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

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

Are Bitcoin treasuries taking on more risk than they realize?

In this episode, we break down the real risks of the Lightning Network, from hot wallet exposure to operational failures, and why this matters for companies holding Bitcoin.

While Lightning is often praised as Bitcoin’s scaling solution, there’s a critical tradeoff: speed and efficiency vs security and capital risk.

- Can Bitcoin treasuries safely deploy capital on Lightning?

- What happens if a node fails or gets compromised?

- And why might cold storage not be enough in the future?

We cover:

⚡ The biggest Lightning Network risks explained

🔐 Why hot wallets introduce new vulnerabilities

💼 The challenge for Bitcoin treasuries entering Lightning

📉 How funds can be lost (even without hacks)

🌍 Adoption, regulation, and long-term outlook

This is a must-watch for anyone interested in: Bitcoin, Lightning Network, crypto security, and institutional adoption.

Follow our guest:

- Dave Lund: https://x.com/davelund_

- Flowrate: https://www.flowrate.com/

00:00 Introduction: Lightning Network Risks

02:06 Lightning’s Core Limitation: Payments Need Liquidity Paths

04:24 Hot Wallet Risk: The Biggest Security Tradeoff

06:40 Bugs, Attacks & Lightning Node Failure Scenarios

08:53 Penalty Mechanism: How Lightning Prevents Cheating

11:09 Adoption Risk: Will Bitcoiners Actually Spend BTC?

12:45 Lightning vs Fiat Rails: Why Fees Matter

14:42 800,000 Stores: The Push Toward Mainstream Adoption

16:40 Regulation, Privacy & Onion Routing Risks

23:25 Bitcoin Treasuries: Should Companies Use Lightning?

29:14 Enterprise Lightning: Multi-Sig, Security & Reputation Risk

34:26 Best Lightning Panels to Watch Next

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

What if a “savings account” paying 11.5% could actually disrupt Wall Street?

In this episode, we sit down with Cris Reed to break down STRC, MSTR, and the rise of Bitcoin treasury companies, and why these new financial instruments could become the ultimate carry trade.

We explore:

- Why STRC’s yield is turning heads across TradFi

- How Strategy (MSTR) is rewriting corporate finance

- The concept of the “apex carry trade” and why it matters

- How these products could compete with bonds, money markets, and savings accounts

- Why Wall Street still hasn’t fully understood what’s happening

- The role of Bitcoin in reshaping global capital flows

If you’re interested in Bitcoin, macro investing, yield strategies, or the future of finance, this conversation will change how you think about markets.

Follow Cris Reed:

- X: https://x.com/CrisReed

- LinkedIn: https://www.linkedin.com/in/cris-reed1337/

- Youtube: https://www.youtube.com/@Bitcoin_Mindset

- STRC - The Apex Carry Trade: https://x.com/CrisReed/status/2036766660472803443

- The $1 Million Arbitrage Hidden in Plain Sight: https://x.com/CrisReed/status/2015593393821233192

00:00 Cris Reed’s Bitcoin Origin Story

03:47 Why STRC Could Become the Apex Carry Trade

07:50 STRC’s 11.5% Yield: Can It Go Higher?

10:19 What Happens If Interest Rates Fall?

12:49 How Strategy Manages STRC Demand & Amplification

14:14 When Institutions May Finally Enter STRC

16:51 Metaplanet’s Potential Carry Trade in Japan

19:18 Why Cris Still Watches Metaplanet

21:17 Can STRC Disrupt Fixed Income?

24:25 Strategy’s Credit Rating & Fiat Reserves

27:12 Semi-Monthly Dividends: STRC’s Big Upgrade

33:29 Why Strategy Didn’t Raise the STRC Dividend

35:45 Could STRC Become Too Successful?

37:43 STRC as the Bridge to Hyperbitcoinization

40:49 Bitcoin Treasury Companies as the Transition Layer

44:11 STRK, STRF & STRD: Underrated Opportunities?

48:45 How Preferreds Could Perform in a Bull Market

52:21 Other Bitcoin Treasury Companies to Watch

54:38 Strive, SATA & Retail’s Role in Preferreds

58:33 Bitcoin Treasury Bear Market: Is the Worst Over?

01:03:21 What Happens to MSTR in the Next Bull Market?

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

Is Strive (ASST) about to become the next Strategy (MSTR) in Bitcoin treasuries?

After a massive +100% move and aggressive Bitcoin accumulation, Strive is quickly becoming one of the hottest Bitcoin treasury stories in the market. But the big question is: are we watching a repeat of Strategy’s playbook… or could Strive grow even faster?

In this episode, we break down:

- Strive’s latest Bitcoin purchases and capital raises

- How Strive is copying the Strategy playbook

- Why its growth is accelerating faster than expected

- Metaplanet’s quiet move and what it could mean

- Bitcoin treasury valuations and price action

- Why STRC is not coming back to par as quickly as last month

With Strategy leading the way, a new wave of Bitcoin treasury companies is emerging, and Strive might be right at the center of it.

00:00 MSTR Keeps Accumulating – Why They Won’t Stop

01:54 Why Strive’s Growth Potential Is Huge

03:37 $50M Bitcoin Buy Incoming? (Metaplanet Strategy)

05:14 Strategy vs Strive vs Metaplanet – Who’s Winning?

07:02 Can These Companies Hit All-Time Highs Again?

09:57 Why STRC's Recovery to Par Is Taking Longer

11:39 Bitcoin for Corporations Event & Strategy Earnings Call Preview

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

What if Bitcoin could generate yield… without giving up custody?

In this episode, we dive into the $1 trillion opportunity on the Lightning Network and how Bitcoin treasuries are starting to deploy capital to earn yield, process payments, and build entirely new financial infrastructure.

We break down how companies like Jack Dorsey's Block (Cash App & Square) are leveraging Lightning at scale — onboarding millions of merchants — and why this strategy could redefine how Bitcoin is used globally.

🎙️ Featuring insights from Dave Lund, we cover:

⚡ How the Lightning Network actually generates yield

💰 What “liquidity leasing” is and why it’s a massive opportunity

🏦 How Bitcoin treasuries (like LQWD & B-Hodl) are positioning themselves

📈 Why Lightning payment volume is exploding (100x growth)

🔐 The real risks of deploying Bitcoin (hot wallets & security)

🌍 What the next 3–5 years could look like for Bitcoin payments

This is not just about “number go up”, this is about Bitcoin becoming a global payment network.

Follow our guest:

- Dave Lund: https://x.com/davelund_

- Flowrate: https://www.flowrate.com/

00:00 Block Inc. vs Other Lightning Bitcoin Treasuries (Key Differences)

04:11 4M Merchants on Lightning + 9.7% Yield (Explained)

07:41 How Lightning Routing Actually Makes Money

09:47 Why NOW Is the Best Time to Build on Lightning1

4:24 Node Economics: How Treasuries Earn Yield

21:08 Liquidity Leasing: The Hidden Business Model

26:43 The Big Opportunity for Bitcoin Treasuries

31:57 Lightning in 3–5 Years (Bold Predictions)

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 & STRC are making one of the most aggressive Bitcoin moves EVER… and it could trigger a massive supply shock.

In this episode, we break down how Strategy (MSTR) just deployed $2.5 BILLION into Bitcoin, acquiring over 34,000 BTC in a single week, and why this could change the entire market structure.

With over 815,000+ Bitcoin already on the balance sheet, Strategy is now absorbing supply at a pace we’ve never seen before. Could this lead to a Bitcoin supply shock… and send prices parabolic?

We also dive into:

- The explosive growth of STRC and how it’s funding these buys- Why Strategy could reach 1 MILLION BTC sooner than expected

- The impact of bi-weekly dividends on investor demand

- The emerging battle between STRC and competing products like SATA

- Whether this signals the end of the bear market

If this trend continues, Bitcoin may never behave the same way again.

00:00 34,164 BTC in ONE Week?! Insane Accumulation Explained

04:53 Market Sentiment Shift – Are We Entering a New Bull Phase?

06:05 BIG Change: STRC Moving to Bi-Weekly Dividends

08:10 Market Mispricing? Why STRC Drops Instead of Common Stock

10:44 Weekly Income Strategy? Combining STRC + SATA

15:03 Is This a Real Bitcoin Reversal… or a Fakeout?

17:44 Why the Next Move Up Could Be EXPLOSIVE

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

Is STRC rewriting the Bitcoin cycle?

In this episode, we sit down with Soleil to break down the explosive rise of STRC and how Strategy (MSTR) is using it to buy massive amounts of Bitcoin at unprecedented speed.

We discuss:

- How STRC enabled Strategy to buy tens of thousands of Bitcoin in days

- Why STRC might be changing the traditional Bitcoin market cycle

- The hidden mechanics behind STRC’s price stability and yield

- Whether institutions are late to the trade

- The potential upside for MSTR

- Risks, game theory, and what could break this model

We also go deeper into:

- Bitcoin treasury companies and which ones actually matter

- Why some miners (like Marathon Digital Holdings) are struggling

- Options strategies and how to generate yield in this market

- Tesla, AI, and the future of autonomous systems with Tesla

- The Lightning Network, yield opportunities, and hidden risks

- Bitcoin self-custody and why it still matters

- The ongoing Bitcoin “spam war” and what it means for the network

Follow Soleil:

- X: https://x.com/nithusezni

- Youtube: https://www.youtube.com/@NithusezniSezni

00:00 STRC Is Exploding: Massive Bitcoin Buys Explained

09:10 What Happens If Strategy Lowers the Dividend?

11:19 Who’s Buying STRC? Retail vs Institutions

13:35 Should Strategy Even Lower STRC’s Yield?

15:24 The Role of Private Equity and Market Manipulation

17:54 Why MSTR Still Hasn’t Fully Reacted

23:08 Is There Actually a Bear Case for STRC?

25:39 Do We Even Need Stablecoins If STRC Stays This Stable?

27:07 Can STRC End the Bear Market Early?

29:26 Marathon Sold 15,000 BTC: What That Signals

32:53 Best Options Trades Right Now

37:38 Is Strive a Better Bitcoin Options Play?

42:57 Why Tesla Could Dominate Robotaxis

47:01 Which Bitcoin Treasury Companies Actually Matter?

52:19 Bitcoin Treasuries Building on Lightning

58:54 Why You Still Need Bitcoin in Cold Storage

01:02:49 Bitcoin, AI Spam & Cybersecurity

01:07:49 Could Bitcoin Be Used to Fight AI Spam?

01:12:01 Why the Spam War Pushed More People to Run Nodes

01:17:02 Why More Bitcoiners Should Run Nodes and Mine

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

Are AI agents already using Bitcoin?

In this special roundtable, we dive into how Bitcoin treasury companies are building on the Lightning Network, and why AI-driven payments could be the next major catalyst for adoption.

Joined by Freddie New (CEO of B-HODL & Chief Policy Officer at Bitcoin Policy UK), Shone Anstey (Founder & CEO of LQWD Technologies), Dave Lund (CEO of Flowrate), and co-host Tyler Rowe (Bitcointreasuries.net), we explore how companies are generating Bitcoin-native yield and preparing for a future where machines transact autonomously.

⚡ Topics covered:

- How Bitcoin treasury companies earn yield on Lightning

- Why AI agents are already using Bitcoin for payments

- Lightning Network as infrastructure for machine-to-machine transactions

- Are traditional metrics like mNAV outdated?

- The future of Bitcoin Treasury 2.0

- Stablecoins vs Bitcoin on Lightning

- Risks, scaling, and the evolution of the network

💡 If AI agents need money, what will they choose? This conversation explores why Bitcoin, specifically Lightning, may become the default financial layer for the machine economy.

🔗 Follow the guests:

Freddie New: https://x.com/freddynew

Shone Anstey: https://x.com/shoneanstey

Dave Lund: https://x.com/DaveLund_

Tyler Rowe: https://x.com/TylerCompiler

🌐 Explore the companies building on Lightning:

B-HODL: https://bhodl.com

LQWD Technologies: https://lqwdtech.com

📊 Track Bitcoin treasury companies: https://bitcointreasuries.net

00:00 Bitcoin Treasury Companies Are Moving Into Lightning

05:31 Why “Putting Bitcoin to Work” Matters

09:01 LQWD’s Origin: A Public Bitcoin Treasury Built for Lightning

12:12 BHODL’s Strategy: Bitcoin Yield Through Lightning Nodes

16:13 Bitcoin as the Internet’s Missing Trust Protocol

21:32 How Much Yield Can Bitcoin Treasury Companies Earn on Lightning?

24:55 How Treasury Companies Allocate Bitcoin Into Lightning

36:37 Is mNAV the Wrong Way to Value Lightning Treasury Companies?

40:59 Could Lightning Create New Bitcoin Bond Markets?

44:47 AI Agents Could Drive Massive Lightning Network Growth

49:12 Stablecoins on Lightning: Threat or Adoption Catalyst?

57:03 Why Lightning Infrastructure Could Scale Bitcoin to 8 Billion People

01:01:50 Bear Market Survival: Which Bitcoin Treasury Companies Will Last?

01:08:06 Does Lightning Become Too Centralized as Companies Scale?

01:15:45 How Bitcoin and Lightning Could Change Emerging Markets

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

Something BIG is happening in Bitcoin… and most people are missing it.

While markets look uncertain, Strategy (MSTR) just bought 5'000 Bitcoin, and their STRC product is showing shockingly low volatility, even in a bear market.

Is this the strongest hidden bull signal right now?

In this episode, we break down:

- Why MSTR keeps buying Bitcoin aggressively

- How STRC is behaving like a stablecoin (and why that’s insane)

- The surprising 80% retail dominance in STRC

- Why institutions haven’t entered yet (and when they might)

- Roxom's new SATA product offering 12.75% returns in Bitcoin

- What “chopsolidation” means for the current BTC cycle

- Why this bear market could be very different from the last ones

Plus: How Bitcoin treasury companies are quietly absorbing supply and what that could mean for the next bull run.

Mentions:

- Coin Stories Podcast with Phong Le: https://youtu.be/1T6E7ktmNSg?si=GFztWqJJfWkO_MXn

- Coin Stories Podcast with James Check: https://youtu.be/M4RPTungLqs?si=Jcft_jeXc_827ig8

00:00 What’s Coming (MSTR, STRC & Bitcoin Insights)02:22 STRC Price Stability Is SHOCKING (Low Volatility Breakdown)

05:47 80% Retail?! Who’s REALLY Buying STRC

08:19 Could Strategy Become the BIGGEST Company?!

09:45 Strive Buys 113 BTC — Small or Huge?

11:35 Roxom's New SATA Release: Earn 12.75% Paid in Bitcoin

12:30 Innovation Explosion in Bitcoin Finance

13:10 War, Macro & Why BTC Isn’t Moving Much

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