Ben Werkman, joins the Quant Bros to discuss: - MSTR NAV - Bitcoin as a Non-Sovereign Asset - Global Asset Valuation ~900T - MicroStrategy Orange DIDs - FASB Fair Value Delay - Historical BTC Price post Halving - Relevant Macro Overview - What is Ben most excited about? - Ryan's Top 3 Catalysts Full YouTube Link: https://youtu.be/MOBjJmcEFAg?si=kMZ-dl9nXb3MszGs Twitter/X Handles are 'ryQuant' 'punterjeff' and 'BenWerkman' Rss Apple Podcaster →