Jim Chanos vs. Pierre Rochard: MicroStrategy (MSTR) mNAV Debate (BTC243) скачать в хорошем качестве

Jim Chanos vs. Pierre Rochard: MicroStrategy (MSTR) mNAV Debate (BTC243)

Jim Chanos and Pierre Rochard face off on Bitcoin-native corporates, debating governance, valuation models, capital structure, and whether BTC on the balance sheet adds value or risk. What you'll learn here: 00:00:00 - Intro 00:01:38 - Why Jim Chanos is short BTC companies but long Bitcoin itself 00:08:37 - Pierre Rochard's view on using corporate debt/equity to acquire BTC 00:11:24 - The risks of NAV premiums and misaligned management incentives 00:18:44 - Whether BTC treasuries offer more than just bull-market beta 00:19:15 - Debate over proper valuation frameworks: NAV vs. cash flow 00:27:30 - Capital structure tools best suited for BTC-native companies 00:30:51 - Could BTC treasuries evolve into financial infrastructure—or stay niche? 00:31:28 - The systemic implications of too many firms holding BTC on balance sheets 00:36:04 - What a “responsible” BTC treasury strategy could look like Transcript & Guest Info: https://www.theinvestorspodcast.com/b... Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/m... Our Sponsor: 🪙 Optimize your mining profits while saving on taxes with Abundant Mines. https://www.abundantmines.com/preston ▶️ Related Episodes: Bitcoin Energy Survey and the Speculative Attack w/ Pierre Rochard:    • Bitcoin Energy Survey and the Speculative ...   Bitcoin is a Strategic National Necessity w/ Pierre Rochard:    • BTC124: Bitcoin is a Strategic National Ne...   Bitcoin Treasury Companies w/ James Check 'Checkmate':    • Bitcoin Treasury Companies w/ James Check ...   Listen to our episodes here: https://open.spotify.com/show/28RHOkX... Visit our website: https://www.theinvestorspodcast.com/b... Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/s... ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Bitcoin #MicroStrategy #JimChanos #PierreRochard #BitcoinInvesting