Jeff Walton on Strive $SATS and British HODL on $MSTR
Episode Summary
Jeff Walton, Chief Risk Officer at Strive, explains SATS, Strive's new fixed rate perpetual preferred, and how it fits next to SATA and Strategy's Stretch. Then British HODL joins to talk Strategy ($MSTR), trusting management, self custody vs IBIT and why he thinks real estate is finished. Jody Flournoy hosts. In the first half Jeff breaks down how SATS pays a fixed $15 a year per share (15% on its $100 par), why it sits junior to SATA, and why he sees Strive's capital structure and its bitcoin balance sheet as a moat that JP Morgan or BlackRock can't easily copy.
About This Episode
This episode of Daily Stack covers topics related to Bitcoin and cryptocurrency. Watch the full episode above for the complete discussion.
Episode Details
- Title
- Jeff Walton on Strive $SATS and British HODL on $MSTR
- Channel
- Daily Stack
- Published
- October 23, 2026
- Duration
- 1:02:03
- YouTube ID
- Iz0zjR_Yb6c
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