Episode Details

Bitcoin Treasury Companies Are Taking Off. Could They Eventually Crash? - Ep. 843
5/30/2025
Unchained โ†—

Key Insights

Bullish:

  • ๐ŸŸข $MSTR - MicroStrategy's strategy of using financial engineering to acquire more Bitcoin and the focus on 'Bitcoin per share' as a new metric for evaluating the company's performance makes it an attractive investment in the crypto space.
    • โ€œBut MicroStrategy has proven over time by using financial engineering, whether that's selling a stock or selling converts in an accretive way, they can actually acquire more Bitcoin. And and there's this new, metric that people should focus on, which is, you know, Bitcoin per share.โ€ - Cosmo (24:12)
  • ๐ŸŸข $CRYPTOEQUITIES - ๐Ÿ”’
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  • ๐ŸŸข $CRYPTOTREASURY - ๐Ÿ”’
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  • ๐ŸŸข $SOL - ๐Ÿ”’
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