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SECTOR ETFIBITFBTCBEARISHCore thesis · 5/5

No single ticker was named. Bitcoin ETFs are one way for retail investors to get exposure. Not a recommendation.

Crypto-backed perpetual preferreds mischaracterized as bank-like yield

The speaker argued that high-yield perpetual preferred shares issued by Bitcoin and Ether treasury companies - such as STRC, SOTA, and BMNP - are unrated equity instruments, not safe credit or money-market equivalents.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Crypto-backed perpetual preferreds mischaracterized as bank-like yield · Zortix