About this episode

Ben Werkman discusses the current state of the Bitcoin market and his role as CIO of Strive.

Ben Werkman, Chief Investment Officer at Strive, returns to the show to discuss the current state of the Bitcoin market, his role as CIO of Strive, and stress testing Digital Credit in a bear market. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Ben Werkman on X: https://x.com/Werkman 0:00 - Intro 0:30 - Ben’s take on the current state of the market 4:00 - The base case for the bear market? 9:20 - Talking to retail vs institutional investors 17:04 - Stress testing Digital Credit in a bear market 22:37 - Ben’s day-to-day as CIO of Strive 26:27 - Will a bull market lift all Bitcoin Treasury companies? 30:44 - Digital Credit while trading below NAV? #podcast #bitcoin #microstrategy #investing #mstr #btc

People in this episode

Host: Tim Kotzman

Guest: Ben Werkman

Topics covered

• Bitcoin market
• Digital Credit
• bear market
• CIO role
• investment strategies

Keywords

• Bitcoin
• bear market
• Digital Credit
• CIO
• investment

Mentioned in this episode

Organizations: Strive

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