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BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast)

By The Investor's Podcast Network

Aired Jul 16, 2025 · 58m · Last boosted Aug 4, 2025

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Show Notes

Jim Chanos and Pierre Rochard face off on Bitcoin-native corporates, debating governance, valuation models, capital structure, and whether BTC on the balance sheet adds value or risk. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:27 - Why Jim Chanos is short BTC companies but long Bitcoin itself 05:44 - Pierre Rochard's view on using corporate debt/equity to acquire BTC 13:03 - Capital structure tools best suited for BTC-native companies 14:12 - Whether BTC treasuries offer more than just bull-market beta 19:23 - The risks of NAV...

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350
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2
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2

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Everyone who has boosted BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast) on Nostr, ranked by sats sent, all time.

  1. npub1m0gm4…7lad 250 sats
  2. average_gary 100 sats
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