#542: The Bitcoin Treasure Strategy Is A Game Changer with Dylan LeClair - podcast episode cover

#542: The Bitcoin Treasure Strategy Is A Game Changer with Dylan LeClair

Oct 02, 20241 hr 33 min
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Episode description

Marty sits down with Dylan LeClair to discuss the effectiveness MicroStrategy's bitcoin treasury model.

Dylan on Twitter: https://x.com/DylanLeClair_

0:00 - Intro

1:19 - Price cycles and election outcomes

6:49 - Rate cut

10:27 - Unchained

11:12 - China

14:49 - Leveraging for more bitcoin

22:06 - First mover advantage

29:23 - Gradually, Then Suddenly & Zaprite

31:00 - How cash flow affects the strategy

33:47 - Impact on price

39:30 - MetaPlanet's journey

46:33 - Importance of timing

54:28 - Shareholder obligation

1:01:26 - Yuppie elites

1:05:49 - Bitcoin ETF options

1:16:57 - Bitcoin's come further than Crypto

1:26:10- Hot takes

Shoutout to our sponsors:

River

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Unchained

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Zaprite

https://zaprite.com/tftc

Gradually, Then Suddenly

https://thesaifhouse.com/gradually

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