#156 "It Looked Like a Ponzi Scheme" — Why This Hedge Fund CIO Changed His Mind on MSTR | Michael Treidl, Blue Coin Capital

Background: Mike Treidl, CIO and Founder of Blue Coin Capital with over 15 years of investment management experience.

Description: In this episode of the Alt Funds Network Podcast, hosts Mike Schroeder and Skyler Steinke sit down with Michael Treidl, CIO & Founder of Blue Coin Capital, to unpack the investment thesis behind MicroStrategy, Bitcoin, and the evolving digital asset landscape.

With over 15 years of experience at firms including Morgan Stanley and Capital Group before launching Blue Coin Capital, Michael shares why he went from being skeptical of MSTR's strategy to becoming bullish after conducting extensive research. He breaks down the mechanics behind the MSTR flywheel, explains STRC, discusses where the model could fail, and shares how institutional investors should think about Bitcoin and crypto today.