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📺 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...

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Bitcoin For Corporations

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114,288 görüntüleme • 6 ay önce •via X (Twitter)

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📺 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
1:04:04

📺 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 Corporations

67,452 görüntüleme • 8 ay önce

Most people still think Metaplanet $MPJPY $MTPLF is just "Japan's" $MSTR. They're missing the bigger picture. Metaplanet isn't copying Strategy. It's building a global Bitcoin capital machine that could become impossible to compete with. In this conversation with THE BITCOIN PHARAOH, we discuss: • Why Metaplanet's strategy is fundamentally different • The hidden advantage of operating in Japan • What $STRC and $SATA taught every Bitcoin treasury • Why cash-flow businesses may be the next evolution of Bitcoin treasury companies • Why Strive $ASST is emerging as a serious contender • What Metaplanet could become in a Bitcoin standard 00:00 Introduction: The BTCPharaoh's Bitcoin Journey 07:09 Why Metaplanet Is Different From Every Other Bitcoin Treasury 11:03 Mercury & Mars: The Next Bitcoin Financial Products? 11:52 What Metaplanet Learned From Strategy's STRC Depeg 15:26 Will Bitcoin Preferred Shares Become Truly Stable? 19:05 Is Metaplanet About to Launch a U.S. Preferred Stock? 20:57 Why Japan Gives Metaplanet a Massive Advantage 22:47 The "Double Carry Trade" That Could Supercharge Bitcoin Buying 26:34 Why Metaplanet Isn't Just Copying Strategy 29:39 Simon Gerovich's Long-Term Vision Is Finally Making Sense 30:12 Will Metaplanet Build Bitcoin Infrastructure Beyond Finance? 32:27 Why the New Board Members Could Change Everything 34:08 Why Less Communication Might Actually Be Bullish 37:56 The One Question He Would Ask Simon Gerovich 39:45 Is NAKA a Hidden Opportunity... or a Value Trap? 45:01 The Most Underrated Bitcoin Treasury Company Right Now 47:55 Europe Could Be the Next Bitcoin Treasury Battleground 48:40 Bitcoin Price Outlook: Bull Market or Bear Market? 50:55 The Biggest Mistake Bitcoin Investors Keep Making 52:19 Where to Follow TheBTCPharaoh Watch the full episode 👇
53:26

Most people still think Metaplanet $MPJPY $MTPLF is just "Japan's" $MSTR. They're missing the bigger picture. Metaplanet isn't copying Strategy. It's building a global Bitcoin capital machine that could become impossible to compete with. In this conversation with THE BITCOIN PHARAOH, we discuss: • Why Metaplanet's strategy is fundamentally different • The hidden advantage of operating in Japan • What $STRC and $SATA taught every Bitcoin treasury • Why cash-flow businesses may be the next evolution of Bitcoin treasury companies • Why Strive $ASST is emerging as a serious contender • What Metaplanet could become in a Bitcoin standard 00:00 Introduction: The BTCPharaoh's Bitcoin Journey 07:09 Why Metaplanet Is Different From Every Other Bitcoin Treasury 11:03 Mercury & Mars: The Next Bitcoin Financial Products? 11:52 What Metaplanet Learned From Strategy's STRC Depeg 15:26 Will Bitcoin Preferred Shares Become Truly Stable? 19:05 Is Metaplanet About to Launch a U.S. Preferred Stock? 20:57 Why Japan Gives Metaplanet a Massive Advantage 22:47 The "Double Carry Trade" That Could Supercharge Bitcoin Buying 26:34 Why Metaplanet Isn't Just Copying Strategy 29:39 Simon Gerovich's Long-Term Vision Is Finally Making Sense 30:12 Will Metaplanet Build Bitcoin Infrastructure Beyond Finance? 32:27 Why the New Board Members Could Change Everything 34:08 Why Less Communication Might Actually Be Bullish 37:56 The One Question He Would Ask Simon Gerovich 39:45 Is NAKA a Hidden Opportunity... or a Value Trap? 45:01 The Most Underrated Bitcoin Treasury Company Right Now 47:55 Europe Could Be the Next Bitcoin Treasury Battleground 48:40 Bitcoin Price Outlook: Bull Market or Bear Market? 50:55 The Biggest Mistake Bitcoin Investors Keep Making 52:19 Where to Follow TheBTCPharaoh Watch the full episode 👇

One Chair

88,315 görüntüleme • 3 ay önce

🔥HOW STRATEGY, METAPLANET, AND STRIVE WILL BRING US $1,000,000 BITCOIN🔥 A new financial engine is live and it’s about to pull Bitcoin into the seven-figure range. This is not a hype cycle. It’s a capital flow inevitability. In this presentation, I break down the reflexive flywheel powering Strategy, Metaplanet, and Strive,three public companies using Bitcoin-backed preferred equity to convert fixed-income capital into relentless BTC demand. Topics Covered: How the STRC/ATM flywheel amplifies every $1 of equity into $1.33 of Bitcoin Why global allocators will flee 0–4% bonds for 11% yield backed by BTC How just 0.5% of the $153T bond market creates a $765B inflow Why post-2028 halving leaves only 82k BTC/year… vs 376k BTC/year in corporate absorption Why $1 million per BTC is the mathematical clearing price. The bond market is 150× larger than Bitcoin. The flywheel already operates across continents. PRICE IS THE FINAL VARIABLE:
22:04

🔥HOW STRATEGY, METAPLANET, AND STRIVE WILL BRING US $1,000,000 BITCOIN🔥 A new financial engine is live and it’s about to pull Bitcoin into the seven-figure range. This is not a hype cycle. It’s a capital flow inevitability. In this presentation, I break down the reflexive flywheel powering Strategy, Metaplanet, and Strive,three public companies using Bitcoin-backed preferred equity to convert fixed-income capital into relentless BTC demand. Topics Covered: How the STRC/ATM flywheel amplifies every $1 of equity into $1.33 of Bitcoin Why global allocators will flee 0–4% bonds for 11% yield backed by BTC How just 0.5% of the $153T bond market creates a $765B inflow Why post-2028 halving leaves only 82k BTC/year… vs 376k BTC/year in corporate absorption Why $1 million per BTC is the mathematical clearing price. The bond market is 150× larger than Bitcoin. The flywheel already operates across continents. PRICE IS THE FINAL VARIABLE:

Adam Livingston

19,163 görüntüleme • 8 ay önce

I had the chance to sit down with VanEck's matthew sigel, recovering CFA to discuss Bitcoin's price, the potential of a U.S. Strategic Bitcoin Reserve, institutional adoption, ETFs, emerging market adoption and more. We break down his forecast of $180k Bitcoin in 2025, $450k next cycle, and $3 million/coin in the decades to come. Timecodes: 00:00 Bitcoin price performance 1:18 Institutional adoption of Bitcoin and crypto 4:17 Bitcoin ETF success 5:37 Generating institutional interest and adoption 8:26 Chances of Strategic Bitcoin Reserve 9:52 Bitcoin Act 10:23 Bitcoin vs. Gold 13:13 Bitcoin in El Salvador, other emerging countries 17:05 Bitcoin acceptance requirement 18:44 Companies, miners buying more Bitcoin 24:57 JPMorgan HODL Premium 26:11 Bitcoin on balance sheets 29:25 Traditional vs. revolutionary 32:24 Protecting self-custody 33:53 What will Bitcoin price be in 2025? 37:45 Can Bitcoin reach $1m in next 2 years? 38:45 Demonetizing gold 40:38 Nuclear ETF 43:17 Matthew's career story
48:30

I had the chance to sit down with VanEck's matthew sigel, recovering CFA to discuss Bitcoin's price, the potential of a U.S. Strategic Bitcoin Reserve, institutional adoption, ETFs, emerging market adoption and more. We break down his forecast of $180k Bitcoin in 2025, $450k next cycle, and $3 million/coin in the decades to come. Timecodes: 00:00 Bitcoin price performance 1:18 Institutional adoption of Bitcoin and crypto 4:17 Bitcoin ETF success 5:37 Generating institutional interest and adoption 8:26 Chances of Strategic Bitcoin Reserve 9:52 Bitcoin Act 10:23 Bitcoin vs. Gold 13:13 Bitcoin in El Salvador, other emerging countries 17:05 Bitcoin acceptance requirement 18:44 Companies, miners buying more Bitcoin 24:57 JPMorgan HODL Premium 26:11 Bitcoin on balance sheets 29:25 Traditional vs. revolutionary 32:24 Protecting self-custody 33:53 What will Bitcoin price be in 2025? 37:45 Can Bitcoin reach $1m in next 2 years? 38:45 Demonetizing gold 40:38 Nuclear ETF 43:17 Matthew's career story

Natalie Brunell ⚡️

95,030 görüntüleme • 1 yıl önce

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital
38:38

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital

Tim Kotzman

25,225 görüntüleme • 2 ay önce

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up
57:21

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

Michael Saylor

484,592 görüntüleme • 1 yıl önce

The Weekly Wreckoning in 8 minutes: 0:00 Strategy buys back STRC without selling BTC 1:24 SafePal breach exposes 40,000 customers 1:52 Self custody chaos as a bottom signal 2:33 Crowded futures market sets up the squeeze 3:19 Metaplanet spins up another treasury vehicle 3:58 SEC proposes first major crypto rule 5:26 Four year safe harbor, $5M raise cap 6:11 VanEck counts 8 of 12 capitulation signals 6:36 Bessent doubles buybacks, BTC takes off 7:30 Record $3B short squeeze as BTC tops $71K 7:45 Trump talks reserve and Hyperliquid onshore
8:27

The Weekly Wreckoning in 8 minutes: 0:00 Strategy buys back STRC without selling BTC 1:24 SafePal breach exposes 40,000 customers 1:52 Self custody chaos as a bottom signal 2:33 Crowded futures market sets up the squeeze 3:19 Metaplanet spins up another treasury vehicle 3:58 SEC proposes first major crypto rule 5:26 Four year safe harbor, $5M raise cap 6:11 VanEck counts 8 of 12 capitulation signals 6:36 Bessent doubles buybacks, BTC takes off 7:30 Record $3B short squeeze as BTC tops $71K 7:45 Trump talks reserve and Hyperliquid onshore

The Wolf Of All Streets

25,588 görüntüleme • 1 ay önce

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

328,583 görüntüleme • 1 ay önce

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 görüntüleme • 4 ay önce

I sat down with Jeff Park (Jeff Park) to go on a macro global tour — from Argentina to China to London and back to the U.S. — breaking down what’s happening in different economies. We cover why the US dollar, gold, bitcoin, and global swap lines all matter right now. We also discuss market sentiment, bitcoin’s recent price action compared to gold, and whether investors should actually be worried. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:05 - Argentina’s economy and dollar swap lines 7:19 - Why the US is buying pesos before bitcoin 10:51 - Bitcoin as a strategic reserve asset 12:45 - China’s trade war and capital flows 17:49 - Lessons from the Bank of England and gold’s staying power 23:11 - How bitcoin could follow gold’s path 27:09 - Founding of America and monetary history 30:43 - Market sentiment and crypto disappointment 32:53 - Bitcoin adoption and trade-offs
40:58

I sat down with Jeff Park (Jeff Park) to go on a macro global tour — from Argentina to China to London and back to the U.S. — breaking down what’s happening in different economies. We cover why the US dollar, gold, bitcoin, and global swap lines all matter right now. We also discuss market sentiment, bitcoin’s recent price action compared to gold, and whether investors should actually be worried. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:05 - Argentina’s economy and dollar swap lines 7:19 - Why the US is buying pesos before bitcoin 10:51 - Bitcoin as a strategic reserve asset 12:45 - China’s trade war and capital flows 17:49 - Lessons from the Bank of England and gold’s staying power 23:11 - How bitcoin could follow gold’s path 27:09 - Founding of America and monetary history 30:43 - Market sentiment and crypto disappointment 32:53 - Bitcoin adoption and trade-offs

Anthony Pompliano 🌪

52,702 görüntüleme • 11 ay önce

The hardest thing in business is not seeing the future. It is surviving long enough to build it. My fireside chat with Julian Liniger at BTC Prague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products. Full interview below. 00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity 00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown 01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B 10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network 12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network 16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem 20:30 - Focus, endurance, and the danger of dilutive distractions 32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield 33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products 34:57 - Digital Money: 6–8% yield in major currencies with no volatility 38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products 48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity 59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market 01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy 01:07:58 - Strategy as the extension of the Bitcoin network into the free market system
1:09:33

The hardest thing in business is not seeing the future. It is surviving long enough to build it. My fireside chat with Julian Liniger at BTC Prague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products. Full interview below. 00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity 00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown 01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B 10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network 12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network 16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem 20:30 - Focus, endurance, and the danger of dilutive distractions 32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield 33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products 34:57 - Digital Money: 6–8% yield in major currencies with no volatility 38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products 48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity 59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market 01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy 01:07:58 - Strategy as the extension of the Bitcoin network into the free market system

Michael Saylor

337,486 görüntüleme • 3 ay önce

I sat down with Jay Jacobs to break down the impact of the bitcoin ETFs on adoption, why bitcoin's volatility has compressed, and how institutions and everyday investors are approaching digital assets today. We also dig into AI as a macro market force, the entire AI value chain from power to chips to data centers, and where the ETF industry goes from here. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Bitcoin ETF's real impact on adoption 3:18 - Why bitcoin's volatility has compressed 6:57 - BlackRock's bitcoin & crypto product strategy 9:13 - In-kind redemptions & borrowing against bitcoin 11:18 - AI as a macro factor & the AI value chain 22:36 - Active vs. passive investing in AI & crypto 26:29 - The rise of independent investors 28:13 - ETFs vs. mutual funds 32:05 - Inside BlackRock's ETF playbook 41:43 - Long-term investing & the generational shift in bitcoin and AI
50:38

I sat down with Jay Jacobs to break down the impact of the bitcoin ETFs on adoption, why bitcoin's volatility has compressed, and how institutions and everyday investors are approaching digital assets today. We also dig into AI as a macro market force, the entire AI value chain from power to chips to data centers, and where the ETF industry goes from here. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Bitcoin ETF's real impact on adoption 3:18 - Why bitcoin's volatility has compressed 6:57 - BlackRock's bitcoin & crypto product strategy 9:13 - In-kind redemptions & borrowing against bitcoin 11:18 - AI as a macro factor & the AI value chain 22:36 - Active vs. passive investing in AI & crypto 26:29 - The rise of independent investors 28:13 - ETFs vs. mutual funds 32:05 - Inside BlackRock's ETF playbook 41:43 - Long-term investing & the generational shift in bitcoin and AI

Anthony Pompliano 🌪

60,133 görüntüleme • 8 gün önce

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant
40:09

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

Michaël van de Poppe

530,624 görüntüleme • 2 ay önce

BITCOIN RAILS #55: WHAT HAPPENED TO BITCOIN TREASURY COMPANIES? | with David Bailey🇵🇷 $2.0mm/btc is the floor & Brandon 🔗 YOUTUBE: 🌿 SPOTIFY: This most recent bull market was inarguably defined by one dominant narrative: the rise of Bitcoin treasury companies and their dramatic retracement as crypto "DATs" flooded markets. David Bailey🇵🇷 $2.0mm/btc is the floor — former CEO of Bitcoin Inc. (Bitcoin Magazine bitcoin conference) — raised $760M for treasury company Nakamoto, which catapulted to a peak valuation of 33X MNAV before sliding down below MNAV after a seeming burst in treasury mania last year. David joins me and the newly appointed CEO of Bitcoin Inc. Brandon, to share the history of one of the most influential companies in Bitcoin history (Bitcoin Inc.), how their treasury play changed everything, and what we can expect from Bitcoin treasury companies moving through 2026 and beyond. In this episode, the three of us discuss: - The history of Bitcoin Inc., and the rise of Bitcoin Magazine and Bitcoin Conference empire. - The role of UTXO Management (VC and trading fund) in the team's strategy over time - How the fund’s entry into Metaplanet Inc. and their subsequent seeding of nearly a dozen Bitcoin Treasury companies since - The rise of Nakamoto and its subsequent 99% slide in price from ATHs - How David sees the Treasury thesis playing out from here… and projected winners and losers when/if these companies rebound. This episode of Bitcoin Rails is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC20 data aggregation and indexing. - Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. - Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 00:00 Intro 01:45 Hit Pieces and Psyop Jokes 05:53 David Bailey Origin Story 12:24 Buying Bitcoin Magazine 15:18 Early Spam “Wars” 19:55 BM Experimentation Phase 26:33 Defining What “Bitcoin Only” Means 32:39 What Being a Bitcoin Maxi Means 34:47 Bitcoin L2 Over Altchains 37:00 Why Securities Matter 41:23 Going Bitcoin Only 46:47 Bitcoin Conference Explosion 54:10 UTXO Bets And Treasury Wave 01:12:10 Seeding Treasury Startups 01:15:44 Taking Nakamoto Public 01:32:51 Treasury Thesis Future Products
1:49:49

BITCOIN RAILS #55: WHAT HAPPENED TO BITCOIN TREASURY COMPANIES? | with David Bailey🇵🇷 $2.0mm/btc is the floor & Brandon 🔗 YOUTUBE: 🌿 SPOTIFY: This most recent bull market was inarguably defined by one dominant narrative: the rise of Bitcoin treasury companies and their dramatic retracement as crypto "DATs" flooded markets. David Bailey🇵🇷 $2.0mm/btc is the floor — former CEO of Bitcoin Inc. (Bitcoin Magazine bitcoin conference) — raised $760M for treasury company Nakamoto, which catapulted to a peak valuation of 33X MNAV before sliding down below MNAV after a seeming burst in treasury mania last year. David joins me and the newly appointed CEO of Bitcoin Inc. Brandon, to share the history of one of the most influential companies in Bitcoin history (Bitcoin Inc.), how their treasury play changed everything, and what we can expect from Bitcoin treasury companies moving through 2026 and beyond. In this episode, the three of us discuss: - The history of Bitcoin Inc., and the rise of Bitcoin Magazine and Bitcoin Conference empire. - The role of UTXO Management (VC and trading fund) in the team's strategy over time - How the fund’s entry into Metaplanet Inc. and their subsequent seeding of nearly a dozen Bitcoin Treasury companies since - The rise of Nakamoto and its subsequent 99% slide in price from ATHs - How David sees the Treasury thesis playing out from here… and projected winners and losers when/if these companies rebound. This episode of Bitcoin Rails is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC20 data aggregation and indexing. - Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. - Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 00:00 Intro 01:45 Hit Pieces and Psyop Jokes 05:53 David Bailey Origin Story 12:24 Buying Bitcoin Magazine 15:18 Early Spam “Wars” 19:55 BM Experimentation Phase 26:33 Defining What “Bitcoin Only” Means 32:39 What Being a Bitcoin Maxi Means 34:47 Bitcoin L2 Over Altchains 37:00 Why Securities Matter 41:23 Going Bitcoin Only 46:47 Bitcoin Conference Explosion 54:10 UTXO Bets And Treasury Wave 01:12:10 Seeding Treasury Startups 01:15:44 Taking Nakamoto Public 01:32:51 Treasury Thesis Future Products

Isabel Foxen Duke⚡️

35,495 görüntüleme • 6 ay önce