#577: The Biggest Moment In Financial History with Jeff Walton

TFTC: A Bitcoin Podcast

Jan 29, 2025•1 hr 17 min

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Episode description

Marty sits down with Jeff Walton to discuss Microstrategy's preferred stock offering.

Jeff on Twitter: https://x.com/PunterJeff

MSTR True North: https://x.com/MSTRTrueNorth

0:00 - Intro 0:36 - Explaining Microstrategy's preferred stocks 7:14 - Making use of volatility 13:58 - Fold & Bitkey 15:54 - Everything changes when insurance catches on 25:34 - Real estate insurance 29:04 - Unchained 30:05 - First mover companies 33:16 - The strategy is misunderstood, but the tide is turning 38:22 - What happens to MSTR's value 44:14 - The most hated trade 48:09 - Too much bitcoin? 53:17 - Is Microstrategy going to be the only player? 56:09 - Bitcoin weaponizes greed 1:05:31 - Will the 4 year cycle be disrupted? 1:08:37 - How it’s been for Jeff 1:12:24 - Bitcoin yield 1:15:44 - Wrap

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https://unchained.com/tftc/

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