The Bitcoin Treasury Podcast

bitcointreasuries
  • 0.0 (0)
  • Investing
  • Updated Semiweekly

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. 1d ago ·  Video

    Saylor Is The Most Underrated Marketing Genius In Bitcoin — A Gen Z Analyst Explains

    Strive just set four straight daily SATA records — funding an estimated 800 Bitcoin in a single day. Strategy retired $1.5 billion in converts at 92 cents on the dollar. And a 24-year-old analyst who worked three jobs to fund her own college education breaks down why Saylor is the most underrated marketing genius in Bitcoin. Halston Valencia of Bitcoin Quant covers daily dividends compressing STRC volatility, why banks are quietly white labeling STRC, why the next cycle forces stagnant treasury companies to offer more or get acquired, 21 Capital's cautious bull case, and why her grandmother's retirement struggle is exactly the problem STRC was built to solve. Follow Halston: https://twitter.com/@HalstonValencia 🏛️ Institutional custody & OTC at bit.ly/bitGo 🔒 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 💼 Bitcoin executive recruitment at bit.ly/XCEio ⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    47 min

  2. 2d ago ·  Video

    BSTR Is Building Berkshire Hathaway 2.0 — But With Bitcoin Instead Of Stocks

    STRC is down 5% while Bitcoin is down 50%. AI stocks are more concentrated than the dot-com peak. And BSTR is entering public markets with 25,000 Bitcoin and over $1.2 billion in capital. Sean Bill — 30-year hedge fund veteran who got Santa Clara pension fund into Bitcoin — joins Alexandre Laizet to cover BSTR's full capital structure and Berkshire Hathaway 2.0 vision, why digital credit is the high yield bond moment of this generation, why value investors at the Markel meeting were quietly sniffing around STRC, and Alexandre's closing case that Bitcoin historically does 8-90x from these drawdown levels. Follow Sean: https://twitter.com/@macrocrunch | https://bstr.com Follow Alexandre: https://twitter.com/@AlexandreLaizet | Capital B: https://bit.ly/XCEio   🏛️ Institutional custody & OTC at bit.ly/bitGo 🔒 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 💼 Bitcoin executive recruitment at bit.ly/XCEio ⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ   📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    1 hr

  3. 5d ago ·  Video

    River Has $2 Billion In Bitcoin Under Custody — Does Strategy Need To Prove Theirs?

    Alex Leishman founded River to build the Bitcoin bank of the world — not a casino. Seven and a half years later, River has over $2 billion in Bitcoin under custody, proves reserves every month, and holds 437 BTC on its own balance sheet. He covers the self-custody framework most people get wrong, why more people lose Bitcoin from their own mistakes than from custodians failing, the orange-pilled dictator theory behind every Bitcoin treasury, why the regulatory ship has sailed regardless of who wins in 2028, and why rushing a quantum fix is more dangerous than the threat itself. Follow Alex: https://twitter.com/@Leishman Follow River: https://twitter.com/@river | https://river.com | Research: https://river.com/research   🏛️ Institutional custody & OTC at bit.ly/bitGo 🔒 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 💼 Bitcoin executive recruitment at bit.ly/XCEio ⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ   📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    44 min

  4. May 26

    The Power Law Projects $500K Bitcoin By 2030 — Here's The Math

    Matthew Mezinskis has been tracking Bitcoin's power law and global monetary base since 2018. He's back with a chart showing 90% of all Bitcoin price history is higher than today — and another showing exactly when Saylor's 10% interest model hits a mathematical wall. He covers the power law end-of-year range ($85K–$185K), why the four year cycle may finally break in 2025, why nation state adoption fireworks start around 2035, and the biggest long-term risk no one is talking about — institutions centralizing enough BTC to fork regular holders off the network. Follow Matthew: https://twitter.com/@1basemoney | https://porkopolis.io CHAPTERS: 00:00 Cold Open 00:43 Did Bitcoin's Four-Year Cycle Die? 10:08 BTC Power Law Chart 16:54 Schelling Points In Bitcoin 24:50 Bitcoin Supply Shock 36:05 Bitcoin's Next Cycle Catalyst 44:54 Bitcoin's Role In USD Hegemony 52:37 Michael Saylor's Gambit 1:04:41 Economic Node Centralization Threat 1:13:20 Where To Follow Matthew Mezinskis 1:13:41 Stay Orange 🏛️ Institutional custody & OTC at bit.ly/bitGo 🔒 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 💼 Bitcoin executive recruitment at bit.ly/XCEio ⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    1h 14m

  5. May 22 ·  Video

    Saylor's Bitcoin Selling Pivot Has Five Steps — Most People Only Understood One

    Bitcoin's free float just hit all-time lows. Strive is paying daily dividends. And a brand new yield fund just launched with 4,000 BTC in demand on day one. Richard Byworth of BYZ Partners covers the put-selling strategy no Bitcoin treasury has executed yet, why daily dividends could trigger Lightning Network adoption, and why the supply vacuum means this can't go on much longer. Alexandre Laizet breaks down Saylor's Bitcoin selling pivot in five steps — and explains why Capital B at 1.3x mNAV is trading below its own bear market average. Follow Richard: https://twitter.com/@RichardByworth Follow Alexandre: 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.

    1h 4m

  6. May 19 ·  Video

    Strategy Is Now Doing What Empery Did First — Selling Bitcoin (Saylor's Gamble To DESTROY Shorts)

    Ryan Lane raised $500 million in six weeks, bought back more stock than any Bitcoin treasury company by multiples, and grew BTC per share 30% — by doing something most Bitcoin companies won't touch: selling Bitcoin below NAV. Now Strategy is doing the same thing. Ryan, founder of Empery Digital and 25-year hedge fund veteran, breaks down the math, explains why Bitcoin treasuries without cash-flow-positive operating businesses won't survive, and makes the case that Kevin Warsh will cut rates faster than Powell ever did — because AI changes the deflation calculus entirely. Follow Empery Digital: https://twitter.com/@EMPD_BTC | https://www.emperydigital.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.

    58 min

  7. May 15 ·  Video

    STRC Did $1.5 Billion Volume In A Day — Financial Media Still Hasn't Noticed w/ Steven Lubka & Alexandre Laizet

    Strategy just completed an estimated 25,000 BTC purchase in a single week — funded primarily by STRC raising over $2 billion. Steven Lubka of Nakamoto and Alexandre Laizet of Capital B joined us live as it was happening. They cover why the STRC ATM surge before ex-dividend is sustainable, why Alexandre believes STRC will become the reference benchmark rate for all digital credit markets, the full Coffeezilla rebuttal, why AI is actually a Bitcoin wave, why Bitcoin miners pivoting to AI is bullish for decentralization, and Capital B's new 15M euro raise targeting 100M more in Bitcoin. 00:00 Cold Open 01:10 The Growth and Sustainability of STRC 09:54 Institutional Embrace of Bitcoin Vehicles 14:21 Bitcoin Has Fewer Adversaries 21:21 Future Of Investment In Uncertain Times 28:19 AI's Impact on Bitcoin and Economic Growth 31:41 The Role of the Federal Reserve in a Changing Economy 38:30 Global AI Economics & USD Dominance 48:14 Bitcoin Miner Pivot To AI 57:27 Capital B, Nakamoto & Paper Bitcoin Summer 2.0 Follow Steven: https://twitter.com/@stevenlubka | Nakamoto: https://nakamoto.com Follow Alexandre: 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 Arch Lending bit.ly/archlending 🏛️ Institutional custody & OTC at BitGo bit.ly/bitGo 💼 Bitcoin executive recruitment at XCE bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    1h 10m

  8. May 12

    Wall Street Veteran: Saylor Has The Largest Preferred Structure On The Planet — And Nobody Talks About It

    Mark Connors sat behind Michael Lewis at Salomon Brothers in 1986 as Liar's Poker was being written. Forty years later, as founder of Risk Dimensions and former Global Head of Risk at Credit Suisse, he's concluded there are no levers left to pull in the fiat system — and Bitcoin is terra firma. He breaks down why Kevin Warsh won't fix the Fed, why the SLR repeal is the real story, why Powell's rate hike campaign was indefensible from a risk management perspective, why a 3% Bitcoin allocation increases 60-40 portfolio returns by 35% with lower downside deviation, and why STRC could trade at 4.5% as Bitcoin mining decentralizes further — unlocking a tidal wave of institutional capital. TIMESTAMPS: 00:00 Cold Open 00:41 Mark's Story — Salomon Brothers & Liar's Poker 03:41 Kevin Warsh, The Fed & The SLR Repeal 10:22 Hedge Funds, Foreign Demand & Treasury Auction Risk 14:08 Bessent, Short-End Financing & The Debt Treadmill 16:52 Glass-Steagall's Repeal — The Moment Everything Changed 20:00 SVB, Powell's Rate Jihad & Unpriced Risk 29:53 Institutional Adoption of Bitcoin 35:02 Evaluating Digital Credit Strategies 43:07 Sovereign Bitcoin Reserves & The Game Theory 46:56 Resources & Stay Orange Follow Mark: https://riskdimensions.io Substack: The Macro Case For Bitcoin | Podcast: The New Barbarians 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.

    48 min
See All (32)

About

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.

Information

  • Creator
    bitcointreasuries
  • Years Active
    2K
  • Episodes
    32
  • Rating
    Clean
  • Copyright
    © Copyright 2026 All rights reserved.
  • Show Website
    The Bitcoin Treasury Podcast

You Might Also Like