The Bitcoin Treasury Podcast

bitcointreasuries
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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. 3d ago ·  Video

    Metaplanet's Dylan LeClair Says Japan's Bitcoin Moment Is Coming — And No One Is Ready For It

    Dylan LeClair is the first Metaplanet executive to speak publicly in English about Metaplanet Securities — the newly acquired Type 1 securities license that the company says changes everything about how Japan accesses Bitcoin. He joins Miller Cole for the full breakdown. They cover what a Type 1 license actually unlocks, $7 trillion in idle Japanese savings, why institutional career risk hasn't been stripped away in Japan yet and what flips it, the MSTR rerun Dylan sees playing out, Project Nova, the tokenization rails being built for daily dividends, the Mars and Mercury preferred instruments, and why 27 months of unwavering conviction through a bear market is the most important thing Metaplanet has built. Follow Dylan: ⁠https://twitter.com/@DylanLeClair⁠ Follow Miller: ⁠https://twitter.com/@medc3005⁠ Learn more: ⁠https://metaplanet.com⁠   🎟️ Bitcoin Treasuries Conference — September 28, New York CitySave 10% on tickets: ⁠https://bit.ly/4f1kGV5⁠   🏛️ 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.

  2. 3d ago ·  Video

    Hedge Fund Vet Says Bitcoin's Price Would Be Higher Without Saylor's Buying

    Tim Enneking has been in crypto for thirteen years and previously ran the best-performing hedge fund in the world in 2021. He joins Alec Beckman of Psalion for a conversation on the death of the four-year cycle, why Bitcoin is being mislabeled as a risk-on asset, and why Strategy's concentration may now be a risk to the very market it helped build. They cover Enneking's Law, the long squeeze risk in leveraged Bitcoin buying, what Strategy's endgame actually has to look like, the Clarity Act as the next major catalyst, and how Psalion generates Bitcoin yield through automated market maker liquidity — with self-custody preserved on the lending side. Learn more: https://psalion.com   CHAPTERS: 00:00 Cold Open 01:13 The End of the Four-Year Cycle 04:59 Bitcoin as a Risk-On Asset 13:16 Institutional Influence on Bitcoin 18:59 Bitcoin and Fiat's Runway 31:47 Saylor's Dilemma & Concentration Risk 37:22 Strategy Buying The Top Forever? 45:02 MSTR Endgame & BTC Yield   📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Sponsored content produced in partnership with Psalion. Not financial advice. Do your own research.

  3. 6d ago ·  Video

    BlackRock Built A Bitcoin Wrapper That Beats Saylor's Yield — And Gives You BTC Upside

    Robbie Mitchnick is Managing Director and Global Head of Digital Assets at BlackRock — the world's largest asset manager. He led the launch of IBIT, the most successful ETF in Wall Street history. Now BlackRock has launched BITA, a covered call Bitcoin product targeting high teens yield while retaining 70% of Bitcoin's upside. Bitcoin Treasuries President and The Bitcoin Historian Pete Rizzo joins Tyler Rowe for the full conversation. They cover the IBIT inflow and outflow data, the hodler thesis ($48B of IBIT's $50B drop was Bitcoin's price, not outflows), why Bitcoin's narrative was badly mismanaged, the machine native money thesis, the debt and deficit catalyst, and why BlackRock now says the question isn't whether Bitcoin is too risky — it's whether it's risky not to hold any. Follow Robbie: https://twitter.com/@RMitchnick Follow Pete: https://twitter.com/@pete_rizzo_ 🎟️ Bitcoin Treasuries Conference — September 28, New York City Save 10% on tickets: https://bit.ly/4f1kGV5   CHAPTERS: 00:00 Cold Open 01:48 IBIT 2.5 Years In - Smashing ETF Records 07:15 IBIT Investors Are Hardcore HODLers 08:41 Bitcoin Portfolio Guidance 12:42 Demand For Institutional BTC Exposure 14:01 Bitcoin Yield & Investor Profiles 16:05 Bitcoin ETFs vs Strategy or Strive 17:37 Demand For Derivatives & Volatility 20:54 Onshoring BTC Options Market 22:22 BITA vs STRC, SATA & Digital Credit 23:14 What Robbie Thinks About Saylor's Strategy 24:43 How Larry Fink Evolved On Bitcoin 27:28 BTC Narrative Problems & Debt, Deficit & AI 37:03 BTC Infrastructure Maturity 39:10 BlackRock's Roadmap & Restraint 41:33 Tokenization & The Broader Ecosystem 44:05 When Does Crypto Cross The Chasm? 45:26 Is It Risky To NOT Hold Bitcoin? 47:37 Robbie's Message To The Institutional Skeptics 48:38 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.

  4. Jul 10 ·  Video

    The Cash Reserve Signal Nobody Was Watching | Saylor's Dividend vs. Debt Retirement Call

    Strategy dropped a five-point digital credit framework on a Monday morning. By midweek MSTR was up 11% with Bitcoin flat. Alexandre Laizet of Capital B and Soleil of True North break down why — and why the story isn't that Saylor sold Bitcoin, it's that he built a balance sheet with more firepower than any traditional company has ever had. They cover the $2.55B USD reserve policy, the STRC dividend raise to 12%, the $2B in buyback programs, and the BTC monetization framework. Alexandre makes the case that June and early July 2026 marked the passage from a retail-driven digital credit market to genuine institutional participation. Soleil breaks down the SATA short squeeze mechanics, the 62% overnight borrow rate, and why the soybean analogy explains everything critics are getting wrong about Strategy selling Bitcoin. Follow Alexandre: https://twitter.com/@AlexandreLaizet | https://twitter.com/@_ALCPB Follow Soleil: https://twitter.com/@nithusezni   🏛️ 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.

  5. Jul 9 ·  Video

    Andrew Webley Met Michael Saylor In London — Here's The One Piece Of Advice He Got

    Andrew Webley IPO'd The Smarter Web Company in April 2025 when nobody in the UK believed a Bitcoin treasury model would work. Fourteen months later, SWC has raised nearly a quarter of a billion pounds, holds 2,878 BTC, uplisted to the London Stock Exchange, achieved FTSE index inclusion, and acquired Squarebird Agency — and Andrew says the best is still ahead and he can't talk about it yet. He covers the full origin story, what Saylor told him when they met in London, why the UK is the perfect market for Bitcoin preferred equity, what he learned watching STRC and SATA get stress-tested, why FTSE 250 is in touching distance, and his one-sentence answer to every Bitcoin treasury critic. Follow Andrew: ⁠https://twitter.com/@ASJWebley⁠ Learn more: ⁠https://smarterwebcompany.co.uk⁠   CHAPTERS: 00:00 Cold Open 01:35 Andrew's Journey with Bitcoin and Smarter Web Company 09:06 The SWC IPO & Initial Challenges 14:07 Building A Strong Shareholder Base & Community 19:47 Optionality and Mergers & Acquisitions 29:23 Market Positioning In The UK (FTSE 250 & Beyond) 34:13 Preferred Equities In Europe 38:16 Learning From Michael Saylor & Strategy 46:27 The Evolution of STRC & Digital Credit 53:18 Competition Between Bitcoin Treasuries 56:53 Addressing Criticism in the Bitcoin Community 1:02:39 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.

  6. Jun 29 ·  Video

    If You're Bearish On Strategy You're Actually Bearish On Bitcoin — Here's Why

    Sam Callahan, Nick Payton, and Alexandre Laizet join Tyler Rowe to break down why STRC at $84 is a 13.7% yield opportunity, what caused the cascading peg breach, and why being bearish on Strategy means being bearish on Bitcoin. *In this episode:* ✅ Why STRC at $84 represents a 13.7% effective yield — and Sam Callahan's case for why the numbers say it recovers ✅ The cascading liquidation event explained — leveraged carry trades in traditional finance, not DeFi, hit the same level and broke the peg in a cascade from 90 to 82 ✅ Why Strategy retiring convertible debt actually improved credit quality — and why the market got it backwards ✅ If you're bearish on Strategy, you're bearish on Bitcoin over the next five to ten years — Sam Callahan makes the case ✅ Three buckets for Bitcoin investors — self-custody Bitcoin, digital equity (MSTR), digital credit (STRC/SATA) — and who each is for ✅ Alexandre's framework: Strike offers Bitcoin-backed loans, Strategy issues digital credit — different sides of the same trade ✅ Odell's tweet — "never put yourself in a position where you need Bitcoin price to go up in the short term" — and why four analysts think that's exactly what Strategy has avoided ✅ BitGo hits Fortune 500 at #273 — and how the inventor of Bitcoin's 2-of-3 multisig became the first infrastructure play to go public ✅ Orange BTC's World Cup campaign — buying 1 Bitcoin for every Brazil goal *TIMESTAMPS:* 00:00 Cold Open 01:58 Navigating BTC / MSTR Bear Market 02:34 STRC, SATA Digital Credit Price Shocks 18:29 Market (Over)Reactions To Strategy 20:24 The Role of Investor Relations 28:37 Durable Bitcoin Treasury Strategies 39:02 Bitcoiner Criticism of Treasuries 59:52 Competition vs. Collaboration in BTC 1:06:57 Expanding Leveraged BTC Exposure 1:10:02 Oranje's World Cup Promotion 1:12:48 BitGo's Impact on Bitcoin Adoption *🎙️ Featured Guests:* Sam Callahan — Director of Bitcoin Strategy and Research, OranjeBTC. Follow Sam at https://twitter.com/@samcallah OranjeBTC: https://oranjebtc.com Nick Payton — VP of Marketing, BitGo. Follow Nick at https://twitter.com/@NickDPayton BitGo: https://bitgo.com Alexandre Laizet — Board Director of Bitcoin Strategy, Capital B. Follow Alexandre at https://twitter.com/@AlexandreLaizet Capital B: https://cptlb.com/ *🤝 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 Hemi — Activate compliant Bitcoin yield without leaving custody. Follow them at https://twitter.com/@hemi_xyz and learn more at https://bit.ly/hemiXYZ *🔗 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.

  7. Jun 25 ·  Video

    MSTR Is Getting Crushed — Did Saylor Hand The Bears A Weapon To Do It?

    Soleil covers why Bitcoin bottoms in August when a hidden network war over blockchain spam reaches resolution, three hard fork scenarios and what Strategy does with 850K forked coins, why STRC is easier to short than SATA in a way that explains the current price divergence, Saylor's Bitcoin selling walkback and why it's giving haters legitimate fuel, and the tidal wave thesis — capital is receding before a Bitcoin tsunami. Follow Soleil: https://twitter.com/@nithusezni YouTube: https://youtube.com/@nithuseznisezni | True North: https://youtube.com/@btctruenorth CHAPTERS: 00:00 COLD OPEN 05:26 Spam War And Network Policy 13:20 BIP 110: Potential Outcomes 24:35 Game Theory & Bitcoin's Future 29:55 Community Divide On Treasury Companies 35:25 Saylor's Controversial Statements 42:24 Saylor's Impact on Bitcoin Adoption 45:14 mNAV Debates 52:36 Options Trading Strategies 1:02:32 AI & SpaceX Stealing The Spotlight   🏛️ 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.

  8. Jun 23 ·  Bonus Video

    The Tax-Free Bitcoin Secret That Just Became Possible (Explained)

    Brian Phillips built the country's first Bitcoin-only Opportunity Zone fund. Tim Enneking ran his own OZ fund at a near ten-digit family office for nine years — and had never thought to combine the two. In this Psalion series episode, Tim and Alec Beckman sit down with Brian to walk through a structure that lets long-term Bitcoin holders exit completely tax-free after a 10-year hold, with a 30-year window, 30-day liquidity, and trust mechanics that pass the clock to heirs. They cover the One Big Beautiful Bill's rolling 5-year deferral, the wash-sale window Bitcoin holders can still exploit, Tim's advice for Saylor, and why Brian's synthesis of TradFi tax law and Bitcoin antithesis is — in Tim's words — the ultimate Hegelian synthesis fund. Institutional stack: Anchorage Digital, Morgan Stanley, HC Global, Deloitte. Follow Psalion: https://psalion.com Learn more about Psalion Yield and the groundbreaking Psalion Lend -- where you keep custody of your bitcoin at market-leading rates Follow Pearl Bitcoin Fund: https://thepearl.fund   📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research.

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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
    2026
  • Episodes
    44
  • Rating
    Explicit
  • Copyright
    © Copyright 2026 All rights reserved.
  • Show Website
    The Bitcoin Treasury Podcast

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