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Anthony Pompliano 🌪 @APompliano on x 1.8M followers
Created: 2025-07-21 23:56:05 UTC
I sat down with @WClementeIII and @0xbenharvey to discuss bitcoin treasury companies, including premiums, capital sources, debt levels, and bitcoin-per-share growth.
Enjoy!
TIMESTAMPS: 0:00 - Intro 1:12 - ‘Bitcoin treasuries uncovered’ takeaways 8:06 - Strategy’s bitcoin per share has grown 11x 11:27 - Altcoin vs bitcoin treasure companies 18:38 - Capital that is flowing into bitcoin treasure companies 20:49 - How to evaluate the performance of bitcoin treasure companies 24:04 - Current macro backdrop and market outlook 34:34 - Bitcoin dominance expectations 35:31 - Interest rate expectations 37:59 - Where to find the new bitcoin treasury report
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