Podcasts about MicroStrategy

On this episode of Market Mondays, we sat down with Pastor Jamal Bryant to break down the Target boycott and the importance of economic empowerment. He emphasized how collective economics can be used as a tool for real change in our communities.We also covered major market news—Tesla's decline tied to Elon's “America Party,” Ric Edelman's crypto allocation advice (10–40%), and the impact of the newly passed INVEST AMERICA ACT. Other topics included Ethereum's rise on Wall Street, Sam Altman's political shift, and signs of a potential AI bubble.Lastly, we looked at the market rally: Is it real or just top-heavy? We discussed Bitcoin whale moves, Palantir's $795M contract, and why companies like Robinhood and MicroStrategy are still excluded from the S&P 500 despite massive growth. Invest Fest Ticket Link: https://investfest.com#MarketMondays #JamalBryant #Bitcoin #Tesla #Crypto #Ethereum #InvestAmericaAct #AIStocks #Palantir #TargetBoycott #StockMarket #EconomicEmpowerment #EarnYourLeisureOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Recorded live at the Permissionless IV conference, this conversation dives into Ethereum's strategy to win over Wall Street. Danny Ryan discusses how Etherealize is advising financial institutions to leverage Ethereum's decentralization, resilience, and credible neutrality, while Joe Lubin explains why ConsenSys is taking a direct approach by accumulating ETH on Sharplink Gaming's balance sheet, similar to MicroStrategy with Bitcoin. Together, they unpack Ethereum's strengths, institutional adoption strategies, and what it will take for Ethereum to become the foundation of the next-generation financial system. ------

Why are corporations turning to Bitcoin as a strategic asset—and how will Bitcoin treasury companies reshape the financial system over the next 20 years?In episode 7 of the Bitcoin for Corporations, host Pierre Rochard sits down with Jesse Myers, Bitcoin Strategy Advisor at UTXO Management (a sister company of Bitcoin Magazine), to break down the emerging playbook behind Bitcoin treasury companies like MicroStrategy, MetaPlanet, and Smarter Web. From intelligent leverage to the rise of perpetual preferreds, Jesse shares why these firms may soon rival sovereigns in BTC holdings—and why institutional capital is now pouring in.Whether you're a corporate CFO, a macro investor, or a Bitcoiner curious about the next big shift in capital markets, this deep-dive unpacks how Bitcoin-native financial infrastructure is being built in real time.⭐ This episode of the Bitcoin for Corporations Show is sponsored by Ledn, a leading provider of Bitcoin-backed loans.

James and Preston dissect the evolving cryptocurrency landscape—from market structure transitions and on-chain data missteps to Bitcoin mining incentives and the cutting-edge strategies behind Bitcoin Treasury companies. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro  02:47 - Lessons learned from the 2020-2021 crypto cycle 04:59 - Why the crypto market is shifting from spot to leverage-driven models 05:54 - The role of futures and ETFs in today's low-activity network 10:42 - How mining subsidies influence innovation and decentralization 14:08 - Why fees are crucial for protecting Bitcoin from censorship 19:32 - How Bitcoin's dominance affects altcoin cycles 26:35 - Insights into tokenized sovereign debt and blockchain scalability 32:15 - The potential long-term shift in global KYC regulations 33:13 - The rise and risks of Bitcoin Treasury companies 38:53 - Key differences between MicroStrategy and competitors Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related resource: Checkmate's substack. Check out all the books mentioned and discussed in our podcast episodes⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: SimpleMining AnchorWatch Human Rights Foundation Onramp Superhero Leadership Unchained Vanta Shopify Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this jam-packed episode, Matty A and Ryan Breedwell break down the Fed's latest interest rate predictions and what Wall Street's betting on for the back half of 2025. They cover the booming stock market, Trump's bold tariff plays and their real economic impact, and why Bitcoin may be taking a back seat to Ethereum in the crypto space. Plus, they tackle the big, beautiful bill moving through Congress, how crypto is now being counted toward real estate lending, and the looming ripple effects for investors and small business owners alike.If you want to understand the direction of markets, inflation, and crypto regulation—and what it all means for your portfolio—this is a must-listen.Timestamps: 00:00 – Fed outlook: rate pause in July, first cut likely in September 02:00 – Why aggressive rate cuts might backfire 04:00 – Powell's balancing act & political pressure 06:00 – Trump's massive global interest rate comparison 08:00 – Breakdown of tariff revenue & impacts on inflation11:00 – Domestic production shift = long-term economic win 13:00 – Real estate + stock market synergy = true wealth15:00 – "Big Beautiful Bill" clears Senate – what it means 17:00 – Tax cuts on tips, small biz wins, W2 vs corp benefits 19:00 – Why omnibus bills suck & how politicians weaponize them 22:00 – Elon vs Trump, Massey vs establishment – a brewing primary battle 24:00 – Cutting spending vs driving more economic growth 25:00 – Pat Bet-David's take on capitalism and state policy 27:00 – California business exodus: policy fallout 28:00 – S&P and Nasdaq hit all-time highs—why the market's surging 30:00 – Domestic equities: overlooked and underweighted31:00 – Oracle & Palantir: why they're leading the charge33:00 – Bitcoin vs Ethereum: Ryan's strong stance 36:00 – Tom Lee's Ethereum fund strategy vs MicroStrategy's Bitcoin bet 39:00 – Fannie Mae & Freddie Mac greenlight crypto as mortgage asset 42:00 – Crypto's bridge to real estate just got real 43:00 – Housing updates: mortgage rates dip, multifamily struggles 44:30 – Why the second half of 2025 looks bullish 45:00 – Napa Wealth Mastermind Announcement – Sept 23–26 47:00 – Eddie Murphy wisdom: stop fearing, start livingWhat You'll Learn:When the Fed is most likely to start cutting rates—and why it mattersHow Trump's tariffs are actually impacting inflation, GDP, and tradeWhy tariffs may spark a resurgence in U.S. manufacturing jobsThe truth behind omnibus bills and political manipulationWhy Ethereum may be the smart long-term crypto bet over BitcoinHow crypto is now playing a real role in real estate lending decisionsNotable Quotes:“Tariffs have worked out very well—and the critics are now backpedaling hard.” – Matty A“If Tom Lee is choosing Ethereum over Bitcoin, that tells you everything you need to know.” – Ryan Breedwell“It's time people stop fearing, and start living. You get 75 summers—don't waste them.” – Eddie Murphy (via Holy Man)“This bill fuels capitalism, not kills it—and that's why the market loves it.” – Matty ACalls to Action:Text “XRAY” to 844.447.1555 to get your portfolio reviewed Text “DEALS” to 844.447.1555 to get access to top investment opportunities Follow @officialmattya on Instagram for daily wealth-building content Visit: Shop.MillionaireMindcast.com – Wealth-building resources & gearWant In On Our Private Napa Mastermind? Text “NAPA” to 844.447.1555 to apply for the 2025 Wealth Builder Experience Only 15 seats available — 6 already claimed! Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555

Gen Z may just be schooling the rest of us in retirement savings—sort of. Don breaks down why the kids are all right… and also why they're misled. Auto-enrollment rules, social media misinformation, and shaky FinTok advice are all under the microscope. He then tackles smart ETF choices for young investors, questions about windfall investing and burial plots, the overhyped Shell-BP merger rumor, the madness of MicroStrategy's crypto-fueled valuation, and how to responsibly (and legally) cash out decades-old gold holdings. Plus, Don dishes out practical planning wisdom and allergic sniffles from sunny Florida. 0:04 Gen Z's surprising retirement savings rate—and why it's not the whole story 1:06 Auto-enrollment in 401(k)s and how it changed everything 2:34 Gen Z's financial education: more access, but less understanding? 3:49 The rise (and danger) of FinTok as a financial advice source 5:00 Over 70% of FinTok advice is misleading or incomplete 6:15 Back in studio—Don on allergies, Alpha kids, and social media scams 8:29 Chase “glitch” scam and other Gen Z-targeted bad advice 10:11 Credit Karma: Gen Z scams and IRS audits are shockingly high 11:17 Call: Should a granddaughter's IRA stay in VOO or add tech/growth? 12:48 Why Don avoids sector funds like Infotech, even for young investors 13:45 The trouble with chasing recent winners like VOOG 14:29 Historical returns: value > growth, despite recent performance 15:47 Call: $20k–25k Nordstrom stock sale—spend, save, or invest? 17:59 Burial plots vs. emergency fund: Don's (very real) take 20:42 CDs for older investors: short-term, safe, sensible 21:48 Call: Shell buying BP? Not likely—and Don calls the hype 23:35 BP's politics and price already reflect takeover speculation 25:02 Inheriting BP stock: should you take the exit opportunity? 26:13 UK resistance to selling BP to a Dutch firm like Shell 26:56 Individual stocks = concentrated risk, even for giants like BP 28:09 Reminder: Every financial move should be part of a real plan 29:05 Roth conversions, tax brackets, and portfolio rebalancing 31:08 MicroStrategy's insane Bitcoin play—and why it's all risk 32:23 Company worth 40% more than its Bitcoin holdings—why? 33:28 Don warns: short selling and options are for gamblers only 34:00 Call: 59-year-old IT director wants to invest $5K/month wisely 35:21 Max the 401(k), use Roth IRA next, and build long-term wealth 36:47 Portfolio diversification with risk-based allocation 37:27 Call: Selling gold bought in the '80s—how to handle taxes 39:47 How to recreate gold purchase records if you've lost receipts 40:55 Debunking the “three coins per month tax-free” myth Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 6 of the Bitcoin for Corporations Show, Pierre Rochard sits down with Alex Thorn, Head of Research at Galaxy Digital, for a wide-ranging and high-signal discussion on the emerging wave of Bitcoin treasury strategy companies.Thorn breaks down the mechanics of Strategy's (formerly MicroStrategy) success, the role of financial engineering, and how Michael Saylor created a model that's difficult—if not impossible—for others to replicate. He introduces the concept of a "great filter" facing the next generation of Bitcoin-focused public companies: only a few will pass through it.⭐ This episode of the Bitcoin for Corporations Show is sponsored by Ledn, a leading provider of Bitcoin-backed loans.

#bitcoin #btc #etf Esto te puede interesar si quieres cambiar tu vida: - Enlace para suscribirte a la Newsletter de Crypto Mercados y Pymes: https://www.cryptomercadosypymes.com/ - Enlace para suscribirte a la Newsletter de PERITAJES TIC en la que vas a encontrar casos judiciales reales en los que un peritaje digital hace ganar el caso. Cuando lo leas te darás cuenta de que la realidad supera a la ficción: https://peritajestic.com/ - Escríbeme a este mail si la suscripción a la newsletter o la Masterclass te da problemas: cryptomercadosypymes@gmail.com *********************************************************************** Conviértete en miembro de este canal para disfrutar de videos solo disponibles para miembros: https://www.youtube.com/channel/UC4DBbWZ3S16HxxgCLI5saAA/join *********************************************************************** Enlace de afiliación a la web de la billetera fría Ledger: https://shop.ledger.com/?r=96c89dbd786b *********************************************************************** Y este enlace de Amazon a varios libros muy recomendables: 1. "La filosofía de Bitcoin" de Álvaro D. María: https://amzn.to/3KiB5EE 2. ·"Imbatible. La fórmula para alcanzar la libertad financiera" de Tony Robbins: https://amzn.to/3yA003K 3. "Ten peor coche que tu vecino" de Luis Pita: https://amzn.to/3R2nQeR 4. "El sutil arte de que (casi todo) te importe una mi@rda" de Mark Manson : https://amzn.to/45aE4HZ 5. "La psicología del dinero. Cómo piensan los ricos". Morgan Housel: https://amzn.to/3WYj7Pi 6. "La medusa inmortal. Todo lo que hay que saber para vivir más años" de Nicklas Brendborg: https://amzn.to/4aDktSB 7. "El futuro de la humanidad". Michiu Kaku: https://amzn.to/3ysIPB2 *********************************************************************** Disclaimer: este video y su contenido son solo para fines informativos y no constituyen una oferta de venta o intercambio, una solicitud de compra o recomendación de ningún valor, criptomoneda o producto relacionado, ni constituye una oferta para proporcionar inversión asesoramiento u otros servicios relacionados por parte de Crypto Mercados y Pymes. Crypto Mercados y Pymes puede tener una inversión financiera con las criptomonedas discutidas en este video. Al preparar este video, NO se han tenido en cuenta las necesidades financieras o de inversión individuales del espectador ni se ofrece ningún consejo financiero o de inversión. Todas las opiniones expresadas en este video se prepararon en función de la información disponible en el momento en que se escribieron y/o publicaron dichas opiniones. Información modificada o adicional podría hacer que tales opiniones cambien. *********************************************************************** Crypto Mercados y Pymes, el mejor canal online sobre mercados financieros y criptomonedas: #bitcoin #cryptocurrency #news #btc #ethereum #eth #cryptocurrency #litecoin #altcoin #altcoins #forex #money #best #trading #bitcoinmining #invest #trader #cryptocurrencies #top #investing #entrepreneur #business #success #investment #finance #motivation #coinbase #stocks #wallstreet #investor #wealth #bullish #bearish #cryptolive #altcoindaily *********************************************************************** cryptocurrency, crypto, altcoin, altcoin daily, news, best investment, top altcoins, las mejores altcoins, ripple, la mejor inversion en cripto, best crypto investment, ethereum, xrp, crash, bottom, suelo, crash, price, precio, predicción, prediction, podcast, interview, entrevista,finanzas,finance, stock, investment, inversión, too late, demasiado tarde, bitcoin, cryptocurrency news, noticias de criptomonedas, bitcoin news, noticias de bitcoin, cryptocurrency news media online, noticias de criptomonedas online, defi, finanzas descentralizadas, ¿debería comprar bitcoin?, ¿debería comprar Ethereum?, bitcoin una buena inversión, la mejor inversión cripto, ethereum una buena inversión, ethereum a good investment, best crypto investments, predicción 2025, 2025 prediction, nfts, los mejores ntfs, best nfts, ¿debería comprar cardano?, should I buy cardano?, coin bureau, binance, coinbase, coffeezilla, predicción 2026, 2026 prediction, trump, etfs, bitcoin etf, etfs de bitcoin, dominancia de bitcoin

In this episode, we unpack the massive shift happening beneath the surface of global markets — and why Bitcoin treasury companies like MicroStrategy and MetaPlanet are now outperforming traditional investments by thousands of percent. While most Australians are still focused on real estate and shares, the smartest capital in the world is quietly moving into Bitcoin. We break down how this strategy works, why it is leaving bonds and property in the dust, and what it means for investors looking to build serious wealth in the next decade. We also touch on the ATO's latest tax changes and why more Aussies are taking their assets offshore to protect their future.

Kevin Chin, CEO of VivoPower, and Adam Traidman, Chairman of the Board of Advisors for VivoPower, joined me to discuss VivoPower's XRP Treasury Strategy.Topics: - VivoPower(VVPR) Overview - Why XRP was chosen as a Treasury Asset - Building a DeFi ecosystem with XRP and Flare - Using BitGo for custody - Future of Crypto Treasury Strategy - Risks with market downsides - Holding and using the RLUSD stablecoin Show Sponsor -

As a special treat for the audience, Raoul has decided to rerelease this chat with Michael Saylor, executive chairman of MicroStrategy, from September of 2020. Despite its age, this chat is as relevant today as it was five years ago. Raoul and Michael discuss the history of Bitcoin, Michael's journey to adopting it on the balance sheet, why more companies should follow suit, and much more. Recorded on September 18, 2020.

Het positieve sentiment op de cryptomarkt lijkt terug te keren, mede doordat de spanningen tussen de VS, Israël en Iran zijn afgenomen. Bitcoin beweegt mee met de NASDAQ en profiteert van de trend waarbij grote bedrijven bitcoins aan hun balans toevoegen. Deze week werd bekend dat opnieuw een Amerikaanse partij voor meer dan een miljard dollar aan bitcoin wil aanschaffen. Dat sluit aan bij een bredere ontwikkeling waarin institutionele beleggers zich steviger positioneren in de cryptowereld. Opvallend is wel dat altcoins iets achterblijven. Die blijken gevoeliger voor periodes waarin beleggers risico mijden. In de Amerikaanse politiek blijft crypto onderwerp van gesprek. Donald Trump overweegt nu een presidentieel decreet om zogenoemd ‘debanking’ tegen te gaan. Daarmee doelt hij op het weigeren van bankdiensten aan sectoren die politiek of maatschappelijk omstreden zijn, zoals crypto, cannabis en bepaalde technologiebedrijven. Onder president Biden kreeg dit beleid de bijnaam 'Operation Chokepoint 2.0'. Eerst werd gedacht dat het om een complottheorie ging, maar inmiddels is duidelijk geworden dat veel ondernemers daadwerkelijk hinder ondervonden. Trump had in zijn verkiezing beloofd hiermee te breken, maar kwam er nog niet officieel aan toe. Toch is de vraag of zo’n decreet daadwerkelijk verandering brengt. Het lijkt vooral symbolisch. Sinds Trumps herverkiezing is de sfeer in de Amerikaanse zakenwereld merkbaar veranderd. Banken en techbedrijven lijken zich weer comfortabel te voelen bij het bedienen van crypto-ondernemers. De status van de sector is fundamenteel veranderd; crypto is inmiddels mainstream en wordt door de president zelf geprezen. Dat maakt het voor financiële instellingen lastiger om hun diensten te weigeren. Tegelijk blijft de afweging wie wel of geen klant mag zijn uiteindelijk aan commerciële bedrijven zelf. Verder kwam het crypto-wedplatform Polymarket in het nieuws door een nieuwe investeringsronde, waarmee het bedrijf een waardering van één miljard dollar kreeg. Op het platform kunnen gebruikers wedden op de uitkomst van allerlei gebeurtenissen, zoals verkiezingen of geopolitieke ontwikkelingen. Bij de vorige Amerikaanse presidentsverkiezingen bleek Polymarket er met zijn voorspellingen opvallend dichtbij te zitten. Toch draait het platform nog geen grote winsten. De inkomsten komen vooral uit transactiekosten, maar die zijn klein. De huidige strategie is vooral gericht op gebruikersgroei. Zo kan er inmiddels ook gewed worden op de uitslag van de Nederlandse verkiezingen in oktober, waarbij de PVV volgens de markt als favoriet geldt. De koers van Bitcoin beweegt op en neer, maar als je uitzoomt is de markt behoorlijk stabiel. Op dit moment noteert de munt rond de 104.000 dollar. De geopolitieke spanningen, vooral die tussen Israël en Iran, zorgen voor onzekerheid op financiële markten, maar drukken de koers niet structureel omlaag. Opvallend is dat beursgenoteerde bedrijven intussen gewoon blijven inkopen. Alleen deze week al werd er ruim 12.000 bitcoin toegevoegd aan balansen van bedrijven. Daarvan kwamen er 10.000 van Microstrategy, het bedrijf van Michael Saylor, dat inmiddels bijna 600.000 bitcoin bezit. Ook Donald Trump laat via zijn zakelijke vehikel naar verluidt binnenkort van zich horen met een mogelijke aankoop van 2,5 miljard dollar aan bitcoin. Deze week in de CryptocastEen nieuwe aflevering in onze Deep Dive serie. Dit keer behandelen we het onderwerp stablecoins van A tot Z. Want: die worden extreem veel gebruikt, voornamelijk door mensen op het zuidelijk halfrond. En de Amerikaanse regering ziet stablecoins inmiddels als vervanging voor een digitale dollar, die in ontwikkeling was. Uiteraard met vaste co-hosts Bert Slagter en Veronique Estié. Met Daniël Mol bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocast See omnystudio.com/listener for privacy information.

Het positieve sentiment op de cryptomarkt lijkt terug te keren, mede doordat de spanningen tussen de VS, Israël en Iran zijn afgenomen. Bitcoin beweegt mee met de NASDAQ en profiteert van de trend waarbij grote bedrijven bitcoins aan hun balans toevoegen. Deze week werd bekend dat opnieuw een Amerikaanse partij voor meer dan een miljard dollar aan bitcoin wil aanschaffen. Dat sluit aan bij een bredere ontwikkeling waarin institutionele beleggers zich steviger positioneren in de cryptowereld. Opvallend is wel dat altcoins iets achterblijven. Die blijken gevoeliger voor periodes waarin beleggers risico mijden. In de Amerikaanse politiek blijft crypto onderwerp van gesprek. Donald Trump overweegt nu een presidentieel decreet om zogenoemd ‘debanking’ tegen te gaan. Daarmee doelt hij op het weigeren van bankdiensten aan sectoren die politiek of maatschappelijk omstreden zijn, zoals crypto, cannabis en bepaalde technologiebedrijven. Onder president Biden kreeg dit beleid de bijnaam 'Operation Chokepoint 2.0'. Eerst werd gedacht dat het om een complottheorie ging, maar inmiddels is duidelijk geworden dat veel ondernemers daadwerkelijk hinder ondervonden. Trump had in zijn verkiezing beloofd hiermee te breken, maar kwam er nog niet officieel aan toe. Toch is de vraag of zo’n decreet daadwerkelijk verandering brengt. Het lijkt vooral symbolisch. Sinds Trumps herverkiezing is de sfeer in de Amerikaanse zakenwereld merkbaar veranderd. Banken en techbedrijven lijken zich weer comfortabel te voelen bij het bedienen van crypto-ondernemers. De status van de sector is fundamenteel veranderd; crypto is inmiddels mainstream en wordt door de president zelf geprezen. Dat maakt het voor financiële instellingen lastiger om hun diensten te weigeren. Tegelijk blijft de afweging wie wel of geen klant mag zijn uiteindelijk aan commerciële bedrijven zelf. Verder kwam het crypto-wedplatform Polymarket in het nieuws door een nieuwe investeringsronde, waarmee het bedrijf een waardering van één miljard dollar kreeg. Op het platform kunnen gebruikers wedden op de uitkomst van allerlei gebeurtenissen, zoals verkiezingen of geopolitieke ontwikkelingen. Bij de vorige Amerikaanse presidentsverkiezingen bleek Polymarket er met zijn voorspellingen opvallend dichtbij te zitten. Toch draait het platform nog geen grote winsten. De inkomsten komen vooral uit transactiekosten, maar die zijn klein. De huidige strategie is vooral gericht op gebruikersgroei. Zo kan er inmiddels ook gewed worden op de uitslag van de Nederlandse verkiezingen in oktober, waarbij de PVV volgens de markt als favoriet geldt. De koers van Bitcoin beweegt op en neer, maar als je uitzoomt is de markt behoorlijk stabiel. Op dit moment noteert de munt rond de 104.000 dollar. De geopolitieke spanningen, vooral die tussen Israël en Iran, zorgen voor onzekerheid op financiële markten, maar drukken de koers niet structureel omlaag. Opvallend is dat beursgenoteerde bedrijven intussen gewoon blijven inkopen. Alleen deze week al werd er ruim 12.000 bitcoin toegevoegd aan balansen van bedrijven. Daarvan kwamen er 10.000 van Microstrategy, het bedrijf van Michael Saylor, dat inmiddels bijna 600.000 bitcoin bezit. Ook Donald Trump laat via zijn zakelijke vehikel naar verluidt binnenkort van zich horen met een mogelijke aankoop van 2,5 miljard dollar aan bitcoin. Deze week in de CryptocastEen nieuwe aflevering in onze Deep Dive serie. Dit keer behandelen we het onderwerp stablecoins van A tot Z. Want: die worden extreem veel gebruikt, voornamelijk door mensen op het zuidelijk halfrond. En de Amerikaanse regering ziet stablecoins inmiddels als vervanging voor een digitale dollar, die in ontwikkeling was. Uiteraard met vaste co-hosts Bert Slagter en Veronique Estié. Met Daniël Mol bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocast See omnystudio.com/listener for privacy information.

In this episode, we dive deep into MicroStrategy—the largest corporate holder of Bitcoin—and explore how Michael Saylor transformed a declining software business into a leveraged Bitcoin vehicle. We look at the company’s aggressive BTC acquisition strategy, its use of convertible debt, and the growing risks tied to its outsized Bitcoin exposure. Then, we shift to Canada and break down the Telus International fiasco. What started as Canada’s largest tech IPO now risks becoming one of the biggest shareholder disappointments, as Telus attempts to buy it back at a fraction of its IPO value. Tickers of stocks discussed: TIXT.TO, MSTR, GME, TSLA, SQ, XYZ Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

De koers van Bitcoin beweegt op en neer, maar als je uitzoomt is de markt behoorlijk stabiel. Op dit moment noteert de munt rond de 104.000 dollar. De geopolitieke spanningen, vooral die tussen Israël en Iran, zorgen voor onzekerheid op financiële markten, maar drukken de koers niet structureel omlaag. Opvallend is dat beursgenoteerde bedrijven intussen gewoon blijven inkopen. Alleen deze week al werd er ruim 12.000 bitcoin toegevoegd aan balansen van bedrijven. Daarvan kwamen er 10.000 van Microstrategy, het bedrijf van Michael Saylor, dat inmiddels bijna 600.000 bitcoin bezit. Ook Donald Trump laat via zijn zakelijke vehikel naar verluidt binnenkort van zich horen met een mogelijke aankoop van 2,5 miljard dollar aan bitcoin. Het conflict tussen Israël en Iran verplaatst zich ook naar de cryptowereld. De Iraanse crypto-exchange Nobitex werd recentelijk gehackt, waarbij een schade van 81 miljoen dollar werd geleden. De aanval lijkt afkomstig van een groep met Israëlische wortels: 'Gonjeshke Darande' claimt de hack en noemt Nobitex een hulpmiddel van het Iraanse regime bij het financieren van terrorisme en het omzeilen van sancties. De groep heeft grote hoeveelheden tokens, waaronder 49 miljoen aan cryptodollars, verplaatst naar onbereikbare adressen en dreigt nu met het publiceren van interne documenten en broncode. Volgens Nobitex zelf zijn alleen minder beveiligde wallets getroffen, maar het incident laat zien hoe geopolitieke conflicten ook impact hebben op de cryptosector. In de Verenigde Staten lijkt de houding van de toezichthouder ten opzichte van crypto langzaam te verschuiven. De SEC overweegt een zogeheten ‘innovation exemption’ voor projecten binnen de gedecentraliseerde financiële sector. Daarmee zouden innovatieve platforms zoals Uniswap en Aave buiten het traditionele toezicht kunnen vallen, juist omdat te strenge regelgeving hun functioneren zou belemmeren. Een opmerkelijke wending, aangezien deze projecten een jaar geleden nog doelwit waren van mogelijke juridische stappen door dezelfde toezichthouder. Deze week in de CryptocastEen gesprek met Sten Reijers, over de Europese Digitale identiteit. Door een nieuwe wet gaan we daar eind 2026 écht iets van merken, en dit concept is voor een deel afgekeken bij crypto. Binnenkort heeft iedere Europeaan de optie om een eigen wallet met je identiteit te beheren en wij hebben het over de gevolgen daarvan. En de vraag is ook: gaan we dit geintje weer aan big tech overlaten, of lossen we dit op een andere manier op. Een keer niet over digitale muntjes, maar wel heel interessant! Co-host is Mauro Halve. Met Daniël Mol bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocastSee omnystudio.com/listener for privacy information.

On Episode 5 of The Bitcoin for Corporations Show, Pierre Rochard is joined by Garrett Johnston of Marsh to explore how Bitcoin can radically transform the insurance industry. From the trillions in insurance float to the fiduciary risks of ignoring Bitcoin, this episode uncovers the hidden forces shaping treasury strategy, litigation risk, and D&O coverage in the age of BTC.Garrett breaks down the disconnect between Bitcoin-native firms and traditional insurance carriers, and explains why a failure to adopt Bitcoin may soon be seen as a breach of fiduciary duty. Essential viewing for corporate leaders, CFOs, risk managers, and Bitcoin-aligned executives.Chapters:00:00:00 Fiduciary Duty & Bitcoin 00:04:30 Garrett's Insurance Journey 00:09:00 Bitcoin's Disconnect with Insurance 00:13:30 Institutional Misunderstanding of BTC 00:18:00 Insurance Float & Melting Ice Cubes 00:22:30 Litigation and Inflation Risks 00:27:00 Bitcoin's Role in Corporate Risk 00:31:30 Misconceptions about BTC & FTX 00:36:00 MicroStrategy's Legal Landscape00:40:30 Future of Governance & Communication

SharpLink buys $463M in ETH, the purchase positions SharpLink behind only the Ethereum Foundation, the independent organization overseeing the Ethereum ecosystem, which holds 214,129 ETH valued at over $540.7 million.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 intro00:16 Sponsor: iTrust Capital00:39 Crypto Treasury Reserves01:10 Evan Aldo01:39 SBET Fears were just FUD02:10 Largest ETH Holder Staked Everything03:05 Marketcap Crash03:25 $SBET Chart05:24 Robinhood Users Buy $SBET05:45 Ethereum Chart07:13 Sharplink Gaming Short Squeeze?08:18 Sharplink Partners08:45 Did Ethereum Bottom?09:50 MicroStrategy's First Bitcoin Purchase11:53 NAV Multiplier Comparison12:45 Stablecoins Incoming14:30 $3,000 ETH Timeline14:55 Uniswap About To Explode?15:27 $UNI Chart16:20 Bitcoin Chart17:44 Ethereum vs Bitcoin19:08 outro#Crypto #Bitcoin #ethereum~Largest ETH Purchase Ever?

Follow Proof of Coverage Media: https://x.com/Proof_CoverageConnor, Mahesh, Santi, and Jason are joined by Amir Haleem of Helium to explore the evolving landscape of decentralized networks. They dive into Helium's impressive revenue growth - from $400K to $2.7M per month - driven by its mobile subscriber base, and discuss the complexities of blending off-chain and on-chain revenue. The conversation covers tokenized equity, sustainable business models beyond token sales, and the convergence of crypto with traditional finance. Amir shares how Helium has shifted from a crypto-first approach to prioritizing service delivery and user satisfaction, offering key lessons in product distribution, user retention, and innovative tokenomics.Timestamps:00:00 - Introduction02:25 - Microstrategy and Digital Asset Accumulation  03:42 - Market Trends: Crypto and Wall Street  05:03 - Santi's Perspective on Market Efficiency  06:19 - DePIN Projects and Public Market Strategies  06:41 - Helium's Potential for Going Public  08:50 - Cash Flow and Tokenomics in DePIN12:07 - Helium's Recent Revenue Growth 12:55 - PMF for DePIN Networks  18:03 - User Engagement and Helium's Growth  19:05 - Helium's Revenue Sources Explained  21:06 - Convergence of Off-Chain and On-Chain Revenue  24:12 - Learning from Helium's Evolution  25:03 - Focus on Distribution Over Product  27:27 - Daily Active Users and Their Interaction  31:26 - Valuable Users and Helium's Ecosystem  33:45 - Cloud Points and User Experience  36:44 - Retention Curves: Crypto vs. Traditional Users  39:59 - Aligning Token and Equity Interests  Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Today I had the pleasure of sitting down with George to discuss why nation states could be secretely buying Bitcoin, and of course everything happening with Microstrategy!Check out George here on Twitter:https://x.com/gmekhail

INLÄST: Donald Trumps börsbolag, spelbutiken Gamestop och japanska kärlekshotell. Alla tre har tagit sin nya strategi från börsfavoriten Microstrategy: låna pengar och köp bitcoin. Entusiaster ser en börsraket – kritiker varnar för krasch. Björn Jeffery förklarar varför.

Bitcoin just crossed $100,000, and you're probably thinking: “I missed it.” And you wouldn't be alone. That's how most people feel. They heard about it at $1,000… were told it was a scam at $10,000… waited for a pullback at $30,000… and now that it's over six figures, they've mentally closed the door on the opportunity. It's human nature to assume that if you're not early, you're too late. But that's not how this works—not with Bitcoin. In fact, this might actually be the best risk-adjusted time in Bitcoin's history to buy. I know that sounds counterintuitive, but it's true—and the data backs it up. Let's talk supply and demand. Since the halving in April, Bitcoin's issuance has dropped to just 3.125 BTC every 10 minutes. That's about 450 new coins per day, or just over 3,100 per week. Meanwhile, U.S. spot Bitcoin ETFs alone are buying more than 30,000 BTC a week—ten times what's being mined. And that's just the activity we know about from public filings. It doesn't include over-the-counter purchases from sovereign wealth funds, corporate treasuries, family offices, or high-net-worth individuals quietly accumulating behind the scenes. So where's the extra Bitcoin coming from? It's coming from long-time holders—early adopters who've sat on their coins for a decade or more and are only willing to part with them at much higher prices. This isn't hype-driven retail mania like in the past. It's a slow, deliberate transfer of supply from the original believers to large institutions. And here's the key: those institutions don't trade. They hold. Often for years—if not indefinitely—as part of their long-term strategic allocation. You are witnessing Bitcoin being monetized in real time.It's not speculation anymore. BlackRock's IBIT already has over $20 billion under management. Fidelity's FBTC is acquiring thousands of coins per week. El Salvador and Bhutan are actively accumulating. Even the U.S. government holds over 210,000 BTC from seizures—and here's what no one's talking about: they're not auctioning it off like foreclosed houses or impounded cars. They're holding it. The price isn't rising because of FOMO. It's rising because it now takes higher and higher prices to pry loose coins from the hands of holders who have no urgency to sell. Those coins are disappearing into cold storage, long-term trusts, and sovereign wallets—and they aren't coming back. This is what a supply shock looks like when the buyers have deep pockets and decade-long time horizons. And yet, the most dramatic shift in Bitcoin isn't even the price—it's the risk profile. Five years ago, Bitcoin was still speculative. Custody was clunky. Regulation was unclear. Access was limited. Today, institutions can buy it through BlackRock. Fidelity and Coinbase Prime offer secure custody. Legal frameworks and compliance protocols are firmly in place. Sure, volatility still exists—but existential risk? That's largely off the table. Bitcoin is no longer a “maybe.” It's a “when.” And that's why the opportunity still exists.Not because people are afraid to lose money, but because they still don't quite believe they're allowed to be this early to something this massive. The truth is, you didn't miss the train. You missed the garage-band phase. But now? You're standing right as Bitcoin steps onto the global stage—surrounded by the biggest asset managers in the world, all scrambling to buy up what little supply is left. The demand is relentless. The supply is fixed. The equilibrium price is rising. I truly believe we'll see a 10X in Bitcoin over the next five years. And if you still feel like you're playing catch-up, you're not out of options. There are ways to amplify your exposure—like Bitcoin treasury companies. MicroStrategy now holds over 214,000 BTC and has effectively become a leveraged Bitcoin vehicle traded on the stock market. In past cycles, it's outperformed Bitcoin itself. Metaplanet in Japan is following the same blueprint,...

Join the latest episode of Hot Topics on the Edge of Show as we delve into engaging discussions with a special guest, Brian Mack Glean from BeInCrypto as he offers a global perspective on regulatory frameworks and market dynamics across the US, Europe, and beyond. Discover how stablecoins are influencing regulatory strategies and hear insightful opinions on Bitcoin's future amidst rising corporate and institutional adoption. Don't miss out on the in-depth analysis and forward-looking viewpoints in this must-watch episode. Support us through our Sponsors! ☕

02:38 The Debate: Bitcoin vs. Gold05:56 Theological Implications of Value08:58 Dave Ramsey's Shift on Bitcoin16:03 Bitcoin Treasury Companies and Speculation39:25 The Ethics of Investment and Redemption42:46 Navigating the Complexities of Investment Choices44:34 The Dilemma of Fiat and Bitcoin Investments47:59 The Role of Institutions in Bitcoin Ownership50:18 The Shift from Individuals to Institutions in Bitcoin54:36 The Future of Bitcoin: Decentralization vs. Custodianship58:41 The Responsibility of Ownership in Bitcoin01:02:05 Exploring Energy Usage and Civilization Types01:07:21 The Intersection of Faith and Space Exploration01:10:36 The Rise of AI and Robotics01:12:12 Elon Musk: Fear and Innovation01:14:46 The Ethics of AI Development01:16:03 Space Exploration: A Necessary Pursuit?01:18:31 Eschatology and Technology: A Christian Perspective01:24:09 The Future of Humanity: Power and Responsibility01:30:48 The Intersection of Faith and Technology

In this roundup, we spotlight Upexi's bold new crypto treasury strategy with Chief Strategy Officer Brian Rudick. Brian walks listeners through his transition from Wall Street to leading Upexi's $100M Solana-backed treasury initiative, modeled on MicroStrategy's Bitcoin playbook. We unpack why Solana, not Bitcoin or Ethereum, was chosen for its high performance and growing ecosystem. We explore how Upexi is seeking to maximize value for shareholders through staking, discounted SOL acquisitions, and future capital market tools like convertible debt. We also look ahead to how Upexi plans to raise its profile as the go-to equity for Solana exposure. Stay Current!   To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com.   Legal Disclaimer: This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Today, Deezy goes over the age old question: “Should I buy Bitcoin or Strategy stock instead?” There are a lot differences and Deezy helps navigate the complexities. 

Strategy (formerly MicroStrategy) continues its meteoric rise as new investors purchase a company whose basic business is to own bitcoin. Naturally, the firm has inspired copycats, such as the Japanese hotel developer that just started buying crypto and now trades for more than the value of all its assets. Today on the show, Rob Armstrong and Katie Martin try to figure out if there's any way it doesn't all end in tears. Also, they go short tariffs on solar panels and short fecal transplants.For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

SharpLink Gaming (Nasdaq: SBET) SharpLink is one of the first Nasdaq-listed companies to develop a treasury strategy centered on ETH. Following similar moves by Strategy (MSTR), formerly MicroStrategy, and GameStop (GME), it is increasingly evident that more corporate leaders are embracing the high-risk strategy of aligning their businesses with cryptocurrencies.~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 intro00:11 Sponsor: Coinbase00:30 Biggest Bet Ethereum?00:52 Ethereum Breakout?01:03 Adin Ross EPIC FAIL01:39 Ethereum vs Bitcoin02:18 JP Morgan Wrong Again02:39 Circle IPO vs Bank Predictions03:29 Stablecoins Incoming03:40 Fortune 500 04:16 Sharplink Gaming Website04:53 $SBET Chart05:15 Short Volume Increasing05:29 Betting Partnerships06:05 New Fees on DraftKings & Fanduel07:06 A Little illegal07:33 Sport Betting Moving To Blockchain07:56 Polymarket Growth on Ethereum08:34 Apple Not Buying Bitcoin09:24 Apple WWDC Disaster!10:16 Liquid Glass is ASS11:00 ETH Maxis vs Apple Fanboys11:17 Developers Love Ethereum11:46 MicroStrategy Growth11:51 $SBET Marketcap Potential13:17 Stablecoin Bill Vote This Week13:42 Coinbase Wallet Upgrade14:02 $BYTE A.I. on Coinbase15:22 $IRIS on Ethereum16:04 Uniswap Exploding16:55 outro#Crypto #Ethereum #Bitcoin~$SBET

We're living through truly extraordinary times—not simply because things are changing, but because of how breathtakingly fast those changes are happening. Take artificial intelligence: it's no longer some futuristic buzzword from a sci-fi movie; it's already reshaping our lives, economies, and even how we relate to each other. But here's what's really mind-blowing: artificial general intelligence is just around the corner. This isn't the kind of gradual innovation we're used to—it's a complete overhaul. AGI promises to rewrite the rules of entire industries practically overnight, delivering changes more profound and rapid than anything humanity has ever experienced. Forget the Renaissance, the Industrial Revolution, or even the dawn of the internet—this transformation could eclipse them all, and do it faster than any of us can imagine. Parallel to the AI revolution, Bitcoin has had its own remarkable story. Just a little over a decade ago, it was an obscure digital experiment—dismissed by mainstream finance as a tech nerd's hobby, virtual Monopoly money with no real-world impact. Fast-forward to today, and Bitcoin has completely transformed. Countries like El Salvador now officially recognize Bitcoin as legal tender. Sovereign wealth funds—from Singapore to the Middle East—are quietly stacking it into their national reserves. Big corporations like MicroStrategy have turned conventional treasury management upside down, boldly choosing Bitcoin as their primary reserve asset. Bitcoin's journey from fringe curiosity to essential financial infrastructure underscores a major shift in how we store, exchange, and even define value worldwide. And it's not just technology and finance that are seeing these seismic shifts; geopolitics and economic strategies are also entering uncharted waters. With the Trump administration back in power, we're witnessing a total rewrite of the traditional economic playbook. Tariffs, once cautiously applied economic tools, are now wielded boldly, reshaping global alliances and challenging decades-old partnerships. Long-standing allies like Canada and Europe now find themselves in more transactional relationships, while surprising new economic partnerships emerge based purely on pragmatism. This rapidly evolving landscape is generating unprecedented uncertainty—but also enormous opportunity. So how do you make sure you end up on the winning side of this historic transformation? By actively educating yourself, staying ahead of the curve, and positioning yourself to prosper. I've always made it my mission to anticipate where things are headed—and more importantly, to share that vision with you. Back in 2017, I first introduced Bitcoin to you when it traded below $5K. Today, with Bitcoin over $100K, I'm more convinced than ever that we'll see it hit $1 million within the next five years. The conversations I'm having make it seem inevitable. It's those conversations you need to be a part of—either having them yourself or listening to them through podcasts like mine. A good place to start is this week's Wealth Formula Podcast, where I talk with Anthony Pompliano, better known as Pomp.

The gang goes over May production updates from major public miners. Plus, how many bitcoin treasury companies is too many?FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Will, Colin and Matt talk about May mining production numbers from major players like CleanSpark, Riot, and Marathon; the explosive growth of corporate Bitcoin treasury companies following MicroStrategy's playbook; and CoreWeave's $7 billion deal with Applied Digital. Plus, for this week's cry corner, silver just hit a 13-year high, but it's still only up 5% in those 13 years…Subscribe to our newsletter! **Notes:**• Hash price currently around $52 per petahash/day• CleanSpark mined 694 BTC in May at 45.6 EH/s• Riot sold 500 BTC for $51M operational costs• Marathon holds almost 50,000 Bitcoin treasury• Applied Digital signed $7B, 15-year AI deal• Silver hit $36, highest since February 2012Timestamps:00:00 Start01:08 Difficulty Report by Luxor06:16 Monthly Production Figures16:55 Fractal Bitcoin17:30 The Bitcoin Treasury Movement24:16 Saylor's copycats fall behind30:03 Applied Digital and CoreWeave33:27 Cry Corner - Silver rips higher37:43 Circle IPO

FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Will, Colin and Matt talk about May mining production numbers from major players like CleanSpark, Riot, and Marathon; the explosive growth of corporate Bitcoin treasury companies following MicroStrategy's playbook; and CoreWeave's $7 billion deal with Applied Digital. Plus, for this week's cry corner, silver just hit a 13-year high, but it's still only up 5% in those 13 years… Subscribe to our newsletter!  **Notes:** • Hash price currently around $52 per petahash/day • CleanSpark mined 694 BTC in May at 45.6 EH/s • Riot sold 500 BTC for $51M operational costs • Marathon holds almost 50,000 Bitcoin treasury • Applied Digital signed $7B, 15-year AI deal • Silver hit $36, highest since February 2012 Timestamps: 00:00 Start 01:08 Difficulty Report by Luxor 06:16 Monthly Production Figures 16:55 Fractal Bitcoin 17:30 The Bitcoin Treasury Movement 24:16 Saylor's copycats fall behind 30:03 Applied Digital and CoreWeave 33:27 Cry Corner - Silver rips higher 37:43 Circle IPO

The Real Estate Cycle: A Warning for 2026   Insights from Phil Anderson on the Coming Real Estate Market Crash In my conversation with renowned economist Phil Anderson, you will gain unprecedented insight into the mechanics of real estate cycles and why we are right on the precipice of the next major real estate market crash.   Anderson, author of "The Secret Life of Real Estate and Banking," presents a compelling case that combines economic theory with historical precedent to paint a picture of where we stand today – and where we're headed tomorrow.   The Foundation: Understanding Economic Rent   The Law That Economics Forgot To understand the thesis, here's a powerful analogy: just as we accept the law of gravity dictates that a dropped pencil will fall to the ground, there exists an equally immutable economic law that has been largely forgotten. Anderson calls this the "law of economic rent"  and it's the principle that all of society's gains and benefits will ultimately gravitate toward land prices.   This fundamental concept explains why we experience predictable real estate cycles. When society allows land earnings to capitalize into prices (typically representing 20 years of earnings), and banks are permitted to extend credit based on those inflated prices, a real estate cycle crash becomes inevitable. It's not a possibility – it's a mathematical certainty.   The Erasure of Land from Economics Anderson reveals a crucial historical shift that occurred after World War I. Prior to 1907, economists universally recognized three factors of production: labor, capital, and land. However, as land reform movements gained momentum and threatened established interests, there was a deliberate effort to remove land from economic textbooks entirely.   Today's economists learn only about labor and capital, treating land as merely another form of capital. This fundamental misunderstanding, Anderson argues, is why virtually no mainstream economists saw the 2008 financial crisis coming, nor will they recognize the signs of the coming downturn.   The Cycle Mechanics: Why 18-20 Years?   Historical Reliability The 18-20 year real estate cycle has been remarkably consistent throughout American history, documented back to 1800. Anderson traces this pattern through every major economic downturn: the 1920s, early 1970s, 1991, and 2008. In each case, the proximate cause wasn't what most economists claimed – it was the deflation of land prices.   The current cycle began in 2012, marking the bottom of the last downturn. We are now in year 13 of the cycle, approaching the critical 14-year mark that historically signals the beginning of the end. Here's how it works:   The Anatomy of a Cycle Anderson explains that real estate cycles run like this: The cycle is 18.6 years on average - "14 years up and 4 years down" 2012 was the bottom - Land prices peaked in 2006-2007, then had approximately 4 years down to the 2012 bottom 2026 is the projected peak - As Anderson states: "14 years up from there [2012] takes you to 2026. It really is that simple." We're currently in year 13 - From 2012 bottom + 13 years = 2025, approaching the 14-year peak in 2026 Years 13-14 are the "Winner's Curse" - The final speculative phase when "animal spirits are truly unleashed." Current Position in the Cycle This precise timing explains why Anderson identifies us as being in "the last couple of years of the cycle." All the current signals he observes - housing stocks rolling over, banking deregulation beginning, frenzied speculation in Bitcoin and cryptocurrency - point to our approach toward the 2026 peak rather than suggesting we've already arrived there. The critical insight is that we're in the dangerous final speculation phase right now. We're experiencing what Anderson calls the "Winner's Curse" period of years 13-14, when speculation reaches fever pitch and "animal spirits are truly unleashed." The peak is expected in 2026, which would then trigger the inevitable 4-year down phase running from 2026-2030. This timeline explains why Anderson emphasizes the urgency of preparation - we're not looking at some distant future event, but rather a cyclical turning point that's rapidly approaching and may have already begun.   Presidential Patterns: The Republican Connection   A Striking Historical Correlation One of Anderson's most intriguing observations concerns presidential politics. Since Abraham Lincoln's era, every final phase of a real estate cycle has coincided with a Republican president taking office. These aren't coincidences but reflect the political dynamics that emerge during speculative bubbles.   Anderson notes the historical bookend: George Washington, the first president and America's largest landowner at the time, and now Donald Trump, the 47th president and a prominent real estate developer, both representing the connection between land ownership and political power.   The Deregulation Imperative Following a predictable pattern, Republican administrations at cycle peaks immediately begin dismantling banking regulations. Anderson emphasizes this isn't partisan commentary but historical observation: "The very first thing they do is get rid of all bank regulation."   This deregulation serves a specific function in the cycle – it allows banks to engage in the aggressive lending that characterizes the final speculative phase, ultimately setting the stage for the inevitable crash.   Current Signals: Reading the Tea Leaves   Housing Stocks as Leading Indicators Anderson employs the analytical methods of legendary trader W.D. Gann to read market signals. Housing stocks – companies like Lennar, Toll Brothers, and D.R. Horton – serve as the canary in the coal mine. These stocks historically peak 1-2 years before the broader market, as analysts recognize that rising land costs will eventually squeeze builder profits.   During a brief banking scare in early 2023, while some worried about contagion, housing stocks actually made new highs - but have since peaked and rolled over and are now trending downward – a classic signal that the cycle is approaching its peak.   The Dollar Dilemma For the first time in American history, we may face a scenario where the Federal Reserve cannot lower interest rates during a recession. This stems from growing concerns about the U.S. federal deficit and potential challenges to the dollar's reserve currency status.   Anderson explains that while other countries have often faced this constraint – they cannot simply print money to solve problems – America has enjoyed "exorbitant privilege" of the dollar. However, current policies may be eroding international confidence in U.S. fiscal responsibility.   The Speculation Frenzy: Bitcoin and Beyond   Modern Manifestations of Ancient Patterns Every cycle's final phase features a speculative vehicle that captures public imagination. In the 1960s, it was oil and Boeing 747s. In the 1980s, real estate itself. In 2005-2007, it was mortgage-backed securities and subprime lending.   Today's vehicle appears to be cryptocurrency, particularly Bitcoin. Anderson points to concerning developments like MicroStrategy's strategy of borrowing money to buy Bitcoin, which supports the stock price, enabling more borrowing for more Bitcoin – a classic pyramid structure. The involvement of political figures in similar cryptocurrency ventures only amplifies the speculative fervor that characterizes cycle peaks.   The Psychology of Peaks Anderson describes the cycle as behaving like "a living entity" that must draw absolutely everyone in before it can peak. The market cannot top until there's no more money or credit available – until everyone is "all in." This psychological dynamic explains why peaks often coincide with maximum optimism and minimum skepticism.   Strategic Positioning: Preparing for the Inevitable   The Million-Dollar Question When asked how he would deploy $1 million today, Anderson's advice reflects the cycle's current stage: Immediate Actions: Keep funds liquid and in banks rather than rushing into investments Avoid taking on additional debt, especially at potentially rising interest rates Prepare for property values to decline 20% or more Positioning for Opportunity: Maintain an exemplary financial profile to secure credit during the downturn Prepare to be a buyer when others are forced sellers Focus on cash preservation and credit access rather than current yields Timeline Expectations Based on historical patterns, Anderson expects the downturn to begin around 2026, with the bottom likely occurring around 2031-2032 (years ending in "1" have historically marked recession bottoms in America).   This suggests a 4-6 year period of adjustment, similar to the 2008-2012 cycle, presenting significant opportunities for those positioned correctly.   Implications for Commercial Real Estate   Reading Between the Lines For commercial real estate professionals, Anderson's analysis suggests several critical considerations: Traditional metrics like cap rates, rent projections, and employment growth may be misleading at this cycle stage. The fundamental driver – land values – is approaching a cyclical peak that transcends these conventional indicators. The deregulation of banking, combined with potential Federal Reserve constraints, could create a uniquely challenging environment for real estate financing. Unlike previous cycles, the usual monetary policy responses may not be available. The Contrarian Opportunity While Anderson's analysis paints a sobering picture of the near-term outlook, it also illuminates tremendous opportunity for those who understand and prepare for the cycle.   The next 2-3 years may offer the last chances to position defensively before the inevitable adjustment.   The key insight is that real estate cycles are not random events but predictable phenomena driven by fundamental economic laws. Those who understand these patterns can navigate them successfully, while those who ignore them risk being caught unprepared when the cycle turns.   Anderson's message is ultimately one of empowerment through knowledge: understand the cycle, respect its power, and position accordingly. The pencil will fall – the only question is whether you'll be ready when it does.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

En el episodio 156 de 10AMPRO, exploramos a fondo el presente y futuro de Bitcoin en un contexto marcado por desafíos tecnológicos, políticos y económicos. Desde la evolución de la minería y la amenaza de la computación cuántica, hasta el misterio de Satoshi Nakamoto y las estrategias de gigantes como MicroStrategy, este episodio ofrece una mirada crítica y profunda al ecosistema cripto. Además, reflexionamos sobre temas como la deflación, la descentralización y la seguridad de la red ante futuros ataques post-cuánticos. Una conversación imprescindible para entender hacia dónde se dirige Bitcoin y cuál podría ser su “último bloque”--------

Alex Thorn talks with Sam Abbassi, founder of Bitcoin Proof of Reserves company Hoseki, about Michael Saylor's comments on proof of reserve, the strategic bitcoin reserve, and bitcoin's auditability. Alex also talks with Beimnet Abebe about economic data, inflation, the Federal Reserve, and markets. This episode was recorded on Wednesday, June 4, 2025. ++ Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at ⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/

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What if MicroStrategy's Bitcoin play isn't the most profitable crypto treasury strategy anymore? In today's episode, we sit down with Leah Wald and Max Kaplan from SOL Strategies, a public company going all-in on Solana, not just by holding it, but by building real infrastructure and revenue streams on top of it.~~~~~

The Rollup TV : Monday, June 2ndTimestamps00:00 Concentrated Liquidity and Trading Dynamics02:52 Community Building vs. Customer Generation06:08 Navigating Pre and Post TGE Strategies09:01 The Role of Oracles in DeFi11:55 Yield Opportunities in DeFi14:45 Hidden Gems and Overlooked Yields18:01 Balancing Risk and Return in DeFi21:04 Starting in DeFi: Tips for Newcomers36:46 Jacquelyn Intro and the Avalanche Summit39:01 Insights from Vlad at Robinhood41:23 Policymakers and the Future of Crypto44:10 Understanding the Anti-Crypto Sentiment46:31 Founding Token Relations49:11 The Role of Token Relations51:42 Macro Analysis and Its Impact on Crypto54:32 Fiscal Dominance and Bitcoin's Future01:00:46 Global Trade Dynamics and Bitcoin's Position01:05:22 July and August Market Predictions01:12:52 Navigating Fiscal Deficits and Currency Dynamics01:16:14 The Unsustainable Fiscal Path and Hyperinflation Concerns01:18:41 Running the Economy Hot01:22:36 Tariff Policies and Capital Controls01:23:39 The Rise of BRICS and Dollar Diversification01:24:37 Evaluating the Dollar Milkshake Theory01:26:07 Market Predictions and Seasonal Trends01:29:14 Multiplier: A New Player in DeFi01:35:10 User Experience and Conversion Strategies in DeFi01:42:07 Building a Successful Crypto BusinessThe Rollup TV is brought to you by:Celestia: https://celestia.org/Boundless: https://beboundless.xyz/AltLayer: https://www.altlayer.io/Mantle: https://www.mantle.xyz/Omni Network: https://omni.network/Vertex: https://vertexprotocol.com/Join The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

This week, the Hivemind team discuss MicroStrategy & the boom in crypto treasury plays, stabelcoins & the launch of Plasma, and the Sui hack's implications for security vs centralization. We also dig into Solana's new consensus model, quantum computing, and more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire  -- Follow Ceteris: https://x.com/ceterispar1bus  Follow Jose: https://x.com/ZeMariaMacedo  Follow Yan: https://x.com/YanLiberman  Follow Duncan: https://x.com/FloodCapital  Follow Empire: https://x.com/theempirepod  Subscribe on YouTube: https://bit.ly/4jYEkBx  Subscribe on Apple: https://bit.ly/3ECSmJ3  Subscribe on Spotify: https://bit.ly/4hzy9lH  -- Join us at Permissionless IV June 24th - 26th. Use code EMPIRE10 for 10% OFF! https://blockworks.co/event/permissionless-iv   Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/  Believe Screener: https://www.believescreener.com/  -- Timestamps: (0:00) Introduction (2:27) MSTR & Crypto Treasury Companies (20:08) Stablecoins & Plasma Launch (36:36) Sui Hack & Security vs Centralization (54:52) Solana's New Consensus (1:00:23) Hyperliquid (1:05:00) Quantum Computing Threat (1:07:25) Final Thoughts -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

Corporate Bitcoin buying just hit a new level: Trump Media is dropping $2.5 billion to ape into BTC, Saylor-style. But that's not all. Joseph Lubin just backed a $425M Ethereum treasury strategy that could make ETH the next reserve asset…Meanwhile, Kaido is turning Twitter influence into money printers, and Virtuals is back from the dead with a points-based Ponzi flywheel that's actually working. ~~~~~

This week, Ryan and David break down the political storm brewing around crypto. From JD Vance's fiery speech at Bitcoin 2025 to the Trump meme coin dinner that triggered bipartisan backlash. They dive into Ethereum's biggest capital inflow yet, as a public company raises $425 million to buy and stake ETH, drawing comparisons to MicroStrategy. They also cover the court ruling that halted Trump-era tariffs, the Circle IPO finally moving forward, and early signs of a “Stablecoin Summer” as banks eye their own dollar-backed coins. Plus, the growing risks of copycat crypto acquisition vehicles, and why some say the next GBTC-style blowup could already be forming. ------

Trump Media, GameStop, Joe Lubin, and a growing list of others are embracing the Michael Saylor playbook—raising massive capital to load up on Bitcoin. Today on The Breakdown, NLW unpacks the explosion of MicroStrategy-style public vehicles, the reflexive loop driving investor FOMO, and whether this leverage injection is a new frontier for Bitcoin-based finance—or a looming gray swan. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

Why are billion-dollar firms piling into Bitcoin and ETH (is SBET the MicroStrategy of ETH?

The bond expert and money manager, Richard Byworth, sits down to discuss how THIS particular group of investors will unlock the $1M Bitcoin practically immediately. He also has an interesting perspective on the Bitcoin arms race between China and the United States. This is great insight. Watch, listen and most importantly enjoy!Find Richard Byworth on Twitter: https://x.com/RichardByworthRichard is a Managing Partner at Syz Group Zürich: https://www.syzgroup.com/en/Please Like, Share, and Subscribe to my channel!

FRIENDS AND ENEMIESJoin The CBP as we dive into the incredible rise of Bitcoin treasury companies, featuring special guest Boomer. The growth of companies like MicroStrategy, led by Michael Saylor, has been nothing short of remarkable, with their digital treasury strategy yielding impressive results. But what does this mean for the stock market and the future of asset management? In this video, we explore the world of Bitcoin treasuries, high beta stocks, and the investment insights behind this phenomenon. From GameStop's GME shares to Semler Scientific's SMLR, we examine the impact of Bitcoin on the financial landscape. Whether you're a seasoned investor or just starting your financial education, this video is packed with valuable information on Bitcoin, BTC, and the booming world of Bitcoin stocks. So, what's driving the rise of Bitcoin treasury companies, and how can you get in on the action? Watch to find out.#MSTR #BTC #MichaelSaylor #BitcoinStrategyJoin us for some QUALITY Bitcoin and economics talk, with a Canadian focus, every Monday at 7 PM EST. From a couple of Canucks who like to talk about how Bitcoin will impact Canada. As always, none of the info is financial advice. Website: ⁠www.CanadianBitcoiners.com⁠Discord:   / discord   A part of the CBP Media Network: ⁠www.twitter.com/CBPMediaNetworkThis show is sponsored by: easyDNS - ⁠⁠www.easydns.com⁠⁠ EasyDNS is the best spot for Anycast DNS, domain name registrations, web and email services. They are fast, reliable and privacy focused. With DomainSure and EasyMail, you'll sleep soundly knowing your domain, email and information are private and protected. You can even pay for your services with Bitcoin! Apply coupon code 'CBPMEDIA' for 50% off initial purchase Bull Bitcoin - ⁠⁠https://mission.bullbitcoin.com/cbp⁠⁠ The CBP recommends Bull Bitcoin for all your BTC needs. There's never been a quicker, simpler, way to acquire Bitcoin. Use the link above for 25% off fees FOR LIFE, and start stacking today.

The Bitcoin Alpha podcast explores the macroeconomic forces driving Bitcoin's evolution as a neutral reserve asset. Treasury Secretary Bessent's pivot from tariffs to growth-focused fiscal policy signals inevitable monetary expansion as US debt sustainability reaches critical levels. Japan's yield curve crisis threatens $1.2 trillion in Treasury holdings while Bitcoin demonstrates remarkable resilience during market volatility. The discussion covers Bitcoin treasury companies like MicroStrategy flooding public markets, stablecoin regulation priorities, and institutional adoption trends. With 30-day volatility near one-year lows and the longest streak above $100K in Bitcoin's history, the risk-reward setup appears historically favorable as traditional financial systems face mounting pressure.

Swan Signal Live – Episode Recap (May 17, 2025)Title: “All-Time High Week: Bitcoin Blasts to $111K, LBE Stocks Surge, and the Debt Train Rolls On”Guests: Brady Swenson, Alex Stanczyk, Steven Lubka, John Haar (Swan Private)

Explore the launch of Twenty One Capital, its strategic ties with Tether, SoftBank, and Cantor Fitzgerald, and how it compares to MicroStrategy or ETFs. Plus, Strike's bold leap into secure Bitcoin lending. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 15:29 - How Twenty One Capital was formed and why now is the right time for a Bitcoin-native public company17:16 - What SoftBank contributes beyond funding, including possible global Bitcoin adoption strategies19:05 - How Twenty One differentiates itself from MicroStrategy and ETFs as a Bitcoin investment vehicle 19:55 - Why “Bitcoin Per Share” is used to track performance instead of traditional fiat metrics 27:31 - The ownership structure and governance dynamics between Tether, SoftBank, and other stakeholders28:45 - Whether and how Strike and Twenty One will collaborate, and how CEO responsibilities are managed 31:26 - How the company navigates U.S. regulatory challenges, especially with Tether's involvement 33:07 - The roadmap for Twenty One's operational revenue beyond holding BTC35:02 - The thinking behind Strike's conservative Bitcoin-backed loans and their structure35:40 - Lessons from the collapse of other crypto lenders and how Strike avoids similar risks42:06 - The future of interest rates, accessibility, and transparency in Strike's lending products49:28 - Strike's evolving role as a Bitcoin-native financial services platform – or neobank 51:54 - How both companies aim to promote financial sovereignty while balancing ease of use 57:05 - The biggest challenges on the horizon, from regulation to competition, and how they'll be tackled Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Jack's X Account. Learn more about Jack's company: Strike.  Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | ⁠⁠⁠⁠TikTok⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠here⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠: ⁠SimpleMining⁠ ⁠Hardblock⁠ ⁠AnchorWatch⁠ ⁠Fundrise⁠ ⁠DeleteMe⁠ ⁠CFI Education⁠ ⁠Vanta⁠ ⁠The Bitcoin Way⁠ ⁠Onramp⁠ ⁠Indeed⁠ ⁠Shopify⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠rating and review⁠⁠⁠⁠ on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://premium.theinvestorspodcast.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

John is an integral part of our five person team at Ten31 and we dive deep into how we think about deploying funds throughout the ecosystem. We explore topics such as merchant adoption, bitcoin treasury companies such as MSTR, and other trends to watch going forward.John on Nostr: https://primal.net/johnTen31: https://ten31.xyz EPISODE: 160BLOCK: 897442PRICE: 954 sats per dollarVideo: https://primal.net/citadel support dispatch: https://citadeldispatch.com/donatenostr live chat: https://citadeldispatch.com/streamodell nostr account: https://primal.net/odelldispatch nostr account: https://primal.net/citadelyoutube: https://www.youtube.com/@CitadelDispatchpodcast: https://serve.podhome.fm/CitadelDispatchstream sats to the show: https://www.fountain.fm/rock the badge: https://citadeldispatch.com/shopjoin the chat: https://citadeldispatch.com/chatlearn more about me: https://odell.xyz(00:00:00) OCC Intro Clip(00:02:17) Happy Bitcoin Monday(00:03:18) Guest Introduction: John Arnold(00:04:45) Discussion on Banks Holding Bitcoin(00:07:22) Bitcoin as Money for Enemies(00:10:19) John Arnold's Background and Bitcoin Journey(00:18:09) Steak and Shake Accepting Bitcoin(00:28:48) Bitcoin Treasury Companies(00:36:00) MicroStrategy's Bitcoin Strategy(00:51:58) Investment Strategy at Ten31(01:02:30) Bitcoin as Shared Equity(01:10:03) Missing Bitcoin Infrastructure(01:18:01) Bitcoin's Impact on Small Businesses(01:29:15) Current Bitcoin Market Analysis(01:42:01) Retail Demand and Bitcoin's Future(01:56:55) Final Thoughts and Sats Discussion

In this premiere episode of The Bitcoin for Corporations Show, host Pierre Rochard, CEO of the Bitcoin Bond Company, explains how Bitcoin is transforming modern corporate finance.Coming off the heels of the landmark Bitcoin for Corporations 2025 event co-hosted by Strategy (formerly MicroStrategy), this episode delivers a masterclass on why Bitcoin is being adopted by leading firms around the globe—from Japan's Metaplanet to America's fastest-growing Bitcoin treasuries.We explore the corporate Bitcoin flywheel, examine the MSTR strategy, and analyze global adoption trends including sovereign wealth funds and newly public firms like 21, Strive, and Nakamoto.Whether you're a CFO, institutional allocator, or strategist, this show is your front-row seat to the future of finance.Chapters:00:00 – Intro: The Speculative Attack Thesis01:00 – Meet Your Host: Pierre Rochard02:45 – Challenges Facing CFOs Today05:00 – Bitcoin as a Balance Sheet Solution09:30 – Bitcoin's Monetary Policy & Technical Reliability17:00 – Structuring Financial Products Around Bitcoin24:00 – Bitcoin vs. Gold, Real Estate & Global Assets28:00 – Corporate Demand is Outpacing Bitcoin's Supply29:30 – Strategy's Convertible Bond Model39:00 – The Corporate Bitcoin Adoption Flywheel42:00 – Global Case Studies: Metaplanet, Blockchain Group, 21, Strive, Nakamoto45:30 – What's Next: Guests, Metrics, and the Road AheadFollow Pierre Rochard on X: https://x.com/BitcoinPierreFollow Bitcoin for Corporations on X: https://x.com/BitcoinForCorpsFollow Spencer Nichols on X: https://x.com/DeSpencer_

Andy Edstrom unpacks whether Bitcoin is truly the last asymmetric bet for companies, diving into MicroStrategy's model, capital structure risks, and Bitcoin's rising institutional role. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:40 - Why Michael Saylor calls Bitcoin a lifeline for “zombie companies” 05:20 - How Bitcoin's returns compare to traditional assets over the last decade 07:10 - The strategic and accounting evolution enabling Bitcoin treasury allocations 12:00 - MicroStrategy's premium-to-NAV strategy and its replicability 15:40 - Risks and rewards of BTC-backed leverage and convertible notes 18:05 - The logic behind “torque” metrics in Bitcoin-financed capital structures 21:10 - If preferred shares like STRK and STRF are innovative or dangerous 23:05 - Wall Street's changing views on Bitcoin-leveraged equity plays 27:20 - Legal and governance hurdles in corporate Bitcoin adoption 29:10 - What a BTC-heavy balance sheet should do during a major drawdown Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Andy's X Account. Microstrategy Shareholders' Meeting: Q1 2025 Earnings Call. Michael Saylor's speech at Strategy World: Bitcoin for Corporations 2025 Keynote Speech. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠TIP Mastermind Community⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠X (Twitter)⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠TikTok⁠⁠⁠. Check out our ⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠here⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠TIP Finance Tool⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠favorite Apps and Services⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠best business podcasts⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠: SimpleMining Hardblock AnchorWatch Fundrise DeleteMe CFI Education Vanta The Bitcoin Way Onramp Indeed Shopify HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://premium.theinvestorspodcast.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Today on The Breakdown, NLW discusses Arizona Governor Katie Hobbs' veto of a bill allowing state investments in Bitcoin, highlighting existing crypto exposure via Strategy (formerly MicroStrategy). He also covers Senate Democrats' resistance to stablecoin legislation, led by Elizabeth Warren, threatening bipartisan crypto regulation. On a positive note, Apple now allows crypto for in-app purchases, significantly boosting mobile crypto adoption. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW