727 Finance▶Bitcoin Magazine Mike Flaum: MSTR Performance “Massively” to the Upside During Next BTC Bull Run Log Scale CEO Mike Flaum discusses Strategy's Stretch, daily dividends, BTC preferreds vs. Treasuries for retirees, and separating volatility from true risk.
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Bitcoin Magazine
Mike Flaum: MSTR Performance “Massively” to the Upside During Next BTC Bull Run
Mike Flaum, CEO of Log Scale Investments, joins Bitcoin Magazine TV to talk Strategy’s Stretch, daily dividends, Strive’s SATS, Bitcoin-backed preferreds vs. Treasury bonds for retirees, mNAV and the four-year cycle. He explains why he separates risk from volatility and why he’s bullish long term.
Chapters:
00:00 Mike Flaum on Strategy and Bitcoin Treasury Companies
00:15 What Stretch Getting Back to Par Means for Strategy
01:18 How Issuing Stretch at $100 Restarts Bitcoin Buying
02:33 Strategy Shareholders Approve Daily Dividends
03:34 Why Daily Dividends Work Like Bitcoin Perpetual Futures
04:51 Opportunistic Traders vs. Long-Term Preferred Holders
07:08 Was Strive’s SATS Oversubscription Net New Money?
09:39 Bitcoin-Backed Preferreds vs. Treasury Bonds for Retirees
11:43 Why Strategy’s Stock Hasn’t Kept Pace With Its Bitcoin
13:41 Gross, EV and Net mNAV Explained
15:04 Digital Credit, Amplification and Share Buybacks
16:47 Strategy vs. Strive’s Capital Stack
18:48 Is the Bitcoin Four-Year Cycle Dead?
20:31 Why Bitcoin Hits an All-Time High Before the Halving
22:08 JPMorgan’s Bitcoin Forecast and Bitcoin’s Long-Term Retur
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