Intelligent Wealth Podcast

MicroStrategy’s $110B Bitcoin Play: Smart Capital Allocation or Investor Trap?

Tony Byrne, Awet Ghirmay, and Carl Roberts Season 1 Episode 34

MicroStrategy has become the world’s largest Bitcoin treasury company — raising billions, buying Bitcoin, and transforming from a software business into a crypto giant.

But is this strategy brilliant financial innovation… or a high-risk bubble waiting to burst?

In this episode of the Intelligent Wealth Podcast, Tony, Carl, and Awet debate:
1. MicroStrategy’s 2,400% share price rise in 5 years vs. Bitcoin’s 888%
2. How they raise funds through bonds & equity to keep buying BTC
3. Risks of extreme debt, volatility & exogenous shocks
4. Michael Saylor’s vision, innovation, and cult-like following
5. Is it smarter to own MicroStrategy stock… or just Bitcoin itself?

📌 Links & Mentions:
🧾 Download the Company Snapshot: https://mailchi.mp/minervamoneymanagement/how-to-get-top-10-company-snapshots

🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Strategy: https://www.strategy.com/ 

Next Episode Preview: Wise — a British financial technology company focused on global money transfers

Thank you all for listening!

Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.

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