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Podcast: The Mark Moss Show
Episode: BITCOIN EXPERT: You Need to Understand Bitcoin Treasuries... (Or you might fail) | Jeff Walton
Description: Jeff Walton, former reinsurance broker turned Bitcoin thought leader, breaks down why Bitcoin treasury strategy companies are exploding—and what it means for the future of finance. From riding GameStop to the top to identifying asymmetric risk in traditional markets, Jeff reveals how a background in risk management led him to bet big on Bitcoin. In this episode, we explore why Bitcoin treasury companies are outperforming, how MicroStrategy rewrote the corporate playbook, and the difference between simply holding Bitcoin versus having a full-blown Bitcoin treasury strategy. Jeff unpacks why so-called "zombie companies" are pivoting to BTC, the biggest risks an...