TIMESTAMPS: 00:00:00 - Introduction 00:01:53 - Strategy's Current Position 00:05:17 - Explaining MSTR’s Products 00:12:22 - Comparing Strategy's Yield to Other Assets 00:18:10 - Counterparty Risk and Self-Custody 00:38:02 - Strategy vs. Other Bitcoin Treasury Companies 00:44:41 - Risks in Bitcoin Treasury Companies 00:50:42 - Proof of Reserves and Transparency 00:53:26 - Jim Chanos' Short on Strategy 00:59:33 - Future of Strategy in a Bitcoin-Denominated World 01:05:09 - Impact of Treasury Companies on Bitcoin Price 01:06:30 - Tail Risk and Contagion Scenario 01:18:50 - Strategy Price Prediction