Bitcoin is smashing through all-time highs. I reflect on the psychology of investing in a Bitcoin bull market, how to think about portfolio allocation, and the rise of Bitcoin treasury companies like Matador, MetaPlanet, and MicroStrategy. I explain what Bitcoin Treasury Companies are, how to analyze them, and whether they can outperform Bitcoin's hurdle rate. TIMESTAMPS: 0:00 - Money Printer Go Burrr 2:27 - Sound Money is Not New 4:26 - Diversify Out of Bitcoin?  6:23 - What are Bitcoin Treasury Companies? 11:26 - Why do Some Bitcoin Treasury Stocks Moon? 16:30 - The Bitcoin Opportunity Fund 19:33 - Where are we in the Bitcoin Cycle? 22:49 - When to Buy Bitcoin Treasury Companies? 24:52 - Beating the Bitcoin Hurdle Rate 26:58 - Closing Thoughts New episodes 3x per week. Let's learn together. If you want to learn more or connect, visit my website: https://jakewoodhouse.io/