One Chair Podcast

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

Strategy just executed a record 22,300 BTC buy — and their brand-new STRC “Flywheel 2.0” may be the most powerful Bitcoin accumulation machine ever built.In this episode of One Chair, we break down how Strategy (formerly MicroStrategy) is using perpetual preferred shares (STRC) to issue billions, stabilize demand, and buy Bitcoin faster than ever — even while Bitcoin and MSTR are down.At the current pace, Strategy could be on track to own over 1,000,000 BTC by the end of 2026.Is this the beginning of the most aggressive corporate Bitcoin takeover in history?00:00 Record Bitcoin Buy Shocks the Market (22,300 BTC Acquired)00:57 STRC Holds $100 While Bitcoin & MSTR Crash — Why This Matters04:46 The New Bitcoin Flywheel Explained (Old vs New System)09:50 57,700 Bitcoin Per Month?! Strategy’s Insane Accumulation Pace13:10 What Happens When Bitcoin Starts RALLYING Again? (Explosive Setup)Big 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

Strategy (MSTR) has built a new Bitcoin flywheel and it may allow them to buy Bitcoin over and over again.In this episode, we break down how Strategy is combining its common stock ATM with its new preferred shares (STRC) to create a powerful capital engine that continuously accumulates Bitcoin.We analyze:- How STRC held $100 on the ex-dividend date (and why that matters)- Why this new STRC + MSTR flywheel changes Strategy’s Bitcoin strategy- How preferred shares unlock a new level of Bitcoin accretion- Why this model is very different from convertible bonds- What this means for Bitcoin price, MSTR, and other Bitcoin treasury companies- We also cover the latest updates from:- Strive & Semler and their confirmed merger- Metaplanet’s recovery and upcoming preferred shares in JapanThe growing role of Bitcoin treasury companies in driving the current market.This episode shows why Strategy may now have the strongest Bitcoin accumulation machine in the market and why the implications go far beyond one company.00:00 Introduction to Bitcoin Treasury Companies (Strive, Strategy, Metaplanet)00:33 Strive–Semler Merger Confirmed: Buying Bitcoin at a 20% Discount?07:32 STRC Ex-Dividend Day: Why Strategy’s Preferred Stock Is Holding $10009:50 Strategy’s New Killer Bitcoin Flywheel: STRC + MSTR Explained13:08 Metaplanet Rebound & Japan’s Preferred Share Opportunity15:40 Final Thoughts and Market Outlook 2026Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Mentions:- Master Yoda: https://x.com/xEBITDA- Ragnar: https://x.com/RoaringRagnar- True North: https://x.com/MSTRTrueNorth- Stephan Livera & Matt Cole Podcast: https://youtu.be/M2lkYHuAskk?si=KO2K8QnvspqMlFAM🚨 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

Strategy just bought over 13,000 Bitcoin, adding to one of the most aggressive Bitcoin accumulation strategies ever seen. Is this move genius or disaster?In this episode, we break down Strategy’s latest Bitcoin purchase, funded through STRC issuance and over $1 billion in common stock ATM, and why the stock continues to trade near 1x mNAV despite massive dilution.We discuss:- Why Strategy is buying ~10,000 Bitcoin per week- How STRC trading at $100 changes the game- Whether Bitcoin staying flat near $90k is a warning sign- The Jan 15 ex-dividend date and what it means for STRC holders- mNAV, ATM pressure, and the future of Bitcoin treasury companiesIf Bitcoin goes up, this trade could be remembered as one of Michael Saylor’s greatest moves. If it goes down, critics may call it reckless. Either way, something has clearly changed.Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Mentions:- Jeff Walton: https://x.com/PunterJeff🚨 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

In this first episode of 2026, we break down Strategy’s (MSTR) latest Bitcoin purchase, its growing USD cash reserve, and what it all means for Bitcoin treasury companies going into the new year.We discuss why Strategy continues to issue common stock to fund preferred share dividends, even while holding billions in cash, and whether this signals a long-term shift in capital allocation. With six consecutive red months, a brutal -47% performance in 2025, and growing concerns around MSCI exclusion and S&P 500 eligibility, the pressure on MSTR has never been higher.At the same time, Bitcoin demand remains strong. Treasury companies are now buying more Bitcoin than miners produce, raising the question: is the four-year Bitcoin cycle finally dead, and could 2026 be the turning point?00:00 MSTR Bitcoin Buy, Capital Raises & Cash Reserves04:52 Why 2025 Was Brutal for MSTR & Bitcoin Treasuries07:32 MSCI Exclusion Risk & S&P 500 Inclusion Outlook11:56 Bitcoin Supply Shock & Why 2026 Could Be the Turning PointBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Mentions:- Chris Millas: https://x.com/ChrisMMillasDISCLAIMER: 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

Metaplanet’s Bitcoin accumulation is accelerating faster than almost anyone realizes.In this video, we break down Metaplanet’s explosive year, how it grew its Bitcoin holdings from under 2,000 BTC to over 35,000 BTC, and why its strategy puts it in a league of its own among Bitcoin treasury companies.We cover Metaplanet’s latest updates, including the approval of its preferred shares (MERCURY and MARS), record-breaking Q4 financial results, and its growing focus on income-generating businesses that support continued Bitcoin accumulation. We also discuss why Metaplanet’s execution stands out compared to other Bitcoin treasury plays, and how it may be positioning itself to climb the global Bitcoin treasury rankings.With strong revenues, disciplined capital allocation, and a clear long-term vision, Metaplanet could be one of the most underrated Bitcoin treasuries heading into 2026.00:00 Introduction00:23 EGM Recap & Takeaways: Preferred Shares (Mercury & Mars) and Income Focus02:36 Bitcoin Accumulation Update03:52 Financial Performance: Record Q4, Revenues & Dividend Support05:08 MetaPlanet Growth, Treasury Rankings & Bullish 2026 OutlookBig 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

In this episode, we break down Strategy’s latest Bitcoin purchases, MSTR stock issuance, mNAV dynamics, and why Michael Saylor may be maximizing accumulation before Bitcoin’s next major move. We also discuss the role of preferred shares, the creation of Strategy’s USD reserve, and whether market education is holding back demand.We explore Bitcoin’s potential “IPO moment,” where ETFs, Wall Street, and treasury companies accumulate while early Bitcoin holders distribute, and what this means for price action going into 2026.Finally, we share our base case and bull case predictions for Bitcoin and MSTR, including scenarios where Bitcoin reaches $175K–$300K and Strategy approaches or surpasses 1 million BTC.00:00 Introduction00:19 MSTR stock issuance & aggressive Bitcoin02:53 MSTR Preferred shares : demand issues and risks06:02 2026 outlook: MSTR Bitcoin accumulation scenarios09:27 Bitcoin’s “IPO moment”: ETFs, OG sellers, and market structure11:31 Bitcoin & MSTR price predictions for 2026Mentions:- Book: The Thinking Machine by Stephen Witt- Jordi Visser's article "Bitcoin’s Silent IPO": https://x.com/jvisserlabs/status/1984578105713770823?s=20Big 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 in a period of fear, yet behind the scenes, the setup may be stronger than ever.In this episode, we sit down with Stephan Livera, host of the Stephan Livera Podcast, to break down why Bitcoin’s current setup is so compelling and how Bitcoin treasury companies like Strategy (MSTR) and OranjeBTC are reshaping the market.We discuss why some Bitcoin treasuries outperform while others struggle, the role of leverage and debt, proof of reserves, preferred shares, and how institutional and nation-state adoption could drive the next phase of Bitcoin’s growth.If you’re wondering whether Bitcoin treasury companies are a risk, an opportunity, or both, this conversation will give you clarity.Topics covered:- Why Bitcoin’s setup may be stronger than ever- How Bitcoin treasury companies actually work- Strategy (MSTR), OranjeBTC & treasury models explained- Why some treasuries fail while others accumulate more BTC- Debt, leverage, MNAV & preferred shares- Proof of reserves: transparency vs security- Institutional adoption, ETFs & macro tailwinds- What to focus on when Bitcoin sentiment is low00:00 Introduction: Stephan Livera02:12 Why Bitcoin Treasury Companies Exist vs BTC & ETFs03:38 How Stephan Joined OrangeBTC (Advisor & Investor)05:24 Can Anyone Beat Strategy? Winner-Take-Most Dynamics09:44 What Makes a Winning Bitcoin Treasury Company14:16 Treasury Drawdowns & Fiat vs Bitcoin Perspective18:07 When Treasury Models Fail: Debt, Timing, and BTC Liquidations22:08 Proof of Reserves24:26 Michael Saylor Keynote & STRC27:28 Treasuries as a Bridge to Mass Adoption30:32 Strategy USD Reserve & Preferreds32:30 The Education Gap in Bitcoin & Bitcoin Treasury Companies34:35 “Does Saylor Know Something?”39:33 Market Predictions for 202644:43 The Fear and Greed Index Perspective45:34 Closing Thoughts & Long-Term Bitcoin ConvictionBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Follow our Guest:- Stephan Livera: https://stephanlivera.com/- Stephan Livera: https://x.com/stephanlivera- Stephan Livera Podcast: https://www.youtube.com/@StephanLivera- OranjeBTC: https://x.com/ORANJEBTC- OranjeBTC: https://www.oranjebtc.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

In this episode, we sit down with Ed Juline, President of Bitcoin Treasuries Media and advisor to Arcadia₿, to break down how Bitcoin treasuries are reshaping corporate finance and why Strategy continues to outperform traditional financial models.Ed shares his journey from early Bitcoin adoption to working closely with Strategy, explains how preferred shares unlock fixed-income capital for Bitcoin, and why Saylor’s approach keeps adapting while TradFi struggles to price Bitcoin risk.We cover:- Why Bitcoin treasuries aren’t a get-rich-quick scheme- How Strategy keeps beating TradFi without breaking the rules- The role of preferred shares, cash reserves, and credit ratings- Why small treasury companies can outperform over time- How Bitcoin is crossing the chasm into institutional adoption- The real risks (and misconceptions) around Bitcoin treasury strategies- Why short-term price action misses the bigger picture00:00 Introduction: Ed Juline06:42 What is a Bitcoin company? Tesla vs Strategy debate09:08 Bitcoin fragmentation: treasuries, Lightning, privacy & politics11:55 Why Bitcoin treasuries face backlash (FTX, Celsius scars)13:06 Bitcoin Treasuries Media: events, podcast & advisory mission16:20 Global Bitcoin conferences & regional adoption differences20:29 Arcadia B explained: Mexico’s Bitcoin services + treasury model24:43 Early-stage treasuries: why small BTC balance sheets can win26:05 Strategy’s treasury prerequisites & zombie company warning30:17 Treasury companies to watch & what separates strong operators34:12 Strategy’s cash reserves, preferreds & TradFi adaptation39:14 Does Strategy know something we don’t? How BTC buys are decided42:43 Preferred shares: unlocking fixed income for Bitcoin exposure45:45 Why credit rating agencies struggle to value Bitcoin treasury companies48:49 Bitcoin adoption crossing the chasm (early majority phase)52:38 Market outlook: the “drunk raccoon” Bitcoin cycle54:37 Where to follow Ed Juline & Bitcoin Treasuries MediaBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Follow our Guest:- Ed Juline: https://x.com/ejuline- Tim Kotzman: https://x.com/timkotzman- Bitcoin Treasuries: https://www.youtube.com/@timkotzman8925- Bitcoin Treasuries Media: https://x.com/BTCDigitalConf- Bitcoin Treasuries Media: https://bitcointreasuries.media/- MadBitcoin Summit: https://madbitcoinsummit.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

Michael Saylor is back, and this time, MSTR has raised $1 billion to buy even more Bitcoin. In this episode, we break down why Strategy made this massive move, how they raised the capital, and what it means for Bitcoin, MSTR shareholders, and the broader market.We also dive into the recent market volatility, the impact of the Fed’s rate cut, and why many believe we may be at — or very close to — a Bitcoin bottom. Is Saylor seeing something the market hasn’t priced in yet? And what does this aggressive accumulation strategy mean for 2024–2026?00:00 Strategy’s Surprise Bitcoin Buy02:08 Massive Capital Raise: $2.3B in 13 Trading Days05:05 Accretive vs. Non-Accretive Buys & Long-Term Impact07:35 Bitcoin Supply Lock-Up & MSTR’s Growing Accumulation08:40 Fed Rate Cuts, Liquidity Return & Bullish Macro SignalsBig 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 has never looked more bullish.In this episode, Bitcoin investor and researcher Zynx explains why he believes the current market setup is the most bullish in over a decade and why 2026 could be a breakout year for Bitcoin.We cover everything from:- Bitcoin vs Gold (and why pricing BTC in fiat can be misleading)- Strategy (MSTR) and the rise of Bitcoin treasury companies- STRC and preferred shares as a new Bitcoin accumulation engine- Metaplanet’s aggressive Bitcoin strategy in Japan- How ETFs, nation states, and TradFi are quietly entering Bitcoin- The role of sovereign wealth funds and institutional capital- Why today’s “bear market” may actually be an opportunity- The psychology behind Bitcoin’s stall below $100KIf you’re serious about Bitcoin, macro, and the future of money, this interview is for you.00:00 Introduction: Zynx04:08 Strategy’s new USD reserve explained06:14 Why Strategy is more solvent than governments07:59 S&P’s B- rating on Strategy and why it’s misleading09:36 Strategy preferred shares crash & rebound trade explained12:48 Why Strategy's preferreds are misunderstood by the market14:21 Best Bitcoin treasury stocks right now18:30 Will Bitcoin treasury companies eliminate bear markets?21:42 Why Tether won’t buy STRC24:35 Metaplanet’s carry trade strategy29:15 Should Bitcoin companies EVER sell their Bitcoin?31:20 Bitcoin vs Gold: the most important metric you’re ignoring35:04 Why Bitcoin is stuck below $100K40:41 Catalyst for the next Bitcoin bull runBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Follow our Guest:- Zynx: https://x.com/ZynxBTC- Zynx: https://www.youtube.com/@ZynxBTCDISCLAIMER: 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 just created a $1.4B cash reserve alongside its 650,000 Bitcoin treasury. We break down what this means for MSTR stock, dividends, and Bitcoin investors.We explain why Strategy raised $1.4B, how the cash reserve covers up to 21 months of dividends, and what this means for credit ratings and downside risk in a Bitcoin bear market. We also discuss Michael Saylor’s comments about possibly selling Bitcoin as a last resort, plus updated Bitcoin targets and the STRC dividend increase to 10.75%.Topics Covered:• Strategy’s $1.4B cash reserve• Dividend security for preferred shares• Credit rating implications• Bitcoin “escape velocity”• Saylor on selling BTC• STRC dividend increase00:00 Strategy Creates USD Reserve Alongside Bitcoin Treasury01:26 Credit Rating Impact & Dividend Security Explained03:09 Why This De-Risks Strategy in a Bitcoin Bear Market07:55 Michael Saylor Softens ‘Never Sell Bitcoin’ Stance12:50 Bitcoin Growth Scenarios & “Escape Velocity” ModelBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Mentions:- What Bitcoin Did with Phong Le: https://youtu.be/NSyfxI2wWC0?si=KD5gLH23qB9mtfh2DISCLAIMER: 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

In this episode, we break down Metaplanet’s newest preferred share offerings: Mercury and the upcoming Mars adjustable-rate security, and what they mean for the company’s long-term Bitcoin accumulation strategy. With Japan’s historically low interest rates, Metaplanet is taking a unique approach to financing, potentially enabling a massive Bitcoin buying plan through low-yield preferreds, and even a possible “yen carry trade 2.0.”We cover everything you need to know:• Mercury’s 4.9% dividend and ¥1000 conversion strike• How these preferreds compare to Strategy’s STRK/STRC• Potential arbitrage and yield-spread opportunities• The impact of $260M in combined raises (Mercury + Mars)• How many BTC Metaplanet could accumulate at current prices• Updates to the moving-strike warrant program and dilution protectionIf you follow Metaplanet, Bitcoin treasury strategies, or the evolving Japanese financial market, this is a must-watch deep dive.00:00 Introduction00:13 Metaplanet Preferred “Mercury” Overview02:06 Unlocking the Conversion Feature — Understanding Mercury’s ¥1000 Strike Price04:17 Arbitrage & Yen Carry Trade Opportunities07:15 Metaplanet’s Bitcoin Accumulation Strategy (Up to $260M Raise)08:43 Mars Preferred Overview & Adjustable Rate Structure10:19 Moving Strike Warrant Changes & Reduced Dilution Risk11:13 Metaplanet’s Future Roadmap & Final TakeawaysBig 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

In this discussion, Anil Patel — author of The Treasure of Saylor — breaks down Michael Saylor’s Bitcoin Treasury Strategy, Strategy’s corporate playbook, and why Saylor’s approach to Bitcoin as digital capital is reshaping modern finance.We explore the principles behind Bitcoin treasury management, the evolution of Saylor’s thinking, and how corporations may adopt Bitcoin in the decades ahead. If you've ever wondered how and why Strategy built the world’s largest corporate Bitcoin treasury, this conversation offers one of the clearest explanations available.Topics Covered:- Inside Michael Saylor’s mindset and engineering perspective- How MicroStrategy built its Bitcoin treasury- Digital capital vs currency- Corporate finance, preferreds, convertible debt & treasury optimization- Why Bitcoin outperforms real estate and equities as a store of value- Long-term corporate Bitcoin strategy (thinking in decades, not quarters)- Network effects, competitive dynamics, and “the Bitcoin bank” thesis- How Anil Patel created The Treasure of Saylor- The future of Bitcoin treasuries and digital credit00:00 Introduction: Anil Patel01:20 Crafting the Book: Saylor’s Speeches, Research Process & Narrative Design03:34 Core Insights From Saylor: Digital Capital, Money Layers & Engineering Mindset07:42 Bitcoin’s Future Role: Medium of Exchange vs Store of Value10:45 Building the Story: Explaining Bitcoin, Comparing to Real Estate & Equities13:40 The Concept of Digital Capital14:09 Exploring Bitcoin Treasury Strategies14:57 MSTR Strategy: Preferreds, Corporate Finance & Treasury Evolution19:43 The Role of Michael Saylor in Bitcoin's Evolution20:09 Market Dynamics: Network Effects, Dominant Players & The “Bitcoin Bank” Thesis20:56 Saylor as an Industrial Titan & The Idea of a Future Biography22:25 Will There Be a Treasure of Saylor Part II?23:27 Explaining Bitcoin Treasury Strategy Simply26:22 Thinking in Decades: Long-Term Vision, Sats-per-Share & Measuring Value27:42 Free Resources: Books, Presentations & Where to Find AnilAbout Our Guest – Anil Patel:Anil is the author of The Treasure of Saylor and The Bitcoin Handbook — two of the most widely shared educational resources on Bitcoin. His visual explanations, infographics, and slides are used by educators, meetups, and conferences around the world.Follow our Guest:- Anil Patel: https://x.com/anilpatelFind his content online:- Anil's free content: https://anilsaidso.gumroad.com/- The Treasury of Saylor: https://treasuryofsaylor.com/- The Bitcoin Handbook: https://thebitcoinhandbook.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/@OneChairPod

Will AI choose Bitcoin as its native money? In this episode, Cern Basher joins us to explore the powerful links between AI, Tesla, and Strategy (formerly MicroStrategy) — and how visionary leaders like Elon Musk and Michael Saylor are shaping the future of money, energy, and intelligence.We discuss:- How AI and Bitcoin are “two sides of the same coin”- Why Tesla’s massive cash flow could make it a Bitcoin treasury company- Strategy’s breakthrough with Bitcoin-backed preferred shares- Tesla’s robotaxi and humanoid robot plans — and what they mean for investors- Why Bitcoin is the new risk-free assetIf you’re interested in Bitcoin, AI, Tesla, corporate treasuries, or Michael Saylor’s Bitcoin strategy, this conversation connects all the dots.00:00 Introduction: Cern Basher01:16 Cern's Journey with Tesla and Bitcoin03:57 Why AI rejects traditional finance and adopts Bitcoin06:19 Strategy’s breakthrough: Bitcoin-backed preferred shares08:04 De-risking with preferred stock vs. debt10:07 Strive vs. Strategy: early lessons for Bitcoin treasuries11:18 Tesla’s Bitcoin strategy and massive capital needs15:24 When Tesla becomes a Bitcoin treasury company17:07 How Tesla could issue Bitcoin-linked preferreds18:39 Tesla vs. Strategy: long-term investment outlook22:52 Key takeaways from Tesla’s shareholder meeting25:33 Full Self-Driving progress and robotaxi rollout27:53 Strategy’s Euro preferred & growing global reach29:58 The rise of global Bitcoin treasury companies33:56 Why preferred shares aren’t a Ponzi37:18 How Bitcoin treasuries spread BTC to the world38:36 Tesla and Strategy: visionary leaders reshaping money42:10 Closing thoughts & where to find CernFollow our Guest:- Cern Basher: https://x.com/CernBasherBig 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

In this episode, we break down the biggest developments in the Bitcoin treasury space — from MSTR’s global expansion and new credit rating momentum to Metaplanet’s latest updates, Strive’s rapid product innovation, and Sequans’ dramatic setback.00:00 Welcome to One Chair Podcast00:42 What MSTR’s New Credit Rating Means for Bitcoin Treasuries02:44 STRE: MSTR’s Euro-Denominated Preferred Equity12:56 STRC $100 Milestone: Is This the Turning Point?15:11 Metaplanet Update: Rising Short Interest & New Bitcoin-Backed Loan18:19 Strive Launches SATA Preferred: Higher Yield & Smart Execution23:29 Sequence Sells Bitcoin to Repay Debt: What Went Wrong25:46 Future: New Bitcoin Treasury Company in SwitzerlandBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Mentions:- Marc Riemer: https://x.com/mriemerDISCLAIMER: 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

In this episode, we welcome Tyler from Treasury Orange for a deep dive into the rise of Bitcoin Treasury companies — from Strategy and Strive to Metaplanet and Capital B.Tyler shares his journey from discovering Bitcoin during the Ron Paul era to understanding how corporate Bitcoin adoption could drive the next 10x in Bitcoin’s price. He breaks breaks down:- The “Bitcoin epiphany” moment inspired by Michael Saylor- Why Bitcoin Treasuries matter — leverage, yield, and risk- Strategy’s playbook and Saylor’s plan to “eat the world”- MSTR's expansion into Europe with STRE (Stream)- Strive’s new SATA preferred offering- How money-market capital and generational wealth could flow into Bitcoin00:00 Introduction: Tyler from Treasury Orange00:53 Origin Story: Ron Paul, sound money, first touch with Bitcoin04:11 Early Cycles & Lessons: 2013 buy, 2017 churn, taxes, selling too soon07:11 The 2020 “Lightbulb Moment”: Michael Saylor, Bitcoin Podcasts & Realizing BTC Beats Gold13:59 Bitcoin Treasuries Explained: Higher Returns vs. Counterparty Risk17:17 Tyler's Top Bitcoin Treasury Companies28:42 STRE's Debut and How Saylor Plans to "Eat the World"31:55 MSTR's Q3 Earnings Call Highlights37:28 Accessibility: Index inclusion (QQQ/S&P) & why own MSTR for leverage41:49 S&P Rating: A Milestone for Bitcoin Treasuries46:00 Strive’s SATA Preferred Explained: 12% Yield & How It Competes with STRC51:47 The Big Math: Money-market rotation, advisor demand, generational tailwinds59:33 Where to Follow Tyler & Wrap-UpBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Mentions:- Tyler: https://x.com/TylerCompiler- Treasury Orange: https://www.youtube.com/@TreasuryOrangeDISCLAIMER: 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