The Block's Head of Growth, Tim Copeland, was joined by Upexi CEO Allan Marshall and CEO Brian Rudick.
In this episode, Marshall and Rudick explain why their company is going all-in on Solana as the core of a digital asset treasury strategy. They discuss the upside potential of Solana, staking yields, and how disciplined leverage and capital markets dynamics could mirror or improve on MicroStrategy’s Bitcoin playbook.
OUTLINE
00:00 - Intro
00:55 - Why Upexi chose Solana over Bitcoin
02:45 - Staking Solana and revenue benefits
04:41 - Regulatory clarity and the bull case
07:23 - Wen Solana ETF
10:39 - Explaining the premium
15:12 - Risk management
19:18 - Locked SOL supply and market impact
21:39 - GameStop & SharpLink
23:53 - Concerns about treasury strategies
26:32 - Navigating downturns in crypto
31:45 - Looking ahead
33:24 - Conclusion
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Guest links:
Allan Marhsall - https://x.com/marshall_a22015
Brian Rudick - https://x.com/thetinyant
Upexi - https://www.upexi.com/
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