MSTR to $1T by 2026, New Pref. Stock Explained, BTC Backed Insurance & DeepSeek Impact - Jeff Walton

Jeff Walton breaks down MicroStrategy's new preferred stock offering and predicts a $1T market cap by 2026. The conversation explores MSTR's innovative financial engineering, potential for Bitcoin-backed insurance products, and how AI developments like DeepSeek could impact markets. Walton details how institutional capital can access Bitcoin through various financial vehicles, while explaining how MicroStrategy's strategy could disrupt traditional market cycles. The episode covers everything from complex debt instruments to macro trends reshaping corporate treasury management.

Walton on X: https://x.com/PunterJeff?

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0:00 - Intro

0:48 - Explaining Microstrategy's preferred stocks

7:26 - Making use of volatility

14:10 - Fold & Bitkey

16:06 - Everything changes when insurance catches on

25:46 - Real estate insurance

29:16 - Unchained

30:17 - First mover companies

33:28 - The strategy is misunderstood, but the tide is turning

38:34 - What happens to MSTR's value

44:26 - The most hated trade

48:21 - Too much bitcoin?

53:29 - Is Microstrategy going to be the only player?

56:21 - Bitcoin weaponizes greed

1:05:43 - Will the 4 year cycle be disrupted?

1:08:49 - How it's been for Jeff

1:12:36 - Bitcoin yield

1:15:56 - Wrap

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