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Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s...

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Matt Cole

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335,747 Aufrufe • vor 2 Monaten

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Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support

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262,452 Aufrufe • vor 2 Monaten

📺 The Bitcoin For Corporations Show Episode 25 now live — hosted by Pierre Rochard Spencer Nichols (Spencer Nichols) and Pierre break down Strategy’s latest earnings call and explain why its #Bitcoin-backed digital credit products may redefine corporate finance. 00:00 – Why Strategy’s Digital Credit Is the Real Product 05:00 – Bear-Market Stress Testing Without Margin Calls 10:00 – Bank Credit vs Non-Bank Credit Explained 15:00 – Bitcoin-Backed Lending and Institutional Demand 20:00 – STRC vs Bitcoin: Volatility and Yield 25:00 – Who These Products Are Actually For 30:00 – Ideology vs Adoption in Bitcoin Finance 35:00 – Strategy’s Plan to Increase Bitcoin Per Share 40:00 – Rates, Liquidity, and the AI Macro Backdrop 45:00 – Quantum Risk, Consensus, and “Don’t Panic” 50:00 – Security, Governance, and Bitcoin’s Upgrade Path 55:00 – What This Means for Bitcoin’s Financial Future 01:00:00 – Final Thoughts on Credit, Volatility, and Adoption
1:15:35

📺 The Bitcoin For Corporations Show Episode 25 now live — hosted by Pierre Rochard Spencer Nichols (Spencer Nichols) and Pierre break down Strategy’s latest earnings call and explain why its #Bitcoin-backed digital credit products may redefine corporate finance. 00:00 – Why Strategy’s Digital Credit Is the Real Product 05:00 – Bear-Market Stress Testing Without Margin Calls 10:00 – Bank Credit vs Non-Bank Credit Explained 15:00 – Bitcoin-Backed Lending and Institutional Demand 20:00 – STRC vs Bitcoin: Volatility and Yield 25:00 – Who These Products Are Actually For 30:00 – Ideology vs Adoption in Bitcoin Finance 35:00 – Strategy’s Plan to Increase Bitcoin Per Share 40:00 – Rates, Liquidity, and the AI Macro Backdrop 45:00 – Quantum Risk, Consensus, and “Don’t Panic” 50:00 – Security, Governance, and Bitcoin’s Upgrade Path 55:00 – What This Means for Bitcoin’s Financial Future 01:00:00 – Final Thoughts on Credit, Volatility, and Adoption

Bitcoin For Corporations

17,702 Aufrufe • vor 6 Monaten

📺 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
44:45

📺 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 Corporations

186,546 Aufrufe • vor 4 Monaten

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇
1:05:54

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇

One Chair

26,877 Aufrufe • vor 3 Monaten

How does Strategy navigate a challenging Bitcoin market, return $STRC to par, and continue compounding Bitcoin per share? In our Q2 earnings call, we laid out the strategy, reviewed our financial position and capital-management framework, and answered questions from equity analysts and industry experts. Prepared Remarks 00:00:00 - Welcome 00:01:20 - 843,775 BTC, 203,683 sats per share, $17B raised year to date, and Strategy’s position as the largest institutional holder of Bitcoin 00:03:27 - Q2 balance sheet: $49.7B of digital assets, $3.75B current USD reserve, lower debt, higher preferred equity, and strong stress-case coverage 00:08:57 - Bitcoin KPIs: 4.5% BTC Yield, 29,997 BTC Gain, and ~3.6x growth in Bitcoin per share since 2020 00:12:47 - Q2 execution: higher Bitcoin holdings, lower debt, larger USD reserves, stronger Bitcoin per share, and active capital management 00:15:03 - Strategy as a net buyer of Bitcoin and net issuer of Digital Credit: 48x more BTC bought than sold and 300x more Digital Credit issued than repurchased 00:18:47 - Returning $STRC to $99–$100 through USD reserves, Bitcoin monetization, repurchases, dividend management, and disciplined issuance 00:24:50 - Bitcoin liquidity: why Strategy’s bitcoin purchases and sales are not material to overall Bitcoin trading volume 00:33:03 - Bitcoin as Digital Capital: website metrics, the 200-week moving average, current headwinds, Bitcoin Dominance, banking adoption, and security coordination 00:44:08 - $STRC as flagship Digital Credit: liquidity, lower volatility, market depth, yield, investor base, path to par, and updated credit metrics 01:05:04 - Equity framework: hurdle rate, breakeven rate, floor rate, market skepticism, $MSTR outperformance, franchise advantages, and Strategy’s long-term ambition Q&A 01:19:31 - Why Bitcoin-backed borrowing is not currently the preferred path to build USD reserves 01:23:11 - Why Strategy is consolidating around $STRC instead of creating more instruments or selling volatility 01:40:37 - Equitizing, repaying, or refinancing convertible debt 01:43:18 - Covered calls, cash-secured puts, Digital Credit, Bitcoin as money, and marketing products to the 99% outside Bitcoin 01:59:22 - USD reserve minimums and the path to $STRC trading at par 02:00:55 - Amplification, USD/BTC reserve mix, and countercyclical capital management 02:12:04 - Why Strategy does not intend to issue $STRC below par 02:20:34 - Lessons from 2022 and 2026, tokenized securities, Digital Money, and the June 26 $STRC dislocation 02:34:54 - Closing remarks
2:35:11

How does Strategy navigate a challenging Bitcoin market, return $STRC to par, and continue compounding Bitcoin per share? In our Q2 earnings call, we laid out the strategy, reviewed our financial position and capital-management framework, and answered questions from equity analysts and industry experts. Prepared Remarks 00:00:00 - Welcome 00:01:20 - 843,775 BTC, 203,683 sats per share, $17B raised year to date, and Strategy’s position as the largest institutional holder of Bitcoin 00:03:27 - Q2 balance sheet: $49.7B of digital assets, $3.75B current USD reserve, lower debt, higher preferred equity, and strong stress-case coverage 00:08:57 - Bitcoin KPIs: 4.5% BTC Yield, 29,997 BTC Gain, and ~3.6x growth in Bitcoin per share since 2020 00:12:47 - Q2 execution: higher Bitcoin holdings, lower debt, larger USD reserves, stronger Bitcoin per share, and active capital management 00:15:03 - Strategy as a net buyer of Bitcoin and net issuer of Digital Credit: 48x more BTC bought than sold and 300x more Digital Credit issued than repurchased 00:18:47 - Returning $STRC to $99–$100 through USD reserves, Bitcoin monetization, repurchases, dividend management, and disciplined issuance 00:24:50 - Bitcoin liquidity: why Strategy’s bitcoin purchases and sales are not material to overall Bitcoin trading volume 00:33:03 - Bitcoin as Digital Capital: website metrics, the 200-week moving average, current headwinds, Bitcoin Dominance, banking adoption, and security coordination 00:44:08 - $STRC as flagship Digital Credit: liquidity, lower volatility, market depth, yield, investor base, path to par, and updated credit metrics 01:05:04 - Equity framework: hurdle rate, breakeven rate, floor rate, market skepticism, $MSTR outperformance, franchise advantages, and Strategy’s long-term ambition Q&A 01:19:31 - Why Bitcoin-backed borrowing is not currently the preferred path to build USD reserves 01:23:11 - Why Strategy is consolidating around $STRC instead of creating more instruments or selling volatility 01:40:37 - Equitizing, repaying, or refinancing convertible debt 01:43:18 - Covered calls, cash-secured puts, Digital Credit, Bitcoin as money, and marketing products to the 99% outside Bitcoin 01:59:22 - USD reserve minimums and the path to $STRC trading at par 02:00:55 - Amplification, USD/BTC reserve mix, and countercyclical capital management 02:12:04 - Why Strategy does not intend to issue $STRC below par 02:20:34 - Lessons from 2022 and 2026, tokenized securities, Digital Money, and the June 26 $STRC dislocation 02:34:54 - Closing remarks

Michael Saylor

323,285 Aufrufe • vor 20 Tagen

My latest thoughts on $BTC, $STRC, and $MSTR with 邦妮區塊鏈 Bonnie Blockchain and David Lin at Consensus 2026. 0:00 - Strategy’s Bitcoin sale controversy 0:36 - Why Strategy may sell Bitcoin 3:12 - “Never sell your Bitcoin” explained 4:40 - How Strategy buys more Bitcoin than it sells 6:33 - Michael Saylor’s Bitcoin accumulation philosophy 8:04 - Using Bitcoin liquidity and market arbitrage 11:14 - Responding to Ponzi scheme criticism 13:32 - STRC trading patterns and Bitcoin buying 15:05 - What really drives Bitcoin’s price 17:58 - Bitcoin, macro risks, and Fed policy 19:43 - Bitcoin as digital capital and digital credit 21:52 - Strategy’s dominance in preferred stock issuance 23:09 - AI, digital credit, and Bitcoin’s future 24:36 - Saylor’s childhood inspiration and MIT story
26:39

My latest thoughts on $BTC, $STRC, and $MSTR with 邦妮區塊鏈 Bonnie Blockchain and David Lin at Consensus 2026. 0:00 - Strategy’s Bitcoin sale controversy 0:36 - Why Strategy may sell Bitcoin 3:12 - “Never sell your Bitcoin” explained 4:40 - How Strategy buys more Bitcoin than it sells 6:33 - Michael Saylor’s Bitcoin accumulation philosophy 8:04 - Using Bitcoin liquidity and market arbitrage 11:14 - Responding to Ponzi scheme criticism 13:32 - STRC trading patterns and Bitcoin buying 15:05 - What really drives Bitcoin’s price 17:58 - Bitcoin, macro risks, and Fed policy 19:43 - Bitcoin as digital capital and digital credit 21:52 - Strategy’s dominance in preferred stock issuance 23:09 - AI, digital credit, and Bitcoin’s future 24:36 - Saylor’s childhood inspiration and MIT story

Michael Saylor

418,709 Aufrufe • vor 3 Monaten

A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC
1:07:50

A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC

Matt Cole

103,634 Aufrufe • vor 1 Monat