The Bitcoin Treasury Podcast

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 eve...

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 shou...

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 out...

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 d...

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...

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...

Alan Mittleman spent 25 years trading fixed income derivatives on Wall Street before joining Secure Digital Markets as COO and Head of Global Derivative Trading. Now he works with Bitcoin treasury companies to do something most of them aren't doing: building an actual plan for the Bitcoin they hold. Buy at a discount. Earn yield. Protect the downside. Most treasuries skip all three. This is the pl...

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 t...

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...

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 confidenti...

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, system...

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...

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 predicte...

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-...

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...

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...

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 Highli...

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-watch...

🔥 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 Mod...

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 inco...

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 (...

"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 Bi...

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 fi...