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

You're listening to TIP. Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals podcast. On today's show, we have two very special guests to have a little debate about Bitcoin treasury companies and the premiums they should potentially fetch in the market. On the one side of the debate, we have legendary short seller Mr. Jim Chanos. He's a Wall Street veteran with legendary calls like shorting Enron, amongst many others.

And then on the other corner, we have Mr. Pierre Rochard, who's a longtime Bitcoin OG and financial expert defending the premium that should be paid for these treasury companies. Pierre and his friend Michael Goldstein were the originators of the paper on Bitcoin's speculative attack on the dollar, which many people in the Bitcoin space hear all the time. But might not know Pierre was the first person to write about it. So if you're in finance, you're probably going to love this conversation. If you're more of a casual observer, the financial jargon might be a little heavy at times, but I really try my hardest to make it accessible for all the listeners and wrap up and provide descriptions along the way.

One last thing. I just want to say I love the power of the internet and online social media. Don't laugh too hard, but this whole conversation happened because one person on X who goes by the name Spaceball.

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