Inside Look at Strategy’s $70+ Billion Bitcoin Treasury

Natalie Brunell sits down with Shirish Jajodia, Head of Investor Relations and Treasury at Strategy, to uncover how Bitcoin is disrupting traditional finance and reshaping corporate strategy. Shirish is on the front lines of managing a major Bitcoin treasury, communicating with investors, and building products around digital assets and AI.

This episode goes deep into what really drives Bitcoin markets, whether Strategy moves the needle, and how Bitcoin-backed credit could revolutionize global finance. Shirish also tackles critics, explains the importance of fair value accounting, and shares his bold Bitcoin predictions.

In this episode:
- The future of investor relations in a Bitcoin world
- How to evaluate digital asset companies
- Inside Strategy’s approach to managing its Bitcoin treasury
- Why accounting rule changes are a game-changer for Bitcoin
- How Bitcoin-backed credit could transform global markets

Follow Shirish on X https://x.com/shirishjajodia

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⚡*Bitwise* has over $10B in client assets, 32 investment products, and a team of 100+ employees across the US and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com

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*IN THIS COIN STORIES EPISODE*
00:00 Meet Shirish Jajodia of Strategy
4:37 Gemini Orange Bitcoin Credit Card
5:05 Bitwise
5:34 Bitdeer Technologies Group
5:56 Investor Relations in the Digital Age
8:04 Evaluating Digital Asset Companies Explained
10:17 Key Insights: What Investors Want
11:17 The Reality of Managing a Bitcoin Treasury
12:36 Does Strategy Drive the Bitcoin Market?
13:28 Understanding Bitcoin for Investors
17:00 Casa Business
17:30 Bitkey
17:49 The Bitcoin Way
18:09 Speed.app
18:36 AI and Strategy’s New Bitcoin Products
21:06 Pressure on Strategy to Stay in Headlines?
21:49 Strategy’s Response to Its Critics
23:03 Fair Value Accounting: Game-Changer for Bitcoin
24:26 Why Corporate Treasuries Should Consider Bitcoin
26:00 Bitcoin-Backed Credit: Market Revolution Coming
28:05 Strategy’s New Preferred Bitcoin Products
28:40 What Strategy Would Change in Hindsight
29:47 Bitcoin Price Predictions for the Future
30:23 Shirish Jajodia on Landing a Bitcoin Dream Job

*OTHER RESOURCES*
Natalie Brunell’s website https://www.talkingbitcoin.com/
Strategy https://www.strategy.com/

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Producer: Aron Bender https://www.linkedin.com/in/aron-bender/
Editor: Silas Foley

DISCLAIMER Coin Stories is for entertainment purposes only and does not give financial advice. #bitcoin #crypto #bitcoinpodcast