MicroStrategy's 2025 Bitcoin Strategy Explained! | Ben Werkman | BFM118

MicroStrategy's 2025 Bitcoin Strategy Explained! | Ben Werkman | BFM118

Ben Werkman is known for his insightful analysis of Bitcoin and MicroStrategy's innovative treasury approach. With a background in finance and banking, Ben offers valuable perspectives on corporate Bitcoin adoption (like MSTR)and investment strategies.

› Follow Ben: https://x.com/benwerkman


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🕑 TIMESTAMPS

00:00 - Introduction to Bitcoin as a Corporate Asset

02:21 - MicroStrategy's Business Model Pivot

10:39 - Transformative Corporate Strategies with Bitcoin

18:22 - The Digital Capital Arms Race

25:08 - FASB Changes and Their Implications

31:58 - Valuing MicroStrategy: Bitcoin Per Share and S&P 500 Inclusion

41:41 - Understanding Bitcoin's Valuation Dynamics

43:14 - The Urgency in Bitcoin Accumulation

44:39 - MicroStrategy's Financial Strategy and Debt Management

47:30 - The Role of Preferred Stock in MicroStrategy's Future

58:28 - Engineering Lower Volatility in Financial Products

01:00:44 - The Long-Term Vision of MicroStrategy and Bitcoin

01:09:02 - Future Prospects for MicroStrategy and Bitcoin Banking

01:11:33 - Risk Assessment in MicroStrategy's Strategy

01:14:24 - Short Selling Dynamics and Market Reactions

01:16:35 - Core Beliefs and Thinking Differently

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Episoder(292)

Why You’ll Get Bitcoin At The Price You Deserve | American HODL | BFM286

Why You’ll Get Bitcoin At The Price You Deserve | American HODL | BFM286

American HODL is a Bitcoin OG and prominent figure in the Bitcoin community, known for his strong advocacy and philosophical takes.› https://x.com/AmericanHODLPARTNERS🔐 The Bitcoin Way is your person...

24 Sep 1h 33min

Bitcoin's Next Cycle Is About To Get Crazy | James van Straten | BFM285

Bitcoin's Next Cycle Is About To Get Crazy | James van Straten | BFM285

James van Straten is a Senior Analyst at CoinDesk and Bullish, where he conducts in-depth structured research on Bitcoin. James hails Bitcoin as the 21st century's paramount invention.› https://x.com/...

21 Sep 48min

We Don’t Need a Crisis for $250K-$840K Bitcoin | Sam Baker | BFM284

We Don’t Need a Crisis for $250K-$840K Bitcoin | Sam Baker | BFM284

Sam Baker has spent 6 years in the Bitcoin industry and is currently a research analyst for River.› https://x.com/macromule› River’s report: https://x.com/River/status/2095172953935684067PARTNERS🔐 Th...

17 Sep 1h 15min

This Is The Dumbest Trade You Make EVERY DAY | Bram Kanstein | BFM283

This Is The Dumbest Trade You Make EVERY DAY | Bram Kanstein | BFM283

Bram Kanstein is a creative entrepreneur and the host of Bitcoin for Millennials, exploring Bitcoin not as a trade, but as essential savings technology and a rational opt-out from a failing fiat money...

14 Sep 21min

Bitcoin Is Gold With Teleportation, Here’s Why It Wins | Pio Vincenzo | BFM282

Bitcoin Is Gold With Teleportation, Here’s Why It Wins | Pio Vincenzo | BFM282

Pio is a Bitcoin-native operator and commentator who first stacked sats in 2020, built a media business through the NFT cycle, and now focuses on Bitcoin plus the companies forming around it.› https:/...

10 Sep 49min

Bitcoin Has Never Seen What’s Coming Next | André Dragosch | BFM281

Bitcoin Has Never Seen What’s Coming Next | André Dragosch | BFM281

André Dragosch is Head of Research at Bitwise in Europe. He holds a PhD in financial history and is author of the book "Exponential Gold".› https://x.com/Andre_DragoschPARTNERS🔐 The Bitcoin Way is yo...

7 Sep 1h 34min

Why Bitcoin is Pumping (It’s Not What You Think) | Bram Kanstein | BFM280

Why Bitcoin is Pumping (It’s Not What You Think) | Bram Kanstein | BFM280

Bram Kanstein is a creative entrepreneur and the host of Bitcoin for Millennials, exploring Bitcoin not as a trade, but as essential savings technology and a rational opt-out from a failing fiat money...

3 Sep 16min

Why You Need to Truly Own Your Bitcoin (Before It’s Too Late) | Tony Yazbeck | BFM279

Why You Need to Truly Own Your Bitcoin (Before It’s Too Late) | Tony Yazbeck | BFM279

Tony Yazbeck is a cybersecurity veteran and co-founder of The Bitcoin Way, dedicated to helping individuals achieve total financial sovereignty.› https://x.com/V4BTCPARTNERS🔐 The Bitcoin Way is your ...

31 Aug 1h 12min

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