James, would be interested to know if one is looking to deploy capital in the BTC Treasury company space, should one go with one of 1) the OG: MSTR - biggest best known - huge head start / most BTC 2) Metaplanet - Japanese OG - smaller less known biggest Asia based co - smaller size - perhaps more upside expanding Sh/er base 3) CEP / 21 Capital - Killer Oship (CF-Lutnick/Tether/Softbank but just starting out 4) ASST / Strive - Vivek Ramaswamy - also just starting out 5) OTHER player
1-4 All are well connected to Trump/Admin in one way or another.
How do you see the $7 trillion debt plus the $2 trillion deficits that need to be financed by the treasury department affecting a possible stagflation event? Carlasare argues the treasury department has issued $7 trillion of debt before in the past and the yields didn’t blow out. Wouldn’t longer dated bonds that come due be snowballed into the debt to refinanced causing the $7 trillion is continue to increase?
What are your highest conviction BTC related companies/equities that have strong potential to outperform BTC?
James, would be interested to know if one is looking to deploy capital in the BTC Treasury company space, should one go with one of 1) the OG: MSTR - biggest best known - huge head start / most BTC 2) Metaplanet - Japanese OG - smaller less known biggest Asia based co - smaller size - perhaps more upside expanding Sh/er base 3) CEP / 21 Capital - Killer Oship (CF-Lutnick/Tether/Softbank but just starting out 4) ASST / Strive - Vivek Ramaswamy - also just starting out 5) OTHER player
1-4 All are well connected to Trump/Admin in one way or another.
How do you see the $7 trillion debt plus the $2 trillion deficits that need to be financed by the treasury department affecting a possible stagflation event? Carlasare argues the treasury department has issued $7 trillion of debt before in the past and the yields didn’t blow out. Wouldn’t longer dated bonds that come due be snowballed into the debt to refinanced causing the $7 trillion is continue to increase?