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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·
🚨 AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with @CernBasher, we break down why Tesla’s humanoid robots + robotaxis could drive double-digit GDP growth… and why this could ignite a Bitcoin supercycle. Key takeaways: - $TSLA Optimus ramp: 1M → 10M robots/year - One robot factory could generate output comparable to the GDP of an entire country - Robotaxis scaling could happen MUCH faster than Wall Street expects - AI agents will flood cyberspace… and Bitcoin may become the security gate - “AI consumes compute. Bitcoin prices compute.” - Strategy’s flywheel $MSTR + $STRC could be setting up the next massive phase This episode connects the dots between AI deflation, government printing, and why $BTC may become the backbone of the AI economy. 00:00 Introduction Cern Basher 02:11 AI Agents Pick Bitcoin (It’s Already Happening) 03:01 Elon’s Master Plan: xAI + SpaceX + Tesla Merger? 06:34 Why Bitcoin Might Be the BEST AI Investment 10:43 “AI Consumes Compute… Bitcoin Prices Compute” 13:46 MSTR / Strategy: Why Bitcoin Treasury Companies Win 19:16 Strategy’s New Flywheel: STRC + ATM Explained 25:04 Elon Predicts Double-Digit GDP Growth (Is He Right?) 34:55 Tesla Optimus Timeline: 1M → 10M Robots Per Year 40:16 Tesla Robotaxis Are Scaling FAST (Doubling Every Month?) 43:11 Why Robotaxi Delays Don’t Matter (Tesla Still Wins) 46:46 When Will Tesla Start Buying Bitcoin Again? 50:05 Nvidia + Bitcoin? Big Tech May Flip Soon 53:18 Why Most People STILL Don’t Understand Bitcoin 56:00 US Military Studying Bitcoin for Cybersecurity? 59:27 Final Warning: Every Country Must Build Robot Factories
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One Chair
One Chair@OneChairPod·
⚡️Corporate Bitcoin treasury highlights of the week ⚡️ Strive $ASST • Made history with $SATA, announcing daily dividends starting June 16 (the first US-listed security to do so) • Retired debt from the Semler Scientific acquisition and is now debt-free • Rebranded as “The Daily Dividend Company” Strategy $MSTR • Bought another 535 BTC and now holds 818,869 BTC • Repurchased its $1.5B convertible note due 2029 Capital ₿ @_ALCPB • Raised €15.2M in a private placement with @adam3us and TOBAM 👀Most overlooked @MadBitcoin_2026 Summit in Madrid had some of the best discussions yet on corporate Bitcoin adoption, digital credit innovation in Europe, and how the EU can close the gap with the US market.
One Chair@OneChairPod

⚡️Corporate Bitcoin treasury highlights of the week ⚡️ 💥 Strategy $MSTR held its Q1 2026 earnings call - Open to selling BTC when accretive to shareholders - Looking to retire its convertible notes 💥 Strive $ASST added 444 BTC, bringing total holdings to 15,000 BTC. 💥 Capital ₿ @_ALCPB announced a €1.1M capital raise with @adam3us. 🍿Most entertaining 💥 @PunterJeff debated (and cooked) @coffeebreak_YT on Digital Credit $STRC $SATA 👀 Most overlooked 💥 @PunterJeff gave a masterclass on Digital Credit and Reinsurance at Risk World 2026.

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One Chair
One Chair@OneChairPod·
🚨@Strive $ASST just shocked the Bitcoin treasury market. 🚨 Starting June 15th, $SATA will pay DAILY dividends We break down with @TylerCompiler: • Why this changes Bitcoin yield products forever • Whether @Strategy $MSTR must respond • How Strive may have solved Nasdaq restrictions • Why “Paper Bitcoin Summer 2.0” could be coming Innovation on Digital Credit is moving FAST. 00:00 Strive’s SHOCKING Daily Dividend Announcement 02:47 Daily Dividends Could Revolutionize Brokerage Cash 05:10 Possible Workaround Strive Found Before Strategy 06:56 Will Strategy Copy Strive Immediately? 08:32 Did Strategy Delay Their Q&A Because of Strive? 09:00 Speculations on Strategy's Response 09:40 Wild Theory: Strive + Metaplanet Merger 11:46 Bitcoin Treasury Innovation Is Accelerating FAST 12:39 Could Daily Dividends Kill Arbitrage Opportunities? 15:35 Why Strive Might Be the Most Innovative Bitcoin Treasury Company 19:00 Will SATA Make Yield Tokens Obsolete? 21:26 “Paper Bitcoin Summer 2.0”? Full episode 👇
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DrifterF16
DrifterF16@DrifterF16·
Great discussion about $MSTR, $BTC, $STRC and the whole treasury company ecosystem. $ASST & $SATA relevant as well.
One Chair@OneChairPod

Michael Saylor just declared war on $MSTR shorts. In our latest episode with @TylerCompiler from @BTCtreasuries, we break down: - Why Strategy may start selling Bitcoin - How $STRC changes the $MSTR game - The future of Bitcoin treasury companies - Why @Saylor says he wants to “rip the wings off the shorts” - @jackmallers , $XXI & Lightning treasury strategies This Bitcoin cycle feels very different. 00:00 Tyler Rowe returns to the One Share Podcast 03:08 Strategy earnings pre-call & STRC tracker 05:15 Saylor’s aggressive stance on selling Bitcoin 08:45 Can selling Bitcoin defend mNAV? 13:16 Ripping the wings off MSTR shorts 15:28 Strategy’s new optionality: BTC, STRC & buybacks 17:26 Strategy’s communication pivots 19:11 Does “never sell Bitcoin” weaken the balance sheet story? 21:03 Hyperinflation and the endgame 22:48 STRC-funded MSTR buybacks explained 26:24 Should Saylor buy Bitcoin more opportunistically? 27:48 Strategy’s cash reserve flexibility 29:39 DeFi protocols and STRC demand 33:30 Is STRC weaker in Bitcoin bull markets? 37:35 Can Strategy keep raising STRC yield? 41:43 Could digital credit yields rise over time? 47:30 Other Bitcoin treasury companies to watch 53:25 Bitcoin treasury companies building on Lightning 57:23 Bitcoin macro outlook for the rest of the year 01:03:49 XXI Capital, Jack Mallers and the Bitcoin company thesis 01:07:28 Where to find Tyler Rowe and BitcoinTreasuries.net Full episode 👇

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Quentin
Quentin@quentinisonx·
Great conversation with @TylerCompiler. Much to talk about after last week’s @Strategy earnings call! 👇🏼
One Chair@OneChairPod

Michael Saylor just declared war on $MSTR shorts. In our latest episode with @TylerCompiler from @BTCtreasuries, we break down: - Why Strategy may start selling Bitcoin - How $STRC changes the $MSTR game - The future of Bitcoin treasury companies - Why @Saylor says he wants to “rip the wings off the shorts” - @jackmallers , $XXI & Lightning treasury strategies This Bitcoin cycle feels very different. 00:00 Tyler Rowe returns to the One Share Podcast 03:08 Strategy earnings pre-call & STRC tracker 05:15 Saylor’s aggressive stance on selling Bitcoin 08:45 Can selling Bitcoin defend mNAV? 13:16 Ripping the wings off MSTR shorts 15:28 Strategy’s new optionality: BTC, STRC & buybacks 17:26 Strategy’s communication pivots 19:11 Does “never sell Bitcoin” weaken the balance sheet story? 21:03 Hyperinflation and the endgame 22:48 STRC-funded MSTR buybacks explained 26:24 Should Saylor buy Bitcoin more opportunistically? 27:48 Strategy’s cash reserve flexibility 29:39 DeFi protocols and STRC demand 33:30 Is STRC weaker in Bitcoin bull markets? 37:35 Can Strategy keep raising STRC yield? 41:43 Could digital credit yields rise over time? 47:30 Other Bitcoin treasury companies to watch 53:25 Bitcoin treasury companies building on Lightning 57:23 Bitcoin macro outlook for the rest of the year 01:03:49 XXI Capital, Jack Mallers and the Bitcoin company thesis 01:07:28 Where to find Tyler Rowe and BitcoinTreasuries.net Full episode 👇

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One Chair
One Chair@OneChairPod·
Michael Saylor just declared war on $MSTR shorts. In our latest episode with @TylerCompiler from @BTCtreasuries, we break down: - Why Strategy may start selling Bitcoin - How $STRC changes the $MSTR game - The future of Bitcoin treasury companies - Why @Saylor says he wants to “rip the wings off the shorts” - @jackmallers , $XXI & Lightning treasury strategies This Bitcoin cycle feels very different. 00:00 Tyler Rowe returns to the One Share Podcast 03:08 Strategy earnings pre-call & STRC tracker 05:15 Saylor’s aggressive stance on selling Bitcoin 08:45 Can selling Bitcoin defend mNAV? 13:16 Ripping the wings off MSTR shorts 15:28 Strategy’s new optionality: BTC, STRC & buybacks 17:26 Strategy’s communication pivots 19:11 Does “never sell Bitcoin” weaken the balance sheet story? 21:03 Hyperinflation and the endgame 22:48 STRC-funded MSTR buybacks explained 26:24 Should Saylor buy Bitcoin more opportunistically? 27:48 Strategy’s cash reserve flexibility 29:39 DeFi protocols and STRC demand 33:30 Is STRC weaker in Bitcoin bull markets? 37:35 Can Strategy keep raising STRC yield? 41:43 Could digital credit yields rise over time? 47:30 Other Bitcoin treasury companies to watch 53:25 Bitcoin treasury companies building on Lightning 57:23 Bitcoin macro outlook for the rest of the year 01:03:49 XXI Capital, Jack Mallers and the Bitcoin company thesis 01:07:28 Where to find Tyler Rowe and BitcoinTreasuries.net Full episode 👇
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Tyler Rowe
Tyler Rowe@TylerCompiler·
Great episode I recorded with the boys from @OneChairPod. 🪑 We talk $MSTR, $XXI, selling bitcoin😯, and ripping the wings off of shorts.🪽💥 Always a treat, @quentinisonx & @GrafYves!
One Chair@OneChairPod

Michael Saylor just declared war on $MSTR shorts. In our latest episode with @TylerCompiler from @BTCtreasuries, we break down: - Why Strategy may start selling Bitcoin - How $STRC changes the $MSTR game - The future of Bitcoin treasury companies - Why @Saylor says he wants to “rip the wings off the shorts” - @jackmallers , $XXI & Lightning treasury strategies This Bitcoin cycle feels very different. 00:00 Tyler Rowe returns to the One Share Podcast 03:08 Strategy earnings pre-call & STRC tracker 05:15 Saylor’s aggressive stance on selling Bitcoin 08:45 Can selling Bitcoin defend mNAV? 13:16 Ripping the wings off MSTR shorts 15:28 Strategy’s new optionality: BTC, STRC & buybacks 17:26 Strategy’s communication pivots 19:11 Does “never sell Bitcoin” weaken the balance sheet story? 21:03 Hyperinflation and the endgame 22:48 STRC-funded MSTR buybacks explained 26:24 Should Saylor buy Bitcoin more opportunistically? 27:48 Strategy’s cash reserve flexibility 29:39 DeFi protocols and STRC demand 33:30 Is STRC weaker in Bitcoin bull markets? 37:35 Can Strategy keep raising STRC yield? 41:43 Could digital credit yields rise over time? 47:30 Other Bitcoin treasury companies to watch 53:25 Bitcoin treasury companies building on Lightning 57:23 Bitcoin macro outlook for the rest of the year 01:03:49 XXI Capital, Jack Mallers and the Bitcoin company thesis 01:07:28 Where to find Tyler Rowe and BitcoinTreasuries.net Full episode 👇

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One Chair
One Chair@OneChairPod·
⚡️Corporate Bitcoin treasury highlights of the week ⚡️ 💥 Strategy $MSTR held its Q1 2026 earnings call - Open to selling BTC when accretive to shareholders - Looking to retire its convertible notes 💥 Strive $ASST added 444 BTC, bringing total holdings to 15,000 BTC. 💥 Capital ₿ @_ALCPB announced a €1.1M capital raise with @adam3us. 🍿Most entertaining 💥 @PunterJeff debated (and cooked) @coffeebreak_YT on Digital Credit $STRC $SATA 👀 Most overlooked 💥 @PunterJeff gave a masterclass on Digital Credit and Reinsurance at Risk World 2026.
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One Chair
One Chair@OneChairPod·
$STRC may become the most important financial product in Bitcoin. Had an incredible conversation with @chasepalmieri about: • @Strategy's latest earnings call • Why $MSTR could still be massively undervalued • $STRC, $SATA & digital credit • @Strive $ASST, @Metaplanet $MPJPY $MTPLF & $XXI • Basel rules, S&P inclusion & future bank adoption • Why Bitcoin treasury companies are just getting started One of the most mind-expanding discussions I’ve had on the future of Bitcoin capital markets. If you want to understand where Bitcoin finance is heading next, don’t miss this one. 00:00 Chase’s Bitcoin Origin Story 03:47 How Chase Discovered Strategy & MSTR 06:05 Strategy Earnings Call: Biggest Takeaways 08:20 Convertible Debt, Preferreds & Capital Strategy 09:59 Which Strategy Preferreds Could Be Retired? 11:45 Why Strategy Keeps Its Software Business 14:38 Could MSTR Reach a 6x mNAV? 19:46 STRC’s Growth During a Down Market 20:36 Strategy’s Credit Rating & USD Reserve 23:44 Banks, STRC & the Coming Yield War 25:07 Can STRC Become a High-Yield Cash Alternative? 28:14 DeFi Risks Built on Top of STRC 32:36 Why STRC’s Yield May Stay High 36:04 Digital Credit in a Bitcoin Portfolio 36:38 Digital Credit: Portfolio Positioning and Growth 41:03 Could Digital Credit Yields Reach 25%? 43:19 Other Bitcoin Treasury Companies to Watch 48:14 Macro Outlook: Has Bitcoin Bottomed? 50:08 The Next Wave of Bitcoin Treasury Companies 52:03 Jack Mallers, Strike, XXI & Tether 58:33 Bitcoin & MSTR Price Targets for Year-End 59:39 Closing Thoughts Full episode 👇
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Keşfet

@_ALCPB @adam3us @MadBitcoin_2026 @UncleDividends @Strive @TylerCompiler @Strategy @BigpictureBTC