Episode Details

Jeff Park (Bitwise) on Digital Asset Alpha Strategies (EP.602)
3/12/2025
On The Brink with Castle Island

Key Insights

Bullish:

  • 🟢 $MSTRPREF - MicroStrategy's preferred equity is seen as an underappreciated but highly interesting investment opportunity within the company's capital structure, offering multiple ways to generate returns.
    • The preferred equity is actually the security that gets the least amount of attention as I can tell, but I find it by far the most interesting piece in the puzzle of its capital structure.” - Jeff (25:43)
  • 🟢 $MSTR - 🔒
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  • 🟢 $BTC - 🔒
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  • 🟢 $BITCOINTREASURY - 🔒
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  • 🟢 $SOL - 🔒
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Bearish:

  • 🔻 $ETH - 🔒
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