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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
By One Chair PodcastWhat 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