Scott Ellam built a UK executive recruitment business from scratch at 24, quietly stacked Bitcoin on the balance sheet for four years, then took the whole thing public. Now he's launching the world's first truly Bitcoin-denominated convertible bonds — where the conversion price tracks Bitcoin's price — and building a dedicated Bitcoin executive recruitment division placing senior talent confidentially into the fastest growing sector in finance.

He also breaks down why STRC is Saylor's iPhone moment, why his equity incentive structure attracts talent no traditional recruiter can compete with, and why every operating company will eventually face the same question: do you back your balance sheet with digital credit or Bitcoin?

Follow Scott: https://X.com/@btconlyscott | XCE: https://xce.io

🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com

📊 Track every Bitcoin treasury company at bitcointreasuries.net

⚠️ Not financial advice. Do your own research.

🟠 Stay Orange.

SmarterWeb just became the first Bitcoin treasury company admitted to the FTSE All Share index — meaning Bitcoin is now quietly inside most UK pension portfolios. Andrew Webley and Jesse Myers of SmarterWeb join Alexandre Laizet of Capital B for the Bitcoin Treasuries Roundtable.

Jesse lays out the capital pump thesis — how Bitcoin treasury companies are the plumbing of hyperbitcoinization, systematically pulling capital out of bonds, equities and money markets and channeling it into Bitcoin. Andrew explains why Morgan Stanley can't afford to ignore this anymore. And Alexandre makes the case that we are one bull market away from escape velocity.

Follow Andrew: https://twitter.com/@asjwebley Follow Jesse: https://twitter.com/@Croesus_BTC Follow Alexandre: https://twitter.com/@AlexandreLaizet

🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com

📊 Track every Bitcoin treasury company at bitcointreasuries.net

⚠️ Not financial advice. Do your own research.

🟠 Stay Orange.

Adrian Morris of MSTR True North joins Tyler Rowe to make a data-backed case that most of the Bitcoin community is getting wrong.

After modeling MSTR price action across every interval imaginable, Adrian concludes that Saylor's share issuance isn't hurting the stock, mNAV is pure sentiment that cannot be front-run, and MSTR's options volume now rivals the biggest names in tech. He also breaks down the USD cash reserve debate, why the convertible bonds were a necessary stepping stone to preferred equity, and why the current bear market is a narrative competition against AI and gold — not a Bitcoin failure.

Follow Adrian: https://x.com/@_Adrian True North live every Wednesday at 10PM ET.

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Yves Choueifaty, founder of TOBAM and the man who launched the world's first open-ended Bitcoin fund in 2017, joins Alexandre Laizet of Capital B for the Bitcoin Treasuries Roundtable — and immediately reframes the entire conversation.

🟠 Stay Orange.

Peter Duan (@BTCBULLRIDER), former Cantor Fitzgerald structured finance pro and founder of Bull Standard, joins Tyler Rowe to break down what most investors are getting wrong about Bitcoin treasury companies.

They cover why most mNAV calculations are misleading for common shareholders, how STRC trading at par through a bear market is its own best marketing tool, what MetaPlanet is doing with cash-secured puts that nobody else is replicating, and why AI, robotics, and the long-term debt cycle are the three storms Bitcoin is built to outlast.

Peter also introduces the CEBE ratio — a superior metric to Bitcoin per share — and makes the case that transparency and rigorous IR communication are the single biggest unlock for institutional Bitcoin treasury adoption.

Follow Peter: https://twitter.com/@BTCBULLRIDER | Bull Standard: https://www.bullstandard.com

🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com

📊 Track every Bitcoin treasury company at bitcointreasuries.net

⚠️ Not financial advice. Do your own research. 🟠 Stay Orange.

Yves Andre Graf of the One Chair Pod joins Tyler Rowe to break down a historic week in Bitcoin treasury: Strive's $50M STRC purchase, Strategy's 18,000 BTC acquisition funded 30% by STRC, and the digital credit flywheel that's quietly changing how institutions accumulate Bitcoin.

They also cover the 20 millionth Bitcoin mined, the new IRS crypto mapping guidance, Bitcoin's role as a risk-off asset in a geopolitically unstable world, and why altcoin treasuries selling Bitcoin may be suppressing price more than anyone's talking about.

Follow Yves: @GrafYves | One Chair Pod: @OneChairPod

🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at store.coinkite.com

Track every Bitcoin treasury company at bitcointreasuries.net

⚠️ Not financial advice. Do your own research.

Bitwise's Gordon Grant details how IBIT quietly became the dominant Bitcoin options venue. When Bitcoin hit $126K with implied volatility falling, Gordon knew exactly what was coming. He breaks down the full anatomy of October 10 and what it means for Bitcoin treasury strategy going forward.

Gordon Grant is Portfolio Manager and Head of Derivatives at Bitwise. He has been active in digital assets since 2013, built regulated derivatives trading at Genesis, and now runs institutional options strategies for accredited Bitcoin treasury clients.

In this episode:

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COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout!

🔗 Resources:

🔔 Follow Bitcoin Treasuries: https://twitter.com/@btctreasuries

📧 Questions/Feedback: Interviews: [email protected]

🎬 About the Show: The BitcoinTreasuries.net Podcast features in-depth interviews with executives, analysts, and investors at the frontier of corporate Bitcoin adoption. Hosted by Tyler Rowe, we go deep on treasury strategy, capital markets, and the future of Bitcoin as a reserve asset.

Get in touch with Gordon: https://bitwiseinvestments.com

⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Markets are volatile. Always do your own research.

Stay orange 🟠

Bitcoin and digital credit's biggest institutional barrier isn't price volatility, it's Basel III, a post-2008 banking rule blocking banks from holding Bitcoin. Strive's Jeff Walton joins Pierre Rochard and Alexandre Laizet to break down why it matters, what's already working around it, and how the regulatory dominoes are falling.

Chapters:

00:00 Introduction to the Bitcoin Roundtable

01:59 Highlights from Strategy World & True North Event

08:14 The Role of Traditional Finance in Bitcoin Ecosystem

15:21 Bitcoin vs. Digital Intelligence: Future Perspectives

19:02 Kraken's Fed Master Account & Regulatory Environment

24:08 Understanding Basel III and Its Impact on Bitcoin

28:41 Listener Question: Regulatory Workarounds & US Influence

31:52 Innovative Strategies for Bitcoin Treasuries

36:49 Risk Management in Bitcoin Treasury Operations

40:53 The Breadth of Bitcoin Data Analytics

46:39 Insurance & Actuary Future In Digital Credit

51:37 The Future of Bitcoin Regulation and Investor Engagement

🤝 SUPPORT OUR SHOW: COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout!

[email protected] | https://bitcointreasuries.net

Stay orange 🟠

Grain of Salt — the analyst behind True North who has followed Strategy for 5+ years — sits down with Tyler Rowe to break down what nobody expected: how Michael Saylor added 500,000 Bitcoin in just two years, why STRC is Strategy's iPhone moment, and when the institutional waterfall into Bitcoin preferred equity finally arrives. Mike Flaum (@Z06Z07) is featured on True North, one of the most-watched weekly Bitcoin treasury calls with 15,000+ listeners per episode. He was skeptical of Saylor's preferred equity strategy at first. Here's what changed his mind. In this episode: Why Saylor acquiring 500K BTC in 2 years was "impossible" until it wasn't The perpetual liability argument against STRC (and why Mike reversed course) How Strategy raised $23 billion in 2025 and whether they can do it again What a JP Morgan STRC white-label product would mean for the space Why the credit rating is the one thing holding institutional capital back MetaPlanet vs Strategy: who's doing capital markets better right now The "step function" price prediction and why you won't buy the dip in time 00:00 Cold Open 01:05 Intro To Grain of Salt (Mike Flaum) 02:38 MSTR True North & Grain of Salt's Involvement 03:03 Velocity of Michael Saylor's Bitcoin Accumulation Via Microstrategy 06:58 Saylor's Pivot To Preferred Equities As Leverage 10:33 Grain's Prediction of Saylor Raising $50B on the Preferreds 12:11 Bitcoin's Going To $1 Million or It's Going To Zero 16:04 Ratings Agencies & Other Challenges for BTCTCs 20:56 Capital Inflows To STRC & USD Dividend Reserve 23:26 Bitcoiners Who Hate On Treasuries 28:06 Stay Orange 🎙️ Featured Guest: Mike Flaum aka Grain of Salt - Bitcoin educator, MSTR trader, and conviction merchant. Known for MSTR True North & Going Long Bitcoin and MSTR Options. Mike Flaum's Book is The Rise, Fall and Reemergence of Bitcoin Treasury Companies — available on Amazon Kindle Follow Mike at https://twitter.com/@Z06Z07 About True North: True North is a weekly Bitcoin treasury investment podcast streaming live every Wednesday at 10PM EST. One of the most-watched grassroots calls in the MSTR community. Watch at https://www.mstrtruenorth.com https://Youtube.com/@BTCTrueNorth 🤝 SUPPORT OUR SHOW: COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout! 🔗 Resources: 🔔 Follow Bitcoin Treasuries: https://twitter.com/@btctreasuries 🔔 Follow Tyler: https://twitter.com/@tylercompiler 🔔 Subscribe: https://Youtube.com/@bitcointreasuriesnet 📊 Track every Bitcoin treasury company at https://bitcointreasuries.net 🎬 About the Show: Bitcoin Treasuries with Tyler Rowe interviews executives, investors, and industry leaders navigating the Bitcoin treasury revolution. ⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Always do your own research.

🔥 British HODL just predicted Bitcoin hitting $340,000 this year and called out Bitcoiners for "shitting themselves" while institutions stack sats. Here's why the gold & silver PsyOp took your Bitcoin and what's coming next.

In this Bitcoin Treasuries exclusive, British HODL reveals:

✅ Why $340K Bitcoin is coming in 2026 (±15%) - and the liquidity cycle that gets us there

THE GAME-CHANGING INSIGHT:

KEY MOMENTS:

BEST QUOTES:

MSTR STRATEGY DEEP DIVE:

Preferreds (STRC/SATA) = foundation for continued accumulation

🎙️ Featured Guest:

🤝 SUPPORT OUR SHOW:

🔗 Resources:

🎬 About the Show:

⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Always do your own research.

Is British HODL right about $340K Bitcoin this year? 👇