BTC228: Saylor's Bitcoin Strategy w/ Preferred Stock w/ Jesse Myers (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 2 April 2025

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jesse Myers breaks down MicroStrategy’s bold new move, the MSTR preferred stock, and shares big-picture views on Bitcoin, scarcity, and economic transformation. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:58 - What MicroStrategy’s new preferred stock offering means for investors. 04:34 - The implications of MSTR’s free cash flow and interest expense dynamics. 07:23 - A sneak peek at Jesse’s Global Asset Value chart and what it reveals. 10:16 - How Bitcoin continues to shape MicroStrategy’s balance sheet and strategy. 15:48 - Whether we’re approaching a “debt event horizon” and what that might mean. 16:33 - Jesse’s insights on Bitcoin yield and accretive dilution. 23:29 - Misconceptions people have about the current economic landscape. 23:49 - Why appreciating scarcity is a key mindset shift in investing. 36:36 - What Jesse’s excited about in today’s rapidly evolving financial world. 37:24 - Jesse’s take on Elon Musk and Howard Lutnick’s vision for rewiring the U.S. economy. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Jesse’s X Account. Jesse Myer’s Newsletter. Jesse’s company, Onramp. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock Found DeleteMe Fundrise CFI Education Vanta Shopify Onramp TurboTax Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.8	Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals podcast.
0:06.9	This week I have backed by popular demand, Mr. Jesse Myers.
0:10.6	Jesse is the chief investment officer at OnRamp.
0:13.3	He's got a background in neuroscience, a degree from Stanford, is an incredible writer in the Bitcoin space,
0:19.2	and today we're talking a lot about micro strategy.
0:22.3	Recently, the company has issued yet another round of preferred stock, and many people on Wall
0:26.9	Street are suggesting this is becoming too much. So Jesse and I dig into the talking points
0:31.6	that they have and try our best to talk about all the different variables and what investors
0:36.0	need to understand about the stock
0:37.7	moving forward.
0:38.7	This was a really fun one to record, so I hope you guys enjoy our commentary.
0:47.1	Celebrating 10 years, you are listening to Bitcoin Fundamentals by the Investors Podcast Network.
0:53.4	Now for your host, Preston Pish.
1:04.6	Hey, everyone, welcome to the show.
1:06.4	I'm here with Jesse Myers.
1:07.8	Jesse, welcome back to the show.
1:09.6	Great to be here.
1:10.2	Thanks for having me.
1:17.4	So I got a little excited when I saw you talking about this new micro strategy preferred. I was having a little bit of a different take on this and that's why I really wanted to talk to you.
1:22.0	So I want to hear your point of view and then maybe I'll throw out maybe a contrarian take or
1:26.9	whatever. I don't know.
	...

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