Podcast: Adam Back and Sean Bill on Bitcoin Standard Treasury’s $4bn Deal with CEPO

This week, we speak with Adam Back, CEO of Bitcoin Standard Treasury and Sean Bill, who serves as the company’s Chief Investment Officer. The two discuss their company’s $4 billion combination with Cantor Equity Partners I (NASDAQ:CEPO), announced last July.

The past year has seen a raft of crypto treasury companies go public via SPACs. Could the next entrant be the one to consolidate the field?

They discuss why the Cantor team was a good fit for their goals of bringing innovative Bitcoin-based financing structures to the market, and why they believe Bitcoin Standard Treasury’s deep experience with the currency presents unique advantages as it aims to set up a multiple lanes for yield generation.

How do the company’s long-held Bitcoin reserves and its unique Bitcoin PIPE differentiate it from the other treasury plays, and what are the factors that unite the treasury companies that manage to consistently trade above NAV?

Give it a listen.