One Chair Podcast

In this episode of the One Chair Podcast, we sit down with Halston Valencia (Bitcoin Well, BitcoinQuant & The Daily Stack) to discuss the biggest developments shaping the Bitcoin ecosystem.Why did Jack Mallers step down from XXI Capital? Can Strategy (MSTR) and Strive keep leading the Bitcoin treasury revolution? Will most Bitcoin Treasury Companies survive, or is the market heading for a major shakeout?We also dive into:⚡ Why Halston believes most Bitcoin treasury companies will fail⚡ Jack Mallers leaving XXI Capital and what it means for Bitcoin⚡ Strategy's Bitcoin sales, STRC, SATA and the future of Digital Credit⚡ Why Proof of Reserves could become essential for Bitcoin treasury companies⚡ Bitcoin Maximalists vs Wall Street: Can both coexist?⚡ Is Bitcoin culture changing or simply evolving?⚡ Why Halston still believes Bitcoin in cold storage is the ultimate investment⚡ The future of Bitcoin Quant and Bitcoin treasury analyticsWhether you're following Strategy (MSTR), Michael Saylor, Bitcoin treasury companies, Bitcoin investing, or the future of Digital Credit, this conversation is packed with insights and thoughtful discussion.Follow our Guest:- Halston Valencia: https://x.com/halstonvalencia- BitcoinQuant on X: https://x.com/bitcoinquant_- BitcoinQuant: https://bitcoinquant.co/- Bitcoin Well on X: https://x.com/bitcoinwell- Bitcoin Well: https://bitcoinwell.com/- The Daily Stack on X: https://x.com/dailystackhq00:00 The Story Behind BitcoinQuant's Massive Pivot06:42 Jack Mallers Leaving XXI Capital Wasn't a Surprise11:59 Orange Juice Could Change Bitcoin Treasuries Forever14:08 Why Most Bitcoin Treasury Companies Will Fail17:26 Has Strategy's Bitcoin Playbook Changed?21:47 STRC, SATA or Bitcoin? Halston's Portfolio Answer24:27 Why She Isn't Buying AI Stocks27:37 Bitcoin Maxis vs Suitcoiners: Who's Right?30:19 The Real Reason Bitcoin Is in a Bear Market33:15 Is Bitcoin Losing Its Culture?35:55 Are Bitcoin Treasury Companies Creating Paper Bitcoin?41:40 Should Corporations Influence Bitcoin Development?45:05 "Stack Sats" Isn't Enough Anymore47:28 Final Thoughts & Where to Find HalstonBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

In this episode, Adrian Morris returns to discuss one of the biggest questions facing MSTR (Strategy) and every Bitcoin treasury company: Can a pure Bitcoin strategy survive long term?Adrian shares several contrarian views on Bitcoin treasury companies, Strategy's capital structure, STRC and SATA preferred shares, and why he believes the market is pricing these companies differently than most investors realize.We also dive into whether Strategy is missing its biggest opportunity by focusing solely on Bitcoin instead of expanding its AI and business intelligence (BI) operations.In this interview:- Why Adrian believes Bitcoin treasury companies must evolve- Can Strategy's Bitcoin-only model work long term?- Why STRC and SATA behave like Bitcoin derivatives- The future of Bitcoin treasury companies- Will Strategy ever join the S&P 500?- Why credit ratings may not matter as much as investors think- Could NVIDIA, Apple, or other tech giants ever buy Bitcoin?- Why AI isn't rotating into Bitcoin (yet)- Metaplanet vs Strategy: Which model has the better future?- The next major catalyst for Bitcoin adoptionWhether you're invested in MSTR, Bitcoin, Metaplanet, STRC, SATA, or the broader Bitcoin treasury company ecosystem, this conversation offers a unique perspective on where the market could be heading.Follow our guest:- Adrian Morris on X: https://x.com/_Adrian- True North on X: https://x.com/TNorth- True North on Youtube: https://www.youtube.com/@BTCTrueNorth00:00 Adrian Morris Returns: Why Everyone Is Wrong About Bitcoin Treasury Stocks03:30 Why AI Money Isn't Rotating Into Bitcoin Anytime Soon05:20 What's the NEXT Catalyst for Bitcoin? (Not What You Think)07:52 What Happens If NVIDIA Starts Buying Bitcoin?11:55 Should Apple Replace Stock Buybacks With Bitcoin?13:52 Strategy's Emergency 5-Point Plan Explained18:09 Credit Ratings Are Missing the Real Problem23:07 Will STRC & SATA Ever Become Stable?28:33 Will Leverage Return? "Degens Are Gonna Degen"29:46 The Hidden Volatility Nobody Sees in STRC33:20 Strategy's Secret Growth Opportunity: AI & M&A38:02 Could Strategy Become a Double Threat? (Bitcoin + AI)42:13 Why Strategy Must Evolve Beyond Bitcoin46:27 Is Strategy Still a Pure Bitcoin Company?51:09 The Future of Bitcoin Treasury Companies (5-10 Year Outlook)54:29 Why Metaplanet Might Be Ahead of Everyone Else57:28 Is Strategy TOO Transparent?01:00:56 Final Bitcoin Outlook: Ignore the NoiseBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod-Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Strategy has built a $3 billion cash reserve to strengthen its preferred securities.But does becoming safer come at the cost of what made MSTR unique in the first place?In this episode of the One Chair Podcast, we sit down with Jody Flournoy, co-founder of 21 Rates and co-host of Daily Stack, to discuss Strategy's evolving capital structure, the trade-off between safety and Bitcoin amplification, why the market reacted negatively, and whether Bitcoin treasury companies still offer a compelling advantage over simply owning Bitcoin.We also explore Bitcoin treasury companies, custody risk, proof of reserves, AI investing, and how Jody thinks about portfolio construction in the age of Bitcoin and artificial intelligence.In this episode:• Why Strategy built a $3 billion cash reserve• Does more safety reduce Bitcoin per share growth?• Is MSTR still better than simply owning Bitcoin?• The market's reaction to Strategy's latest move• Custody risk and proof of reserves• Bitcoin treasury companies vs self-custody• Strategy, Strive, Metaplanet and the future of digital credit• Why Jody remains bullish despite recent changes• AI, Bitcoin and where capital may flow next• Building an investment framework with AIFollow Jody Flournoy:X: https://x.com/JodyFlournoyDaily Stack: https://x.com/DailyStackHQ21 Rates: https://21rates.comTimestamps:00:00 Jody's Bitcoin Story: Buying BTC in 2017 & Never Selling06:07 How Bitcoin Treasury Companies Changed Everything08:59 Is Strategy (MSTR) Good or Bad for Bitcoin?12:53 Could Strategy Ever Dump 850,000 Bitcoin?15:06 The Biggest Risk for Bitcoin Treasuries: Custody & Governance19:45 Proof of Reserves vs Traditional Custody: What Investors Need to Know22:10 Could Governments Confiscate Bitcoin Treasury Holdings?27:40 Why MSTR Stock Fell While Bitcoin Stayed Flat32:46 Should You Buy Bitcoin or Bitcoin Treasury Stocks?36:50 The AI Trade: Where Smart Money Is Moving Now42:53 Will Money Rotate From AI Back Into Bitcoin?47:29 Which Bitcoin Treasury CEO Impressed Jody the Most?52:08 Using AI to Build a Better Bitcoin Investment Strategy56:02 Why Every Bitcoiner Needs a Small "Trading Bag"57:04 Why Self-Custody Helps You Avoid Emotional Trading57:34 Where to Follow Jody Flournoy & The Daily StackBig thanks to Little Bubble for allowing us to use his song, “One Chair”: https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=hWtodY-kQPuZvJZwCAEVUwDISCLAIMER: This is not financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on X: https://x.com/OneChairPodYouTube: https://www.youtube.com/@OneChairPodReferral links:Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Capital B is preparing to bring the Strategy playbook to Europe, with plans to expand its Bitcoin balance sheet and build a new generation of Bitcoin-backed credit products.In this episode, Alexandre Laizet joins us to explain Capital B’s long-term strategy, its new capital-raising capacity, and why perpetual credit could become the most efficient way for Bitcoin treasury companies to accumulate Bitcoin at scale. We discuss how Capital B plans to increase Bitcoin per share, why it has avoided fiat leverage so far, and what Europe can learn from Strategy and Strive.Alexandre also breaks down the recent stress test for STRC and SATA, why seniority and cash reserves matter, and whether Bitcoin credit can be successfully replicated in European capital markets. He shares his outlook on institutional adoption, the hidden positioning taking place ahead of the next bull market, and why Bitcoin could eventually reach $600,000 and beyond.Whether you’re following Capital B, Strategy (MSTR), Bitcoin treasury companies, STRC, SATA, or the emerging market for Bitcoin-backed credit, this conversation provides a detailed look at where the industry may be heading next.Topics covered:Capital B’s new capital-raising capacityWhy Capital B wants to replicate the Strategy playbook in EuropeThe $300 trillion global credit-market opportunityHow perpetual Bitcoin credit could increase Bitcoin per shareWhy Capital B currently has no fiat leverage on its Bitcoin treasuryWhat STRC and SATA revealed during the recent market stress testWhy seniority, investor protections, and cash reserves matterWhether Bitcoin-backed credit can work in EuropeWhy France could become a hub for European financial innovationShould Bitcoin treasury companies hold STRC as an operational reserve?How the Iran conflict affected Capital B’s Abu Dhabi operationsWhy institutional Bitcoin adoption is happening silentlyHow Bitcoin credit could create demand equivalent to two or three halvingsWhy institutions may already be positioning for the next Bitcoin bull marketAlexandre’s path from $60,000 Bitcoin to $600,000 and beyondWhy Bitcoin may be the safest way to gain exposure to the AI boomCapital B’s ambition to build Europe’s largest Bitcoin balance sheetFollow Alexandre Laizet:X: https://x.com/AlexandreLaizetLinkedIn: https://www.linkedin.com/in/alexandre-laizet/Capital B: https://cptlb.com/YouTube: https://www.youtube.com/@ALCPB00:00 Prague Takeaways: The Growing Divide in Bitcoin04:35 Capital B's €100B Credit Strategy Explained12:42 How Close Is Capital B to Launching Digital Credit?13:52 Why Bitcoin-Backed Credit Could Transform Finance20:57 Bitcoin Convertible Notes vs Perpetual Digital Credit26:53 Lessons from Strategy & Strive's Digital Credit Products31:55 What STRC, STRF & SATA Taught the Market38:15 Can Europe Replicate America's Bitcoin Credit Boom?41:10 Why Bitcoin Treasury Companies Still Prefer Bitcoin46:03 Capital B's Cash & Bitcoin Reserve Strategy52:13 Bitcoin Market Outlook: Are Sellers Finally Exhausted?57:29 Bitcoin to $300K? Alexandre's Bull Case01:01:51 Where to Follow Alexandre & Learn MoreBig thanks to Little Bubble for allowing us to use his song, “One Chair”: https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=hWtodY-kQPuZvJZwCAEVUwDISCLAIMER: This is not financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on X: https://x.com/OneChairPodYouTube: https://www.youtube.com/@OneChairPodReferral links:Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Strategy just sold 3,588 Bitcoin, Bitcoin treasury stocks are under pressure, and a new battle is unfolding between corporate Bitcoin adoption and hedge funds.In this episode, Richard Byworth joins us to break down Strategy's latest Bitcoin sale, why the market reacted positively, and how Bitcoin treasury companies are evolving. We discuss Michael Saylor's capital markets playbook, why defending a 1.0 mNAV matters, and how companies like Strategy, Metaplanet, and XCE Connecting Excellence are reshaping corporate finance.Richard also shares his views on digital credit, Switzerland's Bitcoin treasury landscape, nation-state Bitcoin adoption, and why he believes the next phase of Bitcoin adoption will be driven by capital markets rather than retail investors.Whether you're following Strategy (MSTR), Metapanet, Bitcoin treasury companies, or the future of Bitcoin-backed financial products, this conversation is packed with insights you won't hear anywhere else.Topics covered:- Why Strategy sold 3,588 BTC and why the market liked it- Michael Saylor's evolving Bitcoin treasury strategy- Why defending a 1.0 mNAV matters- How hedge funds attack Bitcoin treasury companies- Strategy's new capital allocation framework- Metaplanet and the next generation of Bitcoin treasury companies- Why Switzerland is falling behind on Bitcoin treasury adoption- Digital credit and the future of Bitcoin-backed financial products- Nation-state Bitcoin adoption and sovereign Bitcoin reserves- Richard Byworth's outlook on Bitcoin's next major moveFollow Richard Byworth:- X: https://x.com/RichardByworth- BYZ Partners: https://byzpartners.com/00:00 Richard's Bitcoin Journey: From Gold Bug to Bitcoin Maximalist05:44 Why Sapiens Orange-Pilled Richard (Unexpected Origin Story)07:00 How Michael Saylor Created the Bitcoin Treasury Revolution10:37 Understanding Convertible Bonds (Why Most Investors Miss This)12:43 Strategy SOLD 3,588 BTC... Why the Market Loved It16:47 Why Bitcoin Treasury Stocks Are So Hard to Value18:14 Did Strategy Sell Bitcoin to Improve Its Credit Rating?19:22 Why Every Bitcoin Treasury Should Defend a 1.0 mNAV25:10 Are Traders Manipulating STRC & SATA?27:44 Strategy's New Playbook: Less Transparency on Purpose?29:24 Best Bitcoin Treasury Stocks Outside Strategy35:39 Why Switzerland Rejected a Bitcoin Treasury Listing39:01 When Will Digital Credit Come to Europe?41:27 Richard's New Bitcoin Hedge Fund Explained45:52 Nation States Are Quietly Preparing for Bitcoin50:00 Is Bitcoin's Bottom Already In? Richard's Market Outlook50:59 The Return of Richard's Podcast & Where to Follow HimBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Metaplanet is getting crushed, Strategy (MSTR) is under pressure, and Bitcoin treasury stocks are being stress-tested in real time.In this episode, Peter Duan joins us to break down what’s really happening across Bitcoin treasury companies, why Metaplanet may have a unique advantage in Japan, and how Strategy’s preferred shares like STRC and STRF are changing the market narrative.We discuss Michael Saylor, MSTR, Metaplanet, Bitcoin preferred shares, hedge funds, investor communication, Japan’s low interest rate environment, and whether the current panic could mark the beginning of a much bigger Bitcoin treasury trade.Topics covered:- Why Metaplanet's recent selloff may be creating opportunity- Strategy (MSTR) and the future of Bitcoin treasury companies- Michael Saylor's communication strategy- STRC, STRF, and Bitcoin preferred shares explained- Why hedge funds are targeting Bitcoin treasury products- Japan's unique advantage for Bitcoin treasury companies- Institutional adoption of Bitcoin- How Bitcoin treasury companies survive bear markets- Investor communication and corporate strategy- The future of Bitcoin-backed financial productsFollow Peter Duan:- X: https://x.com/BTCBULLRIDER00:00 Introduction to Peter Duan and Bitcoin Journey03:28 Discovering Strategy (MSTR) & Bitcoin Treasury Companies04:24 Why Peter Created Bull Standard06:50 Did Anyone Expect Bitcoin Treasury Stocks to Crash This Hard?09:26 Is Strategy (MSTR) Failing Its Investors?12:59 The Biggest Communication Mistake Michael Saylor Made15:37 Why Strategy Should Stop Making Changes18:10 What Strategy MUST Do Next20:02 Why Metaplanet Could Be the Biggest Winner25:06 The Secret Advantage Only Metaplanet Has27:17 Could Metaplanet Finance U.S. Bitcoin Treasury Companies?30:16 Are Hedge Funds Crushing STRC, STRF & Bitcoin Preferreds?36:11 Why Bitcoin Preferred Shares Could Stay Volatile38:00 Should Strategy Sell Bitcoin to Save Preferred Shares?43:02 The Most Underrated Bitcoin Treasury Companies45:22 Why Smarter Web Is Winning the Communication Game47:38 What's Wrong With Bitcoin Twitter Right Now?48:26 The Massive Opportunity Nobody Is Talking AboutBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Strategy (MSTR) has announced major updates that could significantly impact both common shareholders and preferred investors.In this episode, we break down the company's new USD Reserve Policy, STRC dividend changes, Bitcoin monetization program, and share repurchase plans, and explain what these decisions mean for Strategy's future.We also discuss whether the recent market panic is justified, why many investors misunderstand Strategy's balance sheet, and whether fears of liquidation have any basis in reality.In this video:✅ Strategy's new $2.55B USD Reserve Policy✅ Why STRC's dividend increased to 12%✅ The new Bitcoin monetization program explained✅ Preferred share & MSTR stock buyback authorization✅ Did Strategy make a costly mistake?✅ Is MSTR really at risk of liquidation?✅ Bitcoin ETF outflows and current market sentiment✅ What happens next for Strategy and Bitcoin investors00:00 Overview: Everything Strategy just changed03:16 New USD Reserve Policy explained05:38 Why rebuilding the reserve matters09:11 STRC dividend policy changes12:54 Preferred share & MSTR buyback program14:34 Bitcoin monetization: Why Strategy may sell BTC16:15 Debunking the biggest MSTR misconceptions19:57 Bitcoin, ETF outflows & what's nextBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Can AI detect when Bitcoin is about to top or bottom?In this episode of the One Chair Podcast, I sit down with Michael Sullivan, author of Blood of the Bourgeoisie and creator of one of the most fascinating AI-driven Bitcoin sentiment analysis models in the space.Michael explains how he analyzes millions of words from Bitcoin Twitter (X) to measure emotions like fear, greed, optimism, conviction, desire, anger, and excitement—revealing patterns that traditional indicators completely miss.We also dive into the psychology behind Bitcoin Treasury companies, why mNAV is largely driven by sentiment, and how companies like Strategy (MSTR), Metaplanet, Strive, 21 Capital, and SmarterWeb compete for mindshare in the Bitcoin ecosystem.If you're interested in Bitcoin, AI, investing, market psychology, or Bitcoin Treasury companies, this conversation is packed with insights you won't hear anywhere else.In this episode:✅ How AI analyzes Bitcoin sentiment✅ Why Bitcoin veterans think differently from newcomers✅ Can language predict Bitcoin market tops and bottoms?✅ Why Bitcoin Twitter feels so divided today✅ Michael Saylor's four types of Bitcoiners explained✅ The psychology behind Bitcoin Treasury company valuations✅ Which Bitcoin Treasury companies dominate the narrative✅ How emotions drive mNAV more than fundamentals✅ Why today's bearish sentiment could actually be bullishFollow Michael Sullivan:- X: https://x.com/SullyMichaelvan- Substack: https://sentimentsully.substack.com/00:00 Michael's Bitcoin Journey: From Skeptic to Author & Researcher02:20 Why Every Bitcoiner Should Read Blood of the Bourgeoisie05:38 The Idea That Started Bitcoin Sentiment Analysis08:43 How AI Measures Bitcoin Emotions Through Language10:56 The Hidden Difference Between Bitcoin Veterans & Newcomers13:22 Can AI Detect Sarcasm, Ragebait & Fake Narratives?15:58 How AI Classifies Every Type of Bitcoiner17:42 Bitcoin's Four Tribes Explained (Saylor's Framework)19:57 Why Bitcoin Twitter Feels Like a Civil War Right Now22:43 Why Bitcoin Conferences Feel Completely Different From X25:19 Is Bitcoin Treasury mNAV Pure Market Psychology?30:24 What Bitcoin Treasury Investors Are Really Feeling33:31 Tracking the Mood of Individual Bitcoin Narratives36:01 Could AI Predict Bitcoin Market Tops?39:29 Why Almost Nobody Is Doing This Research Yet41:16 Which Bitcoin Treasury Stocks Michael Is Watching43:56 Why Today's Bearish Sentiment Might Be Bullish45:23 Where to Follow Michael's ResearchBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

What if Metaplanet isn't just copying Strategy, but building something even bigger?In this conversation with Bitcoin Pharaoh, we explore why Metaplanet's long-term vision could make it one of the most important Bitcoin Treasury companies in the world. Instead of simply accumulating Bitcoin, the company is quietly building a global financial ecosystem designed to continuously acquire more Bitcoin across multiple jurisdictions.We discuss Metaplanet's latest acquisitions, preferred share strategy, Japan's unique monetary environment, the lessons learned from Strategy's STRC volatility, and why cash-flow-generating businesses could become the missing piece for the next generation of Bitcoin Treasury companies.If you're interested in Bitcoin, Strategy (MSTR), Metaplanet, or the future of Bitcoin Treasury companies, this is a conversation you won't want to miss.In this episode:- Why Metaplanet's strategy is different from every other Bitcoin Treasury company- The hidden advantage of operating in Japan- How preferred shares could reshape Bitcoin capital markets- Lessons from Strategy's STRC depeg- Why cash flow may matter more than financial engineering- The future of Bitcoin Treasury companies- Bitcoin Pharaoh's outlook on Bitcoin and the next market cycleFollow Bitcoin Pharaoh:- X: https://x.com/TheBTCPharaoh- Substack: https://thepharaohbrief.substack.com/00:00 Introduction: The BTCPharaoh's Bitcoin Journey07:09 Why Metaplanet Is Different From Every Other Bitcoin Treasury11:03 Mercury & Mars: The Next Bitcoin Financial Products?11:52 What Metaplanet Learned From Strategy's STRC Depeg15:26 Will Bitcoin Preferred Shares Become Truly Stable?19:05 Is Metaplanet About to Launch a U.S. Preferred Stock?20:57 Why Japan Gives Metaplanet a Massive Advantage22:47 The "Double Carry Trade" That Could Supercharge Bitcoin Buying26:34 Why Metaplanet Isn't Just Copying Strategy29:39 Simon Gerovich's Long-Term Vision Is Finally Making Sense30:12 Will Metaplanet Build Bitcoin Infrastructure Beyond Finance?32:27 Why the New Board Members Could Change Everything34:08 Why Less Communication Might Actually Be Bullish37:56 The One Question He Would Ask Simon Gerovich39:45 Is NAKA a Hidden Opportunity... or a Value Trap?45:01 The Most Underrated Bitcoin Treasury Company Right Now47:55 Europe Could Be the Next Bitcoin Treasury Battleground48:40 Bitcoin Price Outlook: Bull Market or Bear Market?50:55 The Biggest Mistake Bitcoin Investors Keep Making52:19 Where to Follow TheBTCPharaohBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

In this episode of One Chair, Chase Palmieri joins Yves to break down the debate that exploded at Bitcoin Prague after Jack Mallers publicly challenged Michael Saylor's Bitcoin treasury strategy.We dive into the core argument behind Strategy (MSTR), Bitcoin per share, dilution vs accretion, and why many investors may be looking at the wrong metrics. Chase also shares his surprising view on STRC vs SATA, why he believes Bitcoin credit products could become one of the biggest drivers of Bitcoin adoption, and how real estate may become Bitcoin's next multi-trillion-dollar source of capital.Topics discussed:✅ Michael Saylor vs Jack Mallers✅ Is MSTR really dilutive?✅ Bitcoin per share explained✅ Strategy's latest Bitcoin purchase✅ STRC vs SATA✅ Why SATA may have an edge right now✅ Bitcoin credit and digital credit products✅ Bitcoin Prague highlights and key takeaways✅ How Sovana connects real estate equity to Bitcoin exposure✅ Bitcoin, macro markets, and the latest geopolitical developmentsWhether you're a Bitcoin investor, MSTR shareholder, Strategy bull, or simply trying to understand the future of Bitcoin treasury companies, this conversation offers a deep dive into one of the most important debates in the market today.Follow our guest:- Chase Palmieri: https://x.com/chasepalmieri- Sovana: https://x.com/SovanaHQ- Sovana: https://www.sovana.io/00:00 What Is Sovana? Turn Real Estate Equity Into Bitcoin Exposure09:24 Is Strategy Diluting Shareholders? Chase Responds12:42 Why Michael Saylor Is Keeping Investors Guessing15:34 Why Strive Could Be the Biggest Bitcoin Winner After Strategy19:59 Bitcoin Credit vs "Digital Credit" — The Debate Heats Up24:05 STRC vs SATA: Which Bitcoin Yield Product Wins?29:04 Is Strategy Taking More Risk Than Strive?32:07 Jack Mallers Challenges Strategy's "Accretive Dilution" Narrative38:21 Bitcoin vs Fiat: The Valuation Problem Nobody Understands44:03 Bitcoin, Iran, Oil Markets & What Happens Next46:39 Bitcoin Prague Highlights: Why Bitcoiners Remain Bullish48:31 Where To Find Chase Palmieri & Learn More About SovanaBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

This week in Bitcoin Treasury news, everyone focused on Strategy's (MSTR) controversial 32 Bitcoin sale, but was that really the story that mattered?We break down Strategy's latest purchase of 1,550 Bitcoin, the debate around dilution, the rebuilding of its cash reserve, and the questions surrounding STRC's recent depeg. We also discuss whether management is executing a larger plan that the market may be missing.Topics covered:• MSTR buys 1,550 Bitcoin after selling 32 BTC• The real impact of Strategy's cash reserve decisions• Why STRC temporarily lost its peg• Is MSTR's latest Bitcoin purchase dilutive?• STRC dividends move to semi-monthly payments• Strive's viral 32 Bitcoin purchase• Bitcoin's double-bottom setup and market outlook• New Bitcoin Treasury companies entering the market• BSTR, Capital B, and the next wave of Bitcoin treasury adoptionIf you're interested in Bitcoin Treasury Companies, MSTR stock, Michael Saylor, STRC, Strive, ASST, Bitcoin-backed securities, and the future of corporate Bitcoin adoption, this episode is for you.00:00 Strategy (MSTR) Buys 1,550 Bitcoin After Selling 32 BTC02:31 Did Strategy Create Its Own Liquidity Problem?08:07 Why Selling Just 32 Bitcoin Shocked the Market10:27 Bullish Signal: Strategy Raised $180M During Peak Fear11:23 BIG NEWS: STRC Dividends Go Semi-Monthly12:56 Strive Buys the Famous 32 Bitcoin (Genius Marketing Move)13:52 Final Thoughts15:51 Future Outlook and New EntrantsBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Is mNAV really a valuation metric? Is Bitcoin per share actually meaningful? And what if most investors are measuring MSTR completely wrong?In this episode of One Chair, we sit down with Adrian Morris, longtime Bitcoiner and founding member of MSTR True North, for a deep dive into Strategy (MSTR), Bitcoin Treasury Companies, mNAV, Bitcoin per share, STRC, SATA, and the future of Bitcoin adoption.Adrian argues that mNAV is sentiment. He explains why Bitcoin per share may be one of the most misunderstood metrics in the Bitcoin Treasury space, why defending mNAV could be a mistake, and what Strategy's recent Bitcoin sale really tells us about market psychology.We also explore the future of Bitcoin Treasury companies, Strategy's preferred shares, dividend sustainability, institutional adoption, and why AI may be attracting the capital that Bitcoin expected to receive.Whether you're a Strategy shareholder, Bitcoin investor, or simply trying to understand the next phase of Bitcoin adoption, this conversation challenges some of the most widely accepted assumptions in the market.Follow our guest:- Adrian Morris on X: https://x.com/_Adrian- True North on X: https://x.com/TNorth- True North on Youtube: https://www.youtube.com/@BTCTrueNorth00:00 Adrian Morris' Bitcoin Journey & Why He Bought MSTR05:02 The Real Meaning of mNAV (Market Sentiment)10:10 Why Bitcoin Treasury mNAVs Eventually Collapse11:22 Should Bitcoin Treasury Companies Defend Their mNAV?15:56 The Fatal Flaw in mNAV Buybacks17:57 Why Strategy Should NOT Sell Bitcoin to Buy Back Shares20:15 Why Did Strategy Sell 32 Bitcoin?23:55 MSTR Myths, Margin Calls & X Misinformation25:38 Why Bitcoin Per Share May Be Misleading Investors31:09 The Endgame for Bitcoin Treasury Companies34:42 The Future: REITs, Options & Bitcoin Financial Products36:46 STRC, SATA & Bitcoin Preferred Shares Explained41:22 Does STRC Guidance Even Matter?43:12 Why SATA Outperformed STRC45:42 Daily Dividends: Innovation or Hype?48:30 Will STRC & SATA Eventually Cut Dividends?54:54 Is AI Stealing Capital From Bitcoin?01:00:51 Can Bitcoin Become AI's Security Layer?01:03:56 Adrian's Message to Bitcoin InvestorsBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Strategy sold Bitcoin for the first time since 2022... and the internet panicked.But while everyone was focused on Strategy's sale of just 32 BTC, another Bitcoin treasury company may have quietly accumulated more than 2,000 Bitcoin in a single week.In this episode, we break down:✅ Why Michael Saylor's Strategy sold Bitcoin✅ Why the 32 BTC sale may be completely irrelevant✅ The reaction from Bitcoin critics like Peter Schiff and Jim Cramer✅ Strive's explosive Bitcoin accumulation through SATA✅ Whether Strive is becoming the next Metaplanet✅ STRC dividend updates and what investors should watch✅ ProCap selling Bitcoin for share buybacks✅ Sequans abandoning its Bitcoin treasury strategy✅ The future of Bitcoin treasury companies in a bear marketWe also discuss why many investors may be focusing on the wrong signal while some of the fastest-growing Bitcoin treasury companies continue accumulating aggressively behind the scenes.00:00 Strategy Sells Bitcoin for the First Time Since 202204:45 Will Strategy Change Its STRC Guidance?08:31 Strive Quietly Bought 2,000+ Bitcoin Last Week?11:56 Why Strive Could Become the Next Metaplanet14:17 What If Bitcoin Doubles From Here? The Upside Nobody Discusses15:33 Anthony Pompliano's ProCap Sells Bitcoin — Smart Move?17:40 Sequans Exits Bitcoin Treasury Strategy After Selling 456 BTC19:37 Schrödinger's Bitcoin: Can Bitcoin Win While Strategy Fails?22:20 Why the Bitcoin Treasury Model Is Just Getting StartedBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Bitcoin Treasury companies are entering a new phase, and the market may be massively underpricing what happens next.In this episode, we break down why Strive (ASST) could outperform Strategy (MSTR) despite being dramatically smaller, how the 55x size gap changes the upside potential, and why Bitcoin Treasury stocks may be replacing the altcoin trade entirely.We also discuss:- Strategy’s $1.5B bond buyback- Michael Saylor’s latest comments on STRC- Why daily Bitcoin dividends matter- The rise of Bitcoin yield products- Why institutions may rotate into Bitcoin treasury companies- The future of Bitcoin-backed digital credit- Lightning Network and financial engineering- Metaplanet, STRC, SATA, and the next wave of Bitcoin financeIf Bitcoin treasury companies become the new financial rails for Bitcoin capital markets, this shift could become one of the biggest investing narratives of the decade.00:00 Why Strategy Didn’t Buy Bitcoin This Week03:22 Strategy’s Balance Sheet Cleanup & Preferred Share Opportunity05:37 Will STRC Follow SATA With Daily Dividends?08:29 The Hidden Power of Daily Bitcoin Yield Products10:59 Strive vs Strategy: The Bitcoin Treasury Race Heats Up14:16 Should Bitcoin Treasury Companies Sell BTC to Defend NAV?19:05 Strategy’s Next Catalysts: Credit Ratings, S&P Inclusion & Innovation22:06 Jeff Walton’s Bankless Interview & the ETH Capitulation Debate25:21 Why Bitcoin Yield Could Replace the Altcoin Narrative27:36 Metaplanet, Lightning & the Future of Bitcoin Treasury CompaniesBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Joe Burnett joins the show to explain why Bitcoin treasury companies, digital credit, and “amplified Bitcoin” could completely reshape global finance.We break down Michael Saylor’s latest earnings call, Strive’s explosive growth, the rise of Bitcoin-backed yield products, and why Joe believes Bitcoin could eventually reach $1.6 million per coin.We also discuss:- Why digital credit may become Bitcoin’s biggest catalyst- The future of Bitcoin treasury companies like Strive & Strategy- Whether Bitcoin companies should ever sell BTC- Why altcoins may struggle in the new Bitcoin era- The Jeff Walton vs Coffeezilla debate- How Bitcoin portfolios could evolve beyond the classic 60/40 model- Why Wall Street is starting to pay attention to Bitcoin yieldFollow our guest:- Joe Burnett on X: https://x.com/IIICapital- Joe Burnett on Youtube: https://www.youtube.com/@JoeBurnett27- True North on X: https://x.com/TNorth- True North on Youtube: https://www.youtube.com/@BTCTrueNorth00:00 Joe Burnett's Journey into Bitcoin06:42 What Joe Burnett Actually Does at Strive07:53 Why Strive Is Moving Faster Than Every Other Bitcoin Treasury Company13:09 Strategy’s Shocking New Bitcoin Selling Plan Explained19:06 The Most Important Takeaway from Strategy’s Earnings Call25:18 Why Altcoins May Never Recover Against Bitcoin28:11 Why Debt Is Dangerous for Bitcoin Treasury Companies30:43 “The World Will Change This Week” — What Is Strive Building?31:44 Strive’s New Digital Credit ETF Explained34:31 Joe Burnett Reacts to Jeff Walton vs Coffeezilla39:07 The Insurance Analogy That Changed the Debate43:07 Which Bitcoin Treasury Companies Actually Matter?47:58 Will Digital Credit Replace the 60/40 Portfolio?52:17 Could Digital Credit Dividend Rates Stay High Forever?57:58 Why Joe Thinks Bitcoin Is Entering a Historic New EraBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it.In this episode, we sit down with Strive's Chief Strategy Officer and Bitcoin policy expert Avik Roy for a deep dive into the next phase of the Bitcoin treasury revolution.We cover:⚡ Why Michael Saylor’s latest earnings call validated Strive’s strategy⚡ The “secret weapon” behind Strive’s Bitcoin accumulation model⚡ Why preferred shares like STRC and SATA are changing capital markets⚡ How digital credit could unlock trillions in institutional demand⚡ Why some Bitcoin treasury companies failed during the bear market⚡ The hidden risks of convertible debt and overleverage⚡ Why Strategy may start SELLING Bitcoin, and why it could actually be bullish⚡ The future of Bitcoin treasury consolidation and global expansion⚡ Why Avik compares Bitcoin treasury companies to private equity in the 1980sAvik also shares his incredible personal journey from biotech hedge funds and healthcare policy to becoming one of the leading voices in Bitcoin strategy and policy.If you want to understand where Bitcoin treasury companies, digital credit, and institutional Bitcoin adoption are headed next — this conversation is essential.Follow our guest:- Avik Roy on X: https://x.com/Avik- Avik Roy on Youtube: https://www.youtube.com/@Avik- The Foundation for Research on Equal Opportunity (FREOPP): https://freopp.org/00:00 Avik Roy’s Bitcoin Origin Story14:26 What Avik Actually Does at Strive17:39 Why Strive Wants to Become a PURE Bitcoin Company20:19 Will Bitcoin Treasury Companies Start Consolidating?27:14 Europe vs US Bitcoin Treasury Markets29:00 Michael Saylor’s BIGGEST Earnings Call Hint30:25 Why STRC Is Dominating the Market33:22 The Most Shocking Part of Strategy’s Earnings Call37:32 “Bitcoin Is Fungible… But Not for Taxes”41:19 The Credit Rating Catalyst That Could Change Everything44:18 Why Some Smaller Bitcoin Treasury Companies Failed48:19 Will SATA & STRC Keep Paying Huge Yields?52:35 Which Bitcoin Treasury Company Is Next?56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s”01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed01:05:08 Final Thoughts & Where to Follow Avik RoyBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Strive just shocked the Bitcoin treasury market.In this emergency podcast, we break down Strive’s massive announcement that SATA will begin paying DAILY dividends starting June 15th — a move that could completely reshape Bitcoin yield products, preferred equities, and the future of Bitcoin-backed finance.Could this force Michael Saylor and Strategy to respond?We discuss:- Why daily Bitcoin yield changes the game- How Strive may have solved Nasdaq dividend restrictions- What this means for SATA and STRC- Why volatility could collapse on these products- The growing war between Strive and Strategy- Whether Bitcoin treasury companies are entering a new era- The implications for DeFi, tokenization, and Bitcoin-backed credit- Why this summer could become “Paper Bitcoin Summer 2.0”Follow our guest:- Tyler Rowe: https://x.com/TylerCompiler- BitcoinTreasuries.net: https://x.com/BTCtreasuries- BitcoinTreasuries.net: https://www.youtube.com/@BitcoinTreasuriesNet- BitcoinTreasuries.net: https://bitcointreasuries.net/- Treasury Orange: https://www.youtube.com/@TreasuryOrange00:00 Strive’s SHOCKING Daily Dividend Announcement02:47 Daily Dividends Could Revolutionize Brokerage Cash05:10 Possible Workaround Strive Found Before Strategy06:56 Will Strategy Copy Strive Immediately?08:32 Did Strategy Delay Their Q&A Because of Strive?09:00 Speculations on Strategy's Response09:40 Wild Theory: Strive + Metaplanet Merger11:46 Bitcoin Treasury Innovation Is Accelerating FAST12:39 Could Daily Dividends Kill Arbitrage Opportunities?15:35 Why Strive Might Be the Most Innovative Bitcoin Treasury Company19:00 Will SATA Make Yield Tokens Obsolete?21:26 “Paper Bitcoin Summer 2.0”?Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Michael Saylor just sent a brutal warning to MSTR shorts.In this episode, Tyler Rowe from BitcoinTreasuries.net joins us to break down Strategy’s latest earnings call, the rise of STRC, and why Saylor says he wants to “rip the wings off” short sellers betting against MSTR.We dive deep into:- Why Strategy may start selling Bitcoin- How STRC changes the MSTR game- The future of Bitcoin treasury companies- Whether MSTR shorts are trapped- Jack Mallers & XXI Capital- Lightning Network treasury strategies- Bitcoin macro outlook for 2026- Why the next halving could be massiveIf you’re following Bitcoin, MSTR, STRC, Strategy, or the future of corporate Bitcoin adoption — this episode is a must-watch.Follow our guest:- Tyler Rowe: https://x.com/TylerCompiler- BitcoinTreasuries.net: https://x.com/BTCtreasuries- BitcoinTreasuries.net: https://www.youtube.com/@BitcoinTreasuriesNet- BitcoinTreasuries.net: https://bitcointreasuries.net/- Treasury Orange: https://www.youtube.com/@TreasuryOrange00:00 Tyler Rowe returns to the One Share Podcast03:08 Strategy earnings pre-call & STRC tracker05:15 Saylor’s aggressive stance on selling Bitcoin08:45 Can selling Bitcoin defend mNAV?13:16 Ripping the wings off MSTR shorts15:28 Strategy’s new optionality: BTC, STRC & buybacks17:26 Strategy’s communication pivots19:11 Does “never sell Bitcoin” weaken the balance sheet story?21:03 Hyperinflation and the endgame22:48 STRC-funded MSTR buybacks explained26:24 Should Saylor buy Bitcoin more opportunistically?27:48 Strategy’s cash reserve flexibility29:39 DeFi protocols and STRC demand33:30 Is STRC weaker in Bitcoin bull markets?37:35 Can Strategy keep raising STRC yield?41:43 Could digital credit yields rise over time?47:30 Other Bitcoin treasury companies to watch53:25 Bitcoin treasury companies building on Lightning57:23 Bitcoin macro outlook for the rest of the year01:03:49 XXI Capital, Jack Mallers and the Bitcoin company thesis01:07:28 Where to find Tyler Rowe and BitcoinTreasuries.netBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Michael Saylor’s Strategy (MSTR) just changed the Bitcoin market forever.In this deep-dive conversation, Chase Palmieri (COO at Sovana & Founder of Acropolis) breaks down the latest Strategy earnings call, STRC, Bitcoin treasury companies, digital credit, MSTR valuation, Metaplanet, Jack Mallers’ XXI, and why Bitcoin-backed financial products could disrupt global banking.We cover:• Why Strategy’s earnings call was so important• The real meaning behind STRC and digital credit• How Strategy could buy back MSTR shares• Why Bitcoin treasury companies are just getting started• Basel rules, S&P 500 inclusion & future credit ratings• Why banks may soon wrap STRC products• The hidden risks (and opportunities) of DeFi on STRC• MSTR valuation, mNAV & Bitcoin price targets• Metaplanet, XXI, Strike & the next wave of Bitcoin companies• Why Bitcoin treasury products may become the new global carry tradeFollow our guest:- Chase Palmieri: https://x.com/chasepalmieri- Sovana: https://x.com/SovanaHQ- Sovana: https://www.sovana.io/00:00 Chase’s Bitcoin Origin Story03:47 How Chase Discovered Strategy & MSTR06:05 Strategy Earnings Call: Biggest Takeaways08:20 Convertible Debt, Preferreds & Capital Strategy09:59 Which Strategy Preferreds Could Be Retired?11:45 Why Strategy Keeps Its Software Business14:38 Could MSTR Reach a 6x mNAV?19:46 STRC’s Growth During a Down Market20:36 Strategy’s Credit Rating & USD Reserve23:44 Banks, STRC & the Coming Yield War25:07 Can STRC Become a High-Yield Cash Alternative?28:14 DeFi Risks Built on Top of STRC32:36 Why STRC’s Yield May Stay High36:04 Digital Credit in a Bitcoin Portfolio36:38 Digital Credit: Portfolio Positioning and Growth41:03 Could Digital Credit Yields Reach 25%?43:19 Other Bitcoin Treasury Companies to Watch48:14 Macro Outlook: Has Bitcoin Bottomed?50:08 The Next Wave of Bitcoin Treasury Companies52:03 Jack Mallers, Strike, XXI & Tether58:33 Bitcoin & MSTR Price Targets for Year-End59:39 Closing ThoughtsBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Are Bitcoin treasuries taking on more risk than they realize?In this episode, we break down the real risks of the Lightning Network, from hot wallet exposure to operational failures, and why this matters for companies holding Bitcoin.While Lightning is often praised as Bitcoin’s scaling solution, there’s a critical tradeoff: speed and efficiency vs security and capital risk.- Can Bitcoin treasuries safely deploy capital on Lightning?- What happens if a node fails or gets compromised?- And why might cold storage not be enough in the future?We cover:⚡ The biggest Lightning Network risks explained🔐 Why hot wallets introduce new vulnerabilities💼 The challenge for Bitcoin treasuries entering Lightning📉 How funds can be lost (even without hacks)🌍 Adoption, regulation, and long-term outlookThis is a must-watch for anyone interested in: Bitcoin, Lightning Network, crypto security, and institutional adoption.Follow our guest:- Dave Lund: https://x.com/davelund_- Flowrate: https://www.flowrate.com/00:00 Introduction: Lightning Network Risks02:06 Lightning’s Core Limitation: Payments Need Liquidity Paths04:24 Hot Wallet Risk: The Biggest Security Tradeoff06:40 Bugs, Attacks & Lightning Node Failure Scenarios08:53 Penalty Mechanism: How Lightning Prevents Cheating11:09 Adoption Risk: Will Bitcoiners Actually Spend BTC?12:45 Lightning vs Fiat Rails: Why Fees Matter14:42 800,000 Stores: The Push Toward Mainstream Adoption16:40 Regulation, Privacy & Onion Routing Risks23:25 Bitcoin Treasuries: Should Companies Use Lightning?29:14 Enterprise Lightning: Multi-Sig, Security & Reputation Risk34:26 Best Lightning Panels to Watch NextBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

What if a “savings account” paying 11.5% could actually disrupt Wall Street?In this episode, we sit down with Cris Reed to break down STRC, MSTR, and the rise of Bitcoin treasury companies, and why these new financial instruments could become the ultimate carry trade.We explore:- Why STRC’s yield is turning heads across TradFi- How Strategy (MSTR) is rewriting corporate finance- The concept of the “apex carry trade” and why it matters- How these products could compete with bonds, money markets, and savings accounts- Why Wall Street still hasn’t fully understood what’s happening- The role of Bitcoin in reshaping global capital flowsIf you’re interested in Bitcoin, macro investing, yield strategies, or the future of finance, this conversation will change how you think about markets.Follow Cris Reed:- X: https://x.com/CrisReed- LinkedIn: https://www.linkedin.com/in/cris-reed1337/- Youtube: https://www.youtube.com/@Bitcoin_Mindset- STRC - The Apex Carry Trade: https://x.com/CrisReed/status/2036766660472803443- The $1 Million Arbitrage Hidden in Plain Sight: https://x.com/CrisReed/status/201559339382123319200:00 Cris Reed’s Bitcoin Origin Story03:47 Why STRC Could Become the Apex Carry Trade07:50 STRC’s 11.5% Yield: Can It Go Higher?10:19 What Happens If Interest Rates Fall?12:49 How Strategy Manages STRC Demand & Amplification14:14 When Institutions May Finally Enter STRC16:51 Metaplanet’s Potential Carry Trade in Japan19:18 Why Cris Still Watches Metaplanet21:17 Can STRC Disrupt Fixed Income?24:25 Strategy’s Credit Rating & Fiat Reserves27:12 Semi-Monthly Dividends: STRC’s Big Upgrade33:29 Why Strategy Didn’t Raise the STRC Dividend35:45 Could STRC Become Too Successful?37:43 STRC as the Bridge to Hyperbitcoinization40:49 Bitcoin Treasury Companies as the Transition Layer44:11 STRK, STRF & STRD: Underrated Opportunities?48:45 How Preferreds Could Perform in a Bull Market52:21 Other Bitcoin Treasury Companies to Watch54:38 Strive, SATA & Retail’s Role in Preferreds58:33 Bitcoin Treasury Bear Market: Is the Worst Over?01:03:21 What Happens to MSTR in the Next Bull Market?Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Is Strive (ASST) about to become the next Strategy (MSTR) in Bitcoin treasuries?After a massive +100% move and aggressive Bitcoin accumulation, Strive is quickly becoming one of the hottest Bitcoin treasury stories in the market. But the big question is: are we watching a repeat of Strategy’s playbook… or could Strive grow even faster?In this episode, we break down:- Strive’s latest Bitcoin purchases and capital raises- How Strive is copying the Strategy playbook- Why its growth is accelerating faster than expected- Metaplanet’s quiet move and what it could mean- Bitcoin treasury valuations and price action- Why STRC is not coming back to par as quickly as last monthWith Strategy leading the way, a new wave of Bitcoin treasury companies is emerging, and Strive might be right at the center of it.00:00 MSTR Keeps Accumulating – Why They Won’t Stop01:54 Why Strive’s Growth Potential Is Huge03:37 $50M Bitcoin Buy Incoming? (Metaplanet Strategy)05:14 Strategy vs Strive vs Metaplanet – Who’s Winning?07:02 Can These Companies Hit All-Time Highs Again?09:57 Why STRC's Recovery to Par Is Taking Longer11:39 Bitcoin for Corporations Event & Strategy Earnings Call PreviewBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

What if Bitcoin could generate yield… without giving up custody?In this episode, we dive into the $1 trillion opportunity on the Lightning Network and how Bitcoin treasuries are starting to deploy capital to earn yield, process payments, and build entirely new financial infrastructure.We break down how companies like Jack Dorsey's Block (Cash App & Square) are leveraging Lightning at scale — onboarding millions of merchants — and why this strategy could redefine how Bitcoin is used globally.🎙️ Featuring insights from Dave Lund, we cover:⚡ How the Lightning Network actually generates yield💰 What “liquidity leasing” is and why it’s a massive opportunity🏦 How Bitcoin treasuries (like LQWD & B-Hodl) are positioning themselves📈 Why Lightning payment volume is exploding (100x growth)🔐 The real risks of deploying Bitcoin (hot wallets & security)🌍 What the next 3–5 years could look like for Bitcoin paymentsThis is not just about “number go up”, this is about Bitcoin becoming a global payment network.Follow our guest:- Dave Lund: https://x.com/davelund_- Flowrate: https://www.flowrate.com/00:00 Block Inc. vs Other Lightning Bitcoin Treasuries (Key Differences)04:11 4M Merchants on Lightning + 9.7% Yield (Explained)07:41 How Lightning Routing Actually Makes Money09:47 Why NOW Is the Best Time to Build on Lightning14:24 Node Economics: How Treasuries Earn Yield21:08 Liquidity Leasing: The Hidden Business Model26:43 The Big Opportunity for Bitcoin Treasuries31:57 Lightning in 3–5 Years (Bold Predictions)Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

MSTR & STRC are making one of the most aggressive Bitcoin moves EVER… and it could trigger a massive supply shock.In this episode, we break down how Strategy (MSTR) just deployed $2.5 BILLION into Bitcoin, acquiring over 34,000 BTC in a single week, and why this could change the entire market structure.With over 815,000+ Bitcoin already on the balance sheet, Strategy is now absorbing supply at a pace we’ve never seen before. Could this lead to a Bitcoin supply shock… and send prices parabolic?We also dive into:- The explosive growth of STRC and how it’s funding these buys- Why Strategy could reach 1 MILLION BTC sooner than expected- The impact of bi-weekly dividends on investor demand- The emerging battle between STRC and competing products like SATA- Whether this signals the end of the bear marketIf this trend continues, Bitcoin may never behave the same way again.00:00 34,164 BTC in ONE Week?! Insane Accumulation Explained04:53 Market Sentiment Shift – Are We Entering a New Bull Phase?06:05 BIG Change: STRC Moving to Bi-Weekly Dividends08:10 Market Mispricing? Why STRC Drops Instead of Common Stock10:44 Weekly Income Strategy? Combining STRC + SATA15:03 Is This a Real Bitcoin Reversal… or a Fakeout?17:44 Why the Next Move Up Could Be EXPLOSIVEBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Is STRC rewriting the Bitcoin cycle?In this episode, we sit down with Soleil to break down the explosive rise of STRC and how Strategy (MSTR) is using it to buy massive amounts of Bitcoin at unprecedented speed.We discuss:- How STRC enabled Strategy to buy tens of thousands of Bitcoin in days- Why STRC might be changing the traditional Bitcoin market cycle- The hidden mechanics behind STRC’s price stability and yield- Whether institutions are late to the trade- The potential upside for MSTR- Risks, game theory, and what could break this modelWe also go deeper into:- Bitcoin treasury companies and which ones actually matter- Why some miners (like Marathon Digital Holdings) are struggling- Options strategies and how to generate yield in this market- Tesla, AI, and the future of autonomous systems with Tesla- The Lightning Network, yield opportunities, and hidden risks- Bitcoin self-custody and why it still matters- The ongoing Bitcoin “spam war” and what it means for the networkFollow Soleil:- X: https://x.com/nithusezni- Youtube: https://www.youtube.com/@NithusezniSezni00:00 STRC Is Exploding: Massive Bitcoin Buys Explained09:10 What Happens If Strategy Lowers the Dividend?11:19 Who’s Buying STRC? Retail vs Institutions13:35 Should Strategy Even Lower STRC’s Yield?15:24 The Role of Private Equity and Market Manipulation17:54 Why MSTR Still Hasn’t Fully Reacted23:08 Is There Actually a Bear Case for STRC?25:39 Do We Even Need Stablecoins If STRC Stays This Stable?27:07 Can STRC End the Bear Market Early?29:26 Marathon Sold 15,000 BTC: What That Signals32:53 Best Options Trades Right Now37:38 Is Strive a Better Bitcoin Options Play?42:57 Why Tesla Could Dominate Robotaxis47:01 Which Bitcoin Treasury Companies Actually Matter?52:19 Bitcoin Treasuries Building on Lightning58:54 Why You Still Need Bitcoin in Cold Storage01:02:49 Bitcoin, AI Spam & Cybersecurity01:07:49 Could Bitcoin Be Used to Fight AI Spam?01:12:01 Why the Spam War Pushed More People to Run Nodes01:17:02 Why More Bitcoiners Should Run Nodes and MineBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Are AI agents already using Bitcoin?In this special roundtable, we dive into how Bitcoin treasury companies are building on the Lightning Network, and why AI-driven payments could be the next major catalyst for adoption.Joined by Freddie New (CEO of B-HODL & Chief Policy Officer at Bitcoin Policy UK), Shone Anstey (Founder & CEO of LQWD Technologies), Dave Lund (CEO of Flowrate), and co-host Tyler Rowe (Bitcointreasuries.net), we explore how companies are generating Bitcoin-native yield and preparing for a future where machines transact autonomously.⚡ Topics covered:- How Bitcoin treasury companies earn yield on Lightning- Why AI agents are already using Bitcoin for payments- Lightning Network as infrastructure for machine-to-machine transactions- Are traditional metrics like mNAV outdated?- The future of Bitcoin Treasury 2.0- Stablecoins vs Bitcoin on Lightning- Risks, scaling, and the evolution of the network💡 If AI agents need money, what will they choose? This conversation explores why Bitcoin, specifically Lightning, may become the default financial layer for the machine economy.🔗 Follow the guests:Freddie New: https://x.com/freddynewShone Anstey: https://x.com/shoneansteyDave Lund: https://x.com/DaveLund_Tyler Rowe: https://x.com/TylerCompiler🌐 Explore the companies building on Lightning:B-HODL: https://bhodl.comLQWD Technologies: https://lqwdtech.com📊 Track Bitcoin treasury companies: https://bitcointreasuries.net00:00 Bitcoin Treasury Companies Are Moving Into Lightning05:31 Why “Putting Bitcoin to Work” Matters09:01 LQWD’s Origin: A Public Bitcoin Treasury Built for Lightning12:12 BHODL’s Strategy: Bitcoin Yield Through Lightning Nodes16:13 Bitcoin as the Internet’s Missing Trust Protocol21:32 How Much Yield Can Bitcoin Treasury Companies Earn on Lightning?24:55 How Treasury Companies Allocate Bitcoin Into Lightning36:37 Is mNAV the Wrong Way to Value Lightning Treasury Companies?40:59 Could Lightning Create New Bitcoin Bond Markets?44:47 AI Agents Could Drive Massive Lightning Network Growth49:12 Stablecoins on Lightning: Threat or Adoption Catalyst?57:03 Why Lightning Infrastructure Could Scale Bitcoin to 8 Billion People01:01:50 Bear Market Survival: Which Bitcoin Treasury Companies Will Last?01:08:06 Does Lightning Become Too Centralized as Companies Scale?01:15:45 How Bitcoin and Lightning Could Change Emerging MarketsBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Something BIG is happening in Bitcoin… and most people are missing it.While markets look uncertain, Strategy (MSTR) just bought 5'000 Bitcoin, and their STRC product is showing shockingly low volatility, even in a bear market.Is this the strongest hidden bull signal right now?In this episode, we break down:- Why MSTR keeps buying Bitcoin aggressively- How STRC is behaving like a stablecoin (and why that’s insane)- The surprising 80% retail dominance in STRC- Why institutions haven’t entered yet (and when they might)- Roxom's new SATA product offering 12.75% returns in Bitcoin- What “chopsolidation” means for the current BTC cycle- Why this bear market could be very different from the last onesPlus: How Bitcoin treasury companies are quietly absorbing supply and what that could mean for the next bull run.Mentions:- Coin Stories Podcast with Phong Le: https://youtu.be/1T6E7ktmNSg?si=GFztWqJJfWkO_MXn- Coin Stories Podcast with James Check: https://youtu.be/M4RPTungLqs?si=Jcft_jeXc_827ig800:00 What’s Coming (MSTR, STRC & Bitcoin Insights)02:22 STRC Price Stability Is SHOCKING (Low Volatility Breakdown)05:47 80% Retail?! Who’s REALLY Buying STRC08:19 Could Strategy Become the BIGGEST Company?!09:45 Strive Buys 113 BTC — Small or Huge?11:35 Roxom's New SATA Release: Earn 12.75% Paid in Bitcoin12:30 Innovation Explosion in Bitcoin Finance13:10 War, Macro & Why BTC Isn’t Moving MuchBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Bitcoin markets are sending mixed signals… while some of the biggest players pause buying, others are making massive moves.In this episode, we break down why no Strategy (MSTR) buys were reported, whether a blackout period or dividend pressure is behind it, and what this could mean for Bitcoin going forward.At the same time, Marathon Digital Holdings (MARA) just sold 15,000 BTC, raising serious questions about their strategy and AI pivot.Meanwhile, Metaplanet is aggressively accumulating, adding 5,000 Bitcoin and climbing the treasury rankings fast.And then there’s Strive Asset Management… quietly building one of the most interesting Bitcoin accumulation strategies right now. With SATA hitting par and strong volume growth, could Strive be about to accelerate Bitcoin buying faster than anyone expects?🔍 What You’ll Learn:- Why MSTR stopped buying Bitcoin (and when it might resume)- The real reason behind MARA’s $1B Bitcoin sale- How Metaplanet is climbing the Bitcoin treasury rankings- Why Strive could be a hidden Bitcoin accumulation powerhouse- What this all means for the Bitcoin bear market00:00 Why There Were NO MSTR Bitcoin Buys This Week02:26 Why STRC Is Shockingly Resilient in a Bear Market05:15 Metaplanet Buys 5,000 BTC and Moves to Number 3 Spot06:48 Did Mara Actually WEAKEN Its Balance Sheet?07:33 Mara's Strategic Shift and Market Reactions10:21 Strive Launching FIRST Digital Credit ETF11:56 SATA Hits $100 — Huge Milestone12:38 Could Strive Buy 2,500 BTC PER WEEK?!16:35 Why Strive Might Be Deeply Undervalued18:49 Why This Bear Market Is Making Bitcoin STRONGERMentions:- Grain of Salt: https://x.com/Z06Z07- Grain's X post: https://x.com/Z06Z07/status/2039059547323580756?s=20- True North: https://x.com/MSTRTrueNorth- True North: https://tnorth.com/Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

What if your Bitcoin could generate yield without giving up custody?In this episode, we sit down with Dave Lund (CEO of Flowrate) to break down the Lightning Network, one of the most important innovations in Bitcoin today, and how Bitcoin treasury companies can use it to unlock new revenue streams.If you’ve ever wondered:- “What is the Lightning Network?”- “Can you earn yield on Bitcoin safely?”- “How will Bitcoin scale to billions of users?”This episode answers it all in simple terms.What You’ll Learn- How the Lightning Network actually works (no jargon)- Why Bitcoin can’t scale on-chain—and how Lightning fixes it- The concept of pre-funded payment channels explained- How companies are already earning native Bitcoin yield- Why Bitcoin treasury companies could become key infrastructure players- The future of tap-to-pay Bitcoin & instant global payments- Risks, centralization concerns, and the real opportunity aheadFollow our guest:- Dave Lund: https://x.com/davelund_- Flowrate: https://www.flowrate.com/00:00 Introduction: Dave Lund (CEO Building on Lightning)03:30 What Flowrate Does (Lightning Liquidity Explained Simply)05:00 Why Bitcoin Treasury Companies Should Care About Lightning07:18 What Is the Lightning Network? (Beginner-Friendly Breakdown)11:46 Lightning vs Bitcoin: Pre-Funded Channels Explained15:00 How Treasury Companies Can Earn Yield with Lightning18:55 The BIG Opportunity: Lightning Growth & Network Effects24:51 Lightning vs Miners: Does It Hurt Bitcoin Fees?27:19 Who Controls Lightning? (Exchanges vs Treasury Companies)33:29 Final Insight: Why Lightning Is a “Massive Unlock” for BitcoinBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Pierre Rochard says this Bitcoin bear market is not a reason to panic: it’s an opportunity.In this episode, Pierre explains why the best time to accumulate Bitcoin is when nobody wants it, why short-term macro noise doesn’t matter, and how products like STRC, SATA, and Bitcoin-backed digital credit could reshape finance.We also cover:- Bitcoin bear market strategy- Why Pierre is still long-term bullish on BTC- The rise of Bitcoin treasury companies- Strategy, Strive, and digital credit- Bitcoin self-custody and adoption- AI, energy, interest rates, and macro- The future of Bitcoin-backed lendingThis is a must-watch for anyone serious about Bitcoin, investing, and the next phase of institutional adoption.Follow our guest:- Pierre Rochard: https://x.com/BitcoinPierre- Bitcoin for Corporations Podcast: https://www.youtube.com/@BitcoinForCorporations- Nakamoto Institute: https://nakamotoinstitute.org/00:00 Key Takeaways from StrategyWorld05:48 The AI Capital Expenditure Cycle Is the BIGGEST in Human History15:28 Have We Maxed Out on Bitcoin Maxis?21:18 Saylor Won't Monopolize Digital Credit — Here's Why25:09 Bitcoin Miners Should Spin Off Their BTC (But Won't)26:50 Strive's $50M STRC Purchase Explained30:32 SATA Trading Band Tightened to $99–$10133:52 What Bitcoin Treasury Teams Actually Do All Day36:55 Should Bitcoin Treasuries Run Lightning Nodes?41:39 Bitcoin-Backed Lending: The Untapped Opportunity45:33 Trump's REAL Energy Strategy (Venezuela, Iran & AI)54:25 Why the US Government Doesn't Need to Push Bitcoin Further56:01 Dollar Cost Average and Stop Waiting — Final AdviceBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Strategy is still buying Bitcoin aggressively. Even in a slower week, the company added 1,031 BTC worth $76.5 million, continuing its relentless accumulation strategy.In this episode, we cover the latest Strategy Bitcoin purchase, why STRC issuance stopped temporarily, how the new $42 billion ATM plan changes the outlook, and why STRC moving back toward par could unlock even more buying power.We also break down the latest moves from other Bitcoin treasury companies:- Strive adds 300+ BTC- Capital B keeps accumulating in a bear market- H100 announces a huge Bitcoin-for-Bitcoin deal that could take its stack to 3,500 BTCThis is one of the most important weeks yet for Bitcoin treasury watchers, especially if you care about public companies buying BTC, Bitcoin per share growth, and the future of Bitcoin-backed digital credit in Europe and beyond.00:00 $76M Bitcoin Buy – “Small Week” or Still Massive?01:34 NEW $42B Plan Confirmed (Huge Implications)03:11 Smaller Players Are Stepping Up (Big Trend)05:07 H100’s MASSIVE Bitcoin Acquisition Deal05:35 Why SCALE Matters for Bitcoin Treasuries07:45 Will Massive Bitcoin Buys Continue?Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Why could STRC send Bitcoin much higher?In this episode, Mason Foard breaks down the bull case for STRC, Bitcoin treasury companies, and why firms like Meliuz could be massively misunderstood by the market.We discuss Mason’s Bitcoin journey, how he went from investing as a kid to becoming Director of Bitcoin Strategy at Meliuz, and why he believes Bitcoin-backed financial products could accelerate the next phase of adoption. We also dive into Strategy World, the rise of Bitcoin treasury companies, the future of digital credit, and why Brazil may become one of the most important markets for Bitcoin adoption.Mason explains why Bitcoin is like fire, why products like STRC may act as a bridge between the fiat world and Bitcoin, and how Meliuz, the first Bitcoin treasury company in Brazil and Latin America, is approaching Bitcoin accumulation, share buybacks, and yield generation.If you want to understand the future of Bitcoin, STRC, Meliuz, and the broader Bitcoin treasury company trend, this episode is for you.Topics covered:- Mason Foard’s Bitcoin origin story- How Michael Saylor influenced his thinking- Why Strategy’s Bitcoin accumulation is so important- What Mason learned at Strategy World- Why STRC could drive much more Bitcoin adoption- How Meliuz became Brazil’s first Bitcoin treasury company- Bitcoin cashback and Bitcoin yield in Brazil- Why Brazilian markets are different from the US- The future of Bitcoin treasury companies and digital credit- Why some Bitcoin treasury companies may be deeply mispricedFollow our Guest:- Mason Foard: https://x.com/MasonFoard- Meliuz: https://www.meliuz.com.br/- True North: https://x.com/MSTRTrueNorth00:00 Mason’s Bitcoin story05:12 Bitcoin vs MicroStrategy06:55 Strategy’s staggering BTC accumulation09:33 Strategy World takeaways13:26 Is STRC a gateway to Bitcoin?18:12 What Meliuz does23:37 The 3 types of BTC treasury companies26:00 Generating Bitcoin yield with derivatives28:22 Could STRC work in Brazil?29:44 Brazil’s monetary history and Bitcoin36:34 Who can actually issue digital credit?40:24 The scale problem for Bitcoin treasuries43:26 What’s next for Meliuz?45:36 STRC in a Bitcoin bull market48:13 Could STRC rival government bonds?52:10 Final thoughtsBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

What if the next major stock exchange runs on Bitcoin?In this episode, Luca Pagano breaks down Roxom’s vision for a Bitcoin-denominated stock exchange and explains how Bitcoin holders may be able to use their BTC as collateral, access products like STRC, and potentially earn yield without selling their Bitcoin.We cover the big idea behind Roxom, why pricing assets in Bitcoin changes how investors see wealth, how STRC works, why Bitcoin-backed capital markets could matter, and what may be coming next with products like SATA.If you’re interested in Bitcoin, capital markets, Bitcoin-backed yield strategies, Strategy’s STRC, or the future of finance, this conversation is packed with insights.In this episode:• How Luca Pagano got into Bitcoin• Why Roxom is building a Bitcoin stock exchange• Why Bitcoin may become the true unit of account• Apple stock priced in dollars vs Bitcoin• STRC explained for Bitcoin holders• How to use Bitcoin as collateral without selling• Cash-and-carry trade explained• Monthly Bitcoin payouts and dividend timing• When SATA may launch on Roxom• Why measuring wealth in Bitcoin changes everything00:00 Introduction: Luca Pagano03:46 Roxom Explained: A Bitcoin Denominated Stock Exchange06:22 The Origin of Roxom and Its Vision09:22 Introducing STRC on Roxom: A Bitcoin Yield Product11:35 Roxom's Cash-and-Carry Trade Explained14:40 When SATA Could Launch on Roxom15:50 Final Thoughts: Measure Your Net Worth in BitcoinBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only. This video is created in partnership with Roxom.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Strategy just bought 22,500 BTC, Metaplanet is raising $750M, and Bitcoin may be running out of room to stay flat.In this episode, we break down Strategy’s latest Bitcoin buy, STRC’s explosive rise, and why Bitcoin treasury companies could be putting serious upward pressure on BTC. We also cover Metaplanet’s latest fundraising move, what it signals for institutional demand, and why the race for Bitcoin accumulation may be accelerating fast.Topics covered:- Strategy buys 22,500 BTC- STRC record issuance- MSTR and STRC market dynamics- Metaplanet raises $750M- Bitcoin treasury adoption accelerating- Institutional demand for BTC- Is Bitcoin about to break out?00:00 Strategy Buys 22,500 BTC in One Huge Week03:01 Why STRC Is Suddenly Outpacing MSTR06:00 How Large Could the Next STRC ATM Be?06:34 STRC Volume Surges 121% Week Over Week08:55 Can Strategy Reach 1 Million Bitcoin by Year-End?10:15 Metaplanet Announces Major New Capital Raises13:36 Final ThoughtsBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Metaplanet is making bold moves, and this could be the start of a much bigger Bitcoin strategy.In this episode, we break down Metaplanet’s 3 major announcements: the launch of Metaplanet Ventures, its planned investment in JPYC (a yen-denominated stablecoin), and the creation of its new U.S. subsidiary, Metaplanet Asset Management.We discuss what these developments could mean for Metaplanet’s future, why some investors are criticizing the company for moving beyond a pure Bitcoin treasury model, and how these new initiatives could create long-term synergies across Bitcoin infrastructure, stablecoins, and capital markets.We also explore the bigger thesis behind Metaplanet’s strategy, including:• Metaplanet Ventures and its role in Bitcoin infrastructure• The JPYC stablecoin investment and potential reserve implications• Why Metaplanet’s U.S. expansion could matter• The “Yen Carry Trade 2.0” idea• How preferred shares like Mars could potentially help Metaplanet accumulate more Bitcoin• Why STRC and digital credit may become important pieces of the puzzleIs Metaplanet diluting its Bitcoin-only narrative — or building a more powerful financial strategy than most investors realize?00:00 Metaplanet’s BIG News This Week01:16 Stablecoin Angle: Hidden Opportunity for Metaplanet?02:49 MetaPlanet Ventures and Investment Strategies03:16 Why Bitcoin Treasury Companies Are Backing Infrastructure06:07 Metaplanet Asset Management: New US Subsidiary07:41 Metaplanet and the Yen Carry Trade 2.0 ThesisBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Strive just dropped a major update, and it could have huge implications for SATA, STRC, MSTR, and the broader Bitcoin treasury trade.In this episode, we break down Strive’s latest moves, including the SATA dividend increase, the tighter 99–101 trading range, the new guidance not to sell below $100, and the company’s purchase of 179 more Bitcoin. But the biggest surprise may be Strive putting $50 million of MSTR’s STRC on its balance sheet.Why does that matter?Because this could signal that STRC is becoming the core trade in the emerging Bitcoin treasury ecosystem. We discuss how Strive is using STRC to support its dividend reserve, why that changes the risk profile of its balance sheet, and what it could mean for other Bitcoin treasury companies, corporate treasuries, and future digital credit products.We also cover:- why SATA could move back toward par- how STRC compares to holding cash or treasuries- whether this creates a new balance sheet model for Bitcoin treasury companies- why Japan could become a major winner in this trade- how Metaplanet and future preferred products may fit into the picture- whether this market is winner-take-all or just getting started00:00 Strive News: SATA Dividend Hike, STRC Buy & More Bitcoin02:03 SATA dividend raised to 12.75% — why it happened02:28 Why the tighter range could improve investor confidence03:47 No SATA sales below $100 — what it means04:54 Why SATA could move back toward par07:15 A new balance sheet model for Bitcoin treasury companies11:11 Why Strategy probably won’t buy SATA12:19 Why digital credit could spread to global corporations17:12 Why corporate STRC adoption changes the game17:52 Final thoughts: Will SATA hit $100 soon?Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Strategy just bought 18,000 Bitcoin in ONE week, raising over $1.27 billion through share issuance and continuing one of the most aggressive Bitcoin accumulation strategies in history. With 738,000 BTC already on its balance sheet, Strategy (formerly MicroStrategy) is rapidly moving toward the 1 million Bitcoin milestone.In this episode, we break down how Michael Saylor’s Strategy (MSTR) is able to keep buying massive amounts of Bitcoin even during a bear market. We also explain the role of digital credit instruments like STRC, how Strategy uses equity and credit markets to fund BTC purchases, and why the company may be absorbing Bitcoin supply faster than it’s being mined.If this pace continues, Strategy could potentially create a major supply shock in the Bitcoin market.00:00 Strategy’s Massive Bitcoin Buying Week03:01 STRC Dividend Increase Explained04:38 Strategy’s Race to 1 Million Bitcoin07:57 Why MSTR Is More Volatile Than Bitcoin12:03 Final Thoughts14:35 Could STRC Become a Risk-Off Asset?Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

What really happened at Strategy World?In this episode, we break down the biggest takeaways from Strategy World, and why STRC may be far bigger than most investors realize.From Michael Saylor’s narrative shift to corporations, to banks like Barclays, Citi, TD, and Morgan Stanley stepping into the conversation, one thing became clear:STRC is no longer just another preferred, it’s becoming Strategy’s flagship product.We cover:- Why no one at Strategy World was panicking despite the Bitcoin bear market- Saylor’s shift from pitching Bitcoin to pitching STRC- Companies adding STRC to their balance sheets- What happens to the other preferred shares- Why international STRC products may not be coming- The STRC dividend hike to 11.5%- Whether STRC could eventually compete with the bond marketIs Strategy quietly building a digital credit alternative to fixed income?And what happens if this scales?If you’re following MSTR, STRC, Bitcoin treasuries, or the evolution of corporate balance sheets, this episode connects the dots.00:00 Strategy World: No Bear Market Panic04:06 STRC Is Strategy’s Core Focus05:11 Companies Adding STRC to Their Balance Sheet06:40 Banks Step In (Barclays, Citi, TD, Morgan Stanley)07:59 International Preferred Plans Scrapped?12:13 Is STRC a Threat to the Government's Bond Market?15:31 STRC Dividend Raised to 11.5% — Why Now?18:02 Bitcoin Holds Amid Global Tensions18:59 What’s Next for Strategy?🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

What if corporate Bitcoin strategy is evolving beyond Strategy (MSTR)?In this episode, we sit down with Scott Ellam, CEO of XCE Connecting Excellence Group, to break down a new model for Bitcoin treasury companies: the Dual Flywheel Strategy.Instead of just raising capital to buy Bitcoin, XCE combines:• A cash-flow generating executive recruitment business• A Bitcoin treasury strategy• Bitcoin-denominated convertible bonds• Performance-based share options tied to Bitcoin per shareThis creates two compounding engines:1️⃣ Operating revenue (Human Capital) flywheel2️⃣ Bitcoin treasury (Digital Capital) flywheelTogether, they connect human capital to digital capital, and may represent the next evolution in corporate Bitcoin adoption.We also cover:- Scott’s Bitcoin journey (2016 → BTC-only)- The 2020 money printing catalyst- Why executive recruitment is uniquely suited for a Bitcoin standard- How XCE’s Bitcoin-denominated bonds work- ATM equity offerings and Bitcoin yield- Why CEOs secretly want Bitcoin exposure- The roadmap to 300–500 BTC and beyond- How Bitcoin treasuries are innovating past the Strategy model00:00 Introduction: Scott Ellam and XCE - Connecting Excellence07:12 What XCE is + what Spencer Riley does (executive recruitment engine)11:41 Does a Bitcoin treasury help recruit top talent?16:57 Employee education + why people don’t need to be maximalists22:51 Why big firms could copy it — but move too slowly25:04 “Version 2.0” Bitcoin treasury company + the dual-flywheel model27:08 ATM-style equity issuance: when XCE uses it to buy more Bitcoin30:51 Preferred shares + pooled-Bitcoin idea (H100 concept) — Scott’s take39:22 Bond mechanics deep dive: conversion, soft call, capped downside44:04 Bitcoin executive recruitment division (placing talent into Bitcoin companies)47:10 Where to follow Scott + XCE48:29 One Chair outro_9-16_shortened.mp4Follow our Guest:- Scott Ellam: https://x.com/btconlyscott- XCE - Connecting Excellence: https://x.com/XCEofficial- XCE - Connecting Excellence: https://www.linkedin.com/company/xce-connecting-excellence/- XCE - Connecting Excellence: https://xce.io/🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Strategy (MSTR) is buying Bitcoin aggressively in the bear market, and STRC might be their most powerful weapon yet.In this episode of One Chair, we break down Strategy’s latest Bitcoin purchases after raising $169M through STRC issuance + common stock ATM, allowing them to acquire roughly 2,500 BTC at an average price near $67,000.We also dive into why STRC has stayed pegged around $100 even while Bitcoin is down ~30%, how Strategy is using dividend adjustments (now 11.25%) to stabilize the product, and why this structure could become a long-term Bitcoin accumulation machine regardless of market conditions.On top of that, we cover Metaplanet’s explosive 2025 results, including 700%+ revenue growth, major increases in net assets, and their aggressive Bitcoin targets of 100,000 BTC in 2026 and 210,000 BTC by 2027 — plus what their upcoming preferred share strategy could mean.Finally, we zoom out to the broader Bitcoin treasury landscape, discussing how companies like Capital B, H100, and ArcadiaB are positioning themselves to scale Bitcoin accumulation once the market turns.00:00 Strategy raises $169M (STRC + MSTR ATM) to buy ~2,500 BTC01:21 STRC “amplification effect” (dividends + upside exposure)06:17 Metaplanet 2025 results: +700% revenue, 26x assets, 500% BTC yield09:59 Bitcoin treasury companies in a bear market (who’s still building?)12:48 Strategy World Vegas update + final thoughts🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Bitcoin Treasuries 2.0 is here, and the next financial revolution may be built on Bitcoin-backed credit.In this episode, we sit down with Sander Andersen, founder behind H100 Group, to break down the future of Bitcoin treasury companies, how they raise capital, and why the next wave of innovation could come from Bitcoin-backed credit products, preferred shares, and institutional-grade collateral structures.Sander explains how H100 evolved from a HealthTech company into a Bitcoin treasury vehicle, why Sweden became the launchpad, and how a new concept — a Bitcoin Treasury Alliance — could unlock massive scale by pooling Bitcoin balance sheets across public and private companies.We also dive into why institutions demand scale, what the preferred share model means for the market, and why Switzerland could become one of the most important hubs for Bitcoin treasury infrastructure in Europe.If you want to understand the next phase of Bitcoin adoption — beyond ETFs — this episode is a must-watch. Topics Covered:✅ Bitcoin Treasury Companies Explained✅ H100’s Strategy & Capital Raising Model✅ Convertible Bonds & Bitcoin Upside✅ Preferred Shares (Strategy / Metaplanet-style products)✅ The Bitcoin Treasury Alliance Concept✅ Institutional Demand for Scale✅ Switzerland Expansion & Future Holdings LOI✅ Bitcoin Market Outlook & Treasury 2.0✅ Bitcoin as Collateral: The Coming Credit Revolution✅ The Future of Bitcoin Finance & Tokenization00:00 Introduction: Sander Andersen02:52 How H100 was born (HealthTech roots + Bitcoin strategy)06:19 Building in a Bear Market: Strategies and Initiatives10:29 The Bitcoin Treasury Alliance idea (shared BTC collateral model)12:55 Why institutions demand bigger Bitcoin balance sheets15:35 Can private companies & individuals join the alliance too?19:24 Future Holdings LOI: H100’s move into Switzerland22:49 Bitcoin market outlook: fear, ETFs, and the next cycle setup28:52 Bitcoin as collateral: the credit revolution explained33:11 Mental health advice for Bitcoiners in bear markets37:55 Final Thoughts and Mental Health in CryptoFollow our Guest:- Sander Andersen: https://x.com/Sanderandersenn- H100: https://x.com/H100Group- H100: https://www.h100.group/🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Bitcoin just crashed to $60K, and Strategy (MSTR) still kept buying. But why didn’t they buy the dip at the bottom?In this episode, we break down Strategy’s latest $90M ATM issuance, their 1,142 BTC purchase at ~$79K, and what this means for their Bitcoin treasury model moving forward.We also dive deep into the growing importance of STRC (Strategy’s preferred stock), why trading volume is surging, and how Strategy may be on the verge of unlocking another massive round of Bitcoin accumulation.Despite brutal market sentiment, the key takeaway is clear: the Bitcoin Treasury model is still working and preferreds are proving it.In this episode:✅ Strategy’s latest Bitcoin buy explained✅ Why MSTR didn’t buy BTC at $60K✅ STRC preferred stock recovery + volume spike✅ mNAV rebound: is the turnaround starting?✅ Could Strategy buy 50,000 BTC in a single week?✅ Earnings call recap + leadership shift signals✅ Why issuing shares at low mNAV may still be bullishFor the first time in a long time, Bitcoin is trading below Strategy’s average purchase price, meaning every BTC bought now lowers their cost basis, setting up a potentially explosive next leg higher.Fear is extreme. Preferred volume is rising. mNAV is turning.Is Strategy about to go on another buying spree?00:00 MSTR Buys $90M Bitcoin01:50 STRC Rebound Signals New ATM Window03:19 50,000 BTC Buy Incoming?05:52 Strategy's Earnings Call Insights08:40 Why Common Share ATM Issuance Still Works10:11 mNAV Reversal Confirmed?11:26 Market Sentiment and Future Outlook🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

AI is moving faster than anyone expected… and it may trigger the biggest economic shift in human history.In this episode, we sit down with Cern Basher to break down why Tesla Optimus humanoid robots, Tesla Robotaxis, and AI agents could double GDP, reshape global labor markets, and accelerate a Bitcoin supercycle.We also dive deep into why Bitcoin may become the world’s AI security layer, acting as a real-world constraint system for autonomous bots operating online. If AI consumes compute… and Bitcoin prices compute… what happens when trillions of AI agents enter the economy?We cover:✅ Tesla Optimus mass production timeline (1M → 10M robots/year)✅ Why Robotaxis could scale faster than expected✅ SpaceX + xAI merger rumors (and what it means for Tesla)✅ The real reason Bitcoin could become AI’s preferred money✅ MSTR / Strategy’s Bitcoin treasury flywheel (STRC + ATM strategy)✅ Nvidia, capital intensity, and why buybacks may be a mistake✅ Why governments may be forced to print money in an AI-deflation world✅ How Bitcoin could become the “firewall” of the internetThis conversation is packed with bold predictions, hard math, and a long-term view on where AI and Bitcoin are headed.00:00 Introduction Cern Basher00:50 AI Agents Pick Bitcoin (It’s Already Happening)01:40 Elon’s Master Plan: xAI + SpaceX + Tesla Merger?05:13 Why Bitcoin Might Be the BEST AI Investment09:21 “AI Consumes Compute… Bitcoin Prices Compute”12:25 MSTR / Strategy: Why Bitcoin Treasury Companies Win17:54 Strategy’s New Flywheel: STRC + ATM Explained23:43 Elon Predicts Double-Digit GDP Growth (Is He Right?)33:34 Tesla Optimus Timeline: 1M → 10M Robots Per Year38:55 Tesla Robotaxis Are Scaling FAST (Doubling Every Month?)41:50 Why Robotaxi Delays Don’t Matter (Tesla Still Wins)45:25 When Will Tesla Start Buying Bitcoin Again?48:44 Nvidia + Bitcoin? Big Tech May Flip Soon51:56 Why Most People STILL Don’t Understand Bitcoin54:39 US Military Studying Bitcoin for Cybersecurity?58:06 Final Warning: Every Country Must Build Robot FactoriesFollow our Guest:- Cern Basher: https://x.com/CernBasher- Cern Basher: https://www.youtube.com/@CernBasher- Brilliant Advice: https://www.brilliantadvice.net/Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Bitcoin is crashing, sentiment is collapsing, and the market is filled with rumors that Strategy (MSTR) could be forced to sell Bitcoin. Matt Cole (CEO of Strive) explains why that narrative is pure FUD.In this episode, we sit down with Matt Cole to break down the Bitcoin bear market, why he believes this drawdown will likely be shorter than past cycles, and how Bitcoin treasury companies like Strategy and Strive are using digital credit / preferred equity to survive volatility without liquidation.Matt also shares his incredible story: from managing $70B in fixed income at CalPERS (America’s largest pension fund) to going 100% Bitcoin, and explains why he believes the U.S. debt crisis and QE make Bitcoin’s long-term fundamentals stronger than ever.We also go deep into Strive’s merger with Semler Scientific, how they retired debt so quickly, why they built a USD reserve, and what the MSTR + STRC preferred strategy means for the future of Bitcoin treasury companies.If you’re watching Bitcoin, MSTR, or the next wave of corporate Bitcoin adoption, this is a must-watch.00:00 Introduction: Matt Cole01:15 Matt Cole’s Story: From CalPERS ($70B) to 100% Bitcoin06:04 Bitcoin Below $75K: Why Matt Isn’t Worried10:16 Bear Market Shakeout: Which Bitcoin Treasury Companies Survive16:18 Digital Credit + Preferreds: The Strategy to Avoid Liquidation18:18 Why Strive Built a USD Reserve (and Strategy Copied It)24:39 Credit Ratings: Why S&P’s MSTR Rating Makes No Sense29:36 Strive x Semler Deal: Why They Merged + Debt Payoff Plan41:43 “Why Replace 4% Debt With 12% Preferreds?” Explained45:35 Why Strive’s SATA Band Is Wider Than Strategy’s48:54 Will Strive Launch More Preferred Products?50:57 Final Thoughts: Why This Bear Market Is a Huge Opportunity52:38 Polymarket Betting on MSTR Bankruptcy (Matt Reacts)🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Follow our Guest:- Matt Cole: https://x.com/ColeMacro- Strive: https://x.com/strive- Strive: https://strive.com/DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Gen Z was handed a broken financial system — but Bitcoin might be the escape.In this episode, we sit down with Halston Valencia, co-founder of Bolt and marketing lead at Bitcoin Well, to break down why college never taught us how money really works, how Bitcoin treasuries are changing finance, and why Bitcoin represents hope for the next generation.We talk about:- Why Gen Z feels locked out of the system- The book universities don’t want you reading (Broken Money)- Strategy, Michael Saylor, and the Bitcoin treasury revolution- Why most Bitcoin treasury companies won’t survive- Digital credit, ETFs, and the difference between Bitcoin exposure vs ownership- Self-custody without overwhelming people- Why Bitcoin + AI is the biggest opportunity of our lifetimeThis conversation is about escaping a broken system, not chasing hype.Whether you’re new to Bitcoin or deep in the space, this episode will change how you think about money, credit, and the future.00:00 Introduction: Halston Valencia00:41 The Book Universities Don’t Want You Reading (Broken Money)03:37 How Strategy & Saylor Changed Bitcoin Forever04:25 Only a Few Bitcoin Treasury Companies Will Survive05:50 Strategy’s New Products: Stretch, Yield & Digital Credit07:29 BOLT: The Tool Teaching Bitcoin What Schools Won’t12:41 Gen Z Building Bitcoin Tools (BitcoinQuant, APIs, Dashboards)15:42 Why Bitcoin Maximalists Are Missing the Bigger Picture19:31 2026 Outlook: Volatility, ETFs & the Money Printer25:41 Bitcoin, AI & the Biggest Opportunity of Our Lifetime28:35 Final Message to Gen Z + Where to Find BOLT🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Follow our Guest:- Halston Valencia: https://x.com/halstonvalencia- BOLT: https://x.com/staybolted- BOLT: https://staybolted.com/DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Bitcoin is crashing but Strategy (MSTR) isn’t slowing down.While markets panic and Bitcoin drops toward key levels, Strategy just bought more Bitcoin, raised capital, and kept its STRC dividend flywheel running.In this episode, we break down:- Why Strategy keeps buying Bitcoin during a market crash- How STRC dividends allow continued accumulation even at lower prices- Why liquidation fears around MSTR are completely misunderstood- What Bitcoin trading near Strategy’s average cost actually means- Why this downturn could be very different from the last bear marketDespite Bitcoin falling below $80K and stocks selling off, Strategy’s preferreds are holding up, volumes are rising, and the flywheel is still on. If STRC returns to par, Strategy may be positioned to accumulate Bitcoin more aggressively than ever.This video cuts through the noise, debunks the myths, and explains what really matters for Bitcoin, MSTR, and STRC in the weeks ahead.🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRun00:00 Strategy Keeps Buying Bitcoin (MSTR Update)03:35 STRC Dividend Update — Why It’s Holding During the Crash05:10 Market Sentiment and Price Sensitivity of STRC05:39 Can Strategy Buy Bitcoin Aggressively Below $80K?08:59 Bitcoin Liquidation Myths Debunked11:38 Why This Bear Market Is DifferentBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Bitcoin treasury companies are one of the most controversial topics in Bitcoin today and also one of the most misunderstood.In this episode, we sit down with Boyd Cohen, CSO of ArcadiaB (the first Bitcoin treasury company in Mexico) and author of Bitcoin Singularity, to break down why Bitcoin treasury companies actually ACCELERATE adoption, even if you hate them.From banks flipping on Bitcoin, to Walmart accepting BTC, to pension funds, family offices, and fixed-income Bitcoin products, Boyd explains why Bitcoin is crossing the chasm into the mainstream faster than most people realize.In this interview, we cover:• Why Bitcoin treasury companies aren’t “paper Bitcoin”• How treasury companies bring Bitcoin to banks, pensions, and institutions• Why maxis may be wrong about treasury companies• How Bitcoin adoption is accelerating globally• Why fiat — not capitalism — is the real problem• Mexico’s role in the next wave of Bitcoin adoption• Bitcoin-backed lending, preferred shares, and BTC fixed income• The “Bitcoin Singularity” and what comes nextThis conversation is a must-watch if you care about Bitcoin adoption, institutional demand, treasury strategies, or the future of money.🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Follow our Guest:- Boyd Cohen: https://x.com/boydcohen- ArcadiaB: https://x.com/arcadiabtc- ArcadiaB: https://www.arcadiab.com/DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Strategy (MSTR) just bought another $264 million worth of Bitcoin, even as markets turn bearish and sentiment collapses. In this episode of One Chair, we break down what this latest MSTR Bitcoin purchase really means, why STRC has de-pegged from $100, and whether a STRC dividend hike is about to restart Strategy’s Bitcoin flywheel.We also discuss:• Why Strategy’s Bitcoin buying slowed last week• How STRC’s de-peg could impact future Bitcoin accumulation• Whether Michael Saylor might raise STRC dividends by 25–50 bps• The upcoming earnings blackout period and what it means for new buys• Why Strategy is still issuing stock above book value• Strive’s aggressive move to retire convertible debt using preferred shares• What all of this means for Bitcoin treasury companies• Macro fear, geopolitics, tariffs, and market sentiment• Why long-term Bitcoin fundamentals still look bullishDespite weak Bitcoin price action and negative sentiment, Strategy continues stacking BTC — showing just how committed they are to their Bitcoin treasury strategy.00:00 Strategy’s latest $264M Bitcoin buy02:30 STRC de-peg & dividend hike speculation06:39 Strive's Aggressive Fundraising Strategy09:40 Final thoughts & long-term outlookBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunDISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

What if one company buying Bitcoin consistently can remove the possibility of short-term bear markets?In this episode, we sit down with Alexandre Laizet (Board Director of Bitcoin Strategy at Capital B, Europe’s first Bitcoin treasury company) to break down the next evolution of the Bitcoin treasury playbook, from Bitcoin-denominated convertible bonds (“the nuclear reactor”) to the rise of digital credit and perpetual preferred share-style instruments inspired by Strategy, formerly known as MicroStrategy (MSTR).Alexandre explains how Capital B went from 15 BTC to ~2,800 BTC, why BTC yield is still the key KPI, and how the industry could be heading toward a world where Strategy accumulates ~300,000 BTC per year — with potential implications for Bitcoin’s market structure and long-term price targets.If you’re tracking the future of Bitcoin Treasury Companies, MSTR-style financial engineering, and the emergence of a Bitcoin-denominated credit market, this is the deep dive.00:00 Introduction: Alexandre Laizet01:54 The Birth of Europe’s First Bitcoin Treasury Company05:07 The Bitcoin ‘Nuclear Reactor’ Strategy Explained08:11 Why No One Else Uses Bitcoin-Denominated Convertible Bonds10:24 How Capital B Can Double Its Bitcoin Overnight15:15 Maximizing BTC Yield: The Only KPI That Matters16:47 Digital Credit + Perpetual Preferred Shares (Strategy’s Playbook)21:55 Strategy’s STRE in Europe: Competition + Industry Validation25:21 Digital Credit Industry: 'Win-Win' Across Treasury Companies29:38 USD Reserve: Sacrificing Short-Term BTC Yield for Long-Term Growth34:29 Market Doesn’t Understand These Products Yet (But Volumes Explode)35:28 1.5 Months of Mining Supply + 'No Short-Term Bear Market'38:27 $5M–$10M Bitcoin + 'Generational Opportunity at $90K'41:35 Can Capital B Reach 1% of All Bitcoin by 2033?45:31 M&A? 'Not Our Focus'47:52 Where to Find Alexandre + Final Message ('Keep One Chair')🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Follow our Guest:- Alexandre Laizet: https://x.com/AlexandreLaizet- Capital B: https://x.com/_ALCPB- Capital B: https://cptlb.com/DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod

Is Strategy (MSTR) building an infinite bid for Bitcoin?And did Michael Saylor just upgrade the most powerful Bitcoin treasury flywheel in the world?In this episode, we sit down with Dan Hillery (Buck Token) to break down how MSTR’s new preferred equity product STRC (“Stretch”), combined with aggressive ATM stock issuance, may have created a perpetual Bitcoin-buying machine.We cover:- How MSTR can keep buying Bitcoin even at 1x NAV- Why STRC demand is “insatiable” at 10–11% yield- The new MSTR flywheel: Common stock + STRC + Bitcoin- Whether MSTR is becoming the buyer of last resort for Bitcoin- If this breaks the traditional 4-year Bitcoin cycle- Why this could end future Bitcoin bear markets- The rise of Bitcoin treasury companies (MSTR, SATA, Metaplanet)- Buck Token: a “savings coin” backed by STRC and Bitcoin yieldThis conversation dives deep into:Bitcoin treasuries, Strategy’s capital structure, preferred shares, NAV mechanics, dilution myths, digital credit, and why the bond market could be disrupted by Bitcoin-backed yield products.If you care about:BitcoinStrategy (MSTR)STRC / StretchBitcoin treasury stocksMichael SaylorBitcoin yieldThe future of money…this episode will change how you see Bitcoin forever.00:00 Introduction: Dan Hillery (BuckToken) + what’s covered (2026 outlook)01:13 Dan’s background: engineering → quant finance → MSTR options04:58 Bitcoin entry + why 2021 burned people / 2022 reset06:29 Strategy’s evolution: cash → BTC → converts → ATM machine10:42 MNAV → ~1: why it happened + what it means now15:33 The new flywheel: common ATM + STRC issuance together19:13 “Manufacturing a floor” in BTC + why messaging matters20:31 Will STRC yield drop? (constraints + why they may hold it)28:03 Buck Token: the “savings coin” built on STRC (why it exists)40:00 How Buck works: collateral (STRC + USDC), DAO rewards, black swans45:06 2026 outlook: 4-year cycle vs power law + closing thesisBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Follow our Guest:- Dan Hillery: https://x.com/hillery_dan- Buck Tocken: https://x.com/BuckToken- Buck Tocken: https://buck.io/DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod