BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast)
Preston sits down with Chris and Joe to explore how Bitcoin is changing the way we think about corporate treasuries, asset valuation, and investment risk. They dive into the STRIVE report, debate traditional financial models, and propose new frameworks for evaluating assets in a Bitcoin-denominated world. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:58 - How Bitcoin reshapes asset valuation and opportunity cost analysis 10:23 - Why Internal Rate of Return (IRR) is crucial for comparing investments in a Bitcoin world 13:05 - The challenges of applying traditional DCF models to Bitcoin 20:45 - The concept and implications of the equity stability premium 22:59 - How Bitcoin’s volatility can be reframed as an asset rather than a liability 26:19 - Why volatility perceptions differ between traditional finance and Bitcoin maximalists 31:08 - How Bitcoin adoption trends impact valuation and investment strategy 08:29 - Preston’s personal journey in reevaluating valuation models using Bitcoin 40:46 - Portfolio risk management principles involving Bitcoin and traditional assets 50:06 - Insights from the STRIVE report on future asset valuation frameworks Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Joe's X Account. Chris' X Account. The Strive Report on: The Case for Bitcoin in Corporate Treasuries. The Unchained Report: Repricing the Economy in Bitcoin. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Onramp Human Rights Foundation Unchained Intuit Vanta reMarkable Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm