MSTR POPPING | JEFF WALTON | INVESTMENT RISK TIERS
Episode Summary
Jeff Walton, chief risk officer at Strive and CEO of True North, joins hosts Jody and Halston to recap the True North event and Strategy World. They cover why Strategy's $STRC (Stretch) is drawing bank and corporate treasury interest, how Strive's $SATA preferred is designed to complement it, Strive's asset management business and AI disruption risk, and True North's role inside Strive. The episode closes with an investment risk tier list ranking the US dollar, gold, Bitcoin, real estate, $NVDA, $AAPL, $MSTR and Strategy's preferreds, plus Jeff's odds on Bitcoin reaching 150K in 2026.
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
- MSTR POPPING | JEFF WALTON | INVESTMENT RISK TIERS
- Channel
- The Daily Stack
- Published
- March 5, 2026
- Duration
- 1:09:58
- YouTube ID
- ubGtQWzCOHE
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