Hunting for Alpha on the Bitcoin Standard
summary
Samara explains why Bitcoin is treated as deployable money not hoard, details launching a $21M Bitcoin bond (first in Europe), building a Bitcoin‑denominated market‑neutral hedge fund Samara Alpha that claims ~12% Bitcoin-on-Bitcoin yield, and publishes the world's first BTC-CPI. Describes using BTC as collateral for credit facilities, capital‑call mechanics for VC commitments, concrete treasury liquidation plans, and the operational setup for custody, lending and fund subscriptions with numbers and outcomes.
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chapters (9)
- 0:00Introduction: Meet Patrick Lowry, CEO of Samara Asset Group
- 0:45Why Samara puts Bitcoin at the center of its treasury model
- 3:10Why Bitcoin should be deployed, not hoarded
- 6:45How Bitcoin beats T-bills as treasury asset
- 8:10Launching the world’s first Bitcoin CPI (BTC-CPI)
- 9:20Bitcoin as collateral: the best credit foundation on earth
- 10:15Samara Alpha: A Bitcoin-denominated market neutral hedge fund
- 11:3012% Bitcoin-on-Bitcoin yield: putting BTC to work
- 12:15A call to CEOs: stop sitting on Bitcoin, start building with it\
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