One Chair Podcast

Capital B is preparing to bring the Strategy playbook to Europe, with plans to expand its Bitcoin balance sheet and build a new generation of Bitcoin-backed credit products. In this episode, Alexandre Laizet joins us to explain Capital B’s long-term strategy, its new capital-raising capacity, and why perpetual credit could become the most efficient way for Bitcoin treasury companies to accumulate...

Strategy just sold 3,588 Bitcoin, Bitcoin treasury stocks are under pressure, and a new battle is unfolding between corporate Bitcoin adoption and hedge funds. In this episode, Richard Byworth joins us to break down Strategy's latest Bitcoin sale, why the market reacted positively, and how Bitcoin treasury companies are evolving. We discuss Michael Saylor's capital markets playbook, why de...

Metaplanet is getting crushed, Strategy (MSTR) is under pressure, and Bitcoin treasury stocks are being stress-tested in real time. In this episode, Peter Duan joins us to break down what’s really happening across Bitcoin treasury companies, why Metaplanet may have a unique advantage in Japan, and how Strategy’s preferred shares like STRC and STRF are changing the market narrative. We discuss Mich...

Strategy (MSTR) has announced major updates that could significantly impact both common shareholders and preferred investors. In this episode, we break down the company's new USD Reserve Policy, STRC dividend changes, Bitcoin monetization program, and share repurchase plans, and explain what these decisions mean for Strategy's future. We also discuss whether the recent market panic is just...

Can AI detect when Bitcoin is about to top or bottom? In this episode of the One Chair Podcast, I sit down with Michael Sullivan, author of Blood of the Bourgeoisie and creator of one of the most fascinating AI-driven Bitcoin sentiment analysis models in the space. Michael explains how he analyzes millions of words from Bitcoin Twitter (X) to measure emotions like fear, greed, optimism, conviction...

What if Metaplanet isn't just copying Strategy, but building something even bigger? In this conversation with Bitcoin Pharaoh, we explore why Metaplanet's long-term vision could make it one of the most important Bitcoin Treasury companies in the world. Instead of simply accumulating Bitcoin, the company is quietly building a global financial ecosystem designed to continuously acquire more...

In this episode of One Chair, Chase Palmieri joins Yves to break down the debate that exploded at Bitcoin Prague after Jack Mallers publicly challenged Michael Saylor's Bitcoin treasury strategy. We dive into the core argument behind Strategy (MSTR), Bitcoin per share, dilution vs accretion, and why many investors may be looking at the wrong metrics. Chase also shares his surprising view on STRC v...

This week in Bitcoin Treasury news, everyone focused on Strategy's (MSTR) controversial 32 Bitcoin sale, but was that really the story that mattered? We break down Strategy's latest purchase of 1,550 Bitcoin, the debate around dilution, the rebuilding of its cash reserve, and the questions surrounding STRC's recent depeg. We also discuss whether management is executing a larger plan th...

Is mNAV really a valuation metric? Is Bitcoin per share actually meaningful? And what if most investors are measuring MSTR completely wrong? In this episode of One Chair, we sit down with Adrian Morris, longtime Bitcoiner and founding member of MSTR True North, for a deep dive into Strategy (MSTR), Bitcoin Treasury Companies, mNAV, Bitcoin per share, STRC, SATA, and the future of Bitcoin adoption....

Strategy sold Bitcoin for the first time since 2022... and the internet panicked. But while everyone was focused on Strategy's sale of just 32 BTC, another Bitcoin treasury company may have quietly accumulated more than 2,000 Bitcoin in a single week. In this episode, we break down: ✅ Why Michael Saylor's Strategy sold Bitcoin ✅ Why the 32 BTC sale may be completely irrelevant ✅ The rea...

Bitcoin Treasury companies are entering a new phase, and the market may be massively underpricing what happens next. In this episode, we break down why Strive (ASST) could outperform Strategy (MSTR) despite being dramatically smaller, how the 55x size gap changes the upside potential, and why Bitcoin Treasury stocks may be replacing the altcoin trade entirely. We also discuss: - Strategy’s $1.5B b...

Joe Burnett joins the show to explain why Bitcoin treasury companies, digital credit, and “amplified Bitcoin” could completely reshape global finance. We break down Michael Saylor’s latest earnings call, Strive’s explosive growth, the rise of Bitcoin-backed yield products, and why Joe believes Bitcoin could eventually reach $1.6 million per coin. We also discuss: - Why digital credit may become Bi...

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this episode, we sit down with Strive's Chief Strategy Officer and Bitcoin policy expert Avik Roy for a deep dive into the next phase of the Bitcoin treasury revolution. We cover: ⚡ Why Michael Saylor’s latest earnings call validated Strive’s strategy⚡ The “secret weapon” beh...

Strive just shocked the Bitcoin treasury market. In this emergency podcast, we break down Strive’s massive announcement that SATA will begin paying DAILY dividends starting June 15th — a move that could completely reshape Bitcoin yield products, preferred equities, and the future of Bitcoin-backed finance. Could this force Michael Saylor and Strategy to respond? We discuss: - Why daily Bitcoin yie...

Michael Saylor just sent a brutal warning to MSTR shorts. In this episode, Tyler Rowe from BitcoinTreasuries.net joins us to break down Strategy’s latest earnings call, the rise of STRC, and why Saylor says he wants to “rip the wings off” short sellers betting against MSTR. We dive deep into: - Why Strategy may start selling Bitcoin - How STRC changes the MSTR game - The future of Bitcoin treasury...

Michael Saylor’s Strategy (MSTR) just changed the Bitcoin market forever. In this deep-dive conversation, Chase Palmieri (COO at Sovana & Founder of Acropolis) breaks down the latest Strategy earnings call, STRC, Bitcoin treasury companies, digital credit, MSTR valuation, Metaplanet, Jack Mallers’ XXI, and why Bitcoin-backed financial products could disrupt global banking. We cover: • Why Stra...

Are Bitcoin treasuries taking on more risk than they realize? In this episode, we break down the real risks of the Lightning Network, from hot wallet exposure to operational failures, and why this matters for companies holding Bitcoin. While Lightning is often praised as Bitcoin’s scaling solution, there’s a critical tradeoff: speed and efficiency vs security and capital risk. - Can Bitcoin treasu...

What if a “savings account” paying 11.5% could actually disrupt Wall Street? In this episode, we sit down with Cris Reed to break down STRC, MSTR, and the rise of Bitcoin treasury companies, and why these new financial instruments could become the ultimate carry trade. We explore: - Why STRC’s yield is turning heads across TradFi - How Strategy (MSTR) is rewriting corporate finance - The concept o...

Is Strive (ASST) about to become the next Strategy (MSTR) in Bitcoin treasuries? After a massive +100% move and aggressive Bitcoin accumulation, Strive is quickly becoming one of the hottest Bitcoin treasury stories in the market. But the big question is: are we watching a repeat of Strategy’s playbook… or could Strive grow even faster? In this episode, we break down: - Strive’s latest Bitcoin pur...

What if Bitcoin could generate yield… without giving up custody? In this episode, we dive into the $1 trillion opportunity on the Lightning Network and how Bitcoin treasuries are starting to deploy capital to earn yield, process payments, and build entirely new financial infrastructure. We break down how companies like Jack Dorsey's Block (Cash App & Square) are leveraging Lightning at sca...

MSTR & STRC are making one of the most aggressive Bitcoin moves EVER… and it could trigger a massive supply shock. In this episode, we break down how Strategy (MSTR) just deployed $2.5 BILLION into Bitcoin, acquiring over 34,000 BTC in a single week, and why this could change the entire market structure. With over 815,000+ Bitcoin already on the balance sheet, Strategy is now absorbing supply...

Is STRC rewriting the Bitcoin cycle? In this episode, we sit down with Soleil to break down the explosive rise of STRC and how Strategy (MSTR) is using it to buy massive amounts of Bitcoin at unprecedented speed. We discuss: - How STRC enabled Strategy to buy tens of thousands of Bitcoin in days - Why STRC might be changing the traditional Bitcoin market cycle - The hidden mechanics behind STRC’s...

Are AI agents already using Bitcoin? In this special roundtable, we dive into how Bitcoin treasury companies are building on the Lightning Network, and why AI-driven payments could be the next major catalyst for adoption. Joined by Freddie New (CEO of B-HODL & Chief Policy Officer at Bitcoin Policy UK), Shone Anstey (Founder & CEO of LQWD Technologies), Dave Lund (CEO of Flowrate), and co-...

Something BIG is happening in Bitcoin… and most people are missing it. While markets look uncertain, Strategy (MSTR) just bought 5'000 Bitcoin, and their STRC product is showing shockingly low volatility, even in a bear market. Is this the strongest hidden bull signal right now? In this episode, we break down: - Why MSTR keeps buying Bitcoin aggressively - How STRC is behaving like a stablecoi...

Bitcoin markets are sending mixed signals… while some of the biggest players pause buying, others are making massive moves. In this episode, we break down why no Strategy (MSTR) buys were reported, whether a blackout period or dividend pressure is behind it, and what this could mean for Bitcoin going forward. At the same time, Marathon Digital Holdings (MARA) just sold 15,000 BTC, raising serious...