Sam Callahan is the director of research and strategy at OranjeBTC, one of the largest bitcoin treasury companies in the world. He joins Phil Rosen to discuss bitcoin's rally and the geopolitical turmoil, the divergence of bitcoin and gold, the macro tailwinds for hard assets, and more.
This episode is sponsored by Public: https://public.com/openingbell
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Timestamps:
0:00 - Intro
0:20 — Bitcoin's divergence from other assets
4:00 — Bitcoin vs. gold
6:10 — The Fed's dilemma
9:30 — Yield curve control and rates
11:25 — Bitcoin as two different assets
13:05 — Public & Generated Assets
14:10 — Bitcoin treasury companies
17:30 — Can treasury companies recover without $BTC?
18:35 — OranjeBTC
21:00 — Follow Sam
Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
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