The Art Of The Possible | Ben Werkman

Ben Werkman, Chief Investment Officer at Strive, returns to the show to discuss the current state of the Bitcoin market, his role as CIO of Strive, and stress testing Digital Credit in a bear market.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanBen Werkman on X: https://x.com/Werkman0:00 - Intro 0:30 - Ben’s take on the current state of the market4:00 - The base case for the bear market?9:20 - Talking to retail vs institutional investors17:04 - Stress testing Digital Credit in a bear market22:37 - Ben’s day-to-day as CIO of Strive26:27 - Will a bull market lift all Bitcoin Treasury companies?30:44 - Digital Credit while trading below NAV?#podcast #bitcoin #microstrategy #investing #mstr #btc