The Market Got This Bitcoin Trade Completely Wrong w/ Ben Werkman
John Gillen sat down with Ben Werkman (CIO of Strive) to break down what's really happening behind the recent selloff. They get into why Bitcoin treasury companies are being stress-tested for the first time, why preferred shares have traded below par, how Strive is managing risk differently, and why they're still accumulating Bitcoin despite the bear market. When everyone's questioning a trade at the same time, that's usually when you should be paying the closest attention.
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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.Want to see…
The skinny
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