Podcast • Alt Funds Network

A discussion of Venice AI, the $VVV token, and the fundamentals behind its buyback-and-burn model. Mike Treidl examines the platform’s privacy edge, dual-token structure, burn mechanics, and valuation framework—while exploring the distinction between token and equity ownership, the sustainability of value accrual, and how investors can assess VVV across bear, base, and bull scenarios.

Interview • Bitcoin Magazine

A discussion of Bitcoin treasury companies, Strategy’s capital structure, and the shift from convertible debt to perpetual preferred equity. Mike Treidl explains how preferreds expand financing flexibility, why a return to par could create a second engine for Bitcoin accumulation, and how sats per share and leverage without margin calls can offer differentiated exposure beyond owning Bitcoin directly.

Webinar • CryptoMondays

A discussion of Venice AI, the $VVV token, and the emerging economics of decentralized AI. Mike Treidl and Lou Kerner examine staking-for-compute, token burns, platform revenue, and the relationship between equity and token value—exploring how investors can assess a crypto asset whose utility and economics differ from traditional cash-flow models.

Podcast • Alt Funds Network

A discussion of Bitcoin, digital-asset investing, and Strategy’s evolving capital-markets playbook. Mike Treidl explains why rigorous research shifted his view of MSTR from skeptical to bullish, examining the premium flywheel, leverage, STRC, and potential failure points—while sharing how professional investors should approach crypto allocation, risk, and due diligence.

Webinar

A discussion of self-directed IRAs, Roth conversions, and alternative-asset portfolio construction. The panel examines custody, tax-efficient transfers, conversion timing, and the role of digital assets—helping investors understand how depressed valuations can create compelling opportunities for long-term, tax-free compounding.

Podcast • CryptoMondays

A discussion of Strategy’s evolving bitcoin-treasury model, capital structure, and leveraged exposure to Bitcoin. The panel examines debt, preferred securities, liquidity, and valuation risk—helping investors assess what matters beneath the market noise and whether Strategy remains an effective vehicle for amplified Bitcoin returns.

Podcast • CF Benchmarks

A wide-ranging discussion spanning cooling inflation, energy markets, corporate AI spending, and Strategy’s evolving balance-sheet playbook. The panel evaluates the rates outlook, questions the return on hyperscaler capital expenditure, and examines how Strategy is managing liquidity and its capital stack in a compressed NAV environment.