Name: Michael Saylor’s $300T Bitcoin Playbook (Full Breakdown) | Jeff Walton
Uploaded: 2025-09-26T19:15:08+00:00
Duration: 1 h 10 min 49 s
Description: Jeff Walton discusses his transition from reinsurance to Bitcoin treasury strategies at Strive, including their cashless acquisition of Semler Scientific and its 5,021 Bitcoin holdings. The conversati

11 days ago

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Jeff Walton discusses his transition from reinsurance to Bitcoin treasury strategies at Strive, including their cashless acquisition of Semler Scientific and its 5,021 Bitcoin holdings. The conversation covers Bitcoin treasury company dynamics, MicroStrategy's perpetual preferred instruments, capital structure innovations, and the evolving landscape of Bitcoin-backed credit products. Walton explains how companies like Strive are building Bitcoin war chests through M&A transactions while creating new financial instruments that compete with traditional fixed income markets. The discussion explores institutional appetite for Bitcoin treasury strategies, S&P 500 inclusion prospects, and the long-term implications of Bitcoinizing corporate finance structures.

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Strive: https://strive.com/

Bitkey
https://bit.ly/TFTCBitkey20
Unchained
https://unchained.com/tftc/
Obscura VPN
https://obscura.net/
SLNT
https://slnt.com/tftc

0:00 - Intro
1:08 - Jeff at Strive
5:36 - STRK
9:46 - Semler deal structure
13:28 - Paper bitcoin summer
17:47 - Obscura & SLNT
20:06 - Institutional appetite
23:26 - Critical treasury mass affecting long term price
27:53 - What are the products providing?
32:29 - STRC and Fed/Treasury
35:00 - Bitkey & Unchained
36:33 - Reinsurance history
46:46 - Opportunity Cost
47:30 - Soft landing, disrupting fixed income
51:16 - Operating business examples
57:53 - Companies missing out, S&P comparison
1:04:41 - What does S&P inclusion mean?