Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 4. Both degens and savers will prioritize bitcoin-collateralized loans, creating potential AAA-equivalent credit quality. Chapter: Structured Credit

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 3. Institutional custody failures could be catastrophic —potentially destroying trillions in value and taking down the financial system. Chapter: Bitcoin Custody Requires a Higher Understanding of Tradeoffs

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 4. Corporate balance sheet holdings require a dominant individual (like Saylor) to overcome institutional pressure to sell. Chapter: HODL'ing Bitcoin is Irrational

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 4. Direct treasury eliminates counterparty risk - the superior long-term solution removes all ETF/custodian dependencies. Chapter: Deferred Compensation - Riding the Wave

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Despite being declared dead many times by mainstream media, declared useless by respected economists, and called "only useful to money launderers" by Larry Fink, bitcoin closed 2024 near all-time highs. Ordinary people who simply held bitcoin outperformed every hedge fund, mutual fund, and special purpose fund. From: Mutual Funds / ETFs - Wielding the Blade

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 2. Saylor's engineering mindset elevated bitcoin from "Magic Internet Money" to "Thermodynamically Sound Digital Real Estate." Chapter: Strategy (Balance Sheet Strength)

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 1. Bearer assets derive ownership from possession —whoever holds it owns it, without requiring registration or identity. Chapter: Bitcoin is a Bearer Asset

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

📝 Most people have likely never heard of a GoFundMe or a GiveSendGo campaign being hijacked and redirected by a government. This was an unprecedented display of financial surveillance and control over peaceful citizens. From: Bitcoin Users Value Privacy

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

ℹ️ Small Employers: It would make sense for owners of small companies (under 100 employees) to offer a defined benefit plan and maximize their contributions in bitcoin. Before the 1990s, hundreds of thousands of such companies offered pensions as a great tax shelter that also provided compensation to employees. From: Pensions

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 3. Accounting standards shape behavior - FAS87's treatment of pensions caused irrational equity allocations, just as goodwill treatment discouraged bitcoin treasury adoption. Chapter: Epilogue

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 3. Tesla's exit validates the theory - without a dominant individual, institutional pressure will force selling. Chapter: Strategy (Balance Sheet Strength)

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

The Complacency Western cash holders were caught off guard, lulled into complacency by fifteen years of gaslighting about how printing money isn't inflationary. From: Bitcoin for Institutions

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Debts are assigned a priority so lenders understand where they stand on each particular loan From: Bitcoin for Institutions

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

C-Suite Realignment Severance packages to executives who fought the effort and lost, promoting new executives around the CEO who championed it. From: Bitcoin for Institutions

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Stock Dilution If the bonds convert to equity, shareholders are diluted - but the bitcoin holdings have grown proportionally more. From: Bitcoin for Institutions

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 5. The opportunity is real - bitcoin can help transcend previous system failures, but only with proper institutional frameworks. Chapter: Epilogue

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 2. Small employers should consider new pension plans as a tax-advantaged vehicle for bitcoin accumulation. Chapter: Pensions

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

Key Insight from Bitcoin for Institutions: 2. Bitcoin requires multi-disciplinary knowledge —economics, computer science, history, mathematics, game theory, and cryptography. Chapter: Bitcoin Requires More Patience and Time than Institutions Have

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

BlackRock's ETF would represent 10% of that value, or $2 trillion . That's $2 trillion of value on balance sheets of companies all over the world. From: Bitcoin Custody Requires a Higher Understanding of Tradeoffs

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors

Bitcoin for Institutions 4 months ago

The Lesson for Institutions Bitcoin users will increasingly demand privacy-preserving solutions. Institutions that don't understand this fundamental value proposition will find themselves offering products that sophisticated bitcoin users don't want. From: Bitcoin for Institutions

Bitcoin for Institutions | Math Academy

Interactive course on Bitcoin for institutional investors