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Proof of Thought
Proof of Thought
18 episodes
1 day ago
Welcome to Proof of Thought - the podcast where we break down how companies are using crypto, from billion-dollar Bitcoin treasuries to failed blockchain experiments. If a company has touched crypto, we’re dissecting the strategy behind it
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All content for Proof of Thought is the property of Proof of Thought and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Proof of Thought - the podcast where we break down how companies are using crypto, from billion-dollar Bitcoin treasuries to failed blockchain experiments. If a company has touched crypto, we’re dissecting the strategy behind it
Show more...
Business
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Dan Hillery: Bullish on Bitcoin? Do THIS... | MSTR True North
Proof of Thought
1 hour 2 minutes
4 months ago
Dan Hillery: Bullish on Bitcoin? Do THIS... | MSTR True North

Dan Hillery joins us today for Episode 2 of the Proof of Thought Podcast. Is there a smarter way to invest in Bitcoin and everything surrounding it? This will change how you think about wealth, risk, and opportunity in the next decade.

*This video was recorded April 17, 2025.

Dan reveals:

▫️ How he transitioned from simple index funds to going all in on Bitcoin

▫️ Why he shifted part of his BTC allocation to Strategy (formerly MicroStrategy) stock—and what most investors miss

▫️ The #1 risk he sees for Bitcoin today

▫️ How he uses first principles thinking to analyze memecoins, options, and market cycles

▫️ The entrepreneurial insights that led him to create his own options platform, Achilles Intelligence

▫️ Why he believes MSTR options are in a league of their own

▫️ What Dan would never do with his own Bitcoin—and why


The information in this episode is for educational purposes only and should not be considered financial advice. Always do your own research or speak to a licensed financial advisor before making any investment decisions.


Timestamps:

00:00 Intro

01:30 Starting Young in Investing

04:09 From Index Funds to Bitcoin

06:51 Navigating Risk With Bitcoin & MSTR

09:24 BTC vs. MSTR Allocation Strategy

10:29 Rebalancing Over Time

12:28 The Biggest Risks to Bitcoin and MSTR

14:15 How Dan Handles Market Shocks

16:49 The Investors Who Shaped His Thinking

18:58 Bitcoin vs. Altcoins

21:05 First Principles: Memecoins & Expected Value

25:20 First Principles: Why MSTR Options Are in a League of Their Own

29:55 First Principles: Why MSTR Trades at a Premium to NAV

36:35 First Principles: MSTR vs. MSTY vs. STRK vs. STRF

46:59 Entrepreneurial Opportunities in Crypto

49:23 Why He Created Achilles Intelligence

51:38 Early Investing Mistakes and Lessons

54:32 Most Interesting Bitcoin Innovation Today

55:24 Dan’s Personal Social Media Content Strategy

56:09 Would He Ever Loan Out His Bitcoin?

57:07 Dan’s North Star

59:05 What Dan Is Reading and Listening To

1:00:17 Where to Follow Dan


Follow Dan:

Dan on X - https://x.com/hillery_dan?lang=en

Dan on YouTube - https://www.youtube.com/@UCazR7E8kze4_JD35aJQMa2Q

LinkedIn - http://linkedin.com/in/daniel-hillery-898255226

Achilles Intelligence Website - http://achilles-intelligence.com


Follow the Podcast:

Instagram: @ProofOfThoughtPod

X: @ProofOfThoughtX

TikTok: @ProofOfThoughtPod

Podcast on Spotify: Proof of Thought

Podcast on Apple: Proof of Thought


Follow Us:

Charles on X: https://x.com/charlesodeiiii

Brad on X: https://x.com/Braddendum


Follow our channel!

Proof of Thought
Welcome to Proof of Thought - the podcast where we break down how companies are using crypto, from billion-dollar Bitcoin treasuries to failed blockchain experiments. If a company has touched crypto, we’re dissecting the strategy behind it