Proof of Thought

Proof of Thought
Podcast Description
Welcome to Proof of Thought - the podcast where we break down how companies are using crypto, from billion-dollar Bitcoin treasuries to failed blockchain experiments. If a company has touched crypto, we’re dissecting the strategy behind it
Podcast Insights
Content Themes
This podcast focuses on various themes within the cryptocurrency sector, including the examination of Bitcoin treasuries, stablecoins, and blockchain experiments. Specific episodes explore topics like the implications of Bitcoin Standard Corporations, the analysis of MicroStrategy's investments, and the potential of stablecoins to tackle the U.S. debt crisis, alongside discussions on investment strategies and current business opportunities within crypto.

Welcome to Proof of Thought – the podcast where we break down how companies are using crypto, from billion-dollar Bitcoin treasuries to failed blockchain experiments. If a company has touched crypto, we’re dissecting the strategy behind it
#Investing #Bitcoin #Crypto
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⭐️ Follow British Hodl
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Today’s conversation is with British Hodl, a well-known Bitcoin maximalist and former gold, equities, and real estate investor who went all-in on Bitcoin in 2021.
Originally from London, British Hodl is on a mission to create whole-coiners and help people understand why Bitcoin is the most important asset humanity has ever created. His insights span markets, macroeconomics, and the personal transformation that comes with adopting a Bitcoin standard.
In this episode, we dive into his thoughts on Michael Saylor, Microstrategy’s potential inclusion in the S&P500, why Bitcoin is the new hurdle rate, and the possibility of governments — including the U.S. — acquiring Bitcoin directly.
British Hodl also shares his perspective on Bitcoin’s four-year cycle, the impact of interest rate cuts, and why he believes owning at least one Bitcoin is critical.
We wrap up with a personal look at how Bitcoin has shaped his life beyond finance and what a day in the life of a committed Bitcoiner really looks like. Stick around until the end — British Hodl delivers some powerful advice on why it’s not too late to build your Bitcoin position and why one Bitcoin could change everything.
Timestamps:
00:00 – Thoughts On Michael Saylor
02:21 – Will MicroStrategy (MSTR) Be Included In The S&P500? Implications For Bitcoin & Treasury Companies
04:32 – Why MicroStrategy (MSTR) Could Become A $10 Trillion Company
05:20 – MicroStrategy’s ATM Usage & Guidance
14:05 – MicroStrategy’s Fixed Income Products
23:51 – Bitcoin As The New Hurdle Rate
28:50 – Thoughts On The Nakamoto (NAKA) Bitcoin Treasury Strategy
31:36 – Bitcoin’s 4-Year Cycle & Structural Differences This Time Around
37:19 – Upcoming Fed Interest Rate Cuts & The Impact On Bitcoin & The Broader Stock Market
41:00 – Thoughts On Tom Lee’s Comments About The U.S. Government Using MicroStrategy (MSTR) To Acquire Bitcoin
42:52 – Will The U.S. Government Start To Purchase Bitcoin In The Near Future?
45:10 – Speaking With BlackRock & Bitcoiners In New York City (NYC)
50:06 – How British Hodl’s Time In Bitcoin Changed Him Beyond Finances
59:10 – Why British Hodl Thinks It’s So Important To Get To 1 Bitcoin
1:04:05 – How Bitcoin Managed To Succeed Against All Odds & Who Created This Transformational Technology
1:07:22 – A Day In The Life Of British Hodl
About British Hodl:
British Hodl is a London-born investor who transitioned from gold, equities, and real estate into becoming a full-time Bitcoin advocate in 2021. Known for his unapologetically bullish stance, he focuses exclusively on educating others about Bitcoin and encouraging people to become whole-coiners.#Bitcoin #Crypto #Investing
British Hodl: Why Bitcoin Will Hit $5 Million & MSTR To $10 Trillion – The Endgame Is Here!
Outro Song: Electronic Future Beats_Fadeout by QubeSounds

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