Description
Marty sits down with Dylan LeClair to discuss the effectiveness MicroStrategy's bitcoin treasury model.
Dylan on Twitter: https://x.com/DylanLeClair_
0:00 - Intro
1:19 - Price cycles and election outcomes
6:49 - Rate cut
10:27 - Unchained
11:12 - China
14:49 - Leveraging for more bitcoin
22:06 - First mover advantage
29:23 - Gradually, Then Suddenly & Zaprite
31:00 - How cash flow affects the strategy
33:47 - Impact on price
39:30 - MetaPlanet's journey
46:33 - Importance of timing
54:28 - Shareholder obligation
1:01:26 - Yuppie elites
1:05:49 - Bitcoin ETF options
1:16:57 - Bitcoin's come further than Crypto
1:26:10- Hot takes
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Unchained
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Zaprite
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Gradually, Then Suddenly
https://thesaifhouse.com/gradually
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