Bitcoin For Corporations
@BitcoinForCorps • 22,745 subscribers
Accelerating corporate #Bitcoin adoption w/ exclusive access to leaders, resources & strategies driving success | @Strategy x @BTCinc
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📹 WATCH: Michael Saylor delivers his keynote speech on Digital Credit at Strategy World 2026. He unpacks #Bitcoin as Digital Capital, explains how variable preferred equity (STRC) unlocks long-duration, tax-efficient yield with principal protection, and outlines a future where ETFs, tokens, and bank accounts are built on programmable Digital Credit. 0:00 – Making Money Digitally 1:00 – Bitcoin as Digital Capital 2:40 – Digital Credit & STRC 4:00 – Capital to Credit Breakthrough 5:26 – From Leverage to Variable Preferred 8:14 – Limits of Traditional Debt 11:30 – Equity Upside, Credit Safety 13:05 – Pricing BTC Risk 15:31 – STRF Through a 45% Drawdown 21:26 – Tax Yield & Treasury Strategy 27:51 – Programmable Digital Credit 37:47 – The Credit–Bitcoin Flywheel 44:12 – The $50T Opportunity
Bitcoin For Corporations563,032 просмотров • 3 месяцев назад
📺 The Bitcoin For Corporations Show Episode 32 now live — hosted by Pierre Rochard Pierre sits down with Matt Cole, Ben Werkman, and Jeff Walton to break down Strive’s evolution into a Bitcoin treasury powerhouse. From solving the retirement crisis with 13% yields to surviving the coming AI disruption, learn why digital credit is the "iPhone moment" for corporate finance. 00:31 Strive’s Bitcoin Journey 01:45 Digital Credit Yields 03:08 Bitcoin iPhone Moment 06:54 Institutional Infrastructure 14:27 S&P 500 Barriers 15:31 Cash "Hot Potato" 19:30 AI Risk Hedge 27:01 S&P 500 Turnover 31:08 Strive vs MicroStrategy 38:00 Corporate Game Theory 43:02 Bear Market Growth
Bitcoin For Corporations185,870 просмотров • 2 месяцев назад
"#Bitcoin is our hurdle rate." In this talk featuring Phong Le, Matt Cole, Tyler Evans, and Natalie Brunell ⚡️, the panel describes how Strategy and Strive are creating a product that has the makings of a $3 trillion dollar market category. Chapters: 00:22 - Why Bitcoin Needs Credit 00:47 - Origins of STRC Product 01:28 - Democratizing Access to Yield 02:28 - Corporate Balance Sheet Strategy 04:40 - Packaging Bitcoin for Institutions 06:32 - Retail Interest in Credit 09:24 - Stress Testing Digital Credit 12:12 - Understanding Underlying Collateral 16:20 - The Five-Year Outlook 18:43 - Scaling the Credit Ecosystem 20:16 - Closing Thoughts and Predictions
Bitcoin For Corporations96,663 просмотров • 1 месяц назад
"This is what #Bitcoin winning looks like." Dylan LeClair explains why 99% of global capital can't buy BTC, why hyperbitcoinization looks like $200 trillion flowing in through instruments built for each pool of capital, and how Michael Saylor was the first to see it.
Bitcoin For Corporations64,492 просмотров • 1 месяц назад
📺 WATCH: Building Japan's Bitcoin Standard w/ Simon Gerovich | Strategy World 2026 Metaplanet Inc. CEO Simon Gerovich explains why realized cap tells a different story than market cap — and how the company grew bitcoin per share 5,000% even with a flat BTC price. Gerovich also breaks down Metaplanet Inc.’s $3.25B 2025 capital raise and why Japan’s 2028 regulatory shift could be a watershed moment for institutional adoption. 0:00 – Down 50%, Nothing Changes 1:05 – Japan’s Debt Crisis 2:28 – Path of Least Resistance 3:45 – Realized vs Market Cap 5:32 – The Treasury Model 6:33 – Scaling to $3.25B 7:00 – Bitcoin as Reserve & Collateral 8:32 – Harvesting Volatility 9:41 – 85% of Japan’s Public BTC 10:52 – 216K Shareholders, $15T Market 12:18 – Why 2028 Matters 13:30 – A Global Template
Bitcoin For Corporations114,288 просмотров • 3 месяцев назад
📺 The Bitcoin For Corporations Show Episode 8 now live — hosted by Pierre Rochard Phong Le, CEO of Strategy, shares how MSTR became the world’s first Bitcoin-native public company—and why it’s more than just a software stock. From capital markets to balance sheet strategy, Phong lays out the new rules of valuation in the #Bitcoin era. 00:00 – Intro: How to Value a Bitcoin Treasury Company 01:28 – Phong Le on Strategy’s Bitcoin Thesis 04:45 – Why MSTR Isn’t Just a Tech Stock Anymore 08:12 – The Role of FASB Accounting in Bitcoin Adoption 11:39 – Capital Markets: Equity, Debt & Bitcoin 15:20 – Convertible Bonds & Leveraged Bitcoin Exposure 19:05 – What Investors Miss When Valuing MSTR 23:34 – How Institutions View Bitcoin 27:48 – Risks, Volatility, and Shareholder Expectations 32:15 – Bitcoin’s Role in Long-Term Corporate Strategy 36:20 – Advice for Other Bitcoin Treasury Companies 39:12 – Building a Bitcoin-Backed Capital Market 43:10 – Addressing Bitcoin Volatility 46:00 – Why STRF Is Gaining Market Traction 48:30 – Final Thoughts from Phong Le
Bitcoin For Corporations237,146 просмотров • 11 месяцев назад
📺 The Bitcoin For Corporations Show Episode 7 now live — hosted by Pierre Rochard Jesse Myers (Jesse Myers (Croesus 🔴)), Bitcoin Strategy Advisor at UTXO Management, breaks down the #Bitcoin treasury company model—and why firms like Strategy, MetaPlanet, and The Smarter Web Company may soon rival sovereigns. From intelligent leverage to perpetual preferreds, this episode unpacks the tools, trends, and tactics reshaping corporate finance in the #Bitcoin era. 00:00 – The Bitcoin treasury company model 01:20 – Jesse Myers' Bitcoin origin story 04:30 – Keynesian education vs. Bitcoin adoption 09:00 – Why institutions were late to Bitcoin 12:00 – What separates Strategy and MetaPlanet 16:00 – Corporate adoption tipping point 20:30 – Why Bitcoin is better than bonds 24:00 – Equity issuance vs. leverage 27:00 – Corporate balance sheet strength 30:00 – Why premium NAVs make sense 35:00 – The endgame: perpetual preferreds 38:00 – Competing with MicroStrategy 42:00 – Corporate capital market tools 45:00 – Global race for Bitcoin treasury dominance 48:00 – The future of Bitcoin-native infrastructure
Bitcoin For Corporations189,613 просмотров • 11 месяцев назад
📺 The Bitcoin For Corporations Show Episode 1 now live — hosted by Pierre Rochard If you’re a CFO, board member, or capital allocator—this is the signal you’ve been waiting for: 00:00 — The Bitcoin flywheel and long-term value creation 02:00 — Why return on invested capital is collapsing 08:50 — Bitcoin vs bonds, cash, and equities 14:50 — The case for Bitcoin’s volatility as strategic capital 21:45 — Why Bitcoin could hit $30M per coin 25:30 — MSTR, Metaplanet & corporate BTC accumulation trends 30:00 — Financial engineering: STRK, convertibles, and BTC yield 34:00 — Understanding mNAV and market-based valuation premiums 38:30 — Why corporate adoption is accelerating—and what’s next
Bitcoin For Corporations199,587 просмотров • 1 год назад
📺 The Bitcoin For Corporations Show Episode 17 now live — hosted by Pierre Rochard Pierre Rochard hosts Steven Lubka (Steven Lubka ☀️) of Nakamoto to discuss #Bitcoin treasury strategy, today’s shifting market cycle, and whether gold, fiscal dominance, and corporate adoption could spark a long-awaited super cycle. 00:00 – Intro: Different This Time 01:18 – Steven's Journey 03:25 – Nakamoto’s Playbook 07:43 – Global Opportunities 11:35 – Intelligent Leverage 18:30 – Dividends & Dilution 22:00 – Evolution of Treasury Cos 25:59 – Mining vs Treasury 30:32 – Beyond Treasury Cos 33:19 – Capitalization Rush 38:44 – Super Cycle? 46:02 – Altcoin Treasuries 56:05 – Wall St & DC Pushback 62:11 – Bitcoin vs Corporate Reality
Bitcoin For Corporations123,218 просмотров • 8 месяцев назад
📺 The Bitcoin For Corporations Show Episode 23 now live — hosted by Pierre Rochard Dylan LeClair and Phil Geiger of Metaplanet Inc. break down how Japan’s capital markets are being used to accumulate bitcoin, educate a massive domestic retail investor base, and capture trillions in idle, zero-interest household savings. 0:00 – Welcome & Mission 5:45 – Metaplanet Origin 12:30 – Capital Markets Strategy 21:15 – Japan’s Top Equity Issuer 28:45 – 220k+ Retail Shareholders 36:20 – Bitcoin Accumulation Engine 44:10 – Bitcoin Per Share Metric 51:30 – Saving vs Investing 57:00 – Market Skeptics vs Believers 1:02:15 – Global Outlook & Next Steps
Bitcoin For Corporations67,452 просмотров • 4 месяцев назад
📹 WATCH: Simon Gerovich, CEO of Metaplanet Inc., tells the story behind the world’s top-performing stock of 2024—and explains how they’re building a corporate finance engine rooted in #Bitcoin and designed for Japanese markets. What started as a quiet pivot in Tokyo is now the fastest-growing #Bitcoin treasury in the world. 📍Bitcoin For Corporations Symposium | #Bitcoin2025
Bitcoin For Corporations155,680 просмотров • 1 год назад
📺 The Bitcoin For Corporations Show Episode 16 now live — hosted by Pierre Rochard Strive merged with Semler Scientific just a week after going public—one of the fastest deals in market history. Pierre Rochard joins Strive’s Matt Cole and Jeff Walton to break down the mechanics of this landmark deal and its impact on the #Bitcoin treasury industry. 01:53 - Explaining The Semler Transaction 04:58 - Strategic Benefits & Market Access 12:13 - Equity Premium 19:01 - Leverage & Perpetual Preferreds 21:36 - Risk Management Framework 25:06 - Bitcoin Credit Ratings 33:39 - Credit Modeling & Financing 35:02 - Medical Device Vision 39:12 - Strive’s Operating Business 41:23 - Acquisition Pricing 44:59 - mNAV & Long-Term View 48:11 - Acquisition Premium vs. Bitcoin Strategy 50:34 - M&A Challenges in Bitcoin Treasuries 53:30 - Closing Remarks
Bitcoin For Corporations113,607 просмотров • 8 месяцев назад
"Eventually the Federal Reserve is going to use a Lightning Network." In this episode of the Bitcoin For Corporations Show, Shone Anstey 🇨🇦 ฿⚡ of $LQWD.NE joins Pierre Rochard to explain why the Lightning Network is the "trust protocol" the world has been waiting for. From the 90s internet playbook to the future of the machine economy, we dive into how Bitcoin is scaling to move money at the speed of intelligence. Watch it here: 📺
Bitcoin For Corporations18,164 просмотров • 1 месяц назад
"I want MSTR to stand for MONSTER." - @Saylor "We don't want to careen toward the future with an advantage. We want to create the digital credit instruments that are 2x-4x better than everything in a $300T market, and we want to EAT THE WORLD."
Bitcoin For Corporations78,739 просмотров • 7 месяцев назад
📹 WATCH: Metaplanet CEO @Gerovich shares the full story behind one of the most radical pivots in corporate history. “From Hotelier to Hodler” — the journey to becoming Asia’s leading #Bitcoin treasury company. Presented at Bitcoin For Corporations | Strategy World 2025:
Bitcoin For Corporations103,407 просмотров • 1 год назад
📺 The Bitcoin For Corporations Show Episode 4 now live — hosted by Pierre Rochard Eric Semler, Chairman of Semler Scientific, shares how his public company went from near-dead to Bitcoin-forward—becoming one of the most aggressive BTC buyers on the market. 00:00 — Bitcoin vs. gold: Semler’s thesis 01:00 — From hedge fund to Bitcoin conviction 06:00 — Media bias & institutional hesitance 12:00 — Why Semler chose BTC over M&A 20:00 — Boardroom resistance to Bitcoin 30:00 — How to orange-pill a corporate board 38:00 — BTC vs. cost of capital 50:00 — Why BTC stocks trade at a premium
Bitcoin For Corporations93,575 просмотров • 1 год назад