BITCOIN BLOODBATH w/ @hillery_dan @RothenbergBrian
Episode Summary
Dan Hillery of MSTR True North joins Brian Rothenberg on Treasury Talks as Bitcoin trades in the 86k to 87k range after Nvidia earnings failed to lift the market. They discuss why Dan thinks 2026 needs to be a positive year for Bitcoin under the power law, how he positions his new fund, and what changed in the $MSTR thesis after Strategy launched its preferred shares. They also cover pricing the preferreds ($STRF, $STRK, $STRD, Stream), cumulative versus non-cumulative dividends, Bitcoin custody, trading psychology and what it took to start a fund.
About This Episode
This episode of The Daily Stack covers topics related to Bitcoin and cryptocurrency. Watch the full episode above for the complete discussion.
Episode Details
- Title
- BITCOIN BLOODBATH w/ @hillery_dan @RothenbergBrian
- Channel
- The Daily Stack
- Published
- November 21, 2025
- Duration
- 52:05
- YouTube ID
- BXTYPgWvbn8
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