Are Bitcoin treasury companies being overlooked? JAN3 CEO Samson Mow says a lot of them, especially Strategy (MSTR), are massively undervalued right now. He explains why treasury companies act as Bitcoin’s buyer of last resort, buying no matter what and creating a self-reinforcing cycle that should push the price higher over time. Mow also shares why the best time to launch a Bitcoin treasury company or Bitcoin bond is when the price is low, and how sovereigns looking to Bitcoin are adding to a worldwide race for a finite asset
Chapters:
00:00 Samson Mow on Whether Bitcoin’s Four-Year Cycle Is Dead
01:46 What Could Trigger Bitcoin’s Next Major Rally
03:01 Why AI Companies Will Adopt Bitcoin Strategies
03:56 Bitcoin Bonds and Timing a Nation-State Launch
05:11 Treasury Companies Accumulating and Strategy’s Undervaluation
06:21 SpaceX IPO Liquidity and Competing With the AI Trade
07:36 Why Nation-State Bitcoin Adoption Has Slowed
09:22 How Aqua Wallet Users Discover Bitcoin Through Stablecoins
11:33 Agentic Commerce: Save in Bitcoin, Spend in Stablecoins
14:27 Is Quantum Computing a Real Threat to Bitcoin?
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