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
12:56 STRC $100 Milestone: Is This the Turning Point?
15:11 Metaplanet Update: Rising Short Interest & New Bitcoin-Backed Loan
18:19 Strive Launches SATA Preferred: Higher Yield & Smart Execution
23:29 Sequence Sells Bitcoin to Repay Debt: What Went Wrong
25:46 Future: New Bitcoin Treasury Company in Switzerland
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- Marc Riemer: https://x.com/mriemer
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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- Youtube: https://www.youtube.com/@OneChairPod
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 inspired by Michael Saylor
- Why Bitcoin Treasuries matter — leverage, yield, and risk
- Strategy’s playbook and Saylor’s plan to “eat the world”
- MSTR's expansion into Europe with STRE (Stream)
- Strive’s new SATA preferred offering
- How money-market capital and generational wealth could flow into Bitcoin
00:00 Introduction: Tyler from Treasury Orange
00:53 Origin Story: Ron Paul, sound money, first touch with Bitcoin
04:11 Early Cycles & Lessons: 2013 buy, 2017 churn, taxes, selling too soon
07:11 The 2020 “Lightbulb Moment”: Michael Saylor, Bitcoin Podcasts & Realizing BTC Beats Gold
13:59 Bitcoin Treasuries Explained: Higher Returns vs. Counterparty Risk
17:17 Tyler's Top Bitcoin Treasury Companies
28:42 STRE's Debut and How Saylor Plans to "Eat the World"
31:55 MSTR's Q3 Earnings Call Highlights
37:28 Accessibility: Index inclusion (QQQ/S&P) & why own MSTR for leverage
41:49 S&P Rating: A Milestone for Bitcoin Treasuries
46:00 Strive’s SATA Preferred Explained: 12% Yield & How It Competes with STRC
51:47 The Big Math: Money-market rotation, advisor demand, generational tailwinds
59:33 Where to Follow Tyler & Wrap-Up
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- Tyler: https://x.com/TylerCompiler
- Treasury Orange: https://www.youtube.com/@TreasuryOrange
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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
🔹 Michael Saylor’s long-term vision and the “amplification” strategy
🔹 The four-year Bitcoin cycle, super cycle, and risk management
🔹 Whether Strategy should advertise like Tesla or let Bitcoin sell itself
From Bitcoin maximalism to Strategy, True North, and the future of Bitcoin-treasury companies, this conversation is packed with insights for long-term investors and Bitcoiners alike.
00:00 Introduction: Soleil (@nithusezni)
01:07 How Soleil Got Into Bitcoin & Trading Options
06:04 Tesla Enters the Picture
09:44 Tesla & Strategy Parallels
10:45 Becoming a Full Bitcoin Maximalist
11:59 MicroStrategy's Impact on Bitcoin
15:16 MSTR Preferreds & Fixed-Income Products
17:28 MSTR Q3 Earnings Reaction
20:17 International Market Strategies
24:06 Should Strategy Advertise Like Tesla? Ads vs Organic Growth Debate
27:12 Tesla-Like Strategy Rollout
33:50 The Four-Year Cycle vs. Super Cycle
40:53 Options Trading Around S&P 500 Inclusion
43:55 How to Orange Pill Different People
47:46 Closing Thoughts & Where to Find Soleil
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- Soleil: https://x.com/nithusezni
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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- Youtube: https://www.youtube.com/@OneChairPod
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 Rating
11:24 How Metaplanet's New Share Buyback Plan Could Change the Game
14:24 Strive's Comeback & Market Rebound
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- Jackson Fairbanks: https://x.com/Loonggamma
DISCLAIMER: 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
Find us on Spotify: https://open.spotify.com/show/2AnTUGs4yjMwUxVSItYyZ2?si=d30ddc54c94741d0
Or on Apple Podcasts:
https://podcasts.apple.com/us/podcast/one-chair-podcast/id1831827737
#bitcoin #michaelsaylor #bitcoinpodcast #bitcoinnews #finance #mstr #metaplanet #bitcointreasurycompanies #bitcoinetf #investing #investment #invest #MTPLF #PreferredShares #JapanMarkets #ASST #strive
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 Bitcoin balance sheets.
We cover:
- The rise of Bitcoin treasury companies and their role in global adoption
- How fixed-income wrappers are bringing institutional capital into Bitcoin
- Why leverage and NAV matter for Bitcoin-backed corporations
- The Bitcoin treasury bear market: consolidation, PIPEs & valuations
- How regulation and lobbying shape the future of corporate Bitcoin
- Risk management, audit oversight & securing Bitcoin as a corporate asset- Pierre’s thoughts on Strive, Strategy, and the path ahead for Bitcoin treasuries
00:00 Introduction: Pierre Rochard
00:44 Building Bitcoin Fixed-Income Products & Educating the Market
01:56 Joining Strive: Profit Maximization, Austrian Economics & Corporate Purpose
05:30 Digital Credit & Perpetual Preferreds
09:24 Audit Oversight, Risk Management & Secure Bitcoin Custody
11:57 Why Bitcoin Treasury Companies Matter for Global Adoption
16:33 Index Exclusions, Value Investing & Why Holding Bitcoin Beats Fiat
24:16 Regulation, S&P 500 Inclusion & How to Win Policy Battles for Bitcoin
34:24 Bitcoin Treasury Bear Market: Valuations, Mergers & Market Psychology
38:03 NAV Compression, AI/Gold Rotations & The Long-Term BTC Thesis
51:15 PIPEs, Reverse Mergers & How to Finance Bitcoin Treasury Growth
58:05 Trading Below NAV & Leverage Strategy
01:03:38 JPMorgan Lending on BTC Collateral & Closing Thoughts
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- Pierre Rochard: https://x.com/BitcoinPierre
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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 fallout of risky PIPE deals.
We also analyze Strategy’s STRC — how it’s maturing into a stable, liquid Bitcoin vehicle — and what this means for the future of corporate Bitcoin stacking.
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- Treasury Orange: https://www.youtube.com/@TreasuryOrange
- Tyler Rowe: https://x.com/TylerCompiler
- Treasury Orange with Yves: https://www.youtube.com/watch?v=VIJyfi0Tt7k&t
- Adam Back & Richard Byworth: https://www.youtube.com/watch?v=iUU65dpFA34
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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 MetaPlanet’s recent stock moves, the risks of PIPE deals, and how institutional investors may be shaping price action. Finally, we touch on Strategy’s leverage options, the teaser of Project Nova, and Japan’s new Prime Minister’s loose monetary policy as a bullish catalyst for Bitcoin.
00:00 MSTR's STRC Dividend Jump, MetaPlanet Sell-Off & What’s Really Happening Behind the PIPE Deals
01:00 STRC Update: Dividend Hike, Price Range & ATM Activation
04:15 Bear Market Test: Can STRC Stay Stable Under Pressure?
11:26 Metaplanet Stock Update: PIPE Deal Concerns & Retail Impact
18:36 Strategy’s Leverage: Convertible Bonds vs. Preferred Shares
22:42 Project Nova Teaser & Japan’s New Prime Minister Catalyst
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- Alexandre Laizet and Richard Byworth: https://www.youtube.com/watch?v=GeRi2TYV2v4
DISCLAIMER: 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
Find us on Spotify: https://open.spotify.com/show/2AnTUGs4yjMwUxVSItYyZ2?si=d30ddc54c94741d0
Or on Apple Podcasts: https://podcasts.apple.com/us/podcast/one-chair-podcast/id1831827737
#bitcoin #michaelsaylor #bitcoinpodcast #bitcoinnews #finance #mstr #metaplanet #bitcointreasurycompanies #bitcoinetf #investing #investment #invest #MTPLF #PreferredShares #JapanMarkets
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/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- One Chair Podcast International: https://www.youtube.com/@OneChairPodInt
- Introducing One Chair Podcast International: https://youtu.be/9OPVQhoM6qQ?si=FNgQjfPmkKUWxKTX
- Raoul Pal ft. Julien Bittel: https://www.youtube.com/live/X_PkXDjeFyM?si=fpShScaIqfS26YwM
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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- Youtube: https://www.youtube.com/@OneChairPod
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 Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- https://x.com/BitcoinPowerLaw
- https://x.com/JoshMandell6
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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-asset ratio is only ~7–11%, far from “overleveraged”
✅ No risk of margin calls since the debt is uncollateralized
✅ Preferred dividends are backed by $73B in Bitcoin reserves
✅ Bitcoin’s long-term growth outpaces typical yield instruments
Bottom line: Strategy is 9:1 over-collateralized, with no looming margin call, and their play only fails if Bitcoin collapses under $13K and stays there for years.
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 podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on X: https://x.com/OneChairPod
Find us on Spotify: https://open.spotify.com/show/2AnTUGs4yjMwUxVSItYyZ2?si=d30ddc54c94741d0
Or on Apple Podcasts: https://podcasts.apple.com/us/podcast/one-chair-podcast/id1831827737
#bitcoin #michaelsaylor #bitcoinpodcast #bitcoinnews #finance #mstr #bitcointreasurycompanies #bitcoinetf #investing #investment #invest #PreferredShares
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://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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 podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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=a344b82984f74f81
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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=a344b82984f74f81
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
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Follow us on:
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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.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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-yield environment, future preferred share roadmap, and Meta Planet’s goal to become a top global Bitcoin Treasury Company.
Mentions:
- Metaplanet CEO Simon Gerovich Pt 2: 555 (Go Go Go) – BTCTCs Expert subseries (B001): https://www.youtube.com/watch?v=h5nh7SM5cMA
- One Chair Podcast - Why MSTR Is Not a Ponzi: https://youtu.be/CdaHQRYr1xY
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 podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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=a344b82984f74f81
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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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 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 podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
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