About this episode
Ben Werkman, joins the Quant Bros to discuss:
- MSTR NAV
- Bitcoin as a Non-Sovereign Asset
- Global Asset Valuation ~900T
- MicroStrategy Orange DIDs
- FASB Fair Value Delay
- Historical BTC Price post Halving
- Relevant Macro Overview
- What is Ben most excited about?
- Ryan's Top 3 Catalysts
Full YouTube Link: https://youtu.be/MOBjJmcEFAg?si=kMZ-dl9nXb3MszGs
Twitter/X Handles are 'ryQuant' 'punterjeff' and 'BenWerkman'
Get every episode summarized
Each time Quant Bros publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Quant Bros
Quant Bros - Episode 8.5 - 52 week high, 10/11/24 Friday night thoughts
Quant Bros
Quant Bros Episode 7.5 ⚡️THE $MSTR thesis & new era of Bitcoin as collateral
Quant Bros
Quant Bros Episode 6 ⚡️ Big Data Dan and the Boys
Quant Bros
QB Episode 1: Can Microstrategy hit $10,000? $MSTR
Quant Bros