BITCOIN EXPERT: You Need to Understand Bitcoin Treasuries... (Or you might fail)

BITCOIN EXPERT: You Need to Understand Bitcoin Treasuries... (Or you might fail) | Jeff Walton

Jeff Walton, former reinsurance broker turned Bitcoin thought leader, breaks down why Bitcoin treasury strategy companies are exploding?and what it means for the future of finance. From riding GameStop to the top to identifying asymmetric risk in traditional markets, Jeff reveals how a background in risk management led him to bet big on Bitcoin. In this episode, we explore why Bitcoin treasury companies are outperforming, how MicroStrategy rewrote the corporate playbook, and the difference between simply holding Bitcoin versus having a full-blown Bitcoin treasury strategy. Jeff unpacks why so-called "zombie companies" are pivoting to BTC, the biggest risks and red flags in this emerging space, and why he believes the future of capital markets will be built on Bitcoin. ___________________________________ PODCAST LINK: https://go.1markmoss.com/TheMarkMossShow INCREASE YOUR SOVEREIGNTY NOW: JOIN MY FREE NEWSLETTER HERE - https://go.1markmoss.com/sovereign The world we are going into is not the world we are leaving behind, need a guide? Here's How to Work With Me https://go.1markmoss.com/strategy-call ___________________________________ (BEWARE OF SCAMMERS) They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp. This is my only YouTube channel, and my social media platforms can be found below. ___________________________________ CONNECT WITH ME ON SOCIAL Facebook https://www.facebook.com/1MarkMoss/ Twitter https://twitter.com/1MarkMoss Instagram https://www.instagram.com/markmoss/ LinkedIn https://www.linkedin.com/in/markmoss/ ___________________________________ Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it?s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer ___________________________________ 0:00 ? Jeff Walton's background: From reinsurance to Bitcoin 1:57 ? GameStop trade, Robinhood?s freeze, and discovering MicroStrategy 4:51 ? What Bitcoin treasury companies really are 8:15 ? Risk frameworks and why traditional finance doesn?t apply 13:00 ? Zombie companies adopting BTC to survive 16:44 ? Are we in a bubble or just getting started? 25:16 ? MicroStrategy vs. traditional fixed income plays 36:45 ? Red flags: Secured debt, leverage, and TradFi incentives