Bitcoin Treasuries & The New Credit Paradigm
summary
Strive converts a Bitcoin balance sheet into layered securities — convertible bonds down to common equity — with each tranche sized and modeled for liquidation seniority and volatility; STRD shows a 5.1x BTC rating (able to withstand ~85% BTC drawdown against liabilities). Instruments launched in the last six months trade with high 30‑day average volume and yield profiles comparable to legacy paper but far more liquidity, aiming to access $318T fixed income and $370T real estate capital pools.
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chapters (12)
- 0:00Bitcoin’s finance impact
- 1:26Risk evolution dawn
- 4:00Industrial risk management
- 7:14Digital risk in computers
- 7:35Bitcoin treasuries & risk models
- 9:46Bitcoin as securities
- 11:34Quantifying Bitcoin-backed risk
- 13:40Why these instruments attract
- 14:43Liquidity and yield benefits
- 15:25Market opportunity size
- 16:55Future of treasury strategies
- 17:57Calculated risk embrace
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