The Zombie Companies Are Next — Strive's Joe Burnett On The Coming Wave Of Bitcoin Treasuries

Joe Burnett — VP of Bitcoin Strategy at Strive and host of The Mustard Seed podcast — joins Tyler Rowe to break down why digital credit is a completely different demand source for Bitcoin than anything that's come before, why zombie companies are the most logical next wave of Bitcoin treasury adopters, and why the distribution of Bitcoin through ETFs and passive index funds to people who don't even know they own it is one of the most important things happening in Bitcoin right now. He also covers the sustainable yield question, the bi-monthly dividend move, why SATA and STRC held their peg through a 50% crash, AI CapEx competing with Bitcoin for capital, and the K-shaped economy as proof that easy money makes Bitcoin inevitable. Follow Joe: https://twitter.com/@IIICapital | YouTube: https://www.youtube.com/@JoeBurnett27 Strive: https://strive.com | Dashboard: https://treasury.strive.com Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. CHAPTERS: 00:00 Cold Open 01:35 Joe's Busy Year & Strive's BTC Strategy 04:58 Treasury Management & Selling BTC 10:59 SATA, STRC & Semi-Monthly Dividends 16:05 Demand & Maturity of Digital Credit 20:15 Cash & STRC Reserve For Dividends 25:25 Why BTC Price Hasn't Followed Saylor's Accumulation 34:11 The Evolving Bitcoin Holder/Investor 39:55 Volatility and Market Dynamics 43:54 Wall Street's Growing Interest in Bitcoin 47:44 The Bitcoin Treasury Explosion & Zombie Companies 53:59 Bitcoin As A Liquidity Sink 55:34 The Fiat System & the Macro Bitcoin Thesis 01:01:14 Regulatory Landscape and Bitcoin's Future 01:05:12 How To Follow Joe Burnett 01:05:52 Stay Orange