The crew dives deep into the institutional adoption of Bitcoin globally. Tune in to hear more about MetaPlanet, MSTR, Bitcoin treasuries, market sentiment, and why 2025 could be the breakout year for Bitcoin-aligned equities and cooperative finance.
Market Snapshot
As of 5/21/25:
- Open: $415.92 | Close: $402.69
- Volume: 18,373,500 shares
- mNAV: ~1.90 | Market Cap: ~$112.11B
- BTC Holdings: 576,230
In This Episode
- 00:00:00 — The intro
- 00:04:00 — $BTC/$MSTR outlook
- 00:08:16 — Volatility DNA
- 00:15:25 — Japan bonds
- 00:18:33 — $MTPLF
- 00:23:40 — Cyber wolf pack
- 00:28:49 — $BTC cooperation
- 00:34:56 — mNAV risks
- 00:44:00 — Liquidity
- 00:47:29 — $BTC treasury evolution
- 01:02:05 — $MSTR fundamentals
- 01:08:00 — $STRK deep-dive
- 01:17:28 — Yield analysis
- 01:27:20 — S&P 500 potential
- 01:35:39 — 2025 outlook
- 01:40:20 — The power of collateral
- 01:46:05 — $BTC quietly @ ATH
- 01:56:00 — Closing thoughts & peaceful portfolios