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- Today1h 5m
Strive’s Secret Weapon Could Supercharge Its Bitcoin Strategy
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” behind Strive’s Bitcoin accumulation model⚡ Why preferred shares like STRC and SATA are changing capital markets⚡ How digital credit could unlock trillions in institutional demand⚡ Why some Bitcoin treasury companies failed during the bear market⚡ The hidden risks of convertible debt and overleverage⚡ Why Strategy may start SELLING Bitcoin, and why it could actually be bullish⚡ The future of Bitcoin treasury consolidation and global expansion⚡ Why Avik compares Bitcoin treasury companies to private equity in the 1980sAvik also shares his incredible personal journey from biotech hedge funds and healthcare policy to becoming one of the leading voices in Bitcoin strategy and policy.If you want to understand where Bitcoin treasury companies, digital credit, and institutional Bitcoin adoption are headed next — this conversation is essential.Follow our guest:- Avik Roy on X: https://x.com/Avik- Avik Roy on Youtube: https://www.youtube.com/@Avik- The Foundation for Research on Equal Opportunity (FREOPP): https://freopp.org/00:00 Avik Roy’s Bitcoin Origin Story14:26 What Avik Actually Does at Strive17:39 Why Strive Wants to Become a PURE Bitcoin Company20:19 Will Bitcoin Treasury Companies Start Consolidating?27:14 Europe vs US Bitcoin Treasury Markets29:00 Michael Saylor’s BIGGEST Earnings Call Hint30:25 Why STRC Is Dominating the Market33:22 The Most Shocking Part of Strategy’s Earnings Call37:32 “Bitcoin Is Fungible… But Not for Taxes”41:19 The Credit Rating Catalyst That Could Change Everything44:18 Why Some Smaller Bitcoin Treasury Companies Failed48:19 Will SATA & STRC Keep Paying Huge Yields?52:35 Which Bitcoin Treasury Company Is Next?56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s”01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed01:05:08 Final Thoughts & Where to Follow Avik RoyBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx
- 4 days ago23 min
Strive vs Strategy: Bitcoin Yield Just Went DAILY
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 yield changes the game- How Strive may have solved Nasdaq dividend restrictions- What this means for SATA and STRC- Why volatility could collapse on these products- The growing war between Strive and Strategy- Whether Bitcoin treasury companies are entering a new era- The implications for DeFi, tokenization, and Bitcoin-backed credit- Why this summer could become “Paper Bitcoin Summer 2.0”Follow our guest:- Tyler Rowe: https://x.com/TylerCompiler- BitcoinTreasuries.net: https://x.com/BTCtreasuries- BitcoinTreasuries.net: https://www.youtube.com/@BitcoinTreasuriesNet- BitcoinTreasuries.net: https://bitcointreasuries.net/- Treasury Orange: https://www.youtube.com/@TreasuryOrange00:00 Strive’s SHOCKING Daily Dividend Announcement02:47 Daily Dividends Could Revolutionize Brokerage Cash05:10 Possible Workaround Strive Found Before Strategy06:56 Will Strategy Copy Strive Immediately?08:32 Did Strategy Delay Their Q&A Because of Strive?09:00 Speculations on Strategy's Response09:40 Wild Theory: Strive + Metaplanet Merger11:46 Bitcoin Treasury Innovation Is Accelerating FAST12:39 Could Daily Dividends Kill Arbitrage Opportunities?15:35 Why Strive Might Be the Most Innovative Bitcoin Treasury Company19:00 Will SATA Make Yield Tokens Obsolete?21:26 “Paper Bitcoin Summer 2.0”?Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx
- 1 weeks ago1h 8m
Michael Saylor Wants to RIP the Wings Off MSTR Shorts
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 companies- Whether MSTR shorts are trapped- Jack Mallers & XXI Capital- Lightning Network treasury strategies- Bitcoin macro outlook for 2026- Why the next halving could be massiveIf you’re following Bitcoin, MSTR, STRC, Strategy, or the future of corporate Bitcoin adoption — this episode is a must-watch.Follow our guest:- Tyler Rowe: https://x.com/TylerCompiler- BitcoinTreasuries.net: https://x.com/BTCtreasuries- BitcoinTreasuries.net: https://www.youtube.com/@BitcoinTreasuriesNet- BitcoinTreasuries.net: https://bitcointreasuries.net/- Treasury Orange: https://www.youtube.com/@TreasuryOrange00:00 Tyler Rowe returns to the One Share Podcast03:08 Strategy earnings pre-call & STRC tracker05:15 Saylor’s aggressive stance on selling Bitcoin08:45 Can selling Bitcoin defend mNAV?13:16 Ripping the wings off MSTR shorts15:28 Strategy’s new optionality: BTC, STRC & buybacks17:26 Strategy’s communication pivots19:11 Does “never sell Bitcoin” weaken the balance sheet story?21:03 Hyperinflation and the endgame22:48 STRC-funded MSTR buybacks explained26:24 Should Saylor buy Bitcoin more opportunistically?27:48 Strategy’s cash reserve flexibility29:39 DeFi protocols and STRC demand33:30 Is STRC weaker in Bitcoin bull markets?37:35 Can Strategy keep raising STRC yield?41:43 Could digital credit yields rise over time?47:30 Other Bitcoin treasury companies to watch53:25 Bitcoin treasury companies building on Lightning57:23 Bitcoin macro outlook for the rest of the year01:03:49 XXI Capital, Jack Mallers and the Bitcoin company thesis01:07:28 Where to find Tyler Rowe and BitcoinTreasuries.netBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx
- 1 weeks ago1h 0m
MSTR at 6x mNAV? The Buyback Mechanism Bears Aren’t Ready For
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 Strategy’s earnings call was so important• The real meaning behind STRC and digital credit• How Strategy could buy back MSTR shares• Why Bitcoin treasury companies are just getting started• Basel rules, S&P 500 inclusion & future credit ratings• Why banks may soon wrap STRC products• The hidden risks (and opportunities) of DeFi on STRC• MSTR valuation, mNAV & Bitcoin price targets• Metaplanet, XXI, Strike & the next wave of Bitcoin companies• Why Bitcoin treasury products may become the new global carry tradeFollow our guest:- Chase Palmieri: https://x.com/chasepalmieri- Sovana: https://x.com/SovanaHQ- Sovana: https://www.sovana.io/00:00 Chase’s Bitcoin Origin Story03:47 How Chase Discovered Strategy & MSTR06:05 Strategy Earnings Call: Biggest Takeaways08:20 Convertible Debt, Preferreds & Capital Strategy09:59 Which Strategy Preferreds Could Be Retired?11:45 Why Strategy Keeps Its Software Business14:38 Could MSTR Reach a 6x mNAV?19:46 STRC’s Growth During a Down Market20:36 Strategy’s Credit Rating & USD Reserve23:44 Banks, STRC & the Coming Yield War25:07 Can STRC Become a High-Yield Cash Alternative?28:14 DeFi Risks Built on Top of STRC32:36 Why STRC’s Yield May Stay High36:04 Digital Credit in a Bitcoin Portfolio36:38 Digital Credit: Portfolio Positioning and Growth41:03 Could Digital Credit Yields Reach 25%?43:19 Other Bitcoin Treasury Companies to Watch48:14 Macro Outlook: Has Bitcoin Bottomed?50:08 The Next Wave of Bitcoin Treasury Companies52:03 Jack Mallers, Strike, XXI & Tether58:33 Bitcoin & MSTR Price Targets for Year-End59:39 Closing ThoughtsBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx
- 2 weeks ago35 min
The Lightning Tradeoff Bitcoin Treasuries Can’t Ignore
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 treasuries safely deploy capital on Lightning?- What happens if a node fails or gets compromised?- And why might cold storage not be enough in the future?We cover:⚡ The biggest Lightning Network risks explained🔐 Why hot wallets introduce new vulnerabilities💼 The challenge for Bitcoin treasuries entering Lightning📉 How funds can be lost (even without hacks)🌍 Adoption, regulation, and long-term outlookThis is a must-watch for anyone interested in: Bitcoin, Lightning Network, crypto security, and institutional adoption.Follow our guest:- Dave Lund: https://x.com/davelund_- Flowrate: https://www.flowrate.com/00:00 Introduction: Lightning Network Risks02:06 Lightning’s Core Limitation: Payments Need Liquidity Paths04:24 Hot Wallet Risk: The Biggest Security Tradeoff06:40 Bugs, Attacks & Lightning Node Failure Scenarios08:53 Penalty Mechanism: How Lightning Prevents Cheating11:09 Adoption Risk: Will Bitcoiners Actually Spend BTC?12:45 Lightning vs Fiat Rails: Why Fees Matter14:42 800,000 Stores: The Push Toward Mainstream Adoption16:40 Regulation, Privacy & Onion Routing Risks23:25 Bitcoin Treasuries: Should Companies Use Lightning?29:14 Enterprise Lightning: Multi-Sig, Security & Reputation Risk34:26 Best Lightning Panels to Watch NextBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx
- 2 weeks ago1h 8m
The 11.5% Savings Account That Could Break Banking
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 of the “apex carry trade” and why it matters- How these products could compete with bonds, money markets, and savings accounts- Why Wall Street still hasn’t fully understood what’s happening- The role of Bitcoin in reshaping global capital flowsIf you’re interested in Bitcoin, macro investing, yield strategies, or the future of finance, this conversation will change how you think about markets.Follow Cris Reed:- X: https://x.com/CrisReed- LinkedIn: https://www.linkedin.com/in/cris-reed1337/- Youtube: https://www.youtube.com/@Bitcoin_Mindset- STRC - The Apex Carry Trade: https://x.com/CrisReed/status/2036766660472803443- The $1 Million Arbitrage Hidden in Plain Sight: https://x.com/CrisReed/status/201559339382123319200:00 Cris Reed’s Bitcoin Origin Story03:47 Why STRC Could Become the Apex Carry Trade07:50 STRC’s 11.5% Yield: Can It Go Higher?10:19 What Happens If Interest Rates Fall?12:49 How Strategy Manages STRC Demand & Amplification14:14 When Institutions May Finally Enter STRC16:51 Metaplanet’s Potential Carry Trade in Japan19:18 Why Cris Still Watches Metaplanet21:17 Can STRC Disrupt Fixed Income?24:25 Strategy’s Credit Rating & Fiat Reserves27:12 Semi-Monthly Dividends: STRC’s Big Upgrade33:29 Why Strategy Didn’t Raise the STRC Dividend35:45 Could STRC Become Too Successful?37:43 STRC as the Bridge to Hyperbitcoinization40:49 Bitcoin Treasury Companies as the Transition Layer44:11 STRK, STRF & STRD: Underrated Opportunities?48:45 How Preferreds Could Perform in a Bull Market52:21 Other Bitcoin Treasury Companies to Watch54:38 Strive, SATA & Retail’s Role in Preferreds58:33 Bitcoin Treasury Bear Market: Is the Worst Over?01:03:21 What Happens to MSTR in the Next Bull Market?Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx
- 3 weeks ago12 min
Is Strive Becoming the Next Strategy? This Bitcoin Move Is Huge
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 purchases and capital raises- How Strive is copying the Strategy playbook- Why its growth is accelerating faster than expected- Metaplanet’s quiet move and what it could mean- Bitcoin treasury valuations and price action- Why STRC is not coming back to par as quickly as last monthWith Strategy leading the way, a new wave of Bitcoin treasury companies is emerging, and Strive might be right at the center of it.00:00 MSTR Keeps Accumulating – Why They Won’t Stop01:54 Why Strive’s Growth Potential Is Huge03:37 $50M Bitcoin Buy Incoming? (Metaplanet Strategy)05:14 Strategy vs Strive vs Metaplanet – Who’s Winning?07:02 Can These Companies Hit All-Time Highs Again?09:57 Why STRC's Recovery to Par Is Taking Longer11:39 Bitcoin for Corporations Event & Strategy Earnings Call PreviewBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx
- 3 weeks ago36 min
Is bitcoin’s BIGGEST opportunity happening on lightning?!
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 scale — onboarding millions of merchants — and why this strategy could redefine how Bitcoin is used globally.🎙️ Featuring insights from Dave Lund, we cover:⚡ How the Lightning Network actually generates yield💰 What “liquidity leasing” is and why it’s a massive opportunity🏦 How Bitcoin treasuries (like LQWD & B-Hodl) are positioning themselves📈 Why Lightning payment volume is exploding (100x growth)🔐 The real risks of deploying Bitcoin (hot wallets & security)🌍 What the next 3–5 years could look like for Bitcoin paymentsThis is not just about “number go up”, this is about Bitcoin becoming a global payment network.Follow our guest:- Dave Lund: https://x.com/davelund_- Flowrate: https://www.flowrate.com/00:00 Block Inc. vs Other Lightning Bitcoin Treasuries (Key Differences)04:11 4M Merchants on Lightning + 9.7% Yield (Explained)07:41 How Lightning Routing Actually Makes Money09:47 Why NOW Is the Best Time to Build on Lightning14:24 Node Economics: How Treasuries Earn Yield21:08 Liquidity Leasing: The Hidden Business Model26:43 The Big Opportunity for Bitcoin Treasuries31:57 Lightning in 3–5 Years (Bold Predictions)Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx
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About One Chair Podcast
Your guide to the companies stacking Bitcoin. We track the corporate treasuries holding Bitcoin and explore their strategies. We bring you all the insights, stories, and numbers that are reshaping treasury management in the age of Bitcoin. Whether you’re an investor, Bitcoiner, or finance pro, stay informed on who’s buying, holding, and leading Bitcoin adoption at the highest levels.
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