The Truth About Bitcoin Treasury Companies | Will Clemente

Will Clemente and Ben Harvey from Keyrock discuss the big report they just put together on bitcoin treasury companies, what is going on with their premiums, how to think about debt, how to think about bitcoin per share, inflation, interest rates, and where the market is headed.

TIMESTAMPS:
0:00 - Intro
1:12 - ‘Bitcoin treasuries uncovered’ takeaways
8:06 - Strategy’s bitcoin per share has grown 11x
11:27 - Altcoin vs bitcoin treasure companies
18:38 - Capital that is flowing into bitcoin treasure companies
20:49 - How to evaluate the performance of bitcoin treasure companies
24:04 - Current macro backdrop and market outlook
34:34 - Bitcoin dominance expectations
35:31 - Interest rate expectations
37:59 - Where to find the new bitcoin treasury report

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