The Bitcoin Treasury Podcast

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The Bitcoin Treasuries Podcast brings you insider-level analysis of the corporate Bitcoin adoption revolution. Hosted by Tyler Rowe of BitcoinTreasuries.net, this show goes beyond surface-level crypto news to deliver sophisticated breakdowns of treasury strategies, company financials, and market dynamics that institutional investors and analysts actually care about. BitcoinTreasuries.net is the most-cited source for Bitcoin corporate holdings data, trusted by financial publications including The New York Times, CoinDesk, Yahoo Finance, Investopedia, and Seeking Alpha. Our weekly content features exclusive interviews with treasury company executives, deep-dive company analyses using SEC filings and earnings calls, and the Bitcoin Treasury Roundtable—a recurring panel discussion with industry experts Pierre Rochard and Alexandre Laizet breaking down the week's most important developments. Whether you're tracking MSTR's latest digital credit offering, evaluating emerging treasury plays, or understanding how the Bitcoin supply vacuum is reshaping corporate finance, this podcast delivers the institutional-grade insights you need. Perfect for executives, investors, financial analysts, and anyone serious about understanding Bitcoin as corporate treasury reserve asset. New episodes weekly. Subscribe now to stay ahead of the corporate Bitcoin adoption curve.

  1. -4 D. ·  EKSTRAMATERIALE

    The Man Who Ran The World's First Bitcoin Fund Says The Four Year Cycle Is Dead

    BONUS EPISODE! Tim Enneking has been in bitcoin for 13 years. He ran what is believed to be the first crypto trading fund in the United States. He was CIO of a near-$10 billion family office for nine years. And in 2021, his fund was the best performing hedge fund in the world — not just the best crypto fund. The whole world. In this special episode of Psalion on BitcoinTreasuries.net, Tim breaks down where we are in the market cycle, why the four year cycle is dead, why Bitcoin's correlation to equities is largely a statistical illusion, and why Michael Saylor buying billions of dollars of Bitcoin doesn't move the spot price the way most people think. In this episode: Why the four year cycle is structurally dead — and why that's bullish for Bitcoin long term The statistical illusion of Bitcoin's correlation to equities — crypto is open 5.5x longer than fiat markets Why buying Bitcoin when everyone is screaming is the only strategy that consistently works Why Saylor buying billions of Bitcoin OTC doesn't hit spot price the way retail expects How generating yield on dormant Bitcoin treasury assets changes the math in bear markets Why this is a token pickers market — not a tide-that-lifts-all-boats market Why Korea's retail market quitting crypto is one of the best buy signals available How Psalion generates yield on Bitcoin, ETH and stablecoins through DeFi liquidity pools Why relative volatility — not absolute volatility — is the only honest way to measure Bitcoin risk 🎙️ Featured Guests: Tim Enneking — Managing Partner of Psalion, founding partner of one of the world's oldest crypto hedge funds, former CIO of a ~$10B family office. Alec Beckman — Partner at Psalion. FOLLOW on X: https://x.com/alecbeckman_AB Learn more at psalion.com 🙏 Special Thanks: @hemi_xyz — Activate compliant Bitcoin yield without leaving custody. Follow them at https://twitter.com/@hemi_xyz and learn more at https://bit.ly/hemiXYZ 🤝 SUPPORT OUR SHOW: BitGo is the institutional-grade digital asset infrastructure trusted by thousands of institutions worldwide. A publicly traded company on the NYSE, BitGo offers regulated custody, OTC trading, financing, and settlement under one roof — and holds a federally chartered national bank license from the OCC. Learn more at https://bit.ly/bitGo COLDCARD is the industry-leading Bitcoin hardware wallet. Secure your Bitcoin at https://bit.ly/coinkiteStore — use referral code 6BT to get 6% off at checkout! Arch Lending offers the most transparent Bitcoin-backed borrowing experience in crypto — industry-leading rates from 8.49%, qualified custody, no rehypothecation, and verifiable segregated addresses. Simple terms and public pricing at every size. Learn more at https://bit.ly/archlending XCE Connecting Excellence Group is the UK's listed Bitcoin treasury recruitment company — placing senior talent into Bitcoin companies globally and helping operating businesses build on a Bitcoin standard. Learn more at https://bit.ly/XCEio 🔗 Resources: 🔔 Follow Bitcoin Treasuries: https://twitter.com/@btctreasuries 🔔 Follow Tyler Rowe: https://twitter.com/@tylercompiler 🔔 Subscribe: https://youtube.com/@bitcointreasuriesnet 📊 Track every Bitcoin treasury company at https://bitcointreasuries.net 🎬 About the Show: Bitcoin Treasuries with Tyler Rowe interviews executives, investors, and industry leaders navigating the Bitcoin treasury revolution. ⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Always do your own research. 🟠 Stay Orange.

    46 min

  2. -5 D.

    Parker Lewis: Only 1% Of The World Understands Bitcoin — And 100% Are Going To Need It (And Saylor's STRC Breaking Records)

    Parker Lewis wrote Gradually Then Suddenly to answer the logical questions every serious Bitcoiner has to work through. Today he joins Tyler Rowe to zoom out and land the plane on what every Bitcoin treasury investor and executive should understand. He breaks down why Bitcoin treasury companies are a speculative attack on fiat, why STRC makes sense if you understand Bitcoin and looks like a Ponzi if you don't, why fiat has about a decade of runway, and why only 1% of the world understands Bitcoin today while 100% are going to need it. He also covers Iran demanding Bitcoin for Strait of Hormuz passage, why Bitcoin miners pivoting to AI never understood Bitcoin, and what ZapRite is building for the circular Bitcoin economy. Follow Parker: https://twitter.com/@parkeralewis ZapRite: https://zaprite.com Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. TIMESTAMPS: 00:00 Cold Open 02:14 The Genesis of Gradually Then Suddenly 07:11 Understanding Bitcoin's Value Proposition 13:31 Treasury Companies Are A Speculative Attack On Fiat 22:34 The Opportunity Cost Of STRC vs. Traditional Investments 28:22 Bitcoin Derivatives Are An Orange Pill 30:58 Do Legacy Institutions Understand Bitcoin Yet? 36:20 Fiat's Runway, Bitcoin's Inevitability & Game Theory 44:53 Bitcoin's Neutrality in Global Finance 49:00 Understanding Bitcoin: The Tipping Point 55:35 Michael Saylor's Impact on Bitcoin Adoption 57:47 STRC's Learning Curve 01:02:25 Building BTC Payments Infrastructure w/ Zaprite 01:09:00 Stay Orange

    1 t 9 min

  3. 9. APR.

    STRC Just Got Tokenized For 4 Billion People Who Can't Access A US Brokerage Account

    Strategy's STRC just crossed $5 billion in AUM — and now it's being tokenized for the 4 billion people who can never open a US brokerage account. At the same time, Morgan Stanley just launched the lowest-fee Bitcoin ETF in the market, threatening to pull billions away from BlackRock's IBIT. The Bitcoin capital stack is being rebuilt outside the US in real time, and the people doing it are on this week's roundtable. Two weeks ago Capital B became the first publicly listed Bitcoin treasury in Europe to have its shares tokenized on Liquid via Stoker. Three months ago a former Uber exec launched BuckToken — a dollar savings coin collateralized by Strategy's STRC paying 10% yield to non-US holders. These are not unrelated stories. This is the Bitcoin capital stack building and scaling outside the US, reassembling itself on Bitcoin rails for the rest of the world. *In this episode:* Why BuckToken — a single token starting at $1 that accrues to $1.10 over one year — solves the savings problem for 4 billion people without US brokerage access How Stokr tokenized Capital B shares on Liquid and why Bitcoin treasury companies trading against BTC pairs is the next unlock Why Morgan Stanley's new Bitcoin ETF with 14 basis point fees could be as important as all other Bitcoin ETFs combined — and why BlackRock will have to respond How STRC hit $5 billion in AUM faster than most consumer product launches in history Why the tokenization of STRC happened faster than any traditional financial asset tokenization — and what that signals Why Alexandre says digital credit is the answer for 90% of the population and 90% of corporations How tax loss harvesting between Bitcoin ETFs could drive massive capital rotation into Morgan Stanley's new fund Why Arnab sees a trillion dollar market in Bitcoin derivatives and structured products settling against stablecoins The macro case: ceasefire in Iran, Bitcoin at $70K, and why Alexandre says the bottom is in in gold terms *TIMESTAMPS:* 00:00 Cold Open 01:57 State of the Bitcoin Market & Geopolitical Winds 06:32 Tokenization and Its Impact on Bitcoin & Equities 11:18 The Rise of  Digital Credit Innovation & BuckToken 13:28 STRC: Can Saylor Harvest All Of The Demand? 15:25 A Bitcoin-Backed Tokenized Future? 26:22 Morgan Stanley's ETF MSBT & What It Means For BTC 36:12 Future of Digital Credit and Global Market Expansion 38:47 Who's Really Buying STRC? 41:25 Digital Credit's Affect On Treasury Company Risk Ratings 46:43 Bullish Short-Term Signals *🎙️ Featured Guests:* Dan Hillery — Co-founder of BuckToken (buck.io), former Uber exec and Bitcoin digital credit builder. Follow Dan at https://twitter.com/@hillery_dan Arnab Naskar — Co-founder of Stokr, Bitcoin asset tokenization platform with $1B+ in tokenized assets. Follow Arnab at https://twitter.com/@Arnab_Naskarr Alexandre Laizet — Board Director of Bitcoin Strategy at Capital B, Europe's Bitcoin treasury company. Follow Alexandre at https://twitter.com/@AlexandreLaizet *🙏 Special Thanks:* @hemi_xyz — Activate compliant Bitcoin yield without leaving custody. Follow them at https://twitter.com/@hemi_xyz and learn more at https://bit.ly/hemiXYZ *🤝 SUPPORT OUR SHOW:* BitGo is the institutional-grade digital asset infrastructure trusted by thousands of institutions worldwide. A publicly traded company on the NYSE, BitGo offers regulated custody, OTC trading, financing, and settlement under one roof — and holds a federally chartered national bank license from the OCC. Learn more at https://bit.ly/bitGo COLDCARD is the industry-leading Bitcoin hardware wallet. Secure your Bitcoin at https://bit.ly/coinkiteStore — use referral code 6BT to get 6% off at checkout! Arch Lending offers the most transparent Bitcoin-backed borrowing experience in crypto — industry-leading rates from 8.49%, qualified custody, no rehypothecation, and verifiable segregated addresses. Simple terms and public pricing at every size. Learn more at https://bit.ly/archlending XCE Connecting Excellence Group is the UK's listed Bitcoin treasury recruitment company — placing senior talent into Bitcoin companies globally and helping operating businesses build on a Bitcoin standard. Learn more at https://bit.ly/XCEio *🔗 Resources:* 🔔 Follow Bitcoin Treasuries: https://twitter.com/@btctreasuries 🔔 Follow Tyler: https://twitter.com/@tylercompiler 🔔 Subscribe: https://youtube.com/@bitcointreasuriesnet 📊 Track every Bitcoin treasury company at https://bitcointreasuries.net *🎬 About the Show:* Bitcoin Treasuries with Tyler Rowe interviews executives, investors, and industry leaders navigating the Bitcoin treasury revolution. *⚠️ Disclaimer:* This podcast is for informational purposes only. Not financial advice. Always do your own research. 🟠 Stay Orange.

    49 min

  4. 8. APR. ·  VIDEO

    Your Board Is Asking Questions - Protecting Your Bitcoin Treasury w/ Alan Mittleman of SDM

    Alan Mittleman spent 25 years trading fixed income derivatives on Wall Street before joining Secure Digital Markets as COO and Head of Global Derivative Trading. Now he works with Bitcoin treasury companies to do something most of them aren't doing: building an actual plan for the Bitcoin they hold. Buy at a discount. Earn yield. Protect the downside. Most treasuries skip all three. This is the playbook SDM runs for institutional clients navigating the accumulation phase. In this episode, we cover: ✅ Why most Bitcoin treasuries have no plan once they've bought their Bitcoin — and why that's a problem ✅ How to use covered calls to generate yield on your holdings without selling a single sat ✅ The Bitcoin accumulator strategy — how to buy BTC at a ~10% discount to spot with zero upfront cost ✅ Selling cash-secured puts as an accumulation tool: collecting premium while lowering your cost basis ✅ How to borrow against your Bitcoin for liquidity without triggering a taxable event or locking in a loss ✅ The zero-cost loan structure: pairing a Bitcoin-backed loan with a deep out-of-the-money covered call to offset 100% of your interest expense 🎙️ Featured Guest: Alan Mittleman — COO, Secure Digital Markets (SDM). Head of U.S. and Global Derivative Trading. Learn more at https://treasuries.sdm.co/ 🙏 Special Thanks: @hemi_xyz — powering Bitcoin-native infrastructure.  Follow them at / @hemi_xyz and learn more at https://hemi.xyz 🤝 SUPPORT OUR SHOW: BitGo is the institutional-grade digital asset infrastructure trusted by thousands of institutions worldwide. A publicly traded company on the NYSE, BitGo offers regulated custody, OTC trading, financing, and settlement under one roof — and holds a federally chartered national bank license from the OCC. Learn more at https://bitgo.com COLDCARD is the industry-leading Bitcoin hardware wallet. Secure your Bitcoin at https://store.coinkite.com — use referral code 6BT to get 6% off at checkout! Arch Lending offers the most transparent Bitcoin-backed borrowing experience in crypto — industry-leading rates from 8.49%, qualified custody, no rehypothecation, and verifiable segregated addresses. Simple terms and public pricing at every size. Learn more at https://archlending.com 🔗 Resources: 🔔 Follow Bitcoin Treasuries: / @btctreasuries 🔔 Follow Tyler: / @tylercompiler 🔔 Subscribe: / @bitcointreasuriesnet 📊 Track every Bitcoin treasury company at https://bitcointreasuries.net 🎬 About the Show: Bitcoin Treasuries with Tyler Rowe interviews executives, investors, and industry leaders navigating the Bitcoin treasury revolution. ⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Always do your own research. 🟠 Stay Orange.

    23 min

  5. 7. APR.

    Why The Entire Stock & Real Estate Market Will Eventually Flow Into Bitcoin (& MSTR)

    Rajat Soni managed a $4.5 billion fixed income portfolio at TD Asset Management, earned his CFA, quit banking, drove Uber to fund his Bitcoin content business, and got reported to the CFA Institute for explaining how free markets work. Today he educates millions about Bitcoin. He breaks down the DCA math that proves buying $150 of Bitcoin every week since the 2021 all-time high would have beaten the S&P 500 by more than double, why STRC is the best savings product ever created, why the entire stock and real estate market will eventually flow into Bitcoin, and the honest bear case for why it might not happen as fast as we think. Follow Rajat: https://twitter.com/@Rajatsoni YouTube: https://www.youtube.com/@rajatsonifinance Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    1 t 5 min

  6. 3. APR.

    STRC Hit $5 Billion — And The Companies Buying It Aren't Who You'd Expect

    OranjeBTC holds 3,700+ Bitcoin and is the largest Bitcoin treasury company in all of Latin America. Gui Gomes and Sam Callahan join Alexandre Laizet and Tyler Rowe to break down why MARA's Bitcoin sale was a mistake, why OranjeBTC was the first listed company to add STRC to their balance sheet, and why only five or six companies in the world have truly understood the digital credit playbook. They also cover AI agents and Bitcoin, the STRC flywheel mechanics, why 80% of STRC ownership is retail, and Alexandre's closing thesis that STRC will 100x in size over the next decade. Follow Gui: https://twitter.com/@guiamadogomes & https://twitter.com/@ORANJEBTC Follow Sam: https://twitter.com/@samcallah Follow Alexandre: https://twitter.com/@_ALCPB & https://twitter.com/@AlexandreLaizet Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    1 t 4 min

  7. 31. MARS

    The World's First Bitcoin-Denominated Bonds (And The CEO Who Created Them)

    Scott Ellam built a UK executive recruitment business from scratch at 24, quietly stacked Bitcoin on the balance sheet for four years, then took the whole thing public. Now he's launching the world's first truly Bitcoin-denominated convertible bonds — where the conversion price tracks Bitcoin's price — and building a dedicated Bitcoin executive recruitment division placing senior talent confidentially into the fastest growing sector in finance. He also breaks down why STRC is Saylor's iPhone moment, why his equity incentive structure attracts talent no traditional recruiter can compete with, and why every operating company will eventually face the same question: do you back your balance sheet with digital credit or Bitcoin? Follow Scott: https://X.com/@btconlyscott | XCE: https://xce.io   🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com 🏦 Borrow against your BTC from 8.49% at archlending.com 🏛️ Institutional custody & OTC at bitgo.com 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. Special thanks to @hemi_xyz — https://hemi.xyz Activate compliant Bitcoin yield without leaving custody

    45 min

  8. 26. MARS

    MSTR, SWC, Capital B are Capital Pumps - And The TradFi FLOOD Is Coming

    SmarterWeb just became the first Bitcoin treasury company admitted to the FTSE All Share index — meaning Bitcoin is now quietly inside most UK pension portfolios. Andrew Webley and Jesse Myers of SmarterWeb join Alexandre Laizet of Capital B for the Bitcoin Treasuries Roundtable. Jesse lays out the capital pump thesis — how Bitcoin treasury companies are the plumbing of hyperbitcoinization, systematically pulling capital out of bonds, equities and money markets and channeling it into Bitcoin. Andrew explains why Morgan Stanley can't afford to ignore this anymore. And Alexandre makes the case that we are one bull market away from escape velocity. Follow Andrew: https://twitter.com/@asjwebley Follow Jesse: https://twitter.com/@Croesus_BTC Follow Alexandre: https://twitter.com/@AlexandreLaizet 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com 🏦 Borrow against your BTC from 8.49% at archlending.com 🏛️ Institutional custody & OTC at bitgo.com 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    1 t 1 min
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Om

The Bitcoin Treasuries Podcast brings you insider-level analysis of the corporate Bitcoin adoption revolution. Hosted by Tyler Rowe of BitcoinTreasuries.net, this show goes beyond surface-level crypto news to deliver sophisticated breakdowns of treasury strategies, company financials, and market dynamics that institutional investors and analysts actually care about. BitcoinTreasuries.net is the most-cited source for Bitcoin corporate holdings data, trusted by financial publications including The New York Times, CoinDesk, Yahoo Finance, Investopedia, and Seeking Alpha. Our weekly content features exclusive interviews with treasury company executives, deep-dive company analyses using SEC filings and earnings calls, and the Bitcoin Treasury Roundtable—a recurring panel discussion with industry experts Pierre Rochard and Alexandre Laizet breaking down the week's most important developments. Whether you're tracking MSTR's latest digital credit offering, evaluating emerging treasury plays, or understanding how the Bitcoin supply vacuum is reshaping corporate finance, this podcast delivers the institutional-grade insights you need. Perfect for executives, investors, financial analysts, and anyone serious about understanding Bitcoin as corporate treasury reserve asset. New episodes weekly. Subscribe now to stay ahead of the corporate Bitcoin adoption curve.

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