Friend of the show Dan Hillery returns to discuss Strategy's STRD announcement, his takeaways from the Bitcoin conference in Vegas, and the biggest risks Bitcoin Treasury companies are facing.- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanDan Hllery on X: https://x.com/hillery_dan0:00 - Intro0:08 - What is STRD and how does it compare to Strategy’s other preferred offerings?5:09 - How STRD dividends work6:29 - Can STRD ATM help MSTR get above mNAV?10:20 - Leverage ratios analyzation 13:03 - What other companies offer something like STRD?13:48 - What other products can Strategy offer?16:00 - What do currency swaps mean?19:58 - Dan’s takeaways from the Vegas Bitcoin Conference22:28 - What are the biggest risks to Bitcoin Treasury companies during a drawdown?28:44 - Could a company ATM cash onto its balance sheet if Bitcoin is falling?32:57 - Closing thoughts and where to find Dan online#podcast #bitcoin #microstrategy #investing #mstr #btc

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