TIMESTAMPS:
00:00:00 - Introduction
00:03:37 - Is Strategy’s Bitcoin Play Sustainable?
00:07:30 - The Evolution of Corporate Bitcoin Treasuries
00:15:27 - Bitcoin Per Share & MNAV Flywheel Risks
00:18:20 - Zombie Companies vs Profitable Treasuries
00:39:16 - What’s a Fair NAV Premium?
00:46:46 - The End Game
00:49:54 - Are These Ponzi Schemes?
01:06:18 - Chances of Failure
01:08:12 - Stablecoins & Global Dollar Demand
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10 sats \ 0 replies \ @perscrutador 7h
Yes. When someone sells you a piece of shit and buys bitcoin with the money, bitcoin that only they have the keys to, promising you returns on your “investment,” it seems very much like a Ponzi scheme to me.
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10 sats \ 0 replies \ @BlokchainB 11h
TL:DW answer
No
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