{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Jesse Myers - Is This The Future Of Bitcoin?","description":"In this episode, I chat with Jesse Myers, aka \u201cCroesus\u201d on X, a Bitcoin strategy advisor and former co-founder of OnRamp Bitcoin. With an MBA from Stanford and experience at Bain &amp;amp; Company, Jesse is now leading Bitcoin strategy at SmarterWeb and advising UTXO Management. We dive deep into the rise of Bitcoin treasury companies\u2014how they\u2019re reshaping capital markets, unlocking trapped fiat, and potentially becoming the most valuable companies in the world. \u2013\u2013\u2013 Offers &amp;amp; Discounts \u2013\u2013\u2013 Theya is the world\u2019s simplest Bitcoin self-custody solution. Download Theya Now at theya.us\/cedric Get up to $100 in Bitcoin on River at river.com\/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https:\/\/thebitcoinmatrix.com\/sponsors\/ \u2013\u2013\u2013 Get To Know Today's Guest \u2013\u2013\u2013 \u2022 Jesse Myers on X: https:\/\/x.com\/Croesus_BTC \u2013\u2013\u2013 Socials \u2013\u2013\u2013 \u2022 Check out our new website at https:\/\/TheBitcoinMatrix.Com \u2022 Follow Cedric Youngelman on X: https:\/\/x.com\/cedyoungelman \u2022 Follow The Bitcoin Matrix Podcast on X: https:\/\/x.com\/_bitcoinmatrix \u2022 Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs \u2013\u2013\u2013 Chapters \u2013\u2013\u2013 &amp;nbsp; 00:00 \u2013 Intro 01:05 \u2013Jesse Myers: background and focus 03:12 \u2013 Why Bitcoin treasury companies? The \u201celephant in the room\u201d 04:05 \u2013 From maxi to treasuries: the journey and mindset shift 10:08 \u2013 Paying a premium for Bitcoin yield vs spot Bitcoin 14:00 \u2013 Small-cap dynamics: high MNAV bands in hypergrowth 16:24 \u2013 Meta Planet example: growing into the premium in 0.4 years 17:35 \u2013 Portfolio framing: cold storage vs risk capital slice 18:40 \u2013 Global thesis: a leader in each capital market 20:02 \u2013 New industry lens: BTC treasuries as conduits for trapped capital 23:05 \u2013 Endgame vision: refiners that hoover global fixed income 25:22 \u2013 \u201cIs this a Ponzi?\u201d Addressing the core critique 28:05 \u2013 Centralization tradeoffs and why cold storage still matters 32:05 \u2013 Smarter Web snapshot: 2,050 BTC, no debt, NAV lens 34:25 \u2013 Risk management: leverage across lifecycle stages 38:10 \u2013 UK context: no ETF access, retirement money tailwind 43:18 \u2013 Could BTC treasuries hold half of all Bitcoin? 48:40 \u2013 Will BTC treasuries issue stablecoins or partner on them? 52:20 \u2013 M&amp;amp;A and distress cycles among BTC treasuries 55:05 \u2013 Why Apple\/Microsoft won\u2019t be first movers 58:50 \u2013 Fundamentals vs price: adding BTC while prices consolidate 1:02:22 \u2013 Volatility as vitality vs TradFi\u2019s downside skew 1:04:45 \u2013 Mindset shift: humans are volatile, Bitcoin is programmatic 1:05:40 \u2013 Closing toughts DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions\/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! ","author_name":"The Bitcoin Matrix","author_url":"http:\/\/bitcoinmatrix.libsyn.com\/website","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/37758315\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/191758235"}