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Podcast: The Mark Moss Show
Episode: Microstrategy is up 2,988%... here's what we learned from them | Dan Hillery
Description: Dan Hillery, fund manager and Bitcoin strategist, joins us to break down the next evolution of Bitcoin capital markets: the rise of Bitcoin-native treasury companies engineered to unlock financial leverage with BTC as a base layer. This isn’t just another MicroStrategy clone — it’s a deeper, more sophisticated play. From unsecured convertible notes to preferred shares and fixed-income arbitrage, Dan explains how these companies are disrupting traditional capital formation using Bitcoin as collateral. In this episode, we explore why buying spot Bitcoin is just the beginning — and how the next generation of firms are building scalable, creditworthy businesses around B...