이 에피소드에 관해
Sander Andersen, Executive Chairman and Co-Founder of H100 Group, returns to the show to discuss how to finance Bitcoin accumulation, measuring shareholder accretion, and what success will look like for H100 Group over the next decade.
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.
Tim Kotzman on X: https://x.com/TimKotzman
Sander Andersen on X: https://x.com/Sanderandersenn
0:00 - Intro
0:13 - Sander’s journey to Bitcoin
2:40 - H100 Group’s move into Bitcoin Treasuries
5:18 - How Sander views H100’s business today
9:13 - What led to Sander’s transition to Executive Chairman?
10:48 - Financing Bitcoin accumulation
13:50 - Strategy’s pivot to a 2-way trade
16:51 - Measuring accretion
19:50 - Acquiring companies vs buying Bitcoin
23:20 - Managing the downside of Bitcoin
27:05 - What will success for H100 look like?
31:05 - What Bitcoin analysis and research does Sander look at?
#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury
