Show notes
Sam Callahan is the director of research and strategy at OranjeBTC, one of the largest bitcoin treasury companies in the world. He joins Phil Rosen to discuss bitcoin's rally and the geopolitical turmoil, the divergence of bitcoin and gold, the macro tailwinds for hard assets, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Intro0:20 — Bitcoin's divergence from other assets4:00 — Bitcoin vs. gold6:10 — The Fed's dilemma9:30 — Yield curve control and rates11:25 — Bitcoin as two different assets13:05 — Public & Generated Assets14:10 — Bitcoin treasury companies17:30 — Can treasury companies recover without $BTC?18:35 — OranjeBTC21:00 — Follow SamDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed