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LIVE: Bitcoin for Corporations - Day 2

on YouTube 07h 37m
Talkat Bitcoin for Corporations 2025 · 2025-05-06..05-07· [finance-and-economics]

speakers

name:Michael Saylor
x:michael_saylor
name:Simon Gerovich
links:none on file
name:Eric Semler
x:SemlerEric
name:Alex Leishman
github:leishman
name:Phong Le
x:phongle

resources

video:https://youtu.be/30ngfVWCdvs
slides:none on file

summary

Live sessions claim Bitcoin adoption hits over 4% of the world and 10% of Americans, public company holdings double in a year, and River reports 2,000 business clients (+154% last year). Custody infrastructure moves from cold rooms to CRKMS (MPC key management), open sourced libraries, global HSMs and policies that cut friction and enable sub-20 minute institutional withdrawals. Research shows 79% 10‑yr CAGR (65% 5‑yr), low long‑term correlation, and rebalancing/position sizing tames volatility. Corporate finance tools — BTC yield / MNAV / BTC torque — quantify dilution and show convertible/preferred structures amplify non‑dilutive Bitcoin value.

AI-written summary · about

chapters (26)

  1. 0:00Opening remarks
  2. 4:49Introduction of Alex
  3. 6:58The case for Bitcoin
  4. 22:42Introduction of Chris
  5. 23:14Bitcoin investment case
  6. 44:06Introduction of Rick
  7. 44:49Secure Bitcoin custody
  8. 59:34Introduction of Boaz
  9. 1:00:09Anchorage secure solutions
  10. 1:15:57Introduction of Fong
  11. 1:16:31Fong Lee Keynote
  12. 1:58:31Closing remarks
  13. 1:59:07Lunch break and intermission
  14. 3:32:36Afternoon opening
  15. 3:34:42CEO panel discussion
  16. 4:19:30Introduction of Matt
  17. 4:20:03Strive Bitcoin treasury
  18. 4:32:03Introduction of Javier
  19. 4:32:47Volatility and value
  20. 4:49:30Introduction of Peter
  21. 4:50:07Capital markets and lending
  22. 5:01:49Introduction of Panel
  23. 5:04:11Regulatory discussion
  24. 5:50:03Introduction of Ed
  25. 5:51:26Bitcoin hub presentation
  26. 6:18:20Fireside chat and closing

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