#1522 Tim, Dan, Ben, Jeff | Could Microstrategy’s Bitcoin Strategy Blow Up?

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 4 April 2025

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Tim Kotzman is the host of the Bitcoin Treasuries Podcast. Dan Hillery is an analyst and trader. Ben Workman is the Founder of NumerisX. Jeff Walton is the Founder of $MSTR True North. In this conversation we talk about Microstrategy's bitcoin strategy, potential risks, options market, metrics to keep an eye on, why bitcoin companies stocks trade at a premium, and what could be the next phase of the bitcoin treasury strategy?

=======================

Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at stake.coredao.org/pomp.

=======================

BitcoinOS is bringing Bitcoin into a new era. For the first time, Bitcoiners can access real DeFi across the entire crypto ecosystem, powered by revolutionary zero-knowledge technology. No more trusting sketchy bridges or giving up security. BitcoinOS reunites all of crypto around the chain where it all began. Follow BitcoinOS on twitter @BTC_OS and Be early to Bitcoin again.

=======================

Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

=======================

Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

Transcript

Click on a timestamp to play from that location

0:00.0	What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp
0:07.7	podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube,
0:21.1	and tell your friends and family about the podcast. My goal is to help millions learn from the
0:26.5	world's most interesting people. So let's get in to today's episode. Anthony Pompliano
0:31.8	runs Pomp Investments. All views of him and the guests on his podcast are surely their
0:36.8	opinions and do not reflect the opinions of pomp investments.
0:40.1	You should not treat any opinion expressed by pomp or his guest as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his personal opinion.
0:51.1	This podcast is for informational purposes only.
0:54.4	Today's episode is brought to you by Core. You can earn yield on your Bitcoin by just holding
0:58.8	your Bitcoin. It's simple. Core, the leading Bitcoin scaling solution will reward you for
1:03.7	not selling your Bitcoin. It's not magic. Here's how it works. Core is a protocol secured
1:08.7	by elected validators. You can help elect validators and secure the network by simply locking up your Bitcoin
1:13.6	on the Bitcoin blockchain.
1:15.3	No bridging, no lending, and just holding.
1:18.1	When your validator secures core, it earns rewards fueled by network activity and passes
1:22.6	them back to U.S. yield.
1:24.0	With a minimum lockup of just one day, when the time lock ends, you get your
1:27.8	Bitcoin back untouched. Still your keys, still your coins. Now, your yield. For even higher
1:33.6	rates, state core alongside your Bitcoin and multiply your yield. And if you want to see what
1:38.0	your Bitcoin is securing, join millions of others and exploring the largest Bitcoin
1:41.3	DeFi ecosystem. There are over 100 live apps in the network
1:44.7	and the deepest liquidity in all of Bitcoin Defi.
	...

Transcript will be available on the free plan in 9 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Anthony Pompliano, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Anthony Pompliano and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.