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. 4D AGO

    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.

    1h 1m

  2. 6D AGO

    Every Bitcoin Treasury Company At Scale Should Be Generating Yield — Here's Why

    Adrian Morris of MSTR True North joins Tyler Rowe to make a data-backed case that most of the Bitcoin community is getting wrong. After modeling MSTR price action across every interval imaginable, Adrian concludes that Saylor's share issuance isn't hurting the stock, mNAV is pure sentiment that cannot be front-run, and MSTR's options volume now rivals the biggest names in tech. He also breaks down the USD cash reserve debate, why the convertible bonds were a necessary stepping stone to preferred equity, and why the current bear market is a narrative competition against AI and gold — not a Bitcoin failure. Follow Adrian: https://x.com/@_Adrian True North live every Wednesday at 10PM ET. 🏛️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 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    1h 1m

  3. MAR 19

    Saylor Is Borrowing Bananas And Giving Back The Skin (STRC Masterclass w/ Yves Choueifaty)

    Yves Choueifaty, founder of TOBAM and the man who launched the world's first open-ended Bitcoin fund in 2017, joins Alexandre Laizet of Capital B for the Bitcoin Treasuries Roundtable — and immediately reframes the entire conversation. We are not in a bear market. This drawdown is less than one volatility deviation. The Bank of England did exactly what Saylor is doing, in 1694. Hal Finney predicted Bitcoin reserve banks in 2010. And STRC may be the most important savings product ever created for the billions of people without access to reliable savings. They also break down Capital B's innovative €3M warrant raise with zero share issuance, why mNAV below 1.0 is a gift, and why 100 million millionaires fighting over 21 million Bitcoin is not a question of if — only when. Follow Yves: ⁠https://twitter.com/@YChoueifaty⁠ | TOBAM: ⁠https://www.tobam.fr⁠ Follow Alexandre: ⁠https://twitter.com/@AlexandreLaizet⁠ Follow Tyler: https://twitter.com/@TylerCompiler 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    58 min

  4. MAR 17

    Why 95% of TradFi Still Doesn't Get Bitcoin Treasuries (Peter Duan On What Changes That)

    Peter Duan (@BTCBULLRIDER), former Cantor Fitzgerald structured finance pro and founder of Bull Standard, joins Tyler Rowe to break down what most investors are getting wrong about Bitcoin treasury companies. They cover why most mNAV calculations are misleading for common shareholders, how STRC trading at par through a bear market is its own best marketing tool, what MetaPlanet is doing with cash-secured puts that nobody else is replicating, and why AI, robotics, and the long-term debt cycle are the three storms Bitcoin is built to outlast. Peter also introduces the CEBE ratio — a superior metric to Bitcoin per share — and makes the case that transparency and rigorous IR communication are the single biggest unlock for institutional Bitcoin treasury adoption. CHAPTERS: 00:00 Cold Open 01:05 Bull Standard: BTCTC Investor Relations 02:46 Learning From Michael Saylor's Communication Strategy 08:42 Navigating Market Challenges and FUD 10:51 The Role of Transparency & Community in Bitcoin Treasuries 12:29 Bear Market Accumulation & ATM Dilution 14:51 STRC's Innovation: Strategy's iPhone Moment 17:45 STRC Seasoning & Penetrating TradFi 23:55 Yield Opportunities in Bitcoin Treasuries 26:42 Peter's Personal Journey into Bitcoin and Treasury Companies 29:56 Openness & Intellectual Rigor In Bitcoin 35:06 The Future Of Bitcoin Treasury Companies 39:43 Upgrading Bitcoin Treasury Financial Metrics 43:29 Stay Orange Follow Peter: https://twitter.com/@BTCBULLRIDER | Bull Standard: https://www.bullstandard.com 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

    44 min

  5. MAR 13

    The STRC Flywheel Is Working (How Saylor BROKE Private Credit)

    Yves Andre Graf of the One Chair Pod joins Tyler Rowe to break down a historic week in Bitcoin treasury: Strive's $50M STRC purchase, Strategy's 18,000 BTC acquisition funded 30% by STRC, and the digital credit flywheel that's quietly changing how institutions accumulate Bitcoin. They also cover the 20 millionth Bitcoin mined, the new IRS crypto mapping guidance, Bitcoin's role as a risk-off asset in a geopolitically unstable world, and why altcoin treasuries selling Bitcoin may be suppressing price more than anyone's talking about. Follow Yves: @GrafYves | One Chair Pod: @OneChairPod 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research.

    42 min

  6. MAR 10

    How IBIT Took Over Bitcoin Options & Derivatives w/ Trader Gordon Grant

    Bitwise's Gordon Grant details how IBIT quietly became the dominant Bitcoin options venue. When Bitcoin hit $126K with implied volatility falling, Gordon knew exactly what was coming. He breaks down the full anatomy of October 10 and what it means for Bitcoin treasury strategy going forward. Gordon Grant is Portfolio Manager and Head of Derivatives at Bitwise. He has been active in digital assets since 2013, built regulated derivatives trading at Genesis, and now runs institutional options strategies for accredited Bitcoin treasury clients. In this episode: How IBIT overtook Deribit in open interest and volume to become the primary Bitcoin options venue What Coinbase's acquisition of Deribit means for the future of institutional crypto derivatives Why the in-kind BTC-to-ETF creation mechanism is one of the most underappreciated unlocks in the market The secular compression of Bitcoin implied volatility from ~80% in 2021 toward a projected ~30% Why Bitcoin hitting $126K with vol flat or declining was the real warning sign before October 10 The cross-asset contagion story: silver's historic single-day candle, 500% IV in Iris Energy, and the APAC forced unwind theory CHAPTERS: 00:00 Cold Open 01:18 Gordon Grant, Legendary Trader & Portfolio Manager 02:25 The Evolution of Crypto Options Trading 08:11 The In-Kind Creation Unlock 10:54 Market Maturity and Bitcoin Volatility Dynamics 19:01 Catalysts Behind October 10 Leverage Wipeout 22:23 Market Inflection Points, Contagion & Body Bags 28:04 The Role of On-Chain Analytics in Trading 28:27 On-Chain Analysis As A Bayesian Prior 35:20 Risk Management and De-risking in Bitcoin Trading 43:36 Bitwise & Institutional Strategies 46:12 Stay Orange 🤝 SUPPORT OUR SHOW: COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout! 🔗 Resources: 🔔 Follow Bitcoin Treasuries: https://twitter.com/@btctreasuries 🔔 Follow Tyler: https://twitter.com/@TylerCompiler 🔔 Subscribe: https://youtube.com/@bitcointreasuriesnet 📧 Questions/Feedback: Interviews: hello@bitcointreasuries.net 🎬 About the Show: The BitcoinTreasuries.net Podcast features in-depth interviews with executives, analysts, and investors at the frontier of corporate Bitcoin adoption. Hosted by Tyler Rowe, we go deep on treasury strategy, capital markets, and the future of Bitcoin as a reserve asset. Get in touch with Gordon: https://bitwiseinvestments.com  https://X.com/@Bitwise ⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Markets are volatile. Always do your own research. Stay orange 🟠

    47 min

  7. MAR 5

    Strive Insider Jeff Walton EXPLAINS: Why STRC Is Trading 100x More Than Wall Street's Best Bond

    Bitcoin and digital credit's biggest institutional barrier isn't price volatility, it's Basel III, a post-2008 banking rule blocking banks from holding Bitcoin. Strive's Jeff Walton joins Pierre Rochard and Alexandre Laizet to break down why it matters, what's already working around it, and how the regulatory dominoes are falling. Chapters: 00:00 Introduction to the Bitcoin Roundtable 01:59 Highlights from Strategy World & True North Event 08:14 The Role of Traditional Finance in Bitcoin Ecosystem 15:21 Bitcoin vs. Digital Intelligence: Future Perspectives 19:02 Kraken's Fed Master Account & Regulatory Environment 24:08 Understanding Basel III and Its Impact on Bitcoin 28:41 Listener Question: Regulatory Workarounds & US Influence 31:52 Innovative Strategies for Bitcoin Treasuries 36:49 Risk Management in Bitcoin Treasury Operations 40:53 The Breadth of Bitcoin Data Analytics 46:39 Insurance & Actuary Future In Digital Credit 51:37 The Future of Bitcoin Regulation and Investor Engagement   🤝 SUPPORT OUR SHOW: COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout! roundtable@bitcointreasuries.net | https://bitcointreasuries.net Stay orange 🟠

    54 min

  8. MAR 3

    Michael Saylor STUNS Bitcoin Analyst: How Strategy Added 500,000 BTC In 2 Years

    Grain of Salt — the analyst behind True North who has followed Strategy for 5+ years — sits down with Tyler Rowe to break down what nobody expected: how Michael Saylor added 500,000 Bitcoin in just two years, why STRC is Strategy's iPhone moment, and when the institutional waterfall into Bitcoin preferred equity finally arrives. Mike Flaum (@Z06Z07) is featured on True North, one of the most-watched weekly Bitcoin treasury calls with 15,000+ listeners per episode. He was skeptical of Saylor's preferred equity strategy at first. Here's what changed his mind. In this episode: Why Saylor acquiring 500K BTC in 2 years was "impossible" until it wasn't The perpetual liability argument against STRC (and why Mike reversed course) How Strategy raised $23 billion in 2025 and whether they can do it again What a JP Morgan STRC white-label product would mean for the space Why the credit rating is the one thing holding institutional capital back MetaPlanet vs Strategy: who's doing capital markets better right now The "step function" price prediction and why you won't buy the dip in time 00:00 Cold Open 01:05 Intro To Grain of Salt (Mike Flaum) 02:38 MSTR True North & Grain of Salt's Involvement 03:03 Velocity of Michael Saylor's Bitcoin Accumulation Via Microstrategy 06:58 Saylor's Pivot To Preferred Equities As Leverage 10:33 Grain's Prediction of Saylor Raising $50B on the Preferreds 12:11 Bitcoin's Going To $1 Million or It's Going To Zero 16:04 Ratings Agencies & Other Challenges for BTCTCs 20:56 Capital Inflows To STRC & USD Dividend Reserve 23:26 Bitcoiners Who Hate On Treasuries 28:06 Stay Orange 🎙️ Featured Guest: Mike Flaum aka Grain of Salt - Bitcoin educator, MSTR trader, and conviction merchant. Known for MSTR True North & Going Long Bitcoin and MSTR Options. Mike Flaum's Book is The Rise, Fall and Reemergence of Bitcoin Treasury Companies — available on Amazon Kindle Follow Mike at https://twitter.com/@Z06Z07 About True North: True North is a weekly Bitcoin treasury investment podcast streaming live every Wednesday at 10PM EST. One of the most-watched grassroots calls in the MSTR community. Watch at https://www.mstrtruenorth.com https://Youtube.com/@BTCTrueNorth 🤝 SUPPORT OUR SHOW: COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout! 🔗 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.

    27 min
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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
    2K
  • Episodes
    13
  • Rating
    Explicit
  • Copyright
    © Copyright 2026 All rights reserved.
  • Show Website
    The Bitcoin Treasury Podcast

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