One Chair Podcast

Strategy Paused Its Bitcoin Buys — Is the Next Move Even Bigger?


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Bitcoin markets are sending mixed signals… while some of the biggest players pause buying, others are making massive moves.

In this episode, we break down why no Strategy (MSTR) buys were reported, whether a blackout period or dividend pressure is behind it, and what this could mean for Bitcoin going forward.

At the same time, Marathon Digital Holdings (MARA) just sold 15,000 BTC, raising serious questions about their strategy and AI pivot.

Meanwhile, Metaplanet is aggressively accumulating, adding 5,000 Bitcoin and climbing the treasury rankings fast.

And then there’s Strive Asset Management… quietly building one of the most interesting Bitcoin accumulation strategies right now. With SATA hitting par and strong volume growth, could Strive be about to accelerate Bitcoin buying faster than anyone expects?


🔍 What You’ll Learn:

- Why MSTR stopped buying Bitcoin (and when it might resume)

- The real reason behind MARA’s $1B Bitcoin sale

- How Metaplanet is climbing the Bitcoin treasury rankings

- Why Strive could be a hidden Bitcoin accumulation powerhouse

- What this all means for the Bitcoin bear market


00:00 Why There Were NO MSTR Bitcoin Buys This Week

02:26 Why STRC Is Shockingly Resilient in a Bear Market

05:15 Metaplanet Buys 5,000 BTC and Moves to Number 3 Spot

06:48 Did Mara Actually WEAKEN Its Balance Sheet?

07:33 Mara's Strategic Shift and Market Reactions

10:21 Strive Launching FIRST Digital Credit ETF

11:56 SATA Hits $100 — Huge Milestone

12:38 Could Strive Buy 2,500 BTC PER WEEK?!

16:35 Why Strive Might Be Deeply Undervalued

18:49 Why This Bear Market Is Making Bitcoin STRONGER


Mentions:

- Grain of Salt: https://x.com/Z06Z07

- Grain's X post: https://x.com/Z06Z07/status/2039059547323580756?s=20

- True North: https://x.com/MSTRTrueNorth

- True North: https://tnorth.com/


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!


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