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

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