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Tim Kotzman
@TimKotzman
President, I Founder, @btctmedia | @HurdleRatePod | Founding Member, @TNorth |
加入 December 2008
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Welcome back to The Bitcoin Treasuries Podcast. Today's guest is @Werkman, CIO of @Strive. We discuss Ben's take on the current state of the market, the base case for the bear market, talking to retail versus institutional investors, stress testing digital credit in a bear market, Ben's day to day as CIO of Strive, and much more. Here's my conversation with Ben Werkman. 0:00 - Intro 0:30 - Ben’s take on the current state of the market 4:00 - The base case for the bear market? 9:20 - Talking to retail vs institutional investors 17:04 - Stress testing Digital Credit in a bear market 22:37 - Ben’s day-to-day as CIO of Strive 26:27 - Will a bull market lift all Bitcoin Treasury companies? 30:44 - Digital Credit while trading below NAV?
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