Mike Flaum: MSTR Performance “Massively” to the Upside During Next BTC Bull Run
▶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...
Log Scale CEO Mike Flaum discusses Strategy's Stretch, daily dividends, BTC preferreds vs. Treasuries for retirees, and separating volatility from true risk.
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 Companies00:15 What Stretch Getting Back to Par Means for Strategy01:18 How Issuing Stretch at $100 Restarts Bitcoin Buying02:33 Strategy Shareholders Approve Daily Dividends03:34 Why Daily Dividends Work Like Bitcoin Perpetual Futures04:51 Opportunistic Traders vs. Long-Term Preferred Holders07:08 Was Strive’s SATS Oversubscription Net New Money?09:39 Bitcoin-Backed Preferreds vs. Treasury Bonds for Retirees11:43 Why Strategy’s Stock Hasn’t Kept Pace With Its Bitcoin13:41 Gross, EV and Net mNAV Explained15:04 Digital Credit, Amplification and Share Buybacks16:47 Strategy vs. Strive’s Capital Stack18:48 Is the Bitcoin Four-Year Cycle Dead?20:31 Why Bitcoin Hits an All-Time High Before the Halving22:08 JPMorgan’s Bitcoin Forecast and Bitcoin’s Long-Term Retur
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