The Bitcoin Matrix Jesse Myers - Is This The Future Of Bitcoin?
32 snips
Aug 11, 2025 
In this conversation with Jesse Myers, a Bitcoin strategy advisor and former OnRamp Bitcoin co-founder, the discussion focuses on the rise of Bitcoin treasury companies and their potential to transform capital markets. Jesse shares insights on the shift from skepticism to embracing these entities, explaining how they can release trapped fiat and enhance shareholder value through innovative share issuance. The episode also delves into Bitcoin's volatility, not as a hindrance but as an opportunity, and the evolving strategies companies are adopting in their treasury management.
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Treasuries Tap Trapped Capital & Bonds
- Treasury companies can convert trapped equity and bond capital into Bitcoin via tailored products and preferred instruments.
- The endgame is hoovering fixed-income capital by offering higher risk-adjusted returns backed by Bitcoin.
Keep A Cold-Storage Core
- If you invest in Bitcoin treasury companies, keep some BTC in cold storage as a core holding.
- Treat treasury securities as a risk-capital allocation, not a replacement for offline self-custody.
Allocate Risk Capital Thoughtfully
- Decide your risk-capital split before allocating to treasury companies and private equity.
- Jesse suggests keeping risk capital between roughly 20% and 80% depending on your comfort level.