EPISODE · Feb 19, 2026 · 56 MIN
Bitcoin Treasury Director Defends Nakamoto: Rookie CEO 'David Bailey Will Be Rewarded' (Full Analysis)
from The Bitcoin Treasury Podcast · host bitcointreasuries
In this Bitcoin Treasuries Roundtable, Alexandre reveals: ✅ Why Strategy accumulated 200%+ of mined supply in 2026 (even in a bear market) ✅ The Nakamoto defense: Why David Bailey deserves credit despite 99% drawdown ✅ Abu Dhabi sovereign wealth fund DOUBLED iBit holdings during the dip ✅ How Bitcoin treasury companies raise capital (and why bear markets test conviction) ✅ The MetaPlanet income generation strategy earning tens of millions from volatility ✅ Why institutions will own 70% of Bitcoin (and that's actually bullish) ✅ Europe's unrealized gains tax disaster (even Christine Lagarde says it's wrong)
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Bitcoin Treasury Director Defends Nakamoto: Rookie CEO 'David Bailey Will Be Rewarded' (Full Analysis)
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