Tyler Rowe
Treasury Orange - Bitcoin Podcast
Bitcoin & Bitcoin Treasury Conversations with Industry Leaders, Board Members, OGs, Influencers covering the evolving landscape of permissionless, hard money. From Strategy and Saylor to the smallest private bitcoin companies, Treasury Orange is your home base for bitcoin alpha.
Author
Tyler Rowe
Category
Podcast website
Latest episode
Dec 18, 2025
Where to listen?
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Episodes
BitcoinTreasuries.net: ”60% Of Treasury Companies Are UNDERWATER.” What Happens Next | Pete Rizzo 18.12.2025 44:21
🔥 Pete Rizzo (BitcoinTreasuries.net president) reveals 60% of Bitcoin treasury companies are underwater on their purchases. He predicts Strategy (MSTR) will hit 750K Bitcoin by end of 2026. The perfect warm up to MSTR True North on a Wednesday! In this Treasury Orange exclusive, the journalist who's covered Bitcoin for over a decade reveals: ✅ 60% of 100+ sampled treasury companies underwater on...
Yves & Quentin From The One Chair Pod: Saylor’s $1.4B Cash Reserve for MSTR 11.12.2025 42:44
🔥 Swiss Bitcoiners Yves and Quentin from the One Chair Pod debate whether Saylor's $1.4 billion USD reserve was BRILLIANT or common shareholder betrayal - plus deep dives on XXI's NYSE debut, MetaPlanet's preferreds, and Future (Switzerland). In this Treasury Orange exclusive, two of Europe's sharpest Bitcoin treasury analysts reveal: ✅ Why Strategy's $1.4B cash raise in 7 trading days was "a si...
Matt Odell: ”Saylor Kept Diluting You” is The REAL Reason MSTR Crashed 70% 06.12.2025 40:38
🔥 $200M Bitcoin VC Matt Odell reveals why Saylor kept diluting MSTR shareholders - and why treasury companies without cash flow are dead (except Strategy). In this Treasury Orange exclusive, the partner at Ten31 who's deployed over $200 million to Bitcoin businesses reveals: ✅ Why Saylor kept hitting the common even after saying he'd stop (FOMO runs deep) 💰 "Treasury companies without cash flow...
Zack Shapiro: The Bitcoin Strategic Reserve Changes EVERYTHING (BPI Policy Director) 04.12.2025 44:48
🔥 BPI Head of Policy Zack Shapiro reveals how the proposed Bitcoin for America Act will let American Bitcoiners save MILLIONS in taxes potentially. In this Treasury Orange exclusive, Zack reveals: ✅ Why "the Strategic Bitcoin Reserve already exists" (Trump's executive order IS the SBR) 💰 The Bitcoin for America Act tax strategy: Pay with low-cost-basis BTC, trigger NO capital gains (talk with a...
Richard Byworth: Bitcoin Treasuries Should SELL Bitcoin Below 1 mNAV (Former Nomura Trader) 01.12.2025 41:19
🔥 Hedge fund veteran Richard Byworth built a Swiss Treasury Company w/ Adam Back & reveals how Switzerland's zero interest rate environment creates the perfect storm for Bitcoin-backed credit products to capture $750 billion. In this Treasury Orange exclusive, the Chairman of Future & advisor to Jan3 reveals: ✅ Why he went from "Bitcoin is a scam" (2010) to building a treasury w/ Adam Ba...
Matt Cole: Strive WILL Outperform MSTR - Strive CEO On Building A Bitcoin Credit Engine 17.11.2025 59:30
As CEO of Strive (ASST), Matt Cole is building what could be MSTR's biggest competitor using a revolutionary "digital credit" strategy that that is making Saylor ENVIOUS. Matt managed $70 BILLION at CalPERS - America's largest pension fund. What he discovered about US debt monetization made him put his ENTIRE net worth into Bitcoin in 2017. In this explosive interview, Matt reveals: - How Strive w...
Matthew Mezinskis: Bitcoin Power Law Says $250,000 by JANUARY?! 27.10.2025 1:12:07
Matthew Mezinskis tracks Bitcoin's "power curve" - a 96% correlated mathematical model that's predicted Bitcoin's price action since 2018. In this conversation, Matthew walks us through why Bitcoin's power curve suggests a $250K-$375K price target by year end, what would invalidate the 4-year cycle, and why Bitcoin treasury companies might exacerbate the next bear market. KEY TOPICS DISCUSSED: *Th...
James Lavish: QE is COMING & Why We NEED Bitcoin Treasury Companies 24.10.2025 57:33
James Lavish is a hedge fund manager, macro investor, and managing partner at the Bitcoin Opportunity Fund. In this conversation, he explains why the U.S. is caught in a spending trap with no way out and what that means for Bitcoin and treasury companies. **WHAT WE DISCUSS:** **The Spending Trap** James breaks down why DOGE failed and why cutting government spending is mathematically impossible. W...
Checkmate: Bitcoin On-Chain Analytics & The Secret To Timing The Bull Market (MSTR's Advantage) 23.10.2025 51:56
🚀 BITCOIN PRICE CRACKED: On-Chain King Checkmate Reveals the ONLY 3 Metrics That Predict BTC Tops & Bottoms! 👑 In this must-watch interview, we sit down with the King of On-Chain Analysis, James Check, known as Checkmate. https://twitter.com/@_Checkmatey_ If you are looking to cut through the noise on Bitcoin's price action, Checkmate provides the ultimate X-ray vision for the market. He bre...
Daniel McAdams: Why America Needs Sound Money (Ron Paul Chief of Staff) 20.10.2025 32:19
Daniel McAdams has worked alongside Ron Paul for over 20 years - from Capitol Hill to the Ron Paul Liberty Report. Now he's revealing what he and Dr. Paul really think about Bitcoin, DOGE and the coming financial collapse. In this Treasury Orange exclusive, Ron Paul's executive director and co-host discusses: • Ron Paul's evolving views on Bitcoin and cryptocurrency (25:00) • Why the debt spiral i...
Junseth: Why Bitcoin Treasuries Have It Wrong (MSTR is INSANE) 17.10.2025 1:00:18
Bitcoin OG Junseth has been in Bitcoin since there were "2000 of us in a forum." Now he's calling out Bitcoin treasury companies for missing the obvious business model. In this Treasury Orange exclusive, one of Bitcoin's most provocative voices reveals: Why Bitcoin treasury companies with no underlying business make no sense The "obvious" move MSTR should make (OTC desk strategy) Why companies tra...
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