One Chair Podcast

What if your Bitcoin could generate yield without giving up custody? In this episode, we sit down with Dave Lund (CEO of Flowrate) to break down the Lightning Network, one of the most important innovations in Bitcoin today, and how Bitcoin treasury companies can use it to unlock new revenue streams. If you’ve ever wondered: - “What is the Lightning Network?” - “Can you earn yield on Bitcoin safely...

Pierre Rochard says this Bitcoin bear market is not a reason to panic: it’s an opportunity. In this episode, Pierre explains why the best time to accumulate Bitcoin is when nobody wants it, why short-term macro noise doesn’t matter, and how products like STRC, SATA, and Bitcoin-backed digital credit could reshape finance. We also cover: - Bitcoin bear market strategy - Why Pierre is still long-ter...

Strategy is still buying Bitcoin aggressively. Even in a slower week, the company added 1,031 BTC worth $76.5 million, continuing its relentless accumulation strategy. In this episode, we cover the latest Strategy Bitcoin purchase, why STRC issuance stopped temporarily, how the new $42 billion ATM plan changes the outlook, and why STRC moving back toward par could unlock even more buying power. We...

Why could STRC send Bitcoin much higher? In this episode, Mason Foard breaks down the bull case for STRC, Bitcoin treasury companies, and why firms like Meliuz could be massively misunderstood by the market. We discuss Mason’s Bitcoin journey, how he went from investing as a kid to becoming Director of Bitcoin Strategy at Meliuz, and why he believes Bitcoin-backed financial products could accelera...

What if the next major stock exchange runs on Bitcoin? In this episode, Luca Pagano breaks down Roxom’s vision for a Bitcoin-denominated stock exchange and explains how Bitcoin holders may be able to use their BTC as collateral, access products like STRC, and potentially earn yield without selling their Bitcoin. We cover the big idea behind Roxom, why pricing assets in Bitcoin changes how investor...

Strategy just bought 22,500 BTC, Metaplanet is raising $750M, and Bitcoin may be running out of room to stay flat. In this episode, we break down Strategy’s latest Bitcoin buy, STRC’s explosive rise, and why Bitcoin treasury companies could be putting serious upward pressure on BTC. We also cover Metaplanet’s latest fundraising move, what it signals for institutional demand, and why the race for B...

Metaplanet is making bold moves, and this could be the start of a much bigger Bitcoin strategy. In this episode, we break down Metaplanet’s 3 major announcements: the launch of Metaplanet Ventures, its planned investment in JPYC (a yen-denominated stablecoin), and the creation of its new U.S. subsidiary, Metaplanet Asset Management. We discuss what these developments could mean for Metaplanet’s fu...

Strive just dropped a major update, and it could have huge implications for SATA, STRC, MSTR, and the broader Bitcoin treasury trade. In this episode, we break down Strive’s latest moves, including the SATA dividend increase, the tighter 99–101 trading range, the new guidance not to sell below $100, and the company’s purchase of 179 more Bitcoin. But the biggest surprise may be Strive putting $50...

Strategy just bought 18,000 Bitcoin in ONE week, raising over $1.27 billion through share issuance and continuing one of the most aggressive Bitcoin accumulation strategies in history. With 738,000 BTC already on its balance sheet, Strategy (formerly MicroStrategy) is rapidly moving toward the 1 million Bitcoin milestone. In this episode, we break down how Michael Saylor’s Strategy (MSTR) is able...

What really happened at Strategy World? In this episode, we break down the biggest takeaways from Strategy World, and why STRC may be far bigger than most investors realize. From Michael Saylor’s narrative shift to corporations, to banks like Barclays, Citi, TD, and Morgan Stanley stepping into the conversation, one thing became clear: STRC is no longer just another preferred, it’s becoming Strate...

What if corporate Bitcoin strategy is evolving beyond Strategy (MSTR)? In this episode, we sit down with Scott Ellam, CEO of XCE Connecting Excellence Group, to break down a new model for Bitcoin treasury companies: the Dual Flywheel Strategy. Instead of just raising capital to buy Bitcoin, XCE combines: • A cash-flow generating executive recruitment business • A Bitcoin treasury strategy• Bitcoin...

Strategy (MSTR) is buying Bitcoin aggressively in the bear market, and STRC might be their most powerful weapon yet. In this episode of One Chair, we break down Strategy’s latest Bitcoin purchases after raising $169M through STRC issuance + common stock ATM, allowing them to acquire roughly 2,500 BTC at an average price near $67,000. We also dive into why STRC has stayed pegged around $100 even wh...

Bitcoin Treasuries 2.0 is here, and the next financial revolution may be built on Bitcoin-backed credit. In this episode, we sit down with Sander Andersen, founder behind H100 Group, to break down the future of Bitcoin treasury companies, how they raise capital, and why the next wave of innovation could come from Bitcoin-backed credit products, preferred shares, and institutional-grade collateral...

Bitcoin just crashed to $60K, and Strategy (MSTR) still kept buying. But why didn’t they buy the dip at the bottom? In this episode, we break down Strategy’s latest $90M ATM issuance, their 1,142 BTC purchase at ~$79K, and what this means for their Bitcoin treasury model moving forward. We also dive deep into the growing importance of STRC (Strategy’s preferred stock), why trading volume is surgin...

AI is moving faster than anyone expected… and it may trigger the biggest economic shift in human history. In this episode, we sit down with Cern Basher to break down why Tesla Optimus humanoid robots, Tesla Robotaxis, and AI agents could double GDP, reshape global labor markets, and accelerate a Bitcoin supercycle. We also dive deep into why Bitcoin may become the world’s AI security layer, acting...

Bitcoin is crashing, sentiment is collapsing, and the market is filled with rumors that Strategy (MSTR) could be forced to sell Bitcoin. Matt Cole (CEO of Strive) explains why that narrative is pure FUD. In this episode, we sit down with Matt Cole to break down the Bitcoin bear market, why he believes this drawdown will likely be shorter than past cycles, and how Bitcoin treasury companies like St...

Gen Z was handed a broken financial system — but Bitcoin might be the escape. In this episode, we sit down with Halston Valencia, co-founder of Bolt and marketing lead at Bitcoin Well, to break down why college never taught us how money really works, how Bitcoin treasuries are changing finance, and why Bitcoin represents hope for the next generation. We talk about: - Why Gen Z feels locked out of...

Bitcoin is crashing but Strategy (MSTR) isn’t slowing down. While markets panic and Bitcoin drops toward key levels, Strategy just bought more Bitcoin, raised capital, and kept its STRC dividend flywheel running. In this episode, we break down: - Why Strategy keeps buying Bitcoin during a market crash - How STRC dividends allow continued accumulation even at lower prices - Why liquidation fears ar...

Bitcoin treasury companies are one of the most controversial topics in Bitcoin today and also one of the most misunderstood. In this episode, we sit down with Boyd Cohen, CSO of ArcadiaB (the first Bitcoin treasury company in Mexico) and author of Bitcoin Singularity, to break down why Bitcoin treasury companies actually ACCELERATE adoption, even if you hate them. From banks flipping on Bitcoin, t...

Strategy (MSTR) just bought another $264 million worth of Bitcoin, even as markets turn bearish and sentiment collapses. In this episode of One Chair, we break down what this latest MSTR Bitcoin purchase really means, why STRC has de-pegged from $100, and whether a STRC dividend hike is about to restart Strategy’s Bitcoin flywheel. We also discuss: • Why Strategy’s Bitcoin buying slowed last week...

What if one company buying Bitcoin consistently can remove the possibility of short-term bear markets? In this episode, we sit down with Alexandre Laizet (Board Director of Bitcoin Strategy at Capital B, Europe’s first Bitcoin treasury company) to break down the next evolution of the Bitcoin treasury playbook, from Bitcoin-denominated convertible bonds (“the nuclear reactor”) to the rise of digita...

Is Strategy (MSTR) building an infinite bid for Bitcoin? And did Michael Saylor just upgrade the most powerful Bitcoin treasury flywheel in the world? In this episode, we sit down with Dan Hillery (Buck Token) to break down how MSTR’s new preferred equity product STRC (“Stretch”), combined with aggressive ATM stock issuance, may have created a perpetual Bitcoin-buying machine. We cover: - How MSTR...

Strategy just executed a record 22,300 BTC buy — and their brand-new STRC “Flywheel 2.0” may be the most powerful Bitcoin accumulation machine ever built. In this episode of One Chair, we break down how Strategy (formerly MicroStrategy) is using perpetual preferred shares (STRC) to issue billions, stabilize demand, and buy Bitcoin faster than ever — even while Bitcoin and MSTR are down. At the cur...

Strategy (MSTR) has built a new Bitcoin flywheel and it may allow them to buy Bitcoin over and over again. In this episode, we break down how Strategy is combining its common stock ATM with its new preferred shares (STRC) to create a powerful capital engine that continuously accumulates Bitcoin. We analyze: - How STRC held $100 on the ex-dividend date (and why that matters) - Why this new STRC + M...

Strategy just bought over 13,000 Bitcoin, adding to one of the most aggressive Bitcoin accumulation strategies ever seen. Is this move genius or disaster? In this episode, we break down Strategy’s latest Bitcoin purchase, funded through STRC issuance and over $1 billion in common stock ATM, and why the stock continues to trade near 1x mNAV despite massive dilution. We discuss: - Why Strategy is bu...