One Chair Podcast

In this first episode of 2026, we break down Strategy’s (MSTR) latest Bitcoin purchase, its growing USD cash reserve, and what it all means for Bitcoin treasury companies going into the new year. We discuss why Strategy continues to issue common stock to fund preferred share dividends, even while holding billions in cash, and whether this signals a long-term shift in capital allocation. With six c...

Metaplanet’s Bitcoin accumulation is accelerating faster than almost anyone realizes. In this video, we break down Metaplanet’s explosive year, how it grew its Bitcoin holdings from under 2,000 BTC to over 35,000 BTC, and why its strategy puts it in a league of its own among Bitcoin treasury companies. We cover Metaplanet’s latest updates, including the approval of its preferred shares (MERCURY an...

In this episode, we break down Strategy’s latest Bitcoin purchases, MSTR stock issuance, mNAV dynamics, and why Michael Saylor may be maximizing accumulation before Bitcoin’s next major move. We also discuss the role of preferred shares, the creation of Strategy’s USD reserve, and whether market education is holding back demand. We explore Bitcoin’s potential “IPO moment,” where ETFs, Wall Street,...

Bitcoin is in a period of fear, yet behind the scenes, the setup may be stronger than ever. In this episode, we sit down with Stephan Livera, host of the Stephan Livera Podcast, to break down why Bitcoin’s current setup is so compelling and how Bitcoin treasury companies like Strategy (MSTR) and OranjeBTC are reshaping the market. We discuss why some Bitcoin treasuries outperform while others stru...

In this episode, we sit down with Ed Juline, President of Bitcoin Treasuries Media and advisor to Arcadia₿, to break down how Bitcoin treasuries are reshaping corporate finance and why Strategy continues to outperform traditional financial models. Ed shares his journey from early Bitcoin adoption to working closely with Strategy, explains how preferred shares unlock fixed-income capital for Bitcoi...

Michael Saylor is back, and this time, MSTR has raised $1 billion to buy even more Bitcoin. In this episode, we break down why Strategy made this massive move, how they raised the capital, and what it means for Bitcoin, MSTR shareholders, and the broader market. We also dive into the recent market volatility, the impact of the Fed’s rate cut, and why many believe we may be at — or very close to —...

Bitcoin has never looked more bullish. In this episode, Bitcoin investor and researcher Zynx explains why he believes the current market setup is the most bullish in over a decade and why 2026 could be a breakout year for Bitcoin. We cover everything from: - Bitcoin vs Gold (and why pricing BTC in fiat can be misleading) - Strategy (MSTR) and the rise of Bitcoin treasury companies - STRC and prefe...

Strategy just created a $1.4B cash reserve alongside its 650,000 Bitcoin treasury. We break down what this means for MSTR stock, dividends, and Bitcoin investors. We explain why Strategy raised $1.4B, how the cash reserve covers up to 21 months of dividends, and what this means for credit ratings and downside risk in a Bitcoin bear market. We also discuss Michael Saylor’s comments about possibly s...

In this episode, we break down Metaplanet’s newest preferred share offerings: Mercury and the upcoming Mars adjustable-rate security, and what they mean for the company’s long-term Bitcoin accumulation strategy. With Japan’s historically low interest rates, Metaplanet is taking a unique approach to financing, potentially enabling a massive Bitcoin buying plan through low-yield preferreds, and even...

In this discussion, Anil Patel — author of The Treasure of Saylor — breaks down Michael Saylor’s Bitcoin Treasury Strategy, Strategy’s corporate playbook, and why Saylor’s approach to Bitcoin as digital capital is reshaping modern finance. We explore the principles behind Bitcoin treasury management, the evolution of Saylor’s thinking, and how corporations may adopt Bitcoin in the decades ahead. I...

Will AI choose Bitcoin as its native money? In this episode, Cern Basher joins us to explore the powerful links between AI, Tesla, and Strategy (formerly MicroStrategy) — and how visionary leaders like Elon Musk and Michael Saylor are shaping the future of money, energy, and intelligence. We discuss: - How AI and Bitcoin are “two sides of the same coin” - Why Tesla’s massive cash flow could make i...

In this episode, we break down the biggest developments in the Bitcoin treasury space — from MSTR’s global expansion and new credit rating momentum to Metaplanet’s latest updates, Strive’s rapid product innovation, and Sequans’ dramatic setback. 00:00 Welcome to One Chair Podcast 00:42 What MSTR’s New Credit Rating Means for Bitcoin Treasuries 02:44 STRE: MSTR’s Euro-Denominated Preferred Equity 1...

In this episode, we welcome Tyler from Treasury Orange for a deep dive into the rise of Bitcoin Treasury companies — from Strategy and Strive to Metaplanet and Capital B. Tyler shares his journey from discovering Bitcoin during the Ron Paul era to understanding how corporate Bitcoin adoption could drive the next 10x in Bitcoin’s price. He breaks breaks down: - The “Bitcoin epiphany” moment inspire...

In this episode, Soleil (@nithusezni) joins us to discuss Bitcoin, break down the growing parallels between Tesla, and Strategy (MSTR) and to share his key takeaways from Strategy’s Q3 earnings call. We dive deep into: 🔹 How Soleil got into Bitcoin and options trading 🔹 Why Tesla and Strategy follow similar disruptive paths 🔹 Bitcoin-backed preferreds and MSTR’s bond market disruption 🔹 Michae...

In this episode, we dive deep into the evolving world of Bitcoin treasury companies, from Strategy’s $43 million Bitcoin purchase to Metaplanet’s new buyback option and Strategy’s surprising S&P credit rating. 00:00 Intro & Inside the Lugano Plan B Conference 02:40 Bitcoin Treasury Companies 101: Ask Us Anything 03:11 Strategy Preferred Shares Update 05:58 Strategy Gets Its First Credit Ra...

In this episode, we sit down with Pierre Rochard — founder & CEO of the Bitcoin Bond Company, board member at Strive, and one of the most respected voices in Bitcoin corporate strategy. Pierre dives deep into the evolution of Bitcoin treasury companies, from Strategy’s (MSTR) pioneering playbook to Strive’s (ASST) innovative approach with digital credit, perpetual preferreds, and corporate Bit...

In this episode, we break down the latest Strategy (MSTR) update with the new ATM issuance and the preferreds volumes ramping up. We discuss whether Metaplanet could rise from the ashes as one of the most undervalued Bitcoin treasury plays. We also explore the latest Bitcoin short squeeze setup and what it could mean for markets in the weeks ahead. Big thanks to Little Bubble for allowing us to us...

In this episode, we break down the record-setting $20 billion crypto liquidation and what it revealed about Bitcoin’s resilience and the fragility of altcoins. We dive deep into the Bitcoin Treasury movement, exploring how companies like Metaplanet, Capital B, and Smarter Web are building sustainable, organic Bitcoin accumulation strategies, while others like Strive, Nakamoto, and Sequans face the...

In this episode, we dive into the latest developments in Bitcoin treasuries, STRC preferred shares, and MetaPlanet’s outlook. We discuss the recent dividend increase, price stabilization mechanics, and the potential for ATM issuance. Plus, we cover the impact of Robinhood’s listing, S&P 500 inclusion speculation, and what a bear market could mean for these instruments. We also analyze MetaPlan...

In this episode, we dive into the latest Bitcoin macro signals, the extended cycle debate, and the Bitcoin Treasury bear market hitting companies like Capital B and Metaplanet. We also cover Strategy (MSTR), its profitability streak, and the path to S&P 500 inclusion. Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7...

Unlock the secrets of the Bitcoin Treasury Playbook. In this episode, we break down how companies use their balance sheets to accumulate Bitcoin, explore concepts like mNAV and ATM offerings, and explain the infamous Infinite Money Glitch flywheel effect. Learn how corporate Bitcoin strategies are reshaping global capital markets. Big thanks to Little Bubble for allowing us to use his song: "...

In this episode, we break down why Metaplanet looks undervalued and present its bold Bitcoin accumulation strategy. We also dive into the breaking news of the Strive–SMLR merger and what it means for Bitcoin adoption and treasury growth. Finally, we share our Strategy (MSTR) 2025 price prediction, including key catalysts like S&P 500 inclusion and preferred equity issuance. Big thanks to Littl...

In this short episode of One Chair, we cut through the noise surrounding Strategy’s Bitcoin treasury playbook. You’ve probably heard the usual criticisms: 00:45 Myth 1: Strategy is overleveraged 01:24 Myth 2: Strategy will get margin called or liquidated 02:39 Myth 3: Strategy is a Ponzi 04:18 Myth 4: Bitcoin has no yield 05:38 Summary We break down each myth with facts and figures: ✅ Debt-to-ass...

In this episode, we break down Strategy’s (MSTR) latest STRC IPO, why some call it dilutive, and the risks if Bitcoin crashes — versus the upside if Bitcoin increases in value. Plus, we dive into the new options on MSTR preferreds, Metaplanet’s $1.4B Bitcoin raise, Semler Scientific’s challenges, and Strive’s merger. Big thanks to Little Bubble for allowing us to use his song: "One Chair": https:/...

Why wasn’t Strategy added to the S&P 500? In this video, we break down Friday’s big S&P 500 inclusion decision, where Robinhood and AppLovin made the cut — but Strategy stock was left out. Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81 DISCLAIMER: This is not is financial advice. This podca...