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They Will Hold 50% of ALL Bitcoin supply (Here's How)
Jesse Myers dives into his bold thesis that these firms might ultimately hold half of all Bitcoin, a scenario he sketches using long‑range targets like $13M per coin and a finance world reshaped around that reality.
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––– Chapters –––
00:00 - Who Will Buy the Next Trillions in Bitcoin?
01:14 - Treasury Companies as Capital Conduits
03:00 - Could They Accumulate Half of All Bitcoin?
04:00 - Why the U.S. Needs Bitcoin to Support Treasury Demand
05:19 - The Pain of Traditional Convertible Notes
06:57 - Enter STRIKE, STRIFE, STRIDE, and STRETCH
08:49 - Will Bitcoin Treasury Firms Issue Stablecoins?
11:33 - Rebuilding the Yield Curve with Bitcoin-Backed Products
13:28 - The S-Curve of Full Bitcoin Monetization
DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.
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Thank you for listening!
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