Explore every episode of the podcast The Bitcoin Treasury Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Wealth Manager Exposes Why Wall Street Still Can't Talk About Bitcoin (But Saylor Proved Them Wrong) | 17 Feb 2026 | 00:33:09 | |
Wealth manager Matt Golliher called Bitcoin "digital Beanie babies" in 2017. Today he's co-founded Orange Horizon Wealth and has the MAJORITY of his clients off zero. Here's what changed his mind. In this Bitcoin Treasuries exclusive, the partner at Vista Investment Partners and co-founder of Orange Horizon Wealth reveals: ✅ Why he was WRONG to dismiss Bitcoin as "digital Beanie Babies" in 2017 (Saylor changed everything) 💰 The "Price of Tomorrow" framework that breaks through advisor skepticism 📊 Why MAJORITY of Vista clients now have Bitcoin allocations 🎯 The career risk reality: Why advisors at top firms still won't touch Bitcoin in 2026 ⚡ Two categories every Bitcoiner needs: Savings vehicle vs portfolio enhancer 🚨 Why baby boomers sometimes get Bitcoin FASTER than millennials 💎 The estate planning question every 7-figure Bitcoiner must answer | |||
| Bitcoin Crashes 50%: Treasury Companies Fight Back | Roundtable Ep.1 w/ Pierre Rochard & Alexandre Laizet | 12 Feb 2026 | 00:37:42 | |
"Bitcoin Treasury Companies Are DEAD." | Pierre Rochard & Alexandre Laizet Fight Back Bitcoin dropped 50% and the consensus says Bitcoin treasury companies are dead. Pierre Rochard (Director at Strive) and Alexandre Laizet (Director at Capital B) reveal what's actually happening behind the scenes during treasury companies' first major bear market since the sector exploded. In this inaugural Bitcoin Treasuries Roundtable episode, Pierre and Alexandre break down: ✅ Why MSTR already survived a worse bear market in 2022 (and what changed) ✅ The real reason Bitcoin fell while gold and Nvidia soared ✅ How Saylor accumulated 276% of mined supply in 2025 ✅ Why banks still can't hold Bitcoin (and the Fed rule that needs to change) ✅ The crypto industry meltdown nobody's talking about ✅ Why stablecoins killed Ethereum's investment thesis overnight ✅ What "investment grade STRETCH" would mean for institutional capital ✅ The speculative attacks theory: Why there will be multiple waves, not one
🎙️ Featured Panelists: Pierre Rochard - CEO of Bitcoin Bond Company, Director at Strive, Bitcoin OG and longtime podcaster. Follow Pierre: https://x.com/@BitcoinPierre Alexandre Laizet - Director at Capital B (Europe's first Bitcoin treasury company). Follow Alexandre: https://x.com/@AlexandreLaizet 🤝 SUPPORT OUR SHOW: COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout!
🔗 Resources: 🔔 Follow Bitcoin Treasuries: https://x.com/@BTCtreasuries 🔔 Follow Tyler: https://x.com/@TylerCompiler 🔔 Subscribe for weekly roundtables: https://youtube.com/@BitcoinTreasuriesNet 📧 Questions/Feedback: roundtable@bitcointreasuries.net
🎬 About the Show: The Bitcoin Treasuries Roundtable brings together executives, investors, and industry leaders navigating the Bitcoin treasury company revolution. Hosted by Tyler Rowe, Head of Video at BitcoinTreasuries.net. We analyze corporate Bitcoin adoption strategies, market dynamics, and institutional capital flows.
⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Markets are volatile. Always do your own research. | |||
| STRC: Saylor's Bitcoin Play Wall Street Is Desperate to Own | 11 Feb 2026 | 00:53:36 | |
Tyler Rowe sits down with professional options trader Soleil to explore why MicroStrategy's STRC preferreds are revolutionizing Bitcoin exposure—and why $8 trillion in money market capital can't access them yet. They break down the mechanics of Bitcoin digital credit (STRC, SATA), explain how covered call strategies work on volatile treasury stocks, and reveal the institutional barriers keeping financial advisors from allocating client funds to 11% yielding Bitcoin preferreds. Plus: the Saylor vs What Bitcoin Did debate on "pure play" companies, amplification ratio management, and why the shift from convertible bonds to preferreds was necessary for responsible leverage. Learn how options traders are navigating MSTR volatility, what the Strive reverse split means for premiums, and why Bitcoin treasury companies have permanent structural advantages over 99% of traditional equities. Featured: Soleil (https://x.com/@nithusezni) - Orange Pill Investor, True North analyst Follow the show:
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| The Power Law Projects $500K Bitcoin By 2030 — Here's The Math | 26 May 2026 | 01:14:06 | |
Matthew Mezinskis has been tracking Bitcoin's power law and global monetary base since 2018. He's back with a chart showing 90% of all Bitcoin price history is higher than today — and another showing exactly when Saylor's 10% interest model hits a mathematical wall. He covers the power law end-of-year range ($85K–$185K), why the four year cycle may finally break in 2025, why nation state adoption fireworks start around 2035, and the biggest long-term risk no one is talking about — institutions centralizing enough BTC to fork regular holders off the network. Follow Matthew: https://twitter.com/@1basemoney | https://porkopolis.io CHAPTERS: 00:00 Cold Open 00:43 Did Bitcoin's Four-Year Cycle Die? 10:08 BTC Power Law Chart 16:54 Schelling Points In Bitcoin 24:50 Bitcoin Supply Shock 36:05 Bitcoin's Next Cycle Catalyst 44:54 Bitcoin's Role In USD Hegemony 52:37 Michael Saylor's Gambit 1:04:41 Economic Node Centralization Threat 1:13:20 Where To Follow Matthew Mezinskis 1:13:41 Stay Orange 🏛️ Institutional custody & OTC at bit.ly/bitGo 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 💼 Bitcoin executive recruitment at bit.ly/XCEio ⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. | |||
| Wall Street Veteran: Saylor Has The Largest Preferred Structure On The Planet — And Nobody Talks About It | 12 May 2026 | 00:48:05 | |
Mark Connors sat behind Michael Lewis at Salomon Brothers in 1986 as Liar's Poker was being written. Forty years later, as founder of Risk Dimensions and former Global Head of Risk at Credit Suisse, he's concluded there are no levers left to pull in the fiat system — and Bitcoin is terra firma. He breaks down why Kevin Warsh won't fix the Fed, why the SLR repeal is the real story, why Powell's rate hike campaign was indefensible from a risk management perspective, why a 3% Bitcoin allocation increases 60-40 portfolio returns by 35% with lower downside deviation, and why STRC could trade at 4.5% as Bitcoin mining decentralizes further — unlocking a tidal wave of institutional capital. TIMESTAMPS: 00:00 Cold Open 00:41 Mark's Story — Salomon Brothers & Liar's Poker 03:41 Kevin Warsh, The Fed & The SLR Repeal 10:22 Hedge Funds, Foreign Demand & Treasury Auction Risk 14:08 Bessent, Short-End Financing & The Debt Treadmill 16:52 Glass-Steagall's Repeal — The Moment Everything Changed 20:00 SVB, Powell's Rate Jihad & Unpriced Risk 29:53 Institutional Adoption of Bitcoin 35:02 Evaluating Digital Credit Strategies 43:07 Sovereign Bitcoin Reserves & The Game Theory 46:56 Resources & Stay Orange Follow Mark: https://riskdimensions.io Substack: The Macro Case For Bitcoin | Podcast: The New Barbarians Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. | |||
| STRC Hit $5 Billion — And The Companies Buying It Aren't Who You'd Expect | 03 Apr 2026 | 01:03:48 | |
OranjeBTC holds 3,700+ Bitcoin and is the largest Bitcoin treasury company in all of Latin America. Gui Gomes and Sam Callahan join Alexandre Laizet and Tyler Rowe to break down why MARA's Bitcoin sale was a mistake, why OranjeBTC was the first listed company to add STRC to their balance sheet, and why only five or six companies in the world have truly understood the digital credit playbook. They also cover AI agents and Bitcoin, the STRC flywheel mechanics, why 80% of STRC ownership is retail, and Alexandre's closing thesis that STRC will 100x in size over the next decade. Follow Gui: https://twitter.com/@guiamadogomes & https://twitter.com/@ORANJEBTC Follow Sam: https://twitter.com/@samcallah Follow Alexandre: https://twitter.com/@_ALCPB & https://twitter.com/@AlexandreLaizet Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. | |||
| The World's First Bitcoin-Denominated Bonds (And The CEO Who Created Them) | 31 Mar 2026 | 00:45:09 | |
Scott Ellam built a UK executive recruitment business from scratch at 24, quietly stacked Bitcoin on the balance sheet for four years, then took the whole thing public. Now he's launching the world's first truly Bitcoin-denominated convertible bonds — where the conversion price tracks Bitcoin's price — and building a dedicated Bitcoin executive recruitment division placing senior talent confidentially into the fastest growing sector in finance. He also breaks down why STRC is Saylor's iPhone moment, why his equity incentive structure attracts talent no traditional recruiter can compete with, and why every operating company will eventually face the same question: do you back your balance sheet with digital credit or Bitcoin? Follow Scott: https://X.com/@btconlyscott | XCE: https://xce.io
🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com 🏦 Borrow against your BTC from 8.49% at archlending.com 🏛️ Institutional custody & OTC at bitgo.com 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. Special thanks to @hemi_xyz — https://hemi.xyz Activate compliant Bitcoin yield without leaving custody | |||
| MSTR, SWC, Capital B are Capital Pumps - And The TradFi FLOOD Is Coming | 26 Mar 2026 | 01:01:29 | |
SmarterWeb just became the first Bitcoin treasury company admitted to the FTSE All Share index — meaning Bitcoin is now quietly inside most UK pension portfolios. Andrew Webley and Jesse Myers of SmarterWeb join Alexandre Laizet of Capital B for the Bitcoin Treasuries Roundtable. Jesse lays out the capital pump thesis — how Bitcoin treasury companies are the plumbing of hyperbitcoinization, systematically pulling capital out of bonds, equities and money markets and channeling it into Bitcoin. Andrew explains why Morgan Stanley can't afford to ignore this anymore. And Alexandre makes the case that we are one bull market away from escape velocity. Follow Andrew: https://twitter.com/@asjwebley Follow Jesse: https://twitter.com/@Croesus_BTC Follow Alexandre: https://twitter.com/@AlexandreLaizet 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com 🏦 Borrow against your BTC from 8.49% at archlending.com 🏛️ Institutional custody & OTC at bitgo.com 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. | |||
| Every Bitcoin Treasury Company At Scale Should Be Generating Yield — Here's Why | 24 Mar 2026 | 01:00:41 | |
Adrian Morris of MSTR True North joins Tyler Rowe to make a data-backed case that most of the Bitcoin community is getting wrong. After modeling MSTR price action across every interval imaginable, Adrian concludes that Saylor's share issuance isn't hurting the stock, mNAV is pure sentiment that cannot be front-run, and MSTR's options volume now rivals the biggest names in tech. He also breaks down the USD cash reserve debate, why the convertible bonds were a necessary stepping stone to preferred equity, and why the current bear market is a narrative competition against AI and gold — not a Bitcoin failure. Follow Adrian: https://x.com/@_Adrian True North live every Wednesday at 10PM ET. 🏛️BitGo is the institutional-grade digital asset infrastructure trusted by thousands of institutions worldwide. A publicly traded company on the NYSE, BitGo offers regulated custody, OTC trading, financing, and settlement under one roof — and holds a federally chartered national bank license from the OCC. Learn more at https://bitgo.com 🔒COLDCARD is the industry-leading Bitcoin hardware wallet. Secure your Bitcoin at https://store.coinkite.com — use referral code 6BT to get 6% off at checkout! 💵Arch Lending offers the most transparent Bitcoin-backed borrowing experience in crypto — industry-leading rates from 8.49%, qualified custody, no rehypothecation, and verifiable segregated addresses. Simple terms and public pricing at every size. Learn more at https://archlending.com 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. | |||
| Saylor Is Borrowing Bananas And Giving Back The Skin (STRC Masterclass w/ Yves Choueifaty) | 19 Mar 2026 | 00:58:07 | |
Yves Choueifaty, founder of TOBAM and the man who launched the world's first open-ended Bitcoin fund in 2017, joins Alexandre Laizet of Capital B for the Bitcoin Treasuries Roundtable — and immediately reframes the entire conversation. We are not in a bear market. This drawdown is less than one volatility deviation. The Bank of England did exactly what Saylor is doing, in 1694. Hal Finney predicted Bitcoin reserve banks in 2010. And STRC may be the most important savings product ever created for the billions of people without access to reliable savings. They also break down Capital B's innovative €3M warrant raise with zero share issuance, why mNAV below 1.0 is a gift, and why 100 million millionaires fighting over 21 million Bitcoin is not a question of if — only when. Follow Yves: https://twitter.com/@YChoueifaty | TOBAM: https://www.tobam.fr Follow Alexandre: https://twitter.com/@AlexandreLaizet Follow Tyler: https://twitter.com/@TylerCompiler 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.
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| Why 95% of TradFi Still Doesn't Get Bitcoin Treasuries (Peter Duan On What Changes That) | 17 Mar 2026 | 00:43:50 | |
Peter Duan (@BTCBULLRIDER), former Cantor Fitzgerald structured finance pro and founder of Bull Standard, joins Tyler Rowe to break down what most investors are getting wrong about Bitcoin treasury companies. They cover why most mNAV calculations are misleading for common shareholders, how STRC trading at par through a bear market is its own best marketing tool, what MetaPlanet is doing with cash-secured puts that nobody else is replicating, and why AI, robotics, and the long-term debt cycle are the three storms Bitcoin is built to outlast. Peter also introduces the CEBE ratio — a superior metric to Bitcoin per share — and makes the case that transparency and rigorous IR communication are the single biggest unlock for institutional Bitcoin treasury adoption. CHAPTERS: 00:00 Cold Open 01:05 Bull Standard: BTCTC Investor Relations 02:46 Learning From Michael Saylor's Communication Strategy 08:42 Navigating Market Challenges and FUD 10:51 The Role of Transparency & Community in Bitcoin Treasuries 12:29 Bear Market Accumulation & ATM Dilution 14:51 STRC's Innovation: Strategy's iPhone Moment 17:45 STRC Seasoning & Penetrating TradFi 23:55 Yield Opportunities in Bitcoin Treasuries 26:42 Peter's Personal Journey into Bitcoin and Treasury Companies 29:56 Openness & Intellectual Rigor In Bitcoin 35:06 The Future Of Bitcoin Treasury Companies 39:43 Upgrading Bitcoin Treasury Financial Metrics 43:29 Stay Orange Follow Peter: https://twitter.com/@BTCBULLRIDER | Bull Standard: https://www.bullstandard.com 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. | |||
| The STRC Flywheel Is Working (How Saylor BROKE Private Credit) | 13 Mar 2026 | 00:41:48 | |
Yves Andre Graf of the One Chair Pod joins Tyler Rowe to break down a historic week in Bitcoin treasury: Strive's $50M STRC purchase, Strategy's 18,000 BTC acquisition funded 30% by STRC, and the digital credit flywheel that's quietly changing how institutions accumulate Bitcoin. They also cover the 20 millionth Bitcoin mined, the new IRS crypto mapping guidance, Bitcoin's role as a risk-off asset in a geopolitically unstable world, and why altcoin treasuries selling Bitcoin may be suppressing price more than anyone's talking about. Follow Yves: @GrafYves | One Chair Pod: @OneChairPod 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. | |||
| How IBIT Took Over Bitcoin Options & Derivatives w/ Trader Gordon Grant | 10 Mar 2026 | 00:46:41 | |
Bitwise's Gordon Grant details how IBIT quietly became the dominant Bitcoin options venue. When Bitcoin hit $126K with implied volatility falling, Gordon knew exactly what was coming. He breaks down the full anatomy of October 10 and what it means for Bitcoin treasury strategy going forward. Gordon Grant is Portfolio Manager and Head of Derivatives at Bitwise. He has been active in digital assets since 2013, built regulated derivatives trading at Genesis, and now runs institutional options strategies for accredited Bitcoin treasury clients. In this episode:
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| Strive Insider Jeff Walton EXPLAINS: Why STRC Is Trading 100x More Than Wall Street's Best Bond | 05 Mar 2026 | 00:54:09 | |
Bitcoin and digital credit's biggest institutional barrier isn't price volatility, it's Basel III, a post-2008 banking rule blocking banks from holding Bitcoin. Strive's Jeff Walton joins Pierre Rochard and Alexandre Laizet to break down why it matters, what's already working around it, and how the regulatory dominoes are falling. Chapters: 00:00 Introduction to the Bitcoin Roundtable 01:59 Highlights from Strategy World & True North Event 08:14 The Role of Traditional Finance in Bitcoin Ecosystem 15:21 Bitcoin vs. Digital Intelligence: Future Perspectives 19:02 Kraken's Fed Master Account & Regulatory Environment 24:08 Understanding Basel III and Its Impact on Bitcoin 28:41 Listener Question: Regulatory Workarounds & US Influence 31:52 Innovative Strategies for Bitcoin Treasuries 36:49 Risk Management in Bitcoin Treasury Operations 40:53 The Breadth of Bitcoin Data Analytics 46:39 Insurance & Actuary Future In Digital Credit 51:37 The Future of Bitcoin Regulation and Investor Engagement
🤝 SUPPORT OUR SHOW: COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout! roundtable@bitcointreasuries.net | https://bitcointreasuries.net Stay orange 🟠 | |||
| Michael Saylor STUNS Bitcoin Analyst: How Strategy Added 500,000 BTC In 2 Years | 03 Mar 2026 | 00:26:59 | |
Grain of Salt — the analyst behind True North who has followed Strategy for 5+ years — sits down with Tyler Rowe to break down what nobody expected: how Michael Saylor added 500,000 Bitcoin in just two years, why STRC is Strategy's iPhone moment, and when the institutional waterfall into Bitcoin preferred equity finally arrives. Mike Flaum (@Z06Z07) is featured on True North, one of the most-watched weekly Bitcoin treasury calls with 15,000+ listeners per episode. He was skeptical of Saylor's preferred equity strategy at first. Here's what changed his mind. In this episode: Why Saylor acquiring 500K BTC in 2 years was "impossible" until it wasn't The perpetual liability argument against STRC (and why Mike reversed course) How Strategy raised $23 billion in 2025 and whether they can do it again What a JP Morgan STRC white-label product would mean for the space Why the credit rating is the one thing holding institutional capital back MetaPlanet vs Strategy: who's doing capital markets better right now The "step function" price prediction and why you won't buy the dip in time 00:00 Cold Open 01:05 Intro To Grain of Salt (Mike Flaum) 02:38 MSTR True North & Grain of Salt's Involvement 03:03 Velocity of Michael Saylor's Bitcoin Accumulation Via Microstrategy 06:58 Saylor's Pivot To Preferred Equities As Leverage 10:33 Grain's Prediction of Saylor Raising $50B on the Preferreds 12:11 Bitcoin's Going To $1 Million or It's Going To Zero 16:04 Ratings Agencies & Other Challenges for BTCTCs 20:56 Capital Inflows To STRC & USD Dividend Reserve 23:26 Bitcoiners Who Hate On Treasuries 28:06 Stay Orange 🎙️ Featured Guest: Mike Flaum aka Grain of Salt - Bitcoin educator, MSTR trader, and conviction merchant. Known for MSTR True North & Going Long Bitcoin and MSTR Options. Mike Flaum's Book is The Rise, Fall and Reemergence of Bitcoin Treasury Companies — available on Amazon Kindle Follow Mike at https://twitter.com/@Z06Z07 About True North: True North is a weekly Bitcoin treasury investment podcast streaming live every Wednesday at 10PM EST. One of the most-watched grassroots calls in the MSTR community. Watch at https://www.mstrtruenorth.com https://Youtube.com/@BTCTrueNorth 🤝 SUPPORT OUR SHOW: COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout! 🔗 Resources: 🔔 Follow Bitcoin Treasuries: https://twitter.com/@btctreasuries 🔔 Follow Tyler: https://twitter.com/@tylercompiler 🔔 Subscribe: https://Youtube.com/@bitcointreasuriesnet 📊 Track every Bitcoin treasury company at https://bitcointreasuries.net 🎬 About the Show: Bitcoin Treasuries with Tyler Rowe interviews executives, investors, and industry leaders navigating the Bitcoin treasury revolution. ⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Always do your own research. | |||
| mNAV Madness Was A Warning — Trey Sellers Explains The Real Risk Of Bitcoin Treasury Companies | 06 May 2026 | 00:56:55 | |
Trey Sellers spent 15 years in finance before discovering that the FIRE movement and Bitcoin were pointing at the same destination. Now VP of Sales at Unchained and founder of the FIRE BTC newsletter, he joins Tyler Rowe to build the framework most Bitcoiners are missing: structure your savings, protect your custody, and know exactly when it's okay to sell. He covers the mNAV Madness warning he wrote at the top of the market, why STRC is actually a better swap for your stock allocation than most realize, why Bitcoin treasury companies should be pushing toward native multi-sig custody, and the right order to draw down assets in retirement. Follow Trey: https://twitter.com/@ts_hodl Newsletter: https://firebtc.io | Unchained: https://unchained.com Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. | |||
| British HODL: Bitcoin Hitting $340K THIS Year (Why Saylor Keeps Buying & You're PANICKED) | 24 Feb 2026 | 00:52:53 | |
🔥 British HODL just predicted Bitcoin hitting $340,000 this year and called out Bitcoiners for "shitting themselves" while institutions stack sats. Here's why the gold & silver PsyOp took your Bitcoin and what's coming next. In this Bitcoin Treasuries exclusive, British HODL reveals: ✅ Why $340K Bitcoin is coming in 2026 (±15%) - and the liquidity cycle that gets us there 💰 The "Gonadal Model" that's 100% accurate: Bigger zeal = Better Bitcoin returns 📊 How private banks are offering $100M IBIT financing deals at 50% LTV (central bank + 70bps) 🎯 The master PsyOp: Gold & silver rallied to take your Bitcoin - then silver dumped 41% in one day ⚡ Why IBIT holders have 94% HODL rate while small wallets panic-sold everything 🚨 MSTR's preferreds will be wrapped by banks and sold as their own products (coming soon) 💎 Kevin Warsh = "Who wants to lower rates the most?" (That's how Fed chair was selected) THE GAME-CHANGING INSIGHT: British HODL explains why "Bitcoin must rally" - not hopium, but math. Private bankers told him directly: "If Bitcoin only generates 16% CAGR but continues 50-80% drawdowns, we can't expose clients in size." Translation: Bitcoin HAS to deliver massive upside to justify the volatility. Otherwise institutions stay at 1% allocation forever. The ISM breaking 50 after 40 months, $8-10 trillion refinancing this year, and Kevin Warsh lowering rates = perfect setup for $340K. KEY MOMENTS: 00:00 Intro To British HODL 01:37 Bitcoiner's Conviction Is Horrible This Cycle 04:56 The Retail Era Of Bitcoin Is OVER 07:46 HODL's Hilarious GONADAL Model & Why Bitcoin Must Go Up 10:31 The Psy-Op That Made Bitcoiners Sell Their Bitcoin 15:38 Gold & Silver Rallies Show BTC Can Easily Triple Overnight 20:04 New Fed Chair Kevin Warsh Is Bullish For Bitcoin 21:19 Fear, FOMO, Gold & Jeffrey Epstein FUD 26:18 Saylor's Pivot To Preferred Equities 31:44 Why We Got Rekt On Bitcoin Treasury Trades 37:08 Building A Bitcoin Treasury Company That Will Last 39:26 Do Bitcoin Treasuries Learn or EARN Conviction? 40:54 Bitcoin to $340k & Central Bank Tricks 47:26 Packaging Bitcoin For The Wealthy 54:06 Stay Orange BEST QUOTES: 💎 "Everyone is bullish on Bitcoin besides Bitcoiners. Make that make any sense." - British HODL ⚠️ "The gold & silver PsyOp was a master stroke. They convinced you Bitcoin was wrong, you sold, then silver dumped 41% in a day. Structural issues my ass." - British HODL 🔥 "Your conviction is earned, never learned. Saylor earned it. These new treasury companies borrowed it from him. Now they're having to earn it." - British HODL MSTR STRATEGY DEEP DIVE: Preferreds (STRC/SATA) = foundation for continued accumulation Banks will wrap STRC and offer it as their own product to clients Takes time for compliance, training, institutional understanding Saylor is educating banks/countries while building the products they'll use Long-term shareholders understand: Speculative platform on top of Bitcoin If Bitcoin +10%, MSTR must go +15%. If Bitcoin -10%, MSTR -15%. That's the value. 🎙️ Featured Guest: British HODL - Bitcoin educator, content creator, and conviction merchant. Known for calling out retail weakness and reading institutional signals. Follow British HODL: https://twitter.com/@BritishHodl YouTube: https://www.youtube.com/@UCBGncGsI7pIDP64RYoM6rEg 🤝 SUPPORT OUR SHOW: COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout! 🔗 Resources: 🔔 Follow Bitcoin Treasuries: https://twitter.com/@BTCtreasuries 🔔 Follow Tyler: https://twitter.com/@TylerCompiler 🔔 Subscribe: https://youtube.com/@BitcoinTreasuriesNet 🎬 About the Show: Bitcoin Treasuries with Tyler Rowe interviews executives, investors, and industry leaders navigating the Bitcoin treasury revolution. ⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Always do your own research. Is British HODL right about $340K Bitcoin this year? 👇 | |||
| Bitcoin Treasury Director Defends Nakamoto: Rookie CEO 'David Bailey Will Be Rewarded' (Full Analysis) | 19 Feb 2026 | 00:56:52 | |
In this Bitcoin Treasuries Roundtable, Alexandre reveals: ✅ Why Strategy accumulated 200%+ of mined supply in 2026 (even in a bear market) ✅ The Nakamoto defense: Why David Bailey deserves credit despite 99% drawdown ✅ Abu Dhabi sovereign wealth fund DOUBLED iBit holdings during the dip ✅ How Bitcoin treasury companies raise capital (and why bear markets test conviction) ✅ The MetaPlanet income generation strategy earning tens of millions from volatility ✅ Why institutions will own 70% of Bitcoin (and that's actually bullish) ✅ Europe's unrealized gains tax disaster (even Christine Lagarde says it's wrong) | |||
| The Zombie Companies Are Next — Strive's Joe Burnett On The Coming Wave Of Bitcoin Treasuries | 30 Apr 2026 | 01:06:52 | |
Joe Burnett — VP of Bitcoin Strategy at Strive and host of The Mustard Seed podcast — joins Tyler Rowe to break down why digital credit is a completely different demand source for Bitcoin than anything that's come before, why zombie companies are the most logical next wave of Bitcoin treasury adopters, and why the distribution of Bitcoin through ETFs and passive index funds to people who don't even know they own it is one of the most important things happening in Bitcoin right now. He also covers the sustainable yield question, the bi-monthly dividend move, why SATA and STRC held their peg through a 50% crash, AI CapEx competing with Bitcoin for capital, and the K-shaped economy as proof that easy money makes Bitcoin inevitable. Follow Joe: https://twitter.com/@IIICapital | YouTube: https://www.youtube.com/@JoeBurnett27 Strive: https://strive.com | Dashboard: https://treasury.strive.com Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. CHAPTERS: 00:00 Cold Open 01:35 Joe's Busy Year & Strive's BTC Strategy 04:58 Treasury Management & Selling BTC 10:59 SATA, STRC & Semi-Monthly Dividends 16:05 Demand & Maturity of Digital Credit 20:15 Cash & STRC Reserve For Dividends 25:25 Why BTC Price Hasn't Followed Saylor's Accumulation 34:11 The Evolving Bitcoin Holder/Investor 39:55 Volatility and Market Dynamics 43:54 Wall Street's Growing Interest in Bitcoin 47:44 The Bitcoin Treasury Explosion & Zombie Companies 53:59 Bitcoin As A Liquidity Sink 55:34 The Fiat System & the Macro Bitcoin Thesis 01:01:14 Regulatory Landscape and Bitcoin's Future 01:05:12 How To Follow Joe Burnett 01:05:52 Stay Orange | |||
| Saylor's STRC Buy Could've Been BILLIONS Bigger | Strategy Mega-Buy Roundtable | 24 Apr 2026 | 01:06:15 | |
Parker White from Apyx reveals on the record that Strategy could've raised 50–100% more during its recent STRC mega-buy — and chose not to. On this Bitcoin Treasuries roundtable, Tyler Rowe sits down with Alexandre Laizet (Capital B), Ryan Lane (Empery Digital), Parker White (Apyx / DFDV), and Soleil (True North) to unpack the $2B+ STRC raise, debate whether smaller Bitcoin treasury companies should sell Bitcoin to buy back shares trading under NAV, and share their price targets for Bitcoin's next all-time high. Topics covered:
Follow the panel:Alexandre Laizet: https://twitter.com/@AlexandreLaizetRyan Lane / Empery Digital: https://twitter.com/@EMPD_BTCParker White: https://twitter.com/@TheOtherParker_Soleil: https://twitter.com/@nithusezni Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net💬 Questions for the roundtable? roundtable@bitcointreasuries.net ⚠️ Not financial advice. Do your own research.🟠 Stay Orange. CHAPTERS: 00:00 Cold Open 02:34 Welcome & Intros To The Panel 03:38 Apyx & The Implications Of STRC Dividends Going Semi-Monthly 07:22 Saylor Leaving Money On The Table w/ STRC ATM? 09:06 Institutional Interest in Bitcoin Treasuries 14:44 Empery Digital's Willingness to Sell BTC to Increase BPS 22:31 Varying Strategies to Accumulate More BTC Long-Term 26:09 Double-Edged Sword of Paying Dividends 35:36 Lean Operations & Managing Costs of a Treasury 39:54 The Rise of Retail Investment and Accessibility 43:37 Market Dynamics and Treasury Management 45:27 Live Reaction To BTC Price Pumping 46:16 Bitcoin's Response to Geopolitical Events 01:03:43 When Will Bitcoin Reach New All-Time Highs? 01:05:43 Introduction to Bitcoin Treasury Coverage
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| Why The NEXT Cycle Is The Wall Street Bitcoin Cycle w/ Joe Consorti (They're Just Warming Up) | 21 Apr 2026 | 00:52:43 | |
Joe Consorti — head of growth at Horizon and author of The Great Repricing — recorded this episode on April 20th, the day Strategy announced its third largest Bitcoin purchase ever, funded almost entirely by STRC raising $2 billion in a single week. He breaks down why STRC is a once-in-a-generation instrument, why Iran demanding Bitcoin for Strait of Hormuz passage is the first oil transaction outside the dollar in 80 years, why every major US bank is now rushing to build Bitcoin income products, and how Horizon converts dormant home equity into tax-free Bitcoin with no monthly payments. Follow Joe: https://x.com/@joeconsorti | joeconsorti.com Horizon: https://joinhorizon.com Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. | |||
| The Man Who Ran The World's First Bitcoin Fund Says The Four Year Cycle Is Dead | 16 Apr 2026 | 00:45:45 | |
BONUS EPISODE! Tim Enneking has been in bitcoin for 13 years. He ran what is believed to be the first crypto trading fund in the United States. He was CIO of a near-$10 billion family office for nine years. And in 2021, his fund was the best performing hedge fund in the world — not just the best crypto fund. The whole world. In this special episode of Psalion on BitcoinTreasuries.net, Tim breaks down where we are in the market cycle, why the four year cycle is dead, why Bitcoin's correlation to equities is largely a statistical illusion, and why Michael Saylor buying billions of dollars of Bitcoin doesn't move the spot price the way most people think. In this episode: Why the four year cycle is structurally dead — and why that's bullish for Bitcoin long term The statistical illusion of Bitcoin's correlation to equities — crypto is open 5.5x longer than fiat markets Why buying Bitcoin when everyone is screaming is the only strategy that consistently works Why Saylor buying billions of Bitcoin OTC doesn't hit spot price the way retail expects How generating yield on dormant Bitcoin treasury assets changes the math in bear markets Why this is a token pickers market — not a tide-that-lifts-all-boats market Why Korea's retail market quitting crypto is one of the best buy signals available How Psalion generates yield on Bitcoin, ETH and stablecoins through DeFi liquidity pools Why relative volatility — not absolute volatility — is the only honest way to measure Bitcoin risk 🎙️ Featured Guests: Tim Enneking — Managing Partner of Psalion, founding partner of one of the world's oldest crypto hedge funds, former CIO of a ~$10B family office. Alec Beckman — Partner at Psalion. FOLLOW on X: https://x.com/alecbeckman_AB Learn more at psalion.com 🙏 Special Thanks: @hemi_xyz — Activate compliant Bitcoin yield without leaving custody. Follow them at https://twitter.com/@hemi_xyz and learn more at https://bit.ly/hemiXYZ 🤝 SUPPORT OUR SHOW: BitGo is the institutional-grade digital asset infrastructure trusted by thousands of institutions worldwide. A publicly traded company on the NYSE, BitGo offers regulated custody, OTC trading, financing, and settlement under one roof — and holds a federally chartered national bank license from the OCC. Learn more at https://bit.ly/bitGo COLDCARD is the industry-leading Bitcoin hardware wallet. Secure your Bitcoin at https://bit.ly/coinkiteStore — use referral code 6BT to get 6% off at checkout! Arch Lending offers the most transparent Bitcoin-backed borrowing experience in crypto — industry-leading rates from 8.49%, qualified custody, no rehypothecation, and verifiable segregated addresses. Simple terms and public pricing at every size. Learn more at https://bit.ly/archlending XCE Connecting Excellence Group is the UK's listed Bitcoin treasury recruitment company — placing senior talent into Bitcoin companies globally and helping operating businesses build on a Bitcoin standard. Learn more at https://bit.ly/XCEio 🔗 Resources: 🔔 Follow Bitcoin Treasuries: https://twitter.com/@btctreasuries 🔔 Follow Tyler Rowe: https://twitter.com/@tylercompiler 🔔 Subscribe: https://youtube.com/@bitcointreasuriesnet 📊 Track every Bitcoin treasury company at https://bitcointreasuries.net 🎬 About the Show: Bitcoin Treasuries with Tyler Rowe interviews executives, investors, and industry leaders navigating the Bitcoin treasury revolution. ⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Always do your own research. 🟠 Stay Orange. | |||
| Parker Lewis: Only 1% Of The World Understands Bitcoin — And 100% Are Going To Need It (And Saylor's STRC Breaking Records) | 14 Apr 2026 | 01:09:23 | |
Parker Lewis wrote Gradually Then Suddenly to answer the logical questions every serious Bitcoiner has to work through. Today he joins Tyler Rowe to zoom out and land the plane on what every Bitcoin treasury investor and executive should understand. He breaks down why Bitcoin treasury companies are a speculative attack on fiat, why STRC makes sense if you understand Bitcoin and looks like a Ponzi if you don't, why fiat has about a decade of runway, and why only 1% of the world understands Bitcoin today while 100% are going to need it. He also covers Iran demanding Bitcoin for Strait of Hormuz passage, why Bitcoin miners pivoting to AI never understood Bitcoin, and what ZapRite is building for the circular Bitcoin economy. Follow Parker: https://twitter.com/@parkeralewis ZapRite: https://zaprite.com Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. TIMESTAMPS: 00:00 Cold Open 02:14 The Genesis of Gradually Then Suddenly 07:11 Understanding Bitcoin's Value Proposition 13:31 Treasury Companies Are A Speculative Attack On Fiat 22:34 The Opportunity Cost Of STRC vs. Traditional Investments 28:22 Bitcoin Derivatives Are An Orange Pill 30:58 Do Legacy Institutions Understand Bitcoin Yet? 36:20 Fiat's Runway, Bitcoin's Inevitability & Game Theory 44:53 Bitcoin's Neutrality in Global Finance 49:00 Understanding Bitcoin: The Tipping Point 55:35 Michael Saylor's Impact on Bitcoin Adoption 57:47 STRC's Learning Curve 01:02:25 Building BTC Payments Infrastructure w/ Zaprite 01:09:00 Stay Orange | |||
| STRC Just Got Tokenized For 4 Billion People Who Can't Access A US Brokerage Account | 09 Apr 2026 | 00:49:10 | |
Strategy's STRC just crossed $5 billion in AUM — and now it's being tokenized for the 4 billion people who can never open a US brokerage account. At the same time, Morgan Stanley just launched the lowest-fee Bitcoin ETF in the market, threatening to pull billions away from BlackRock's IBIT. The Bitcoin capital stack is being rebuilt outside the US in real time, and the people doing it are on this week's roundtable. Two weeks ago Capital B became the first publicly listed Bitcoin treasury in Europe to have its shares tokenized on Liquid via Stoker. Three months ago a former Uber exec launched BuckToken — a dollar savings coin collateralized by Strategy's STRC paying 10% yield to non-US holders. These are not unrelated stories. This is the Bitcoin capital stack building and scaling outside the US, reassembling itself on Bitcoin rails for the rest of the world. *In this episode:* Why BuckToken — a single token starting at $1 that accrues to $1.10 over one year — solves the savings problem for 4 billion people without US brokerage access How Stokr tokenized Capital B shares on Liquid and why Bitcoin treasury companies trading against BTC pairs is the next unlock Why Morgan Stanley's new Bitcoin ETF with 14 basis point fees could be as important as all other Bitcoin ETFs combined — and why BlackRock will have to respond How STRC hit $5 billion in AUM faster than most consumer product launches in history Why the tokenization of STRC happened faster than any traditional financial asset tokenization — and what that signals Why Alexandre says digital credit is the answer for 90% of the population and 90% of corporations How tax loss harvesting between Bitcoin ETFs could drive massive capital rotation into Morgan Stanley's new fund Why Arnab sees a trillion dollar market in Bitcoin derivatives and structured products settling against stablecoins The macro case: ceasefire in Iran, Bitcoin at $70K, and why Alexandre says the bottom is in in gold terms *TIMESTAMPS:* 00:00 Cold Open 01:57 State of the Bitcoin Market & Geopolitical Winds 06:32 Tokenization and Its Impact on Bitcoin & Equities 11:18 The Rise of Digital Credit Innovation & BuckToken 13:28 STRC: Can Saylor Harvest All Of The Demand? 15:25 A Bitcoin-Backed Tokenized Future? 26:22 Morgan Stanley's ETF MSBT & What It Means For BTC 36:12 Future of Digital Credit and Global Market Expansion 38:47 Who's Really Buying STRC? 41:25 Digital Credit's Affect On Treasury Company Risk Ratings 46:43 Bullish Short-Term Signals *🎙️ Featured Guests:* Dan Hillery — Co-founder of BuckToken (buck.io), former Uber exec and Bitcoin digital credit builder. Follow Dan at https://twitter.com/@hillery_dan Arnab Naskar — Co-founder of Stokr, Bitcoin asset tokenization platform with $1B+ in tokenized assets. Follow Arnab at https://twitter.com/@Arnab_Naskarr Alexandre Laizet — Board Director of Bitcoin Strategy at Capital B, Europe's Bitcoin treasury company. Follow Alexandre at https://twitter.com/@AlexandreLaizet *🙏 Special Thanks:* @hemi_xyz — Activate compliant Bitcoin yield without leaving custody. Follow them at https://twitter.com/@hemi_xyz and learn more at https://bit.ly/hemiXYZ *🤝 SUPPORT OUR SHOW:* BitGo is the institutional-grade digital asset infrastructure trusted by thousands of institutions worldwide. A publicly traded company on the NYSE, BitGo offers regulated custody, OTC trading, financing, and settlement under one roof — and holds a federally chartered national bank license from the OCC. Learn more at https://bit.ly/bitGo COLDCARD is the industry-leading Bitcoin hardware wallet. Secure your Bitcoin at https://bit.ly/coinkiteStore — use referral code 6BT to get 6% off at checkout! Arch Lending offers the most transparent Bitcoin-backed borrowing experience in crypto — industry-leading rates from 8.49%, qualified custody, no rehypothecation, and verifiable segregated addresses. Simple terms and public pricing at every size. Learn more at https://bit.ly/archlending XCE Connecting Excellence Group is the UK's listed Bitcoin treasury recruitment company — placing senior talent into Bitcoin companies globally and helping operating businesses build on a Bitcoin standard. Learn more at https://bit.ly/XCEio *🔗 Resources:* 🔔 Follow Bitcoin Treasuries: https://twitter.com/@btctreasuries 🔔 Follow Tyler: https://twitter.com/@tylercompiler 🔔 Subscribe: https://youtube.com/@bitcointreasuriesnet 📊 Track every Bitcoin treasury company at https://bitcointreasuries.net *🎬 About the Show:* Bitcoin Treasuries with Tyler Rowe interviews executives, investors, and industry leaders navigating the Bitcoin treasury revolution. *⚠️ Disclaimer:* This podcast is for informational purposes only. Not financial advice. Always do your own research. 🟠 Stay Orange. | |||
| Why The Entire Stock & Real Estate Market Will Eventually Flow Into Bitcoin (& MSTR) | 07 Apr 2026 | 01:05:05 | |
Rajat Soni managed a $4.5 billion fixed income portfolio at TD Asset Management, earned his CFA, quit banking, drove Uber to fund his Bitcoin content business, and got reported to the CFA Institute for explaining how free markets work. Today he educates millions about Bitcoin. He breaks down the DCA math that proves buying $150 of Bitcoin every week since the 2021 all-time high would have beaten the S&P 500 by more than double, why STRC is the best savings product ever created, why the entire stock and real estate market will eventually flow into Bitcoin, and the honest bear case for why it might not happen as fast as we think. Follow Rajat: https://twitter.com/@Rajatsoni YouTube: https://www.youtube.com/@rajatsonifinance Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. | |||