Source item
Open original source ↗Quoted context
These are the quoted author’s words.
Strategy wants to be the "central bank of Bitcoin." On CoinDesk's Public Keys at the @NYSE, @Strategy's @phongle makes the case for beating BTC with digital credit, @Bitwise's Ryan Rasmussen (@RasterlyRock) says the market is mispricing @circle, and Deus X Capital's Tim Grant on sovereign AI and the best week for BTC ETFs since April. Watch with @JennSanasie. Chapters/Timecodes: Welcome to Public Keys00:00 Welcome to Public Keys 00:21 Sleepy Markets and 'Groundhog Week' With Tim Grant 02:08 The Coldcard Hack and the Self-Custody Debate 03:15 Strategy's Phong Le Joins Public Keys 03:46 Why Strategy Expects to Beat Bitcoin 04:20 Inside 'STRC' and the Digital Credit Play 09:38 $4.75B in Cash and the Preferred Stock Lesson 11:47 Strategy: 'The Central Bank of Bitcoin' 12:19 Where Strategy's Software Business Fits 14:55 Circle, Galaxy and American Bitcoin Earnings 15:12 Why Bitwise Says Circle Is Mispriced 19:37 Circle's Arc Mainnet and the GENIUS Act 21:07 Galaxy's Pivot From Crypto to AI 24:05 American Bitcoin and the Miner Shakeout 27:41 Trump Ties and CLARITY Act Ethics Risk 30:14 ETF Flows: Bitcoin's Best Week Since April 32:52 Tim Grant on Sovereign AI and Data Privacy
CoinDesk ↗