EPISODE · Feb 12, 2026 · 37 MIN
Bitcoin Crashes 50%: Treasury Companies Fight Back | Roundtable Ep.1 w/ Pierre Rochard & Alexandre Laizet
from The Bitcoin Treasury Podcast · host bitcointreasuries
"Bitcoin Treasury Companies Are DEAD." | Pierre Rochard & Alexandre Laizet Fight Back Bitcoin dropped 50% and the consensus says Bitcoin treasury companies are dead. Pierre Rochard (Director at Strive) and Alexandre Laizet (Director at Capital B) reveal what's actually happening behind the scenes during treasury companies' first major bear market since the sector exploded. In this inaugural Bitcoin Treasuries Roundtable episode, Pierre and Alexandre break down: ✅ Why MSTR already survived a worse bear market in 2022 (and what changed) ✅ The real reason Bitcoin fell while gold and Nvidia soared ✅ How Saylor accumulated 276% of mined supply in 2025 ✅ Why banks still can't hold Bitcoin (and the Fed rule that needs to change) ✅ The crypto industry meltdown nobody's talking about ✅ Why stablecoins killed Ethereum's investment thesis overnight ✅ What "investment grade STRETCH" would mean for institutional capital ✅ The speculative attacks theory: Why there will be multiple waves, not one 🎙️ Featured Panelists: Pierre Rochard - CEO of Bitcoin Bond Company, Director at Strive, Bitcoin OG and longtime podcaster. Follow Pierre: https://x.com/@BitcoinPierre Alexandre Laizet - Director at Capital B (Europe's first Bitcoin treasury company). Follow Alexandre: https://x.com/@AlexandreLaizet 🤝 SUPPORT OUR SHOW: COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout! 🔗 Resources: 🔔 Follow Bitcoin Treasuries: https://x.com/@BTCtreasuries 🔔 Follow Tyler: https://x.com/@TylerCompiler 🔔 Subscribe for weekly roundtables: https://youtube.com/@BitcoinTreasuriesNet 📧 Questions/Feedback: [email protected] 🎬 About the Show: The Bitcoin Treasuries Roundtable brings together executives, investors, and industry leaders navigating the Bitcoin treasury company revolution. Hosted by Tyler Rowe, Head of Video at BitcoinTreasuries.net. We analyze corporate Bitcoin adoption strategies, market dynamics, and institutional capital flows. ⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Markets are volatile. Always do your own research.
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Bitcoin Crashes 50%: Treasury Companies Fight Back | Roundtable Ep.1 w/ Pierre Rochard & Alexandre Laizet
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