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 for retirees, and separating volatility from true risk.

▶

Bitcoin Magazine

Mike Flaum: MSTR Performance “Massively” to the Upside During Next BTC Bull Run

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 Companies

00:15 What Stretch Getting Back to Par Means for Strategy

01:18 How Issuing Stretch at $100 Restarts Bitcoin Buying

02:33 Strategy Shareholders Approve Daily Dividends

03:34 Why Daily Dividends Work Like Bitcoin Perpetual Futures

04:51 Opportunistic Traders vs. Long-Term Preferred Holders

07:08 Was Strive’s SATS Oversubscription Net New Money?

09:39 Bitcoin-Backed Preferreds vs. Treasury Bonds for Retirees

11:43 Why Strategy’s Stock Hasn’t Kept Pace With Its Bitcoin

13:41 Gross, EV and Net mNAV Explained

15:04 Digital Credit, Amplification and Share Buybacks

16:47 Strategy vs. Strive’s Capital Stack

18:48 Is the Bitcoin Four-Year Cycle Dead?

20:31 Why Bitcoin Hits an All-Time High Before the Halving

22:08 JPMorgan’s Bitcoin Forecast and Bitcoin’s Long-Term Retur

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.