One Chair Podcast

One Chair Podcast
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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.

  1. 17H AGO

    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 1980s Avik 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 Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 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 Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy 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/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx

    1h 6m

  2. 4D AGO

    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/@TreasuryOrange 00:00 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

    23 min

  3. MAY 10

    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 massive If 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/@TreasuryOrange 00:00 Tyler Rowe returns to the One Share Podcast 03:08 Strategy earnings pre-call & STRC tracker 05:15 Saylor’s aggressive stance on selling Bitcoin 08:45 Can selling Bitcoin defend mNAV? 13:16 Ripping the wings off MSTR shorts 15:28 Strategy’s new optionality: BTC, STRC & buybacks 17:26 Strategy’s communication pivots 19:11 Does “never sell Bitcoin” weaken the balance sheet story? 21:03 Hyperinflation and the endgame 22:48 STRC-funded MSTR buybacks explained 26:24 Should Saylor buy Bitcoin more opportunistically? 27:48 Strategy’s cash reserve flexibility 29:39 DeFi protocols and STRC demand 33:30 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 watch 53:25 Bitcoin treasury companies building on Lightning 57:23 Bitcoin macro outlook for the rest of the year 01:03:49 XXI Capital, Jack Mallers and the Bitcoin company thesis 01:07:28 Where to find Tyler Rowe and BitcoinTreasuries.net 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 - Youtube: https://www.youtube.com/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx

    1h 9m

  4. MAY 7

    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 trade Follow our guest: - Chase Palmieri: https://x.com/chasepalmieri - Sovana: https://x.com/SovanaHQ - Sovana: https://www.sovana.io/ 00:00 Chase’s Bitcoin Origin Story 03:47 How Chase Discovered Strategy & MSTR 06:05 Strategy Earnings Call: Biggest Takeaways 08:20 Convertible Debt, Preferreds & Capital Strategy 09:59 Which Strategy Preferreds Could Be Retired? 11:45 Why Strategy Keeps Its Software Business 14:38 Could MSTR Reach a 6x mNAV? 19:46 STRC’s Growth During a Down Market 20:36 Strategy’s Credit Rating & USD Reserve 23:44 Banks, STRC & the Coming Yield War 25:07 Can STRC Become a High-Yield Cash Alternative? 28:14 DeFi Risks Built on Top of STRC 32:36 Why STRC’s Yield May Stay High 36:04 Digital Credit in a Bitcoin Portfolio 36:38 Digital Credit: Portfolio Positioning and Growth 41:03 Could Digital Credit Yields Reach 25%? 43:19 Other Bitcoin Treasury Companies to Watch 48:14 Macro Outlook: Has Bitcoin Bottomed? 50:08 The Next Wave of Bitcoin Treasury Companies 52:03 Jack Mallers, Strike, XXI & Tether 58:33 Bitcoin & MSTR Price Targets for Year-End 59:39 Closing Thoughts 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 - Youtube: https://www.youtube.com/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx

    1h 1m

  5. MAY 4

    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 outlook This 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 Risks 02:06 Lightning’s Core Limitation: Payments Need Liquidity Paths 04:24 Hot Wallet Risk: The Biggest Security Tradeoff 06:40 Bugs, Attacks & Lightning Node Failure Scenarios 08:53 Penalty Mechanism: How Lightning Prevents Cheating 11:09 Adoption Risk: Will Bitcoiners Actually Spend BTC? 12:45 Lightning vs Fiat Rails: Why Fees Matter 14:42 800,000 Stores: The Push Toward Mainstream Adoption 16:40 Regulation, Privacy & Onion Routing Risks 23:25 Bitcoin Treasuries: Should Companies Use Lightning? 29:14 Enterprise Lightning: Multi-Sig, Security & Reputation Risk 34:26 Best Lightning Panels to Watch Next 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 - Youtube: https://www.youtube.com/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx

    35 min

  6. APR 29

    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 flows If 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/2015593393821233192 00:00 Cris Reed’s Bitcoin Origin Story 03:47 Why STRC Could Become the Apex Carry Trade 07:50 STRC’s 11.5% Yield: Can It Go Higher? 10:19 What Happens If Interest Rates Fall? 12:49 How Strategy Manages STRC Demand & Amplification 14:14 When Institutions May Finally Enter STRC 16:51 Metaplanet’s Potential Carry Trade in Japan 19:18 Why Cris Still Watches Metaplanet 21:17 Can STRC Disrupt Fixed Income? 24:25 Strategy’s Credit Rating & Fiat Reserves 27:12 Semi-Monthly Dividends: STRC’s Big Upgrade 33:29 Why Strategy Didn’t Raise the STRC Dividend 35:45 Could STRC Become Too Successful? 37:43 STRC as the Bridge to Hyperbitcoinization 40:49 Bitcoin Treasury Companies as the Transition Layer 44:11 STRK, STRF & STRD: Underrated Opportunities? 48:45 How Preferreds Could Perform in a Bull Market 52:21 Other Bitcoin Treasury Companies to Watch 54:38 Strive, SATA & Retail’s Role in Preferreds 58:33 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/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx

    1h 8m

  7. APR 27

    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 month With 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 Stop 01:54 Why Strive’s Growth Potential Is Huge 03:37 $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 Longer 11:39 Bitcoin for Corporations Event & Strategy Earnings Call Preview 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 - Youtube: https://www.youtube.com/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx

    13 min

  8. APR 23

    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 payments This 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 Money 09:47 Why NOW Is the Best Time to Build on Lightning1 4:24 Node Economics: How Treasuries Earn Yield 21:08 Liquidity Leasing: The Hidden Business Model 26:43 The Big Opportunity for Bitcoin Treasuries 31:57 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=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 - Youtube: https://www.youtube.com/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx

    37 min
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About

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.

Information

  • Creator
    One Chair Podcast
  • Years Active
    2025 - 2026
  • Episodes
    83
  • Rating
    Explicit
  • Copyright
    © One Chair Podcast
  • Show Website
    One Chair Podcast

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