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Dylan LeClair on Metaplanet's Bitcoin Bet: How Corporate Treasuries are Transforming Global Finance
In this episode, Natalie Brunell chats with Dylan LeClair, Director of Bitcoin Strategy at Metaplanet.
What you’ll learn:
- Why Metaplanet transitioned away from hotels to a Bitcoin-first strategy
- Tax advantages for Bitcoin equities based in Japan
- Why Metaplanet has been issuing strike warrants
- Metaplanet's 555 Million Plan
- How Michael Saylor is "fixing" the capital markets
- What are Strategy's $STRF, $STRK, and $STRD instruments?
- Why Dylan is bullish on $SMLR and other corporate Bitcoin treasuries
Coin Stories is powered by *Bitwise*. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com
Coin Stories is also powered by *Bitdeer*. Bitdeer Technologies Group (NASDAQ: BTDR) is a publicly-traded leader in Bitcoin mining and high-performance computing. Learn more at https://www.bitdeer.com
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*IN THIS COIN STORIES EPISODE*
00:00 What it's like working for Metaplanet
1:50 Metaplanet's Bitcoin-only strategy
3:14 Advantage of being based in Japan
5:28 Bitwise
5:58 Bitdeer Technologies Group
6:21 What is a strike warrant?
8:10 Early days of growing Bitcoin holdings
10:38 Metaplanet's "555 Million Plan"
13:33 The next Bitcoin bear market
15:43 Metaplanet headquarters in Miami
16:39 What if laws in Japan change?
17:45 Metaplanet's strategy
20:09 Corporate Bitcoin treasuries
23:12 Casa Business
23:42 Bitkey
24:02 The Bitcoin Way
24:24 Coinkite
24:39 Speed.app
24:55 Strategy's latest products
29:10 Differences between Strategy's Stride, Strike and Strife products
32:34 Is the market missing something?
33:46 Capital mis-priced
36:02 Bitcoin in the fixed income market
37:02 Leveraging Bitcoin
40:32 Apple, Amazon, Facebook and Bitcoin
41:47 Semler Scientific
43:49 Bitcoin corporate treasuries and core businesses
46:12 Bitcoin space in 10 years, Bitcoin price
47:40 Macroeconomic picture
*OTHER RESOURCES*
Natalie Brunell’s website https://www.talkingbitcoin.com/
Metaplanet https://metaplanet.jp/en
*VALUE FOR VALUE — SUPPORT NATALIE BRUNELL’S SHOWS*
Strike ID https://strike.me/coinstoriesnat/
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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
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