One Chair Podcast
Your guide to the companies stacking Bitcoin. We track the corporate treasuries holding Bitcoin and explore their strategies. We bring you all the insights, stories, and numbers that are reshaping treasury management in the age of Bitcoin. Whether you’re an investor, Bitcoiner, or finance pro, stay informed on who’s buying, holding, and leading Bitcoin adoption at the highest levels.
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Strategy’s STRC: The Ultimate Bear Market Bitcoin Accumulation Weapon
<p>Strategy (MSTR) is buying Bitcoin aggressively in the bear market, and STRC might be their most powerful weapon yet.</p><p>In this episode of One Chair, we break down Strategy’s latest Bitcoin purchases after raising $169M through STRC issuance + common stock ATM, allowing them to acquire roughly 2,500 BTC at an average price near $67,000.</p><p>We also dive into why STRC has stayed pegged around $100 even while Bitcoin is down ~30%, how Strategy is using dividend adjustments (now 11.25%) to stabilize the product, and why this structure could become a long-term Bitcoin accumulation machine regardless of market conditions.</p><p>...
This New Bitcoin Treasury Model Could Unlock 300,000 BTC
<p>Bitcoin Treasuries 2.0 is here, and the next financial revolution may be built on Bitcoin-backed credit.</p><p><br></p><p>In this episode, we sit down with Sander Andersen, founder behind H100 Group, to break down the future of Bitcoin treasury companies, how they raise capital, and why the next wave of innovation could come from Bitcoin-backed credit products, preferred shares, and institutional-grade collateral structures.</p><p>Sander explains how H100 evolved from a HealthTech company into a Bitcoin treasury vehicle, why Sweden became the launchpad, and how a new concept — a Bitcoin Treasury Alliance — could unlock massive scale by p...
This Is How Strategy Wins Bear Markets
<p>Bitcoin just crashed to $60K, and Strategy (MSTR) still kept buying. But why didn’t they buy the dip at the bottom?</p><p>In this episode, we break down Strategy’s latest $90M ATM issuance, their 1,142 BTC purchase at ~$79K, and what this means for their Bitcoin treasury model moving forward.</p><p>We also dive deep into the growing importance of STRC (Strategy’s preferred stock), why trading volume is surging, and how Strategy may be on the verge of unlocking another massive round of Bitcoin accumulation.</p><p>Despite brutal market sentiment, the key takeaway is clear...
The Shocking Reason AI Will Force the World Onto Bitcoin (w/ Cern Basher)
<p>AI is moving faster than anyone expected… and it may trigger the biggest economic shift in human history.</p><p>In this episode, we sit down with Cern Basher to break down why Tesla Optimus humanoid robots, Tesla Robotaxis, and AI agents could double GDP, reshape global labor markets, and accelerate a Bitcoin supercycle.</p><p>We also dive deep into why Bitcoin may become the world’s AI security layer, acting as a real-world constraint system for autonomous bots operating online. If AI consumes compute… and Bitcoin prices compute… what happens when trillions of AI agents enter the economy...
Everyone Thinks MSTR Will Sell Bitcoin. They’re Wrong. (w/ Matt Cole)
<p>Bitcoin is crashing, sentiment is collapsing, and the market is filled with rumors that Strategy (MSTR) could be forced to sell Bitcoin. Matt Cole (CEO of Strive) explains why that narrative is pure FUD.</p><p>In this episode, we sit down with Matt Cole to break down the Bitcoin bear market, why he believes this drawdown will likely be shorter than past cycles, and how Bitcoin treasury companies like Strategy and Strive are using digital credit / preferred equity to survive volatility without liquidation.</p><p>Matt also shares his incredible story: from managing $70B in fixed income at...
Gen Z Was Set Up to Fail — Bitcoin Is the Escape
<p>Gen Z was handed a broken financial system — but Bitcoin might be the escape.</p><p><br></p><p>In this episode, we sit down with Halston Valencia, co-founder of Bolt and marketing lead at Bitcoin Well, to break down why college never taught us how money really works, how Bitcoin treasuries are changing finance, and why Bitcoin represents hope for the next generation.</p><p><br></p><p>We talk about:</p><p>- Why Gen Z feels locked out of the system</p><p>- The book universities don’t want you reading (Broken Money)</p><p>- St...
Bitcoin Crash Chaos — Strategy (MSTR) Is Buying Anyway
<p>Bitcoin is crashing but Strategy (MSTR) isn’t slowing down.</p><p><br></p><p>While markets panic and Bitcoin drops toward key levels, Strategy just bought more Bitcoin, raised capital, and kept its STRC dividend flywheel running.</p><p><br></p><p>In this episode, we break down:</p><p>- Why Strategy keeps buying Bitcoin during a market crash</p><p>- How STRC dividends allow continued accumulation even at lower prices</p><p>- Why liquidation fears around MSTR are completely misunderstood- What Bitcoin trading near Strategy’s average cost actually means</p><p>- Why this...
Why Bitcoin Treasury Companies BOOST Adoption (Even If You Hate Them)
<p>Bitcoin treasury companies are one of the most controversial topics in Bitcoin today and also one of the most misunderstood.</p><p>In this episode, we sit down with Boyd Cohen, CSO of ArcadiaB (the first Bitcoin treasury company in Mexico) and author of Bitcoin Singularity, to break down why Bitcoin treasury companies actually ACCELERATE adoption, even if you hate them.</p><p>From banks flipping on Bitcoin, to Walmart accepting BTC, to pension funds, family offices, and fixed-income Bitcoin products, Boyd explains why Bitcoin is crossing the chasm into the mainstream faster than most people realize.</p><p>...
Strategy Keeps Buying Bitcoin in a Bearish Market — STRC Dividend Hike Coming?
<p>Strategy (MSTR) just bought another $264 million worth of Bitcoin, even as markets turn bearish and sentiment collapses. In this episode of One Chair, we break down what this latest MSTR Bitcoin purchase really means, why STRC has de-pegged from $100, and whether a STRC dividend hike is about to restart Strategy’s Bitcoin flywheel.</p><p><br>We also discuss:</p><p>• Why Strategy’s Bitcoin buying slowed last week</p><p>• How STRC’s de-peg could impact future Bitcoin accumulation</p><p>• Whether Michael Saylor might raise STRC dividends by 25–50 bps</p><p>• The upcoming earnings blackout period and what it means fo...
Europe’s MSTR? Capital B’s Bitcoin ‘Nuclear Reactor’ Strategy Explained
<p>What if one company buying Bitcoin consistently can remove the possibility of short-term bear markets?</p><p>In this episode, we sit down with Alexandre Laizet (Board Director of Bitcoin Strategy at Capital B, Europe’s first Bitcoin treasury company) to break down the next evolution of the Bitcoin treasury playbook, from Bitcoin-denominated convertible bonds (“the nuclear reactor”) to the rise of digital credit and perpetual preferred share-style instruments inspired by Strategy, formerly known as MicroStrategy (MSTR).</p><p>Alexandre explains how Capital B went from 15 BTC to ~2,800 BTC, why BTC yield is still the key KPI, and how the in...
