[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
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
XXXXXX engagements
Related Topics altcoin stocks bitcoin treasuries intro debt sat bitcoin coins layer 1 coins bitcoin ecosystem