Yves-André Graf

🚨 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 👇

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 👇

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 👇

LIVE: Bitcoin Treasuries Takeover Ep. 9 📌 Saylor stacks a massive $3B cash stockpile 📌 Corporates buy 110K BTC in Q2 📌 U.S. Bitcoin Reserve stalls @GrafYves @ChasePalmieri @QuentinIsOnX @medc3005 @TylerCompiler ⚡️Watch: x.com/i/broadcasts/1…

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 👇

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 👇

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 👇