The main event: Mike Nicoll, director of Bitcoin Season, on going from USC Film School and Netflix's At All Costs to documenting the first Bitcoin-only deals with an NBA franchise and Klutch Sports — "come for the sexy basketball world, stay for the financial revolution." 100,000 views in the first week, free on YouTube, and Swan will buy the pizza and beer for your watch party. King closes with a credit-desk teardown of Strategy's STRC: why coupon-divided-by-price is the wrong math, what an 85 price actually implies, and why the Bitcoin price — not the coupon — is what brings Stretch back to par. Cory adds the house view: these are institutional products; keep 80%+ of your exposure in real on-chain Bitcoin you control. Homework: Vijay Boyapati's The Bullish Case for Bitcoin and Stephan Livera episode 71. And Dom's legendary full-gear, no-warm-up swish gets the retelling it deserves.
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