Time Stamps: 00:00:00 - Intro 00:06:27 - How Bitcoin reshapes asset valuation and opportunity cost analysis 00:10:57 - Preston’s personal journey in reevaluating valuation models using Bitcoin 00:11:24 - Why Internal Rate of Return (IRR) is crucial for comparing investments in a Bitcoin world 00:13:11 - The challenges of applying traditional DCF models to Bitcoin 00:21:19 - The concept and implications of the equity stability premium 00:23:30 - How Bitcoin’s volatility can be reframed as an asset rather than a liability 00:27:15 - Insights from the STRIVE report on future asset valuation frameworks 00:40:44 - Why volatility perceptions differ between traditional finance and Bitcoin maximalists 00:50:04 - Portfolio risk management principles involving Bitcoin and traditional assets