About this episode
Crypto Treasuries: Bitcoin, Ethereum, and Solana Strategic Plays In this episode of 'Old Men New Money,' Douglas Borthwick explores the emerging trend of corporations leveraging cryptocurrencies within their treasury models. Starting with MicroStrategy's pioneering move to convert its treasury into Bitcoin in 2020, the landscape now includes a variety of approaches: MicroStrategy (rebranded to Strategy) focusing on Bitcoin, Bit Mine on Ethereum, and Solve Strategies on Solana. Borthwick breaks down the operations, risks, yields, and strategic advantages of each model, highlighting their unique approaches to financing and revenue generation. Suitable for those looking to understand different corporate cryptocurrency treasury strategies and their potential impact on portfolios. 00:00 Introduction to Crypto Treasury Companies 01:36 MicroStrategy's Bitcoin Strategy 04:35 Bit Mine's Ethereum Accumulation 07:19 Solana Infrastructure with Saul's Strategies 11:05 Comparing the Three Models 14:35 Investment Risks and Considerations 15:50 Choosing the Right Crypto Treasury Company 16:46 Conclusion and Next Steps Get full access to Bitcoin, Blockchain and Tokenization at oldmennewmoney.substack.com/subscribe