Ben Werkman, joins the Quant Bros to discuss:
- MSTR NAV
- Bitcoin as a Non-Sovereign Asset
- Global Asset Valuation ~900T
- MicroStrategy Orange DIDs
- FASB Fair Value Delay
- Historical BTC Price post Halving
- Relevant Macro Overview
- What is Ben most excited about?
- Ryan's Top 3 Catalysts
Full YouTube Link: https://youtu.be/MOBjJmcEFAg?si=kMZ-dl9nXb3MszGs
Twitter/X Handles are 'ryQuant' 'punterjeff' and 'BenWerkman'
Version: 20241125
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