, geopolitics, and resilience. Weekly episodes feature insights from veterans and experts, covering topics like Bitcoin security, market trends, and societal impacts with a focus on empowering listeners. Bitcoin Veterans combines critical thought & humor to deliver actionable content while growing the Bitcoin ecosystem.