Welcome back to The Bitcoin Treasuries Podcast.
Today's guest is @Werkman, CIO of @Strive.
We discuss Ben's take on the current state of the market, the base case for the bear market, talking to retail versus institutional investors, stress testing digital credit in a bear market, Ben's day to day as CIO of Strive, and much more.
Here's my conversation with Ben 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?