Hey friends,
We’ve shifted the podcast to new links — a small move, but one that will help us keep delivering the highest-quality conversations about Bitcoin treasury strategies and the companies leading the way.
If you’ve been following along, you know this show is about more than balance sheets and BTC holdings — it’s about the visionaries shaping the future of corporate finance. We’d be honored if you’d take a moment to follow or subscribe at the new links so you don’t miss a single insight or story.
Your continued support helps keep this dialogue alive and growing, and I’m grateful to be on this journey with you.
Here are the new links to One Chair Podcast:
- Spotify: https://open.spotify.com/show/2AnTUGs4yjMwUxVSItYyZ2?si=d30ddc54c94741d0
- Apple Podcasts: https://podcasts.apple.com/us/podcast/one-chair-podcast/id1831827737
STRC’s Record Launch & Pricing Mechanism: Why It Could Be MSTR’s "iPhone Moment"
STRC has exploded onto the scene with a record $2.5B launch and it might just be Strategy’s “iPhone moment.” In this episode, we break down STRC’s pricing mechanism, dividend strategy, and how it could supercharge Bitcoin accumulation faster than ever. Slides presented: STRC’s Record Launch & Pricing Mechanism: Why It Could Be MSTR’s "iPhone Moment" - Slides Slideshttps://drive.google.com/file/d/15_UrCPByRlcDe7GcjsKK1igyGpJcKbqJ/view?usp=drive_link Big thanks to Lil Bubble for allowing us...
7 Aug 2025
MSTR Crashes After Earnings & Metaplanet’s Bold Move Explained
In this update, we discuss MSTR's drops after earnings, what could be behind the move? We break down the market reaction, Metaplanet’s bold play, and what’s next for Bitcoin treasury stocks. Mentions: https://x.com/PunterJeff Metaplanet Preferred Shares Overview and Examples of Jeff Walton's Charts: https://drive.google.com/file/d/1IyfwXFw-fxxOxqoBHsEZqHkjtISpLkdc/view?usp=drive_link Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg....
1 Aug 2025
MSTR Post-Earnings Talk: New Golden Age for MSTR Shareholders?
In this special post-earnings episode, we dive into Strategy’s massive Q2 EPS beat, the end of share dilution below 2.5x mNAV, the rise of the preferreds, and what it all means for shareholders and Bitcoin. Is this the start of a new golden age for MSTR investors? Slides presented: MSTR Post Q2 Earnings Talk - Slides https://drive.google.com/file/d/1xcT8QKneqQGU6kwY2AI7sEoigQ3GfWnB/view?usp=drive_link Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify....
29 Jul 2025
MSTR Earnings and H2 2025 Speculations
In this short piece, we dive into a speculative discussion on MSTR’s Q2 earnings and what’s ahead for H2 2025. We also explore key bullish catalysts for Strategy, Bitcoin, and whether this cycle is truly different from the past. Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg... DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only. Thank you for listening! Follow us on X: ht...
29 Jul 2025
Final MSTR Pre-Earnings Take: How Much Longer Can the Market Stay Blind?
In this pre-earnings breakdown, we dive into Strategy’s upcoming earnings report, some ChatGPT stock price predictions, the overlooked Bitcoin gains, and why the market is sleepwalking into a major surprise. From EPS beats to institutional accumulation and ATM issuance insights — this is everything you need to know before Strategy's earnings call on Thursday July 31st. Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg... DISCLAIMER: ...
In this episode, we break down MSTR's latest ATMs, dive deep into their new Preferred Equity STRC, and provide the latest updates on ALTBG. Slides presented: Episode 9 Slides https://drive.google.com/file/d/1s7unahgxFpqGC8nki9IRO41IBmyNPDLb/view?usp=drive_link Mentions: https://x.com/BitcoinPowerLaw https://x.com/levyuk Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg... DISCLAIMER: This is not is financial advice. This podcast is ...
17 Jul 2025
Episode 8: Macro Trends, MSTR's Flywheel Within a Flywheel & SQNS Updates
In this episode, we review key macro trends, focusing on U.S. debt and the M2 money supply, take a deep dive into MSTR’s at-the-market offerings, explore the 'flywheel within a flywheel' dynamic of its preferred shares strategy, and wrap up with the latest updates on SQNS. Slides presented: Episode 8 Slides https://drive.google.com/file/d/1JjaZ77hbfnqIwB4cvyp6wOMiQxQ_QVTv/view?usp=drive_link Mentions: https://x.com/ChrisMMillas Big thanks to Lil Bubble for allowing us to use his song: "One Ch...
10 Jul 2025
Episode 7: MSTR, SMLR, MTPLF News, Why MSTR Is Not a Ponzi & Qualitative Criteria Comparison
In this episode we go through Strategy, Semler Scientific and MetaPlanet's news of the week, we discuss why Strategy is not a Ponzi scheme and present qualitative criteria to help compare and analyze Bitcoin treasury companies. Mentions: - https://x.com/ChrisMMillas - https://x.com/PunterJeff Slides presented: Episode 7 Slides https://drive.google.com/file/d/1z0uAR1ZS7CppUMO4aBqP2j3BxdFif0EY/view?usp=drive_link Big thanks to Lil Bubble for allowing us to use his song: "One Chair": https://ope...
This episode analyzes Strategy preferred equities yields, the Strategy S&P500 potential inclusion, and differences between investing in spot Bitcoin, Bitcoin ETFs, and Bitcoin treasury companies, while discussing risks.
The hosts analyze STRK using Monte Carlo simulations, Semler Scientific news, BTC Prague Corporate Event highlights, and SmarterWeb Company valuation, offering insights into financial analysis.
The hosts analyze STRK, contrast Bitcoin Treasury Companies, and examine the Chanos Saga, offering insights into cryptocurrency investment strategies.
12 Jun 2025
Episode 3: Strategy's Preferred Equities and MetaPlanet's New Big Plan
The hosts analyze Strategy's preferred equities and MetaPlanet's new share plan, offering insights into their potential impact on current and future markets, with mentions of David Peterson and Jesse Myers.
5 Jun 2025
Episode 2: A Brief History of MSTR, mNAV and Flywheel Effect
This episode explores MicroStrategy's transformation into a Bitcoin treasury company, defines mNAV, and illustrates the flywheel effect, offering insights into corporate Bitcoin strategies.
5 Jun 2025
Episode 1: Introducing One Chair Podcast
The hosts introduce One Chair Podcast and explain Bitcoin treasuries, exploring their function and utility for listeners.
22 May 2025
Teaser
The One Chair Podcast releases a teaser episode to promote their upcoming content and thank LilBubble for the use of his song.
Reach and audience
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YouTube views
5,386
Score snapshot 15 Sept 2025
Podcast Authority Score: 30 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
30
Social presence
0
YouTube
74
Engagement
0
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