One Chair Podcast

Strive’s Secret Weapon Could Supercharge Its Bitcoin Strategy

May 18, 2026·1h 5m
Episode Description from the Publisher

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

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