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@OneChairPod

Your guide to the companies stacking #Bitcoin. Hosted by @GrafYves and @quentinisonx

Katılım Mayıs 2025
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One Chair
One Chair@OneChairPod·
What if everyone is measuring $MSTR wrong? In this conversation with @_Adrian, founding member of True North (@TNorth), we challenge some of the biggest assumptions in the Bitcoin Treasury space: • Why mNAV is really a sentiment metric • Why Bitcoin per share isn't a valuation metric • Why Strategy shouldn't defend its mNAV • The real story behind Strategy selling 32 $BTC • Why $STRC and $SATA may evolve very differently than investors expect • Why AI is attracting some of Bitcoin's capital One of the most thought-provoking $MSTR conversations we've had. If Adrian is right, investors may be looking at $MSTR completely wrong. $MSTR $ASST $MPJPY 00:00 Adrian Morris' Bitcoin Journey & Why He Bought MSTR 05:02 The Real Meaning of mNAV (Market Sentiment) 10:10 Why Bitcoin Treasury mNAVs Eventually Collapse 11:22 Should Bitcoin Treasury Companies Defend Their mNAV? 15:56 The Fatal Flaw in mNAV Buybacks 17:57 Why Strategy Should NOT Sell Bitcoin to Buy Back Shares 20:15 Why Did Strategy Sell 32 Bitcoin? 23:55 MSTR Myths, Margin Calls & X Misinformation 25:38 Why Bitcoin Per Share May Be Misleading Investors 31:09 The Endgame for Bitcoin Treasury Companies 34:42 The Future: REITs, Options & Bitcoin Financial Products 36:46 STRC, SATA & Bitcoin Preferred Shares Explained 41:22 Does STRC Guidance Even Matter? 43:12 Why SATA Outperformed STRC 45:42 Daily Dividends: Innovation or Hype? 48:30 Will STRC & SATA Eventually Cut Dividends? 54:54 Is AI Stealing Capital From Bitcoin? 01:00:51 Can Bitcoin Become AI's Security Layer? 01:03:56 Adrian's Message to Bitcoin Investors Watch the full episode 👇
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Jody Flournoy 🥞
Jody Flournoy 🥞@JodyFlournoy·
Loved chatting with the @OneChairPod guys on $MSTR $ASST Thanks for having me on
One Chair@OneChairPod

Strategy has built a $3 billion cash reserve to strengthen its preferred securities. But does becoming safer come at the cost of what made MSTR unique in the first place? We sat down with @JodyFlournoy to discuss: • Strategy’s $3 billion cash reserve and its impact on Bitcoin per share growth • Whether MSTR still offers an advantage over holding Bitcoin directly • Market reaction to Strategy’s recent moves • Custody risk, proof of reserves, and treasury company considerations • The role of AI in shaping portfolio construction and future capital flows $BTC $MSTR $STRC $SATA $ASST 00:00 Jody's Bitcoin Story: Buying BTC in 2017 & Never Selling 06:07 How Bitcoin Treasury Companies Changed Everything 08:59 Is Strategy (MSTR) Good or Bad for Bitcoin? 12:53 Could Strategy Ever Dump 850,000 Bitcoin? 15:06 The Biggest Risk for Bitcoin Treasuries: Custody & Governance 19:45 Proof of Reserves vs Traditional Custody: What Investors Need to Know 22:10 Could Governments Confiscate Bitcoin Treasury Holdings? 27:40 Why MSTR Stock Fell While Bitcoin Stayed Flat 32:46 Should You Buy Bitcoin or Bitcoin Treasury Stocks? 36:50 The AI Trade: Where Smart Money Is Moving Now 42:53 Will Money Rotate From AI Back Into Bitcoin? 47:29 Which Bitcoin Treasury CEO Impressed Jody the Most? 52:08 Using AI to Build a Better Bitcoin Investment Strategy 56:02 Why Every Bitcoiner Needs a Small "Trading Bag" 57:04 Why Self-Custody Helps You Avoid Emotional Trading 57:34 Where to Follow Jody Flournoy & The Daily Stack Full episode 👇

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One Chair
One Chair@OneChairPod·
Strategy has built a $3 billion cash reserve to strengthen its preferred securities. But does becoming safer come at the cost of what made MSTR unique in the first place? We sat down with @JodyFlournoy to discuss: • Strategy’s $3 billion cash reserve and its impact on Bitcoin per share growth • Whether MSTR still offers an advantage over holding Bitcoin directly • Market reaction to Strategy’s recent moves • Custody risk, proof of reserves, and treasury company considerations • The role of AI in shaping portfolio construction and future capital flows $BTC $MSTR $STRC $SATA $ASST 00:00 Jody's Bitcoin Story: Buying BTC in 2017 & Never Selling 06:07 How Bitcoin Treasury Companies Changed Everything 08:59 Is Strategy (MSTR) Good or Bad for Bitcoin? 12:53 Could Strategy Ever Dump 850,000 Bitcoin? 15:06 The Biggest Risk for Bitcoin Treasuries: Custody & Governance 19:45 Proof of Reserves vs Traditional Custody: What Investors Need to Know 22:10 Could Governments Confiscate Bitcoin Treasury Holdings? 27:40 Why MSTR Stock Fell While Bitcoin Stayed Flat 32:46 Should You Buy Bitcoin or Bitcoin Treasury Stocks? 36:50 The AI Trade: Where Smart Money Is Moving Now 42:53 Will Money Rotate From AI Back Into Bitcoin? 47:29 Which Bitcoin Treasury CEO Impressed Jody the Most? 52:08 Using AI to Build a Better Bitcoin Investment Strategy 56:02 Why Every Bitcoiner Needs a Small "Trading Bag" 57:04 Why Self-Custody Helps You Avoid Emotional Trading 57:34 Where to Follow Jody Flournoy & The Daily Stack Full episode 👇
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One Chair
One Chair@OneChairPod·
“People are waiting for the market to price things. But you have to do your own analysis based on first principles: absolute scarcity and global demand for scarce, valuable assets. Bitcoin is the most valuable capital asset in the world. The price is what you pay. The value is what you get.” - @AlexandreLaizet
One Chair@OneChairPod

Can Europe build its own Bitcoin capital markets model? I sat down with @AlexandreLaizet from @_ALCPB to discuss: • How $ALCPB is adapting the $MSTR playbook to European markets • What the recent $STRC and $SATA stress test revealed • Why seniority, cash reserves, and investor protections matter • Whether institutions are already positioning for Bitcoin’s next bull market • Why digital credit could become one of the largest sources of future $BTC demand The opportunity is not to copy the US model. It is to adapt the playbook to European regulation, capital markets, and investor demand. 00:00 Prague Takeaways: The Growing Divide in Bitcoin 04:35 Capital B's €100B Credit Strategy Explained 12:42 How Close Is Capital B to Launching Digital Credit? 13:52 Why Bitcoin-Backed Credit Could Transform Finance 20:57 Bitcoin Convertible Notes vs Perpetual Digital Credit 26:53 Lessons from Strategy & Strive's Digital Credit Products 31:55 What STRC, STRF & SATA Taught the Market 38:15 Can Europe Replicate America's Bitcoin Credit Boom? 41:10 Why Bitcoin Treasury Companies Still Prefer Bitcoin 46:03 Capital B's Cash & Bitcoin Reserve Strategy 52:13 Bitcoin Market Outlook: Are Sellers Finally Exhausted? 57:29 Bitcoin to $300K? Alexandre's Bull Case 01:01:51 Where to Follow Alexandre & Learn More Watch the full episode 👇

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One Chair
One Chair@OneChairPod·
Can Europe build its own Bitcoin capital markets model? I sat down with @AlexandreLaizet from @_ALCPB to discuss: • How $ALCPB is adapting the $MSTR playbook to European markets • What the recent $STRC and $SATA stress test revealed • Why seniority, cash reserves, and investor protections matter • Whether institutions are already positioning for Bitcoin’s next bull market • Why digital credit could become one of the largest sources of future $BTC demand The opportunity is not to copy the US model. It is to adapt the playbook to European regulation, capital markets, and investor demand. 00:00 Prague Takeaways: The Growing Divide in Bitcoin 04:35 Capital B's €100B Credit Strategy Explained 12:42 How Close Is Capital B to Launching Digital Credit? 13:52 Why Bitcoin-Backed Credit Could Transform Finance 20:57 Bitcoin Convertible Notes vs Perpetual Digital Credit 26:53 Lessons from Strategy & Strive's Digital Credit Products 31:55 What STRC, STRF & SATA Taught the Market 38:15 Can Europe Replicate America's Bitcoin Credit Boom? 41:10 Why Bitcoin Treasury Companies Still Prefer Bitcoin 46:03 Capital B's Cash & Bitcoin Reserve Strategy 52:13 Bitcoin Market Outlook: Are Sellers Finally Exhausted? 57:29 Bitcoin to $300K? Alexandre's Bull Case 01:01:51 Where to Follow Alexandre & Learn More Watch the full episode 👇
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Alexandre Laizet ⚡️
Alexandre Laizet ⚡️@AlexandreLaizet·
Great conversation today with @OneChairPod on where we stand in Bitcoin Treasury Company markets⚡️
One Chair@OneChairPod

Can Europe build its own Bitcoin capital markets model? I sat down with @AlexandreLaizet from @_ALCPB to discuss: • How $ALCPB is adapting the $MSTR playbook to European markets • What the recent $STRC and $SATA stress test revealed • Why seniority, cash reserves, and investor protections matter • Whether institutions are already positioning for Bitcoin’s next bull market • Why digital credit could become one of the largest sources of future $BTC demand The opportunity is not to copy the US model. It is to adapt the playbook to European regulation, capital markets, and investor demand. 00:00 Prague Takeaways: The Growing Divide in Bitcoin 04:35 Capital B's €100B Credit Strategy Explained 12:42 How Close Is Capital B to Launching Digital Credit? 13:52 Why Bitcoin-Backed Credit Could Transform Finance 20:57 Bitcoin Convertible Notes vs Perpetual Digital Credit 26:53 Lessons from Strategy & Strive's Digital Credit Products 31:55 What STRC, STRF & SATA Taught the Market 38:15 Can Europe Replicate America's Bitcoin Credit Boom? 41:10 Why Bitcoin Treasury Companies Still Prefer Bitcoin 46:03 Capital B's Cash & Bitcoin Reserve Strategy 52:13 Bitcoin Market Outlook: Are Sellers Finally Exhausted? 57:29 Bitcoin to $300K? Alexandre's Bull Case 01:01:51 Where to Follow Alexandre & Learn More Watch the full episode 👇

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Mon Plan Retraite
Mon Plan Retraite@HodlCapitalB·
« Le marché baissier a séparé les enfants des hommes » Nous sommes actuellement entre adultes responsables qui avons compris que la base est solide, c’est toute notre lignée qui en sera reconnaissante ⚡️⚡️⚡️
One Chair@OneChairPod

Can Europe build its own Bitcoin capital markets model? I sat down with @AlexandreLaizet from @_ALCPB to discuss: • How $ALCPB is adapting the $MSTR playbook to European markets • What the recent $STRC and $SATA stress test revealed • Why seniority, cash reserves, and investor protections matter • Whether institutions are already positioning for Bitcoin’s next bull market • Why digital credit could become one of the largest sources of future $BTC demand The opportunity is not to copy the US model. It is to adapt the playbook to European regulation, capital markets, and investor demand. 00:00 Prague Takeaways: The Growing Divide in Bitcoin 04:35 Capital B's €100B Credit Strategy Explained 12:42 How Close Is Capital B to Launching Digital Credit? 13:52 Why Bitcoin-Backed Credit Could Transform Finance 20:57 Bitcoin Convertible Notes vs Perpetual Digital Credit 26:53 Lessons from Strategy & Strive's Digital Credit Products 31:55 What STRC, STRF & SATA Taught the Market 38:15 Can Europe Replicate America's Bitcoin Credit Boom? 41:10 Why Bitcoin Treasury Companies Still Prefer Bitcoin 46:03 Capital B's Cash & Bitcoin Reserve Strategy 52:13 Bitcoin Market Outlook: Are Sellers Finally Exhausted? 57:29 Bitcoin to $300K? Alexandre's Bull Case 01:01:51 Where to Follow Alexandre & Learn More Watch the full episode 👇

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One Chair
One Chair@OneChairPod·
🚨 Strategy sold 3,588 BTC... and the market rallied. Why? In my latest conversation with @RichardByworth, we break down: • Why selling Bitcoin can actually be bullish for shareholders • The real reason Strategy $MSTR is defending its balance sheet • Why hedge funds are targeting Bitcoin treasury companies • Why @xceofficial is building what could be Bitcoin Treasury 2.0 • Why Metaplanet $MTPLF $MPJPY, digital credit $STRC $SATA, and capital markets are entering a new era • Why nation-state adoption may be closer than most people think 00:00 Richard's Bitcoin Journey: From Gold Bug to Bitcoin Maximalist 05:44 Why Sapiens Orange-Pilled Richard (Unexpected Origin Story) 07:00 How Michael Saylor Created the Bitcoin Treasury Revolution 10:37 Understanding Convertible Bonds (Why Most Investors Miss This) 12:43 Strategy SOLD 3,588 BTC... Why the Market Loved It 16:47 Why Bitcoin Treasury Stocks Are So Hard to Value 18:14 Did Strategy Sell Bitcoin to Improve Its Credit Rating? 19:22 Why Every Bitcoin Treasury Should Defend a 1.0 mNAV 25:10 Are Traders Manipulating STRC & SATA? 27:44 Strategy's New Playbook: Less Transparency on Purpose? 29:24 Best Bitcoin Treasury Stocks Outside Strategy 35:39 Why Switzerland Rejected a Bitcoin Treasury Listing 39:01 When Will Digital Credit Come to Europe? 41:27 Richard's New Bitcoin Hedge Fund Explained 45:52 Nation States Are Quietly Preparing for Bitcoin 50:00 Is Bitcoin's Bottom Already In? Richard's Market Outlook 50:59 The Return of Richard's Podcast & Where to Follow Him Watch the full episode 👇
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Yves-André Graf
Yves-André Graf@GrafYves·
"The goal isn't to hold Bitcoin. The goal is to create more Bitcoin per share." That single idea changes how you value Bitcoin treasury companies. Excellent discussion with @RichardByworth on Strategy $MSTR, mNAV, Metaplanet $MPJPY $MTPLF, digital credit $STRC $SATA, and where this industry is heading.
One Chair@OneChairPod

🚨 Strategy sold 3,588 BTC... and the market rallied. Why? In my latest conversation with @RichardByworth, we break down: • Why selling Bitcoin can actually be bullish for shareholders • The real reason Strategy $MSTR is defending its balance sheet • Why hedge funds are targeting Bitcoin treasury companies • Why @xceofficial is building what could be Bitcoin Treasury 2.0 • Why Metaplanet $MTPLF $MPJPY, digital credit $STRC $SATA, and capital markets are entering a new era • Why nation-state adoption may be closer than most people think 00:00 Richard's Bitcoin Journey: From Gold Bug to Bitcoin Maximalist 05:44 Why Sapiens Orange-Pilled Richard (Unexpected Origin Story) 07:00 How Michael Saylor Created the Bitcoin Treasury Revolution 10:37 Understanding Convertible Bonds (Why Most Investors Miss This) 12:43 Strategy SOLD 3,588 BTC... Why the Market Loved It 16:47 Why Bitcoin Treasury Stocks Are So Hard to Value 18:14 Did Strategy Sell Bitcoin to Improve Its Credit Rating? 19:22 Why Every Bitcoin Treasury Should Defend a 1.0 mNAV 25:10 Are Traders Manipulating STRC & SATA? 27:44 Strategy's New Playbook: Less Transparency on Purpose? 29:24 Best Bitcoin Treasury Stocks Outside Strategy 35:39 Why Switzerland Rejected a Bitcoin Treasury Listing 39:01 When Will Digital Credit Come to Europe? 41:27 Richard's New Bitcoin Hedge Fund Explained 45:52 Nation States Are Quietly Preparing for Bitcoin 50:00 Is Bitcoin's Bottom Already In? Richard's Market Outlook 50:59 The Return of Richard's Podcast & Where to Follow Him Watch the full episode 👇

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One Chair
One Chair@OneChairPod·
Is Metaplanet's panic already over? I sat down with @BTCBullRider to discuss: • Why Metaplanet $MPJPY $MTPLF could have the biggest structural advantage among Bitcoin treasury companies • What's really happening with Strategy $MSTR, $STRC & $STRF • Whether hedge funds are driving the recent selloff • Michael Saylor's communication strategy • Why Japan could become the ultimate Bitcoin treasury hub If the market is pricing this wrong, today's panic could look very different a year from now. 00:00 Introduction to Peter Duan and Bitcoin Journey 03:28 Discovering Strategy (MSTR) & Bitcoin Treasury Companies 04:24 Why Peter Created Bull Standard 06:50 Did Anyone Expect Bitcoin Treasury Stocks to Crash This Hard? 09:26 Is Strategy (MSTR) Failing Its Investors? 12:59 The Biggest Communication Mistake Michael Saylor Made 15:37 Why Strategy Should Stop Making Changes 18:10 What Strategy MUST Do Next 20:02 Why Metaplanet Could Be the Biggest Winner 25:06 The Secret Advantage Only Metaplanet Has 27:17 Could Metaplanet Finance U.S. Bitcoin Treasury Companies? 30:16 Are Hedge Funds Crushing STRC, STRF & Bitcoin Preferreds? 36:11 Why Bitcoin Preferred Shares Could Stay Volatile 38:00 Should Strategy Sell Bitcoin to Save Preferred Shares? 43:02 The Most Underrated Bitcoin Treasury Companies 45:22 Why Smarter Web Is Winning the Communication Game 47:38 What's Wrong With Bitcoin Twitter Right Now? 48:26 The Massive Opportunity Nobody Is Talking About Full episode 👇
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Keşfet

@JodyFlournoy @AlexandreLaizet @sandeepstarmd @_ALCPB @dannyfonse @RichardByworth @xceofficial @GrafYves