Investment Banker Christian Lopez: Why EVERY Balance Sheet Will Hold BTC | Bitcoin for Corporations
In this episode of Bitcoin For Corporations, host Pierre Rochard sits down with Christian Lopez, Managing Director at Cohen and Company Capital Markets, to explore the future of bitcoin treasury companies. Lopez explains why NOT holding bitcoin is becoming “irresponsible” for corporate treasurers, how inflation erodes fiat reserves, and why Strategy's 'strategy' has reshaped the corporate finance playbook.🔶 Connect with Christian Lopez on X: https://x.com/ChristianL_opez
🔶 Connect with Pierre Rochard on X: https://x.com/BitcoinPierre
🔶 Learn more about Bitcoin for Corporations: https://b.tc/corporations
🔶 Follow Bitcoin for Corporations on X: https://x.com/BitcoinForCorps
Chapters:
00:00 - Introduction
03:49 - Corporate and Institutional Bitcoin Adoption Landscape
10:40 - Different Corporate Strategies for Bitcoin Treasury Management
22:33 - PIPE Transactions and Convertible Notes Explained
28:23 - Investor Relations 2.0
30:07 - Impact of Financial Products on Bitcoin Market Volatility
32:17 - Factors Influencing mNAV and Market Correlations
35:44 - Bitcoin's Four-Year Cycle and Capital Flow Dynamics
38:28 - Competition and Overlap Between Bitcoin and AI/HPC Capital
40:46 - Macro Economic Factors Affecting Bitcoin and Inflation
42:55 - Passive Flows: S&P 500 Inclusion Outlook
48:26 - Is Leverage A Concern?
50:04 - Institutional Bitcoin Custody Standards
51:49 - Asset Management Strategies: Cold Storage vs. Yield Generation
56:47 - DCFs on a BTC Standard: Impact on Real Estate, Technology Investing, and Debt Markets
57:42 - International Bitcoin Treasury Opportunities and Market Arbitrage
60:20 - Closing Remarks
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DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions. Receive SMS online on sms24.me
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