Bullish Trump Coin (BTC)

Welcome back to The Bitcoin Treasuries Podcast.

Today's guest is @Werkman, CIO of @Strive.

We discuss Ben's take on the current state of the market, the base case for the bear market, talking to retail versus institutional investors, stress testing digital credit in a bear market, Ben's day to day as CIO of Strive, and much more.

Here's my conversation with Ben Werkman.

0:00 - Intro
0:30 - Ben’s take on the current state of the market
4:00 - The base case for the bear market?
9:20 - Talking to retail vs institutional investors
17:04 - Stress testing Digital Credit in a bear market
22:37 - Ben’s day-to‑day as CIO of Strive
26:27 - Will a bull market lift all Bitcoin Treasury companies?
30:44 - Digital Credit while trading below NAV?

Welcome back to The Bitcoin Treasuries Podcast.

Today's guest is Garrett Johnston, Senior Vice President at Marsh.

We discuss his career in insurance, risk based capital, Digital Credit in a bear market, talking to retail versus institutions, institutional grade Digital Credit, and more.

Here's my conversation with @garrettoj.

0:00 - Intro
0:10 - Garrett’s career in insurance
6:12 - How institutions evaluate risk
18:00 - What is Risk Based Capital?
25:13 - What would be concerning to an institution?
37:05 - Par, peg, and de-peg
40:14 - Digital Credit in a bear market
45:14 - How do Bitcoin Treasury company executives talk to retail vs institutions?
54:00 - Why haven’t Bitcoin Treasury executives been more public in their conviction?
1:03:19 - Institutional Grade Digital Credit

Bitcoin and AI are the two most transformative technologies of the 21st century. Markets rarely appreciate transformative technologies in a straight line.