Jesse Myers is a prominent Bitcoin advocate who implements Bitcoin treasury strategies for UTXO Management portfolio companies Moon Inc. (Hong Kong) and Smarter Web Company (UK).

› https://x.com/Croesus_BTC

PARTNERS

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🔐 Blockstream Jade Plus: The simplest and most secure hardware wallet on the planet - Get 10% off your entire order with code BRAM at https://store.blockstream.com

🔨 Stamp Seed: The safest way to backup your hardware wallet - Get 15% off with code BRAM at https://stampseed.com

PRODUCTS I ENDORSE

› Get the The Bitaxe Gamma (open-source Bitcoin home miner) in US & UK with 10% using code BRAM: https://shop.powermining.io/?ref=BRAM

› Buy Bitcoin in the EU 🇪🇺 via https://relai.me/bram and use code BRAM to reduce fees by 0.5%

🔔 SUBSCRIBE TO GET NOTIFIED

› YouTube: ⁠⁠https://youtube.com/@bramk⁠⁠

› Follow Bram on ⁠⁠https://x.com/bramk

🕑 TIMESTAMPS

00:00 - Introduction to Bitcoin Treasury Companies

02:51 - Understanding Bitcoin Ownership Before Investment

05:23 - Evaluating Premiums on Bitcoin Treasury Stocks

08:17 - The Role of Bitcoin Yield in Investment Decisions

11:16 - Comparing Bitcoin Treasury Companies to Traditional Equities

14:26 - The Future of Bitcoin Treasury Companies

17:34 - Risks and Opportunities in Bitcoin Treasury Investments

20:34 - Community and Market Dynamics in Bitcoin Treasury Companies

23:27 - The Impact of TradFi on Bitcoin Treasury Companies

26:25 - The Trojan Horse Concept in Bitcoin Investments

29:16 - Securing Bitcoin's Future Through Treasury Companies

39:44 - The Belief in Bitcoin Treasury Companies

40:31 - Profitability and Sustainability in Bitcoin Treasuries

41:54 - Market Dynamics and MNAV Considerations

46:45 - Innovations in Bitcoin Financial Products

51:44 - Regulatory Impact on Bitcoin Accessibility

54:36 - Understanding Bitcoin Yield and Its Implications

01:06:43 - Corporate Adoption of Bitcoin as a Treasury Asset

01:14:20 - The Value of Bitcoin Treasury Companies

01:16:24 - Understanding Capital Allocation and Dividends

01:18:03 - The Bizarro World of Fiat Economics

01:19:39 - Existential Threats and Bitcoin Adoption

01:21:51 - The Role of Bitcoin Treasury Companies

01:25:59 - The Future of Bitcoin and Wall Street

01:28:01 - The Delicate Balance of Bitcoin Adoption

01:30:58 - The Yuppie Elite and Bitcoin Acceptance

01:42:07 - The Future of Bitcoin Treasury Companies

01:46:53 - Concluding Thoughts on Bitcoin's Journey

ℹ️ EPISODE SUMMARYJoin Bram Kanstein and Jesse Myers in their critical debate surrounding Bitcoin treasury companies. Are these companies merely a passing hype or a sustainable financial innovation and something to pay attention to? Bram and Jesse engage in a comprehensive discussion, examining the parallels between Bitcoin treasuries and the ICO craze, and exploring the potential risks and rewards. Learn about Bitcoin yield, investment strategies, and the evolving role of digital assets in today's financial markets. This episode is a must-watch for anyone interested in cryptocurrency, blockchain technology, and the future of finance. Keywords: Bitcoin treasury, cryptocurrency, digital assets, blockchain, investment strategy, financial markets, Bitcoin yield, ICO craze.

Joe Consorti is Head of Growth at Horizon and Theya, a Bitcoin and global capital markets researcher, and a leading voice at the intersection of Bitcoin, institutional finance, and real estate innovation.

› https://x.com/JoeConsorti

› https://www.joinhorizon.com

PARTNERS

🧘‍♂️ Gain peace of mind with Onramp’s Multi-Institution Custody solution. Sign up with code BRAM to receive $150 in Bitcoin after your first deposit: https://onrampbitcoin.com/bram

🔐 Blockstream Jade Plus: The simplest and most secure hardware wallet on the planet - Get 10% off your entire order with code BRAM at https://store.blockstream.com

🔨 Stamp Seed: The safest way to backup your hardware wallet - Get 15% off with code BRAM at https://stampseed.com

PRODUCTS I ENDORSE

› Get the The Bitaxe Gamma (open-source Bitcoin home miner) in US & UK with 10% using code BRAM: https://shop.powermining.io/?ref=BRAM

› Buy Bitcoin in the EU 🇪🇺 via https://relai.me/bram and use code BRAM to reduce fees by 0.5%

🔔 SUBSCRIBE TO GET NOTIFIED

› YouTube: ⁠⁠https://youtube.com/@bramk⁠⁠

› Follow Bram on ⁠⁠https://x.com/bramk

🕑 TIMESTAMPS

00:00 – Why Bitcoin makes sense

01:55 – Joe’s red-pill moment during college lockdowns

03:56 – How fiat money makes college unaffordable by design

06:39 – Bitcoin as the apex hedge against fiat distortion

09:00 – What GDP obsession actually costs a society

10:55 – The Fed's real mandate: keep the illusion alive

13:12 – Why letting free markets work would’ve been better in 2020

17:39 – How fiat incentives destroy long-term thinking

19:18 – The U.S. debt spiral—and why we’re “running it hot”

26:49 – Why gold isn’t truly scarce (and Bitcoin is)

29:59 – Why Millennials need Bitcoin to protect their future

33:34 – Bitcoin is shifting from risk-on to risk-off asset

38:40 – How Wall Street and ETFs are changing Bitcoin’s market structure

58:16 – The $130T+ real estate bubble no one talks about

1:05:20 – How Horizon helps unlock home equity for Bitcoin

ℹ️ EPISODE SUMMARY

Bram Kanstein and Joe Consorti unpack how fiat money distorts everything—from college costs to GDP manipulation to real estate speculation. We break down how Bitcoin flips the script as the only verifiably scarce asset left. We also dive deep into the housing market’s $130T+ speculative premium, why institutions are buying Bitcoin, and why that’s not a threat. If you still think your house or retirement fund is a “safe bet,” this episode will challenge everything.

Fernando Nikolić is the VP of Marketing & Communications at Blockstream, and founder of the media research firm Bitcoin Perception, where he tracks and analyzes the mainstream media's coverage of Bitcoin and how that influences its adoption.

› https://x.com/basedlayer

› https://bitcoinperception.com

PARTNERS

🧘‍♂️ Gain peace of mind with Onramp’s Multi-Institution Custody solution. Sign up with code BRAM to receive $150 in Bitcoin after your first deposit: https://onrampbitcoin.com/bram

🔐 Blockstream Jade Plus: The simplest and most secure hardware wallet on the planet - Get 10% off your entire order with code BRAM at https://store.blockstream.com

🔨 Stamp Seed: The safest way to backup your hardware wallet - Get 15% off with code BRAM at https://stampseed.com

PRODUCTS I ENDORSE

› Get the The Bitaxe Gamma (open-source Bitcoin home miner) in US & UK with 10% using code BRAM: https://shop.powermining.io/?ref=BRAM

› Buy Bitcoin in the EU 🇪🇺 via https://relai.me/bram and use code BRAM to reduce fees by 0.5%

🔔 SUBSCRIBE TO GET NOTIFIED

› YouTube: ⁠⁠https://youtube.com/@bramk⁠⁠

› Follow Bram on ⁠⁠https://x.com/bramk

🕑 TIMESTAMPS

00:00 - Introduction to Narrative Warfare

03:58 - The Fragmentation of Bitcoin Narratives

07:42 - Media Influence & Old Narratives Resurfacing

12:11 - The Sunk Cost Fallacy in Media

15:24 - Creative Destruction in Media and Music

20:55 - The Democratization of Information

25:49 - The Battle for Monetary Control

31:32 - Bitcoin's Accessibility and Misunderstanding

33:15 - The Role of Information Asymmetry

35:05 - The Challenge of Adoption

38:43 - The Influence of Media Narratives

41:41 - Cultural Perceptions of Bitcoin

48:00 - Fragmentation of Bitcoin Narratives

53:13 - TradFi's Influence on Bitcoin

01:00:26 - AI's Impact on Content Creation

01:03:42 - Measuring Bitcoin's Narrative Success

ℹ️ EPISODE SUMMARY

Bram Kanstein and Fernando Nikolic discuss the complexities of Bitcoin's narrative warfare, exploring how media fragmentation and the influence of both legacy and individual creators shape public perception. They discuss the persistence of old narratives, the role of AI in content creation, and the asymmetry of information that affects Bitcoin adoption. The dialogue emphasizes the importance of diverse perspectives and the cultural implications of Bitcoin as a decentralized system, ultimately highlighting the need for a balanced narrative that encompasses both the positive and negative aspects of Bitcoin.