The Bitcoin Treasury Podcast

By bitcointreasuries

The Bitcoin Treasuries Podcast brings you insider-level analysis of the corporate Bitcoin adoption revolution. Hosted by Tyler Rowe of BitcoinTreasuries.net, this show goes beyond

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FAQs about The Bitcoin Treasury Podcast:

How many episodes does The Bitcoin Treasury Podcast have?

The podcast currently has 48 episodes available.

The Bitcoin Treasury Podcast episodes:

August 19, 2026 $4 Billion Asset Manager Reveals The Bitcoin Argument Wall Street Can No Longer Make
Matt Tuttle is CEO of Tuttle Capital Management, an ETF issuer running roughly four to five billion dollars across thematic, options-based and event-driven funds. He has been on Wall Street since 1990 and came to Bitcoin through the ETF wrapper rather than through conviction. His argument is that the wrapper was the entire event: once BlackRock launched IBIT the skeptic case stopped being arguable, and his client portfolios now carry 6.25% Bitcoin against an industry standard of one to two percent.

TIMESTAMPS:
00:00 Cold Open
00:52 Trading Since the Eighties
01:51 The iBit Turning Point
02:52 The Argument Wall Street Can No Longer Make
05:08 Why 1% Bitcoin Doesn't Move the Needle
06:30 The HEAT Formula
08:54 The Hard Money Hedge
10:58 What Actually Broke the Treasury Trade
12:30 Bitcoin Fell 50%, the S&P Fell 60%
15:24 How to Play Pre-Merger SPACs
20:44 Why He Hates Covered Calls
22:27 All of Bitcoin's Upside, Not Most of It
25:41 Partnering With Strive on Digital Credit
28:06 A Million Dollars and $40,000 a Year
30:02 Inside the Leveraged Credit ETF
34:58 Why Volatility Isn't Maturing Yet
38:01 Schiff, Pomp, and the Debate That Misses
45:27 Wiped Out at 21
48:15 Zero Percent Bonds at 57
50:14 The Longevity Problem Nobody Plans For
51:46 Grading Powell, Sizing Up Warsh
53:56 Guys Like You Are Screwed
56:36 Where to Find Matt

🎙️ Featured Guest:
Matt Tuttle — CEO, Tuttle Capital Management

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🤝 SUPPORT OUR SHOW:
BitGo is the institutional-grade digital asset infrastructure trusted by thousands of institutions worldwide. A publicly traded company on the NYSE, BitGo offers regulated custody, OTC trading, financing, and settlement under one roof — and holds a federally chartered national bank license from the OCC. Learn more at https://bit.ly/bitGo

Arch Lending offers the most transparent Bitcoin-backed borrowing experience in crypto — industry-leading rates from 8.49%, qualified custody, no rehypothecation, and verifiable segregated addresses. Simple terms and public pricing at every size. Learn more at https://bit.ly/archlending

XCE Connecting Excellence Group is the UK's listed Bitcoin treasury recruitment company — placing senior talent into Bitcoin companies globally and helping operating businesses build on a Bitcoin standard. Learn more at https://bit.ly/XCEio

Hemi — Activate compliant Bitcoin yield without leaving custody. Built by Bitcoin OG Jeff Garzik, Hemi is the only blockchain that embeds a full Bitcoin node inside an Ethereum node for true Bitcoin finality. Follow them at / @hemi_xyz and learn more at https://hemi.xyz
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1h 4min
August 07, 2026 Matt Cole Says Bitcoin Is In A Super Cycle — 50% Drawdown Is Bullish Proof
Matt Cole is back. The last time Strive's CEO sat down with Bitcoin Treasuries, they had roughly 6,000 Bitcoin. Today they're closing in on 20,000 — a top seven public holder — and they did it while Bitcoin fell close to 50%.
He covers how the digital credit engine kept running through the bear market, the super cycle thesis, why the $60 trillion income market's structural breakdown created a permanent bid for SATA, the controlled burn that trapped a $100M+ short position, the investor protections institutions actually care about, his candid take on Saylor's missteps with the cash reserve, why the death of crypto is bullish for Bitcoin, and why every company without Bitcoin should be scared of AI.
Follow Matt: ⁠https://twitter.com/@ColeMacro⁠
Learn more: ⁠https://strive.com⁠
🎟️ Bitcoin Treasuries Conference — September 28, New York CitySave 10% on tickets: ⁠https://bit.ly/4f1kGV5⁠

TIMESTAMPS:
⁠00:00⁠ Cold Open⁠
01:21⁠ Why This Bear Market Was Different
⁠05:03⁠ Income Investing Is Broken
⁠07:05⁠ When Matt Knew SATA Would Work⁠
15:49⁠ Credit Risks Of Digital Credit
⁠18:40⁠ Strive's Capacity To Issue More Prefs
⁠21:04⁠ Building a Track Record & Institutional Trust
⁠26:57⁠ The Engine Behind Strategic Decisions⁠
33:17⁠ Amplification & USD Runway⁠
40:30⁠ M&A in the Bitcoin Space
⁠44:09⁠ Semler Merger Story & Industry Networking⁠
47:24⁠ Criticism From Bitcoiners⁠
53:14⁠ SATA's Controlled Burn Strategy⁠
59:42⁠ Super Cycles, AI & Crypto's Death
⁠1:04:55⁠ Stay Orange

🏛️ Institutional custody & OTC at bit.ly/bitGo
🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore
🏦 Borrow against your BTC from 8.49% at bit.ly/archlending
💼 Bitcoin executive recruitment at bit.ly/XCEio
⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ

📊 Track every Bitcoin treasury company at bitcointreasuries.net
⚠️ Not financial advice. Do your own research.
🟠 Stay Orange.

...more
1h 6min
July 28, 2026 Jeff Garzik Built Bitcoin's Core Code With Satoshi — He Says Every Saylor's Missing This
Jeff Garzik was one of Bitcoin's first core developers. He emailed patches directly to Satoshi, helped build the foundational software Bitcoin still runs on, and bought the domain that became BitcoinTalk.org. Now he's building Hemi — a Bitcoin-secured L2 — and he has a message for every Bitcoin treasury company: you're leaving money on the table.
He covers the Great Slashdotting of July 2010, why the white paper almost didn't matter without the code, the early fear of being arrested for open source development, why 99% of crypto going to zero is actually great news, what Hemi is and why Bitcoin programmability has existed since the genesis block, the De-Genslerification that unlocked institutional Bitcoin, and why yield is the missing step every treasury company is skipping.
Follow Jeff: https://twitter.com/@jgarzik Learn more: https://hemi.xyz
🎟️ Bitcoin Treasuries Conference — September 28, New York City Save 10% on tickets: https://bit.ly/4f1kGV5
CHAPTERS:
00:00 Cold Open
00:55 Bitcoin's Exciting Earliest Days
10:03 The Excitement of Early Bitcoin Days
15:58 Bitcoin Can't Be Stopped
21:50 Darwinian Competition In Crypto
28:02 Understanding Hemi: A New Layer for Bitcoin
38:30 Treasury Companies Are Missing Yield Opportunity
46:15 Is Centralization A Concern?
50:50 Stay Orange
🏛️ Institutional custody & OTC at bit.ly/bitGo
🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore
🏦 Borrow against your BTC from 8.49% at bit.ly/archlending
💼 Bitcoin executive recruitment at bit.ly/XCEio
⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ

📊 Track every Bitcoin treasury company at bitcointreasuries.net
⚠️ Not financial advice. Do your own research.
🟠 Stay Orange.
...more
52min
July 24, 2026 Metaplanet's Dylan LeClair Says Japan's Bitcoin Moment Is Coming — And No One Is Ready For It
Dylan LeClair is the first Metaplanet executive to speak publicly in English about Metaplanet Securities — the newly acquired Type 1 securities license that the company says changes everything about how Japan accesses Bitcoin. He joins Miller Cole for the full breakdown.
They cover what a Type 1 license actually unlocks, $7 trillion in idle Japanese savings, why institutional career risk hasn't been stripped away in Japan yet and what flips it, the MSTR rerun Dylan sees playing out, Project Nova, the tokenization rails being built for daily dividends, the Mars and Mercury preferred instruments, and why 27 months of unwavering conviction through a bear market is the most important thing Metaplanet has built.
Follow Dylan: ⁠https://twitter.com/@DylanLeClair⁠
Follow Miller: ⁠https://twitter.com/@medc3005⁠
Learn more: ⁠https://metaplanet.com⁠

🎟️ Bitcoin Treasuries Conference — September 28, New York CitySave 10% on tickets: ⁠https://bit.ly/4f1kGV5⁠

🏛️ Institutional custody & OTC at bit.ly/bitGo
🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore
🏦 Borrow against your BTC from 8.49% at bit.ly/archlending
💼 Bitcoin executive recruitment at bit.ly/XCEio
⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ

📊 Track every Bitcoin treasury company at bitcointreasuries.net
⚠️ Not financial advice. Do your own research.
🟠 Stay Orange.

...more
55min
July 23, 2026 Hedge Fund Vet Says Bitcoin's Price Would Be Higher Without Saylor's Buying
Tim Enneking has been in crypto for thirteen years and previously ran the best-performing hedge fund in the world in 2021. He joins Alec Beckman of Psalion for a conversation on the death of the four-year cycle, why Bitcoin is being mislabeled as a risk-on asset, and why Strategy's concentration may now be a risk to the very market it helped build.
They cover Enneking's Law, the long squeeze risk in leveraged Bitcoin buying, what Strategy's endgame actually has to look like, the Clarity Act as the next major catalyst, and how Psalion generates Bitcoin yield through automated market maker liquidity — with self-custody preserved on the lending side.
Learn more: https://psalion.com

CHAPTERS:
00:00 Cold Open
01:13 The End of the Four-Year Cycle
04:59 Bitcoin as a Risk-On Asset
13:16 Institutional Influence on Bitcoin
18:59 Bitcoin and Fiat's Runway
31:47 Saylor's Dilemma & Concentration Risk
37:22 Strategy Buying The Top Forever?
45:02 MSTR Endgame & BTC Yield

📊 Track every Bitcoin treasury company at bitcointreasuries.net
⚠️ Sponsored content produced in partnership with Psalion. Not financial advice. Do your own research.
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1h 9min
July 21, 2026 BlackRock Built A Bitcoin Wrapper That Beats Saylor's Yield — And Gives You BTC Upside
Robbie Mitchnick is Managing Director and Global Head of Digital Assets at BlackRock — the world's largest asset manager. He led the launch of IBIT, the most successful ETF in Wall Street history. Now BlackRock has launched BITA, a covered call Bitcoin product targeting high teens yield while retaining 70% of Bitcoin's upside.
Bitcoin Treasuries President and The Bitcoin Historian Pete Rizzo joins Tyler Rowe for the full conversation. They cover the IBIT inflow and outflow data, the hodler thesis ($48B of IBIT's $50B drop was Bitcoin's price, not outflows), why Bitcoin's narrative was badly mismanaged, the machine native money thesis, the debt and deficit catalyst, and why BlackRock now says the question isn't whether Bitcoin is too risky — it's whether it's risky not to hold any.
Follow Robbie: https://twitter.com/@RMitchnick Follow Pete: https://twitter.com/@pete_rizzo_
🎟️ Bitcoin Treasuries Conference — September 28, New York City Save 10% on tickets: https://bit.ly/4f1kGV5

CHAPTERS:
00:00 Cold Open
01:48 IBIT 2.5 Years In - Smashing ETF Records
07:15 IBIT Investors Are Hardcore HODLers
08:41 Bitcoin Portfolio Guidance
12:42 Demand For Institutional BTC Exposure
14:01 Bitcoin Yield & Investor Profiles
16:05 Bitcoin ETFs vs Strategy or Strive
17:37 Demand For Derivatives & Volatility
20:54 Onshoring BTC Options Market
22:22 BITA vs STRC, SATA & Digital Credit
23:14 What Robbie Thinks About Saylor's Strategy
24:43 How Larry Fink Evolved On Bitcoin
27:28 BTC Narrative Problems & Debt, Deficit & AI
37:03 BTC Infrastructure Maturity
39:10 BlackRock's Roadmap & Restraint
41:33 Tokenization & The Broader Ecosystem
44:05 When Does Crypto Cross The Chasm?
45:26 Is It Risky To NOT Hold Bitcoin?
47:37 Robbie's Message To The Institutional Skeptics
48:38 Stay Orange

🏛️ Institutional custody & OTC at bit.ly/bitGo
🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore
🏦 Borrow against your BTC from 8.49% at bit.ly/archlending
💼 Bitcoin executive recruitment at bit.ly/XCEio
⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ

📊 Track every Bitcoin treasury company at bitcointreasuries.net
⚠️ Not financial advice. Do your own research.
🟠 Stay Orange.
...more
50min
July 10, 2026 The Cash Reserve Signal Nobody Was Watching | Saylor's Dividend vs. Debt Retirement Call
Strategy dropped a five-point digital credit framework on a Monday morning. By midweek MSTR was up 11% with Bitcoin flat. Alexandre Laizet of Capital B and Soleil of True North break down why — and why the story isn't that Saylor sold Bitcoin, it's that he built a balance sheet with more firepower than any traditional company has ever had.
They cover the $2.55B USD reserve policy, the STRC dividend raise to 12%, the $2B in buyback programs, and the BTC monetization framework. Alexandre makes the case that June and early July 2026 marked the passage from a retail-driven digital credit market to genuine institutional participation. Soleil breaks down the SATA short squeeze mechanics, the 62% overnight borrow rate, and why the soybean analogy explains everything critics are getting wrong about Strategy selling Bitcoin.
Follow Alexandre: https://twitter.com/@AlexandreLaizet | https://twitter.com/@_ALCPB Follow Soleil: https://twitter.com/@nithusezni

🏛️ Institutional custody & OTC at bit.ly/bitGo
🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore
🏦 Borrow against your BTC from 8.49% at bit.ly/archlending
💼 Bitcoin executive recruitment at bit.ly/XCEio
⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ

📊 Track every Bitcoin treasury company at bitcointreasuries.net
⚠️ Not financial advice. Do your own research.
🟠 Stay Orange.
...more
1h 4min
July 09, 2026 Andrew Webley Met Michael Saylor In London — Here's The One Piece Of Advice He Got
Andrew Webley IPO'd The Smarter Web Company in April 2025 when nobody in the UK believed a Bitcoin treasury model would work. Fourteen months later, SWC has raised nearly a quarter of a billion pounds, holds 2,878 BTC, uplisted to the London Stock Exchange, achieved FTSE index inclusion, and acquired Squarebird Agency — and Andrew says the best is still ahead and he can't talk about it yet.
He covers the full origin story, what Saylor told him when they met in London, why the UK is the perfect market for Bitcoin preferred equity, what he learned watching STRC and SATA get stress-tested, why FTSE 250 is in touching distance, and his one-sentence answer to every Bitcoin treasury critic.
Follow Andrew: ⁠https://twitter.com/@ASJWebley⁠ Learn more: ⁠https://smarterwebcompany.co.uk⁠

CHAPTERS:
00:00 Cold Open
01:35 Andrew's Journey with Bitcoin and Smarter Web Company
09:06 The SWC IPO & Initial Challenges
14:07 Building A Strong Shareholder Base & Community
19:47 Optionality and Mergers & Acquisitions
29:23 Market Positioning In The UK (FTSE 250 & Beyond)
34:13 Preferred Equities In Europe
38:16 Learning From Michael Saylor & Strategy
46:27 The Evolution of STRC & Digital Credit
53:18 Competition Between Bitcoin Treasuries
56:53 Addressing Criticism in the Bitcoin Community
1:02:39 Stay Orange

🏛️ Institutional custody & OTC at bit.ly/bitGo
🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore
🏦 Borrow against your BTC from 8.49% at bit.ly/archlending
💼 Bitcoin executive recruitment at bit.ly/XCEio ⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ

📊 Track every Bitcoin treasury company at bitcointreasuries.net

⚠️ Not financial advice. Do your own research.

🟠 Stay Orange.

...more
1h 4min
June 29, 2026 If You're Bearish On Strategy You're Actually Bearish On Bitcoin — Here's Why
Sam Callahan, Nick Payton, and Alexandre Laizet join Tyler Rowe to break down why STRC at $84 is a 13.7% yield opportunity, what caused the cascading peg breach, and why being bearish on Strategy means being bearish on Bitcoin.
*In this episode:*
✅ Why STRC at $84 represents a 13.7% effective yield — and Sam Callahan's case for why the numbers say it recovers
✅ The cascading liquidation event explained — leveraged carry trades in traditional finance, not DeFi, hit the same level and broke the peg in a cascade from 90 to 82
✅ Why Strategy retiring convertible debt actually improved credit quality — and why the market got it backwards
✅ If you're bearish on Strategy, you're bearish on Bitcoin over the next five to ten years — Sam Callahan makes the case
✅ Three buckets for Bitcoin investors — self-custody Bitcoin, digital equity (MSTR), digital credit (STRC/SATA) — and who each is for
✅ Alexandre's framework: Strike offers Bitcoin-backed loans, Strategy issues digital credit — different sides of the same trade
✅ Odell's tweet — "never put yourself in a position where you need Bitcoin price to go up in the short term" — and why four analysts think that's exactly what Strategy has avoided
✅ BitGo hits Fortune 500 at #273 — and how the inventor of Bitcoin's 2-of-3 multisig became the first infrastructure play to go public
✅ Orange BTC's World Cup campaign — buying 1 Bitcoin for every Brazil goal
*TIMESTAMPS:*
00:00 Cold Open
01:58 Navigating BTC / MSTR Bear Market
02:34 STRC, SATA Digital Credit Price Shocks
18:29 Market (Over)Reactions To Strategy
20:24 The Role of Investor Relations
28:37 Durable Bitcoin Treasury Strategies
39:02 Bitcoiner Criticism of Treasuries
59:52 Competition vs. Collaboration in BTC
1:06:57 Expanding Leveraged BTC Exposure
1:10:02 Oranje's World Cup Promotion
1:12:48 BitGo's Impact on Bitcoin Adoption
*🎙️ Featured Guests:*
Sam Callahan — Director of Bitcoin Strategy and Research, OranjeBTC.
Follow Sam at https://twitter.com/@samcallah
OranjeBTC: https://oranjebtc.com
Nick Payton — VP of Marketing, BitGo.
Follow Nick at https://twitter.com/@NickDPayton
BitGo: https://bitgo.com
Alexandre Laizet — Board Director of Bitcoin Strategy, Capital B.
Follow Alexandre at https://twitter.com/@AlexandreLaizet
Capital B: https://cptlb.com/
*🤝 SUPPORT OUR SHOW:*
BitGo is the institutional-grade digital asset infrastructure trusted by thousands of institutions worldwide. A publicly traded company on the NYSE, BitGo offers regulated custody, OTC trading, financing, and settlement under one roof — and holds a federally chartered national bank license from the OCC. Learn more at https://bit.ly/bitGo
COLDCARD is the industry-leading Bitcoin hardware wallet. Secure your Bitcoin at https://bit.ly/coinkiteStore — use referral code 6BT to get 6% off at checkout!
Arch Lending offers the most transparent Bitcoin-backed borrowing experience in crypto — industry-leading rates from 8.49%, qualified custody, no rehypothecation, and verifiable segregated addresses. Simple terms and public pricing at every size. Learn more at https://bit.ly/archlending
XCE Connecting Excellence Group is the UK's listed Bitcoin treasury recruitment company — placing senior talent into Bitcoin companies globally and helping operating businesses build on a Bitcoin standard. Learn more at https://bit.ly/XCEio
Hemi — Activate compliant Bitcoin yield without leaving custody. Follow them at https://twitter.com/@hemi_xyz and learn more at https://bit.ly/hemiXYZ
*🔗 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.
🟠 Stay Orange.
...more
1h 19min
June 25, 2026 MSTR Is Getting Crushed — Did Saylor Hand The Bears A Weapon To Do It?
Soleil covers why Bitcoin bottoms in August when a hidden network war over blockchain spam reaches resolution, three hard fork scenarios and what Strategy does with 850K forked coins, why STRC is easier to short than SATA in a way that explains the current price divergence, Saylor's Bitcoin selling walkback and why it's giving haters legitimate fuel, and the tidal wave thesis — capital is receding before a Bitcoin tsunami.
Follow Soleil: https://twitter.com/@nithusezni YouTube: https://youtube.com/@nithuseznisezni | True North: https://youtube.com/@btctruenorth
CHAPTERS:
00:00 COLD OPEN
05:26 Spam War And Network Policy
13:20 BIP 110: Potential Outcomes
24:35 Game Theory & Bitcoin's Future
29:55 Community Divide On Treasury Companies
35:25 Saylor's Controversial Statements
42:24 Saylor's Impact on Bitcoin Adoption
45:14 mNAV Debates
52:36 Options Trading Strategies
1:02:32 AI & SpaceX Stealing The Spotlight

🏛️ Institutional custody & OTC at bit.ly/bitGo
🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore
🏦 Borrow against your BTC from 8.49% at bit.ly/archlending
💼 Bitcoin executive recruitment at bit.ly/XCEio
⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ

📊 Track every Bitcoin treasury company at bitcointreasuries.net
⚠️ Not financial advice. Do your own research.
🟠 Stay Orange.
...more
1h 9min

FAQs about The Bitcoin Treasury Podcast:

How many episodes does The Bitcoin Treasury Podcast have?

The podcast currently has 48 episodes available.