One Chair Podcast

The 13% Yield Machine That Could Send Bitcoin to $1.6M

Joe Burnett joins the show to explain why Bitcoin treasury companies, digital credit, and “amplified Bitcoin” could completely reshape global finance. We break down Michael Saylor’s latest earnings call, Strive’s explosive growth, the rise of Bitcoin-backed yield products, and why Joe believes Bitcoin could eventually reach $1.6 million per coin. We also discuss: - Why digital credit may become Bitcoin’s biggest catalyst - The future of Bitcoin treasury companies like Strive & Strategy - Whether Bitcoin companies should ever sell BTC - Why altcoins may struggle in the new Bitcoin era - The Jeff Walton vs Coffeezilla debate - How Bitcoin portfolios could evolve beyond the classic 60/40 model - Why Wall Street is starting to pay attention to Bitcoin yield Follow our guest: - Joe Burnett on X: https://x.com/IIICapital - Joe Burnett on Youtube: https://www.youtube.com/@JoeBurnett27 - True North on X: https://x.com/TNorth - True North on Youtube: https://www.youtube.com/@BTCTrueNorth 00:00 Joe Burnett's Journey into Bitcoin 06:42 What Joe Burnett Actually Does at Strive 07:53 Why Strive Is Moving Faster Than Every Other Bitcoin Treasury Company 13:09 Strategy’s Shocking New Bitcoin Selling Plan Explained 19:06 The Most Important Takeaway from Strategy’s Earnings Call 25:18 Why Altcoins May Never Recover Against Bitcoin 28:11 Why Debt Is Dangerous for Bitcoin Treasury Companies 30:43 “The World Will Change This Week” — What Is Strive Building? 31:44 Strive’s New Digital Credit ETF Explained 34:31 Joe Burnett Reacts to Jeff Walton vs Coffeezilla 39:07 The Insurance Analogy That Changed the Debate 43:07 Which Bitcoin Treasury Companies Actually Matter? 47:58 Will Digital Credit Replace the 60/40 Portfolio? 52:17 Could Digital Credit Dividend Rates Stay High Forever? 57:58 Why Joe Thinks Bitcoin Is Entering a Historic New Era Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81 DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only. Thank you for listening! Follow us on: - X: https://x.com/OneChairPod - Youtube: https://www.youtube.com/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Strive’s Secret Weapon Could Supercharge Its Bitcoin Strategy

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this episode, we sit down with Strive's Chief Strategy Officer and Bitcoin policy expert Avik Roy for a deep dive into the next phase of the Bitcoin treasury revolution. We cover: ⚡ Why Michael Saylor’s latest earnings call validated Strive’s strategy⚡ The “secret weapon” behind Strive’s Bitcoin accumulation model ⚡ Why preferred shares like STRC and SATA are changing capital markets ⚡ How digital credit could unlock trillions in institutional demand ⚡ Why some Bitcoin treasury companies failed during the bear market ⚡ The hidden risks of convertible debt and overleverage ⚡ Why Strategy may start SELLING Bitcoin, and why it could actually be bullish ⚡ The future of Bitcoin treasury consolidation and global expansion ⚡ Why Avik compares Bitcoin treasury companies to private equity in the 1980s Avik also shares his incredible personal journey from biotech hedge funds and healthcare policy to becoming one of the leading voices in Bitcoin strategy and policy. If you want to understand where Bitcoin treasury companies, digital credit, and institutional Bitcoin adoption are headed next — this conversation is essential. Follow our guest: - Avik Roy on X: https://x.com/Avik - Avik Roy on Youtube: https://www.youtube.com/@Avik - The Foundation for Research on Equal Opportunity (FREOPP): https://freopp.org/ 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only. Thank you for listening! Follow us on: - X: https://x.com/OneChairPod - Youtube: https://www.youtube.com/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Strive vs Strategy: Bitcoin Yield Just Went DAILY

Strive just shocked the Bitcoin treasury market. In this emergency podcast, we break down Strive’s massive announcement that SATA will begin paying DAILY dividends starting June 15th — a move that could completely reshape Bitcoin yield products, preferred equities, and the future of Bitcoin-backed finance. Could this force Michael Saylor and Strategy to respond? We discuss: - Why daily Bitcoin yield changes the game - How Strive may have solved Nasdaq dividend restrictions - What this means for SATA and STRC - Why volatility could collapse on these products - The growing war between Strive and Strategy - Whether Bitcoin treasury companies are entering a new era - The implications for DeFi, tokenization, and Bitcoin-backed credit - Why this summer could become “Paper Bitcoin Summer 2.0” Follow our guest:- Tyler Rowe: https://x.com/TylerCompiler- BitcoinTreasuries.net: https://x.com/BTCtreasuries- BitcoinTreasuries.net: https://www.youtube.com/@BitcoinTreasuriesNet- BitcoinTreasuries.net: https://bitcointreasuries.net/- Treasury Orange: https://www.youtube.com/@TreasuryOrange 00:00 Strive’s SHOCKING Daily Dividend Announcement02:47 Daily Dividends Could Revolutionize Brokerage Cash05:10 Possible Workaround Strive Found Before Strategy06:56 Will Strategy Copy Strive Immediately?08:32 Did Strategy Delay Their Q&A Because of Strive?09:00 Speculations on Strategy's Response09:40 Wild Theory: Strive + Metaplanet Merger11:46 Bitcoin Treasury Innovation Is Accelerating FAST12:39 Could Daily Dividends Kill Arbitrage Opportunities?15:35 Why Strive Might Be the Most Innovative Bitcoin Treasury Company19:00 Will SATA Make Yield Tokens Obsolete?21:26 “Paper Bitcoin Summer 2.0”?Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on: - X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

Michael Saylor Wants to RIP the Wings Off MSTR Shorts

Michael Saylor just sent a brutal warning to MSTR shorts. In this episode, Tyler Rowe from BitcoinTreasuries.net joins us to break down Strategy’s latest earnings call, the rise of STRC, and why Saylor says he wants to “rip the wings off” short sellers betting against MSTR. We dive deep into: - Why Strategy may start selling Bitcoin - How STRC changes the MSTR game - The future of Bitcoin treasury companies - Whether MSTR shorts are trapped - Jack Mallers & XXI Capital - Lightning Network treasury strategies - Bitcoin macro outlook for 2026 - Why the next halving could be massive If you’re following Bitcoin, MSTR, STRC, Strategy, or the future of corporate Bitcoin adoption — this episode is a must-watch. Follow our guest: - Tyler Rowe: https://x.com/TylerCompiler - BitcoinTreasuries.net: https://x.com/BTCtreasuries - BitcoinTreasuries.net: https://www.youtube.com/@BitcoinTreasuriesNet - BitcoinTreasuries.net: https://bitcointreasuries.net/ - Treasury Orange: https://www.youtube.com/@TreasuryOrange 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 Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81 DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only. Thank you for listening! Follow us on: - X: https://x.com/OneChairPod - Youtube: https://www.youtube.com/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx

MSTR at 6x mNAV? The Buyback Mechanism Bears Aren’t Ready For

Michael Saylor’s Strategy (MSTR) just changed the Bitcoin market forever. In this deep-dive conversation, Chase Palmieri (COO at Sovana & Founder of Acropolis) breaks down the latest Strategy earnings call, STRC, Bitcoin treasury companies, digital credit, MSTR valuation, Metaplanet, Jack Mallers’ XXI, and why Bitcoin-backed financial products could disrupt global banking. We cover: • Why Strategy’s earnings call was so important • The real meaning behind STRC and digital credit • How Strategy could buy back MSTR shares • Why Bitcoin treasury companies are just getting started • Basel rules, S&P 500 inclusion & future credit ratings • Why banks may soon wrap STRC products • The hidden risks (and opportunities) of DeFi on STRC • MSTR valuation, mNAV & Bitcoin price targets • Metaplanet, XXI, Strike & the next wave of Bitcoin companies • Why Bitcoin treasury products may become the new global carry trade Follow our guest: - Chase Palmieri: https://x.com/chasepalmieri - Sovana: https://x.com/SovanaHQ - Sovana: https://www.sovana.io/ 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 Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81 DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only. Thank you for listening! Follow us on: - X: https://x.com/OneChairPod - Youtube: https://www.youtube.com/@OneChairPod Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx