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Bitcoin Treasury Companies: Risk, Reward & mNAV with Blake Canfield | SLP666
01:17:50
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2025/6/15
Stephan Livera Podcast
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Intro
How will the debt market impact Bitcoin through treasury companies?
Are there parallels between Bitcoin treasury companies and altcoins?
What are the different approaches to acquiring Bitcoin for a company?
What is mNAV and why is it important?
How sustainable are Bitcoin treasury strategies?
Analyzing various Bitcoin treasury companies
What is BTC Torque and how does Fiat Convertible Debt work?
Global demand for Bitcoin treasury companies
Did GameStop miss out on a Bitcoin opportunity?
Understanding mNAV and Bitcoin Yield
What are the potential pitfalls of Bitcoin treasury companies?
Can treasury company strategies cover interest obligations?
What are the biggest risks for a Bitcoin treasury company?
Thesis for rotating profits into Bitcoin and tax inefficiency models
What does the future hold for Bitcoin treasury companies?
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