<ul><li>Ben and Jeff break down Strive’s reverse merger and rapid acquisition of Similar Scientific—completed in just four days.</li><li>The deal strengthens balance sheet credit quality, improves leverage capacity, and positions the combined entity for perpetual preferred securities.</li><li>Connection to Vivek Ramaswamy’s background in healthcare and politics creates potential synergies for future spin-offs.</li><li>Bitcoin Treasury Company sector has faced a steep correction, but consolidation may create stronger, scalable firms.</li><li>Ben emphasizes scale—5,000+ BTC balance sheets—as key for accessing institutional preferred markets.</li><li>Treasury companies are experimenting with innovative financing structures (ATM issuance, convertible bonds, perpetual preferreds).</li><li>Discussion on investor psychology: short-termism in equities vs. the long-term thesis of Bitcoin.</li><li>Jeff presents historical math showing 4-year holding periods in Bitcoin and MicroStrategy always produced positive returns.</li><li>Broader economic commentary: mispriced bond risk, housing affordability crisis, and wealth inequality.</li><li>Hosts stress that Bitcoin itself should remain the foundation of portfolios, with treasury companies and credit products as higher-risk layers.</li></ul>
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at <a href="swan.com/private">swan.com/private</a>. &nbsp;&nbsp;Put Bitcoin into your IRA and own your future. Check out <a href="swan.com/ira">swan.com/ira</a>.Swan Vault makes advanced Bitcoin security simple. Learn more at <a href="swan.com/vault">swan.com/vault</a>.&nbsp;

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