One Chair Podcast

Is Strategy about to join the S&P 500? In this episode, we break down the latest speculation, price action, and what it could mean for Bitcoin. Plus, we dive into Metaplanet's hyper-aggressive Bitcoin accumulation strategy and what’s ahead for Q4. Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a34...

In this episode, we break down the latest moves in Bitcoin treasuries: Strategy’s common share ATM issuance and why investors reacted positively, STRC’s updated dividend policy, Metaplanet’s bold international share sale and Strive’s upcoming merger vote. Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a34...

The Fed just made a historic shift — ditching the 2% inflation target. What does this mean for Bitcoin, MSTR, and the rise of Bitcoin Treasuries? In this episode, we break down Powell’s dovish stance, market reactions, STRC trading volumes, and even the U.S. government’s surprising 10% stake in Intel. Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open....

In this episode, we breakdown Strategy's surprise pivot in its guidance, the speculation heating up around a potential S&P 500 inclusion and have a look how Bitcoin treasuries remain in flux despite facing compressed valuations, increased volatility, and investor uncertainty. Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/...

In this episode, we break down the MTPLF Q2 earnings presentation key takeaways and how Meta Planet preferred shares fit into their bold plan to disrupt Japan’s $17.8T market. Learn the difference between Class A and Class B, why they matter to yield-hungry investors, and how they support Meta Planet’s long-term Bitcoin treasury strategy. Topics include the shareholder meeting agenda, Japan’s low-...

STRC has exploded onto the scene with a record $2.5B launch and it might just be Strategy’s “iPhone moment.” In this episode, we break down STRC’s pricing mechanism, dividend strategy, and how it could supercharge Bitcoin accumulation faster than ever. Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b8...

In this piece we discuss MSTR's drops after earnings, what could be behind the move? We break down the market reaction, Metaplanet’s bold play, and what’s next for Bitcoin treasury stocks. Mentions:https://x.com/PunterJeff Metaplanet Preferred Shares Overview and Examples of Jeff Walton's Charts: https://drive.google.com/file/d/1IyfwXFw-fxxOxqoBHsEZqHkjtISpLkdc/view?usp=drive_link Big than...

In this special post-earnings episode, we dive into Strategy’s massive Q2 EPS beat, the end of share dilution below 2.5x mNAV, the rise of the preferreds, and what it all means for shareholders and Bitcoin. Is this the start of a new golden age for MSTR investors? Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT6...

In this pre-earnings breakdown, we dive into Strategy’s upcoming earnings report, some ChatGPT stock price predictions, the overlooked Bitcoin gains, and why the market is sleepwalking into a major surprise. From EPS beats to institutional accumulation and ATM issuance insights — this is everything you need to know before Strategy's earnings call on Thursday July 31st. Big thanks to Little Bub...

In this piece, we break down and debunk an article from LinkedIn criticizing MSTR's strategy. We dive into the misconceptions around the preferred shares, Bitcoin holdings, and overall financial approach. We dissect each claim and reveal the truth behind the numbers. Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7W...

In this episode, we break down MSTR's latest ATMs, dive deep into their new Preferred Equity STRC, and provide the latest updates on ALTBG. Slides presented: Episode 9 Slides https://drive.google.com/file/d/1s7unahgxFpqGC8nki9IRO41IBmyNPDLb/view?usp=drive_link Mentions: - https://x.com/BitcoinPowerLaw - https://x.com/levyuk Big thanks to Little Bubble for allowing us to use his song: "One...

In this piece, we dive into a speculative discussion on MSTR’s Q2 earnings and what’s ahead for H2 2025. We also explore key bullish catalysts for Strategy, Bitcoin, and whether this cycle is truly different from the past. 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...

In this episode, we review key macro trends, focusing on U.S. debt and the M2 money supply, take a deep dive into MSTR’s at-the-market offerings, explore the 'flywheel within a flywheel' dynamic of its preferred shares strategy, and wrap up with the latest updates on SQNS. Slides presented: Episode 8 Slides https://drive.google.com/file/d/1JjaZ77hbfnqIwB4cvyp6wOMiQxQ_QVTv/view?usp=drive_li...

In this episode we go through Strategy, Semler Scientific and Metaplanet's news of the week, we discuss why Strategy is not a Ponzi scheme and present qualitative criteria to help compare and analyze Bitcoin treasury companies. Slides presented: Episode 7 Slides https://drive.google.com/file/d/1z0uAR1ZS7CppUMO4aBqP2j3BxdFif0EY/view?usp=drive_link Mentions: - https://x.com/ChrisMMillas - https:...

In this episode we discuss the Strategy preferred equities yields and price action, the Strategy S&P500 potential inclusion, we also analyze the differences between investing in spot Bitcoin, Bitcoin ETFs and Bitcoin treasury companies and lasty we discuss risks on Bitcoin treasury companies. Slides presented: Episode 6 Slides https://drive.google.com/file/d/1syTk2dooTFQaRn_nY5TTK1sqhKIG1iWg/v...

In this episode we deepdive in STRK with Monte Carlo simulations, we discuss Semler Scientific News, we give a couple of highlights of the BTC Prague Corporate Event & finally we discuss the SmarterWeb Company Valuation. Slides presented: Episode 5 Slides https://drive.google.com/file/d/1A1VXBdLhAMdG2-n0WIT-RD45TxLoTSPC/view?usp=drive_link Mentions: - https://microstrategist.com/ Big thanks to...

In this episode we revisit STRK in a more detailed manner, we introduce the main Bitcoin Treasury Companies, compare them to each other and we discuss the Chanos Saga. Slides presented: Episode 4 Slides https://drive.google.com/file/d/1imJQ_DnXgU6RCqIXCr4v2gMqf92RXD5b/view?usp=drive_link Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

In this episode we explain Strategy's preferred equities in detail and explore their relevance in the markets today and in the future. We also briefly discuss Metaplanet's new 555 million share plan. Slides presented: Episode 3 Slides https://drive.google.com/file/d/16eQiKKlgVilfvpTPSnmyuc-zvr-qQs2e/view?usp=drive_link Mentions: - MSTR True North: https://x.com/MSTRTrueNorth - David Peterson: http...

Welcome to One Chair Podcast! In this episode we provide a brief history of Strategy (formerly known as MicroStrategy) and how it became a Bitcoin Treasury Company. We explain what is the mNAV (or multiple of Net Asset Value) and how the Bitcoin Treasury Company flywheel works. Slides presented: Episode 2 Slides https://drive.google.com/file/d/1c0ymAP6_jmICOup6khXHSDIsS5XFMNAM/view?usp=drive_link...

Welcome to One Chair Podcast! In this episode we introduce ourselves and the podcast. We also briefly explain what Bitcoin Treasuries do and why they are useful. Slide presented: Episode 1 Slides https://drive.google.com/file/d/1xBDgZKsyJLYDlbZNyv5Q8Pdbo0iX-ic0/view?usp=drive_link Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7W...