mNAV Madness Was A Warning — Trey Sellers Explains The Real Risk Of Bitcoin Treasury Companies

The Power Law Projects $500K Bitcoin By 2030 — Here's The Math

Matthew Mezinskis has been tracking Bitcoin's power law and global monetary base since 2018. He's back with a chart showing 90% of all Bitcoin price history is higher than today — and another showing exactly when Saylor's 10% interest model hits a mathematical wall. He covers the power law end-of-year range ($85K–$185K), why the four year cycle may finally break in 2025, why nation state adoption fireworks start around 2035, and the biggest long-term risk no one is talking about — institutions centralizing enough BTC to fork regular holders off the network. Follow Matthew: https://twitter.com/@1basemoney | https://porkopolis.io [https://porkopolis.io] CHAPTERS: 00:00 Cold Open 00:43 Did Bitcoin's Four-Year Cycle Die? 10:08 BTC Power Law Chart 16:54 Schelling Points In Bitcoin 24:50 Bitcoin Supply Shock 36:05 Bitcoin's Next Cycle Catalyst 44:54 Bitcoin's Role In USD Hegemony 52:37 Michael Saylor's Gambit 1:04:41 Economic Node Centralization Threat 1:13:20 Where To Follow Matthew Mezinskis 1:13:41 Stay Orange 🏛️ Institutional custody & OTC at bit.ly/bitGo 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 💼 Bitcoin executive recruitment at bit.ly/XCEio ⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

Wall Street Veteran: Saylor Has The Largest Preferred Structure On The Planet — And Nobody Talks About It

Mark Connors sat behind Michael Lewis at Salomon Brothers in 1986 as Liar's Poker was being written. Forty years later, as founder of Risk Dimensions and former Global Head of Risk at Credit Suisse, he's concluded there are no levers left to pull in the fiat system — and Bitcoin is terra firma. He breaks down why Kevin Warsh won't fix the Fed, why the SLR repeal is the real story, why Powell's rate hike campaign was indefensible from a risk management perspective, why a 3% Bitcoin allocation increases 60-40 portfolio returns by 35% with lower downside deviation, and why STRC could trade at 4.5% as Bitcoin mining decentralizes further — unlocking a tidal wave of institutional capital. TIMESTAMPS: 00:00 Cold Open 00:41 Mark's Story — Salomon Brothers & Liar's Poker 03:41 Kevin Warsh, The Fed & The SLR Repeal 10:22 Hedge Funds, Foreign Demand & Treasury Auction Risk 14:08 Bessent, Short-End Financing & The Debt Treadmill 16:52 Glass-Steagall's Repeal — The Moment Everything Changed 20:00 SVB, Powell's Rate Jihad & Unpriced Risk 29:53 Institutional Adoption of Bitcoin 35:02 Evaluating Digital Credit Strategies 43:07 Sovereign Bitcoin Reserves & The Game Theory 46:56 Resources & Stay Orange Follow Mark: https://riskdimensions.io [https://riskdimensions.io] Substack: The Macro Case For Bitcoin | Podcast: The New Barbarians Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ [https://bit.ly/hemiXYZ] 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

mNAV Madness Was A Warning — Trey Sellers Explains The Real Risk Of Bitcoin Treasury Companies

Trey Sellers spent 15 years in finance before discovering that the FIRE movement and Bitcoin were pointing at the same destination. Now VP of Sales at Unchained and founder of the FIRE BTC newsletter, he joins Tyler Rowe to build the framework most Bitcoiners are missing: structure your savings, protect your custody, and know exactly when it's okay to sell. He covers the mNAV Madness warning he wrote at the top of the market, why STRC is actually a better swap for your stock allocation than most realize, why Bitcoin treasury companies should be pushing toward native multi-sig custody, and the right order to draw down assets in retirement. Follow Trey: https://twitter.com/@ts_hodl [https://twitter.com/@ts_hodl] Newsletter: https://firebtc.io [https://firebtc.io] | Unchained: https://unchained.com [https://unchained.com] Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ [https://bit.ly/hemiXYZ] 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

The Zombie Companies Are Next — Strive's Joe Burnett On The Coming Wave Of Bitcoin Treasuries

Joe Burnett — VP of Bitcoin Strategy at Strive and host of The Mustard Seed podcast — joins Tyler Rowe to break down why digital credit is a completely different demand source for Bitcoin than anything that's come before, why zombie companies are the most logical next wave of Bitcoin treasury adopters, and why the distribution of Bitcoin through ETFs and passive index funds to people who don't even know they own it is one of the most important things happening in Bitcoin right now. He also covers the sustainable yield question, the bi-monthly dividend move, why SATA and STRC held their peg through a 50% crash, AI CapEx competing with Bitcoin for capital, and the K-shaped economy as proof that easy money makes Bitcoin inevitable. Follow Joe: https://twitter.com/@IIICapital [https://twitter.com/@IIICapital] | YouTube: https://www.youtube.com/@JoeBurnett27 [https://www.youtube.com/@JoeBurnett27] Strive: https://strive.com [https://strive.com] | Dashboard: https://treasury.strive.com [https://treasury.strive.com] Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ [https://bit.ly/hemiXYZ] 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net ⚠️ Not financial advice. Do your own research. 🟠 Stay Orange. CHAPTERS: 00:00 Cold Open 01:35 Joe's Busy Year & Strive's BTC Strategy 04:58 Treasury Management & Selling BTC 10:59 SATA, STRC & Semi-Monthly Dividends 16:05 Demand & Maturity of Digital Credit 20:15 Cash & STRC Reserve For Dividends 25:25 Why BTC Price Hasn't Followed Saylor's Accumulation 34:11 The Evolving Bitcoin Holder/Investor 39:55 Volatility and Market Dynamics 43:54 Wall Street's Growing Interest in Bitcoin 47:44 The Bitcoin Treasury Explosion & Zombie Companies 53:59 Bitcoin As A Liquidity Sink 55:34 The Fiat System & the Macro Bitcoin Thesis 01:01:14 Regulatory Landscape and Bitcoin's Future 01:05:12 How To Follow Joe Burnett 01:05:52 Stay Orange

Saylor's STRC Buy Could've Been BILLIONS Bigger | Strategy Mega-Buy Roundtable

Parker White from Apyx reveals on the record that Strategy could've raised 50–100% more during its recent STRC mega-buy — and chose not to. On this Bitcoin Treasuries roundtable, Tyler Rowe sits down with Alexandre Laizet (Capital B), Ryan Lane (Empery Digital), Parker White (Apyx / DFDV), and Soleil (True North) to unpack the $2B+ STRC raise, debate whether smaller Bitcoin treasury companies should sell Bitcoin to buy back shares trading under NAV, and share their price targets for Bitcoin's next all-time high. Topics covered: * Parker's insider account of Strategy's STRC capacity * Bi-monthly dividend rollouts and the race toward daily income * Ryan Lane on Empery Digital selling Bitcoin to grow BTC per share * Alexandre on why French institutions now understand digital credit * Managing MNAV multiples as a smaller treasury company * Bitcoin's stability during the Iran-Israel-US conflict * Capital B's target of 42,000 Bitcoin by 2029 * Lightning round: when does Bitcoin hit a new all-time high? Follow the panel:Alexandre Laizet: ⁠https://twitter.com/@AlexandreLaizet⁠ [https://twitter.com/@AlexandreLaizet]Ryan Lane / Empery Digital: ⁠https://twitter.com/@EMPD_BTC⁠ [https://twitter.com/@EMPD_BTC]Parker White: ⁠https://twitter.com/@TheOtherParker⁠ [https://twitter.com/@TheOtherParker]_Soleil: ⁠https://twitter.com/@nithusezni⁠ [https://twitter.com/@nithusezni] Special thanks to @hemi_xyz — ⁠https://bit.ly/hemiXYZ⁠ [https://bit.ly/hemiXYZ] 🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore 🏦 Borrow against your BTC from 8.49% at bit.ly/archlending 🏛️ Institutional custody & OTC at bit.ly/bitGo 💼 Bitcoin executive recruitment at bit.ly/XCEio 📊 Track every Bitcoin treasury company at bitcointreasuries.net💬 Questions for the roundtable? ⁠roundtable@bitcointreasuries.net⁠ [roundtable@bitcointreasuries.net] ⚠️ Not financial advice. Do your own research.🟠 Stay Orange. CHAPTERS: 00:00 Cold Open 02:34 Welcome & Intros To The Panel 03:38 Apyx & The Implications Of STRC Dividends Going Semi-Monthly 07:22 Saylor Leaving Money On The Table w/ STRC ATM? 09:06 Institutional Interest in Bitcoin Treasuries 14:44 Empery Digital's Willingness to Sell BTC to Increase BPS 22:31 Varying Strategies to Accumulate More BTC Long-Term 26:09 Double-Edged Sword of Paying Dividends 35:36 Lean Operations & Managing Costs of a Treasury 39:54 The Rise of Retail Investment and Accessibility 43:37 Market Dynamics and Treasury Management 45:27 Live Reaction To BTC Price Pumping 46:16 Bitcoin's Response to Geopolitical Events 01:03:43 When Will Bitcoin Reach New All-Time Highs? 01:05:43 Introduction to Bitcoin Treasury Coverage