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Podcast: Inflection Point
Episode: Bitcoin Treasury Companies Mark A New Era Of "Intelligent Leverage’” | Ed Juline
Description: In this episode, Ed Juline discusses the explosive growth of Bitcoin treasury companies. Ed recounts his journey from early Bitcoin days to working with MicroStrategy, highlighting how “intelligent leverage” has unlocked institutional adoption. We also discuss whether cycles still matter, the risks and opportunities of Bitcoin treasury companies, geographic arbitrage in emerging markets, and how preferred shares and ETFs are shaping Wall Street’s interaction with Bitcoin. Enjoy!
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