Inside The New Bitcoin Treasury Wall Street Is Betting On | Reserve One
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Wall Street is building Bitcoin treasuries again, but this time the suits know the playbook.In this episode of The Bitcoin Economy Podcast, Avi sits down in a very cold Miami with Jaime Leverton, CEO of ReserveOne and former CEO of Hut 8, to unpack how a diversified digital asset reserve could become a public market giant.They get into1. Why Canada quietly front ran the United States on Bitcoin ETFs and crypto listings2. How liquidity and capital have now swung back to the United States3. What the SEC shutdown actually means for S4s and the ReserveOne timeline=4. Why ReserveOne is structuring a Bitcoin anchored, yield focused digital asset treasury instead of a simple buy and hold stack5. How they think about the mix, roughly eighty percent Bitcoin, twenty percent Ethereum, Solana, ADA, XRP and more6. Using free float market cap and yield generation to size positions7. Building in up to ten percent of assets for high conviction venture deals investors normally never see8. Lessons from V1 Bitcoin treasury companies that drew down eighty to ninety percent and how to avoid that fate9. Bringing deep Wall Street, Washington and private equity experience into a crypto native vehicle10. If you are trying to understand how the proposed United States Strategic Bitcoin Reserve idea is bleeding into real capital markets structures, this one is worth a close listen.In this episode0:00 Intro and frozen Miami2:10 Canada’s early lead in Bitcoin ETFs and miners7:00 Why liquidity has shifted back to the United States11:30 SEC shutdown, S4s and what happens when the lights turn back on16:50 Inside ReserveOne’s Bitcoin anchored treasury design23:40 The alt allocation and how they size Ethereum, Solana, ADA, XRP29:10 Using yield to offset company overhead33:20 Venture sleeve, access to private deals and risk controls39:00 Learning from early Bitcoin treasuries that got wrecked45:10 Board, governance and why Wall Street and Washington matter51:30 What Jaime took from Hut 8 into ReserveOne57:00 Travel nightmares, shutdown pain and building through macro noiseGuestJaime Leverton, CEO ReserveOneX: @JaimeLevertonHost and showThe Bitcoin Economy PodcastHost: Avi MashFollow Us on X: @21RatesHQSubscribe for more conversations on Bitcoin treasuries, listed vehicles and the collision between crypto and public markets.DISCLAIMER Nothing in this episode is investment, legal or tax advice. Always do your own research.
