Bitcoin Magazine Podcast

BTC Media

The Bitcoin Magazine Podcast is on a mission to stay on top of what's happening with everything Bitcoin, guiding listeners through the major stories shaping the price, philosophy and community around the financial revolution. The show will also feature brief interviews from leading experts in the space.

  1. 16小时前

    BTC vs Gold: The Capital Base Layer Bull Thesis, Disrupting Credit Markets w/ Khing Oei | BFC Ep. 18

    In this episode of the Bitcoin for Corporations Show, host Pierre Rochard is joined by Khing Oei, Founder and CEO of Treasury, to unpack one of the most important macro theses in modern finance: how Bitcoin is evolving beyond "digital gold" to become the capital base layer of the global economy — and why that shift could disrupt credit markets at their core. Oei shares his expertise in credit markets and distressed asset investing, breaking down why Bitcoin treasury companies exist while gold treasury companies never emerged, and how equity issuance, regulatory arbitrage, and balance sheet engineering are accelerating institutional Bitcoin adoption. The conversation explores how securitized Bitcoin products and corporate treasury structures could unlock a massive wave of demand — creating a reflexive feedback loop that transforms balance sheets, yield curves, and global capital flows. You’ll also learn how Europe’s regulatory landscape and tax treatment are shaping the next phase of Bitcoin-backed credit, why companies like MicroStrategy pioneered this model, and how future corporate issuers could become engines of structural demand far larger than ETFs or retail investors. Chapters: 00:00 – Intro: Bitcoin vs. Gold – The Treasury Debate 00:55 – Treasury: Going Public in Amsterdam 01:23 – From Goldman Sachs to Bitcoin: Khing Oei 03:04 – Why Bitcoin Treasury Companies Exist — And Gold Never Will 07:45 – Scaling the Bitcoin Treasury Model: Balance Sheet Engineering Explained 14:12 – Preferred Shares, Perpetuals, and the Rise of Bitcoin-Backed Credit 21:38 – Equity vs. Debt: Strategic Capital Structure on a Bitcoin Standard 28:04 – Investor Appetite and Yield Dynamics in Bitcoin-Backed Instruments 34:52 – Building a Bitcoin Ecosystem: Media, Events, and Network Effects 41:10 – Corporate Treasuries: Driving Reflexive Demand 48:03 – The Path to Institutional Maturity: From Treasury Strategy to Financial Products 54:45 – Macro Shifts: European Pension Funds and Fixed Income Culture 1:02:00 – Regulatory Arbitrage in Europe? 1:04:03 – Europe’s Fiscal Health and Bond Yields: Macro Forces Fueling the Bitcoin Era 🔶 Connect with Khing Oei on X: https://x.com/khingoei 🔶 Learn more about Treasury: https://x.com/Treasury_BTC 🔶 Follow Bitcoin For Corporations X: https://x.com/BitcoinForCorps 🔶 Learn more about Bitcoin For Corporations — the executive network for corporate bitcoin adoption: https://b.tc/corporations ⭐ Join us November 13-14 at Bitcoin Amsterdam 2025 presented by Treasury to connect with Bitcoiners and the leaders shaping the next phase of Bitcoin adoption! Tickets on sale now: https://www.bitcoin.amsterdam/ #Bitcoin #BitcoinForCorporations #BTC #Gold #DigitalGold #BitcoinTreasury #MicroStrategy #CorporateTreasury #InstitutionalBitcoin #CapitalMarkets #MonetaryPolicy #CryptoInvesting #BitcoinETF #MacroFinance #Satoshi #BitcoinStrategy DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

    1 小时 9 分钟
  2. 2天前

    Real Estate Mogul Grant Cardone: Bitcoin is the "Money Multiplier" | Bitcoin Backstage

    In this exclusive Bitcoin Conference interview, legendary entrepreneur and real estate mogul Grant Cardone shares his bold new investment thesis: merging institutional real estate with Bitcoin. Cardone breaks down his powerful formula for wealth — get it, keep it, multiply it — and explains why he’s using cash-flowing property to dollar-cost average into Bitcoin without needing to "buy" it outright. He also discusses how renters are effectively buying Bitcoin for his investors, why most people misunderstand wealth creation, and how his model will onboard millions of people into Bitcoin without them ever realizing it. From critiques of the middle-class mindset to his hottest takes on Bitcoin adoption and Michael Saylor’s approach, this is one of Cardone’s most candid conversations ever. ⭐ SIGN UP WITH DUELBITS TODAY FOR A CHANCE TO WIN UP TO 2 BTC: https://bm.b.tc/YT-Duelbits (ad) Connect with Grant Cardone on X: https://x.com/GrantCardoneConnect with Isabella Santos on X: https://x.com/isabellasg3 Chapters:00:00 – Intro: The Formula for Money & Attention02:31 – Renters Buying Bitcoin: Dollar-Cost Averaging Strategy04:25 – The Wealth Creation Myth vs. Reality06:19 – Printing Money & Why the Rich Still Get Richer08:04 – How to Get, Keep, and Multiply Money10:34 – Advice for the Middle Class11:22 – Real Estate vs. Bitcoin: Cash Flow vs. Store of Value13:53 – Cardone’s Bitcoin Sales Pitch16:25 – Cardone’s Hottest Take: Onboarding People Who Don’t Care About Bitcoin17:36 – Michael Saylor’s Criticism and Cardone’s Response #GrantCardone #Bitcoin #RealEstate #BitcoinConference #RealEstateInvesting #BitcoinStrategy #WealthBuilding #FinancialFreedom #CashFlow #MicroStrategy #BitcoinAdoption #BitcoinNews #PassiveIncome #MoneyMindset #CryptoInvesting

    18 分钟
  3. 6天前

    The Reflexive Demand Shock Is Not Priced In w/ Alexandre Laizet | Bitcoin for Corporations Ep. 17

    In this episode of the Bitcoin for Corporations Show, host Pierre Rochard sits down with Alexandre Laizet, Board Director of Bitcoin Strategy at Capital B, to unpack one of the most important – and most misunderstood – forces shaping Bitcoin’s future: reflexive demand. Laizet explains why a self-reinforcing feedback loop is emerging in the Bitcoin market, where corporate demand drives price, rising price drives further adoption, credit worthiness and financial development, and the cycle accelerates. With just a handful of Bitcoin treasury companies already absorbing more BTC than miners produce, he argues that the next phase of Bitcoin’s bull market will be defined not by retail speculation, but by structural corporate demand. Chapters: 00:00 – Intro: Demand Dynamics & Treasury Outperformance 01:44 – Alexandre’s Bitcoin Journey 05:20 – Corporate Adoption vs Individual Sovereignty 10:33 – ECB Skepticism & European Rollout 14:46 – Positioning Capital B & Bitcoin-Denominated Convertibles 19:18 – Why There is Hope for Europe 25:21 – Managing Risk, Leverage, and Cash Buffers 34:12 – Media Strategy & Educating Shareholders 39:34 – Long-Term Execution vs Short-Term Noise 46:21 – Defining a "Bitcoin Treasury Company" 51:22 – Credit Markets Built on Bitcoin 59:00 – Catalysts: Treasury Demand Crushing Miner Supply 01:07:01 – Closing Thoughts Connect with Alexandre Laizet on X: https://x.com/AlexandreLaizet Learn more about Capital B: https://cptlb.com/ Follow Bitcoin For Corporations on X: https://x.com/BitcoinForCorps Learn more about Bitcoin For Corporations – the executive network for corporate Bitcoin adoption: https://b.tc/corporations #BitcoinForCorporations #AlexandreLaizet #BitcoinReflexivity #BitcoinDemandShock #BitcoinTreasury #CorporateBitcoin #BitcoinAdoption #BitcoinInstitutions #BitcoinStrategy #Hyperbitcoinization DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

    1 小时 8 分钟
  4. 10月2日

    Steven Lubka: Let the Super Cycle Begin | Bitcoin for Corporations Ep. 17

    In Episode 17 of the Bitcoin for Corporations Show, Steven Lubka, VP of Investor Relations at Nakamoto, joins host Pierre Rochard to discuss Bitcoin treasury strategy and the growing BTC bull market. Steven explains why he believes this time is truly different — and that the current market cycle is a departure from historical norms. Could gold, fiscal dominance, and Bitcoin treasury companies set the stage for the long-awaited Bitcoin supercycle? Connect with Steven Lubka on X: https://x.com/dzambhalahodl Connect with Pierre Rochard on X: https://x.com/BitcoinPierre Learn more about Bitcoin for Corporations: https://b.tc/corporations Follow Bitcoin for Corporations on X: https://x.com/BitcoinForCorps Learn more about Nakamoto: https://nakamoto.com/ Chapters: 00:00 – Intro: It’s Different This Time 01:18 – Steven's Bitcoin Journey 03:25 – Nakamoto’s Strategy and Playbook 07:43 – Global Market Opportunities 11:35 – Intelligent Leverage Explained 18:30 – Dividends, Dilution, and Shareholder Value 22:00 – The Evolution of Treasury Companies 25:59 – Mining vs. Treasury Companies 30:32 – What Comes After Treasury Companies? 33:19 – The Capitalization Rush 38:44 – Are We in a Super Cycle? 46:02 – Altcoin Treasuries in Perspective 56:05 – Pushback from Wall Street and Washington 62:11 – Bitcoin Philosophy Meets Corporate Reality #Bitcoin #BitcoinForCorporations #Supercycle #BitcoinTreasury #StevenLubka #Gold #BullMarket #BTC #CorporateBitcoin #BitcoinAdoption #MacroFinance #BitcoinStrategy #BitcoinCycle #BitcoinMarkets #InstitutionalBitcoin DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

    1 小时 11 分钟
  5. 9月22日

    Investment Banker Christian Lopez: Why EVERY Balance Sheet Will Hold BTC | Bitcoin for Corporations

    In this episode of Bitcoin For Corporations, host Pierre Rochard sits down with Christian Lopez, Managing Director at Cohen and Company Capital Markets, to explore the future of bitcoin treasury companies. Lopez explains why NOT holding bitcoin is becoming “irresponsible” for corporate treasurers, how inflation erodes fiat reserves, and why Strategy's 'strategy' has reshaped the corporate finance playbook.🔶 Connect with Christian Lopez on X: https://x.com/ChristianL_opez🔶 Connect with Pierre Rochard on X: https://x.com/BitcoinPierre🔶 Learn more about Bitcoin for Corporations: https://b.tc/corporations🔶 Follow Bitcoin for Corporations on X: https://x.com/BitcoinForCorpsChapters:00:00 - Introduction03:49 - Corporate and Institutional Bitcoin Adoption Landscape10:40 - Different Corporate Strategies for Bitcoin Treasury Management22:33 - PIPE Transactions and Convertible Notes Explained28:23 - Investor Relations 2.030:07 - Impact of Financial Products on Bitcoin Market Volatility32:17 - Factors Influencing mNAV and Market Correlations35:44 - Bitcoin's Four-Year Cycle and Capital Flow Dynamics38:28 - Competition and Overlap Between Bitcoin and AI/HPC Capital40:46 - Macro Economic Factors Affecting Bitcoin and Inflation42:55 - Passive Flows: S&P 500 Inclusion Outlook48:26 - Is Leverage A Concern?50:04 - Institutional Bitcoin Custody Standards51:49 - Asset Management Strategies: Cold Storage vs. Yield Generation56:47 - DCFs on a BTC Standard: Impact on Real Estate, Technology Investing, and Debt Markets57:42 - International Bitcoin Treasury Opportunities and Market Arbitrage60:20 - Closing Remarks#BitcoinTreasury #BitcoinforCorporations #investmentbanking #BTC #MSTR #Markets #ChristianLopez #PierreRochard #BitcoinMagazine #CoehnandCompanyDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

    1 小时 1 分钟
  6. 9月16日

    Intel, AI and Investing in the Age of State-Led Capitalism | Bitcoin Policy Hour Ep. 16

    In an era where free markets are increasingly shaped by state power, investors need to understand the nexus of geopolitics, political economy and exponential technologies as a tool of statecraft. BPI’s Matt Pines and Zack Shapiro join Zack Cohen to examine how U.S. industrial policy, AI breakthroughs, and Bitcoin regulation are converging to reshape global markets. The conversation explores the latest market structure bill and its impact on Bitcoin liquidity, the strategic Bitcoin reserve as a potential geopolitical hedge, and what Intel’s bailout signals about the rise of national champions and state-directed capital allocation. The discussion goes beyond policy into the heart of investing in an age of fiscal dominance and technological disruption. How should investors interpret the tension between free markets and government intervention? What does AI-driven productivity and labor displacement mean for macro volatility? And in a world where political cycles, liquidity cycles, and market cycles are increasingly intertwined, can Bitcoin serve as a neutral reserve asset, hedge, and beneficiary of state-led capitalism?🔶 Connect with Matthew Pines on X: https://x.com/matthew_pines🔶 Connect with Zack Shapiro on X: https://x.com/zackbshapiro🔶 Connect with Zack Cohen on X: https://x.com/zackcohen_🔶 Learn more about the Bitcoin Policy Institute: https://www.btcpolicy.org/⭐ Join US at Bitcoin Amsterdam 2025, presented by Treasury on Nov 13-14th! Get your tickets today: https://www.bitcoin.amsterdam/Chapters:00:00 - Intro: Strategic Technologies & Global Rivalry01:19 - Market Structure Legislation: What's New09:52 - Noncustodial Developer Protection as a Priority14:06 - Strategic Bitcoin Reserve: National Security & Geopolitical Implications20:57 - Political Cycles: The Defining Feature of Market Cycles?26:20 - Intel, NVIDIA & Government Stakes in Tech Companies49:07 - Economic Statecraft and the Shift from Multinational to National Capitalism49:07 - AI: The New Social Architecture55:45 - Closing Remarks#FiscalDominance #AI #Bitcoin #NVIDIA #Intel #META #Markets #StateCapitalism #Macroeconomics #Policy #BitcoinPolicyHour #Geopolitics #Stablecoins #DigitalAssets #MarketStructure #BitcoinReserve

    56 分钟
4.7
共 5 分
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The Bitcoin Magazine Podcast is on a mission to stay on top of what's happening with everything Bitcoin, guiding listeners through the major stories shaping the price, philosophy and community around the financial revolution. The show will also feature brief interviews from leading experts in the space.

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