STRC has exploded onto the scene with a record $2.5B launch and it might just be Strategy’s “iPhone moment.” In this episode, we break down STRC’s pricing mechanism, dividend strategy, and how it could supercharge Bitcoin accumulation faster than ever.

Slides presented: STRC’s Record Launch & Pricing Mechanism: Why It Could Be MSTR’s "iPhone Moment" - Slides Slideshttps://drive.google.com/file/d/15_UrCPByRlcDe7GcjsKK1igyGpJcKbqJ/view?usp=drive_link

Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.

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In this update, we discuss MSTR's drops after earnings, what could be behind the move? We break down the market reaction, Metaplanet’s bold play, and what’s next for Bitcoin treasury stocks.

Mentions:
https://x.com/PunterJeff

Metaplanet Preferred Shares Overview and Examples of Jeff Walton's Charts: https://drive.google.com/file/d/1IyfwXFw-fxxOxqoBHsEZqHkjtISpLkdc/view?usp=drive_link

Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.

Thank you for listening!

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Subscribe to our Youtube channel: https://www.youtube.com/@OneChairPod

In this special post-earnings episode, we dive into Strategy’s massive Q2 EPS beat, the end of share dilution below 2.5x mNAV, the rise of the preferreds, and what it all means for shareholders and Bitcoin. Is this the start of a new golden age for MSTR investors?

Slides presented: MSTR Post Q2 Earnings Talk - Slides https://drive.google.com/file/d/1xcT8QKneqQGU6kwY2AI7sEoigQ3GfWnB/view?usp=drive_link

Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.

Thank you for listening!

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Subscribe to our Youtube channel: https://www.youtube.com/@OneChairPod

In this pre-earnings breakdown, we dive into Strategy’s upcoming earnings report, some ChatGPT stock price predictions, the overlooked Bitcoin gains, and why the market is sleepwalking into a major surprise. From EPS beats to institutional accumulation and ATM issuance insights — this is everything you need to know before Strategy's earnings call on Thursday July 31st.

Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.

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In this short piece, we dive into a speculative discussion on MSTR’s Q2 earnings and what’s ahead for H2 2025. We also explore key bullish catalysts for Strategy, Bitcoin, and whether this cycle is truly different from the past.

Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.

Thank you for listening!

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Subscribe to our Youtube channel: https://www.youtube.com/@OneChairPod

In this episode, we break down MSTR's latest ATMs, dive deep into their new Preferred Equity STRC, and provide the latest updates on ALTBG.

Slides presented: Episode 9 Slides https://drive.google.com/file/d/1s7unahgxFpqGC8nki9IRO41IBmyNPDLb/view?usp=drive_link

Mentions:
https://x.com/BitcoinPowerLaw
https://x.com/levyuk

Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.

Thank you for listening!

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Subscribe to our Youtube channel: https://www.youtube.com/@OneChairPod

In this episode, we review key macro trends, focusing on U.S. debt and the M2 money supply, take a deep dive into MSTR’s at-the-market offerings, explore the 'flywheel within a flywheel' dynamic of its preferred shares strategy, and wrap up with the latest updates on SQNS.

Slides presented: Episode 8 Slides https://drive.google.com/file/d/1JjaZ77hbfnqIwB4cvyp6wOMiQxQ_QVTv/view?usp=drive_link

Mentions:
https://x.com/ChrisMMillas

Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

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

Subscribe to our Youtube channel: https://www.youtube.com/@OneChairPod

In this episode we go through Strategy, Semler Scientific and MetaPlanet's news of the week, we discuss why Strategy is not a Ponzi scheme and present qualitative criteria to help compare and analyze Bitcoin treasury companies.

Mentions:
- https://x.com/ChrisMMillas
- https://x.com/PunterJeff

Slides presented: Episode 7 Slides https://drive.google.com/file/d/1z0uAR1ZS7CppUMO4aBqP2j3BxdFif0EY/view?usp=drive_link

Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.

Thank you for listening!

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Subscribe to our Youtube channel: https://www.youtube.com/@OneChairPod

In this episode we discuss the Strategy preferred equities yields and price action, the Strategy S&P500 potential inclusion, we also analyze the differences between investing in spot Bitcoin, Bitcoin ETFs and Bitcoin treasury companies and lasty we discuss risks on Bitcoin treasury companies.

Slides presented: Episode 6 Slides https://drive.google.com/file/d/1syTk2dooTFQaRn_nY5TTK1sqhKIG1iWg/view?usp=drive_link

Mentions:
- https://x.com/ChrisMMillas
- https://x.com/PunterJeff

Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

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

Subscribe to our Youtube channel: https://www.youtube.com/@OneChairPod

In this episode we deepdive in STRK with Monte Carlo simulations, we discuss Semler Scientific News, we give a couple of highlights of the BTC Prague Corporate Event & finally we discuss the SmarterWeb Company Valuation.

Slides presented: Episode 5 Slides https://drive.google.com/file/d/1A1VXBdLhAMdG2-n0WIT-RD45TxLoTSPC/view?usp=drive_link

Mentions:
- https://microstrategist.com/

Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg...

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

Subscribe to our Youtube channel: https://www.youtube.com/@OneChairPod