Bitcoin has a marketing problem. Balance sheets have a risk problem. This panel has the math for both. @jeremyalmond (@paystand) x @dgt10011 (@paraficapital) x Loren Asmus (@UTXOmgmt) x @_amanda_fab (@nakamoto) Chapters: 0:00 Bitcoin's Utility Over Hype 2:10 Balance Sheet or Business? 5:11 ROE Is the Metric 6:57 Bitcoin's Marketing Problem 10:41 Fiat Debasement, Positive EV 14:52 Stablecoins Outpacing Bitcoin 17:01 Sovereigns, the Weaponized Dollar 18:47 El Salvador's Bottom-Up Story 20:12 Stop Fighting, Grow Pie #BitcoinCapitalMarkets# #TradFi# #SovereignAdoption#