- 117
- Episodes
- 3
- Ratings
- Weekly
- Cadence
- 2025
- First episode
About 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.
- Publisher
- One Chair Podcast
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 10 Aug 2025
- Latest episode
- 19 Oct 2026
Latest episodes
117 episodes in the feed.
19 Oct 2026
MSTR Is Buying Back STRC. ASST Is Buying 4,045 Bitcoin.
Strive is closing in on becoming the world's #2 Bitcoin Treasury company. But can its explosive growth continue?In just 13 months, Strive (ASST) has gone from holding zero Bitcoin to potentially accumulating over 44,000 BTC, challenging Metaplanet for the second-largest publicly traded corporate Bitcoin treasury. And with its massive $700 million SATS IPO, Strive is opening another capital-raising engine that could accelerate its Bitcoin accumulation even further. Meanwhile, Strategy (MSTR) has spent over $1+ billion buying back STRC preferred shares, yet the stock continues to struggle to return to its $100 par value. Is Strategy's Digital Credit model running into trouble? Has Strive built a better Bitcoin accumulation machine? And could preferred equities fundamentally transform capital markets? In this episode of One Chair Podcast, we're joined by Tyler Rowe, Head of Content at BitcoinTreasuries.net, to break down the latest developments reshaping the Bitcoin Treasury industry. 🔥 What we cover: - Strive's incredible Bitcoin accumulation: How ASST could reach over 44,000 BTC and challenge Metaplanet for the #2 position. - The $700M SATS IPO: Why Strive's new preferred stock offers an effective yield of approximately 15%, and the risks investors shouldn't ignore. - Strategy's STRC buybacks: Why more than $1 billion in repurchases hasn't restored the preferred stock to par. - STRC vs SATA vs SATS: How these Digital Credit instruments compare in yield, risk, capital structure, and Bitcoin coverage. - The race to 100,000 BTC: Could Strive reach this milestone by the end of 2027? - Bitcoin amplification: Why Strive's preferred equity strategy could generate outsized returns for common shareholders in a Bitcoin bull market. - Metaplanet's US expansion: How Super Planet (SUPA) could unlock access to American capital markets. - The future of Bitcoin Treasury companies: Why perpetual preferred equities could become a defining financial innovation of this cycle. Follow our guest: - Tyler Rowe: https://x.com/TylerCompiler - BitcoinTreasuries.net: https://x.com/BTCtreasuries- BitcoinTreasuries.net: https://www.youtube.com/@BitcoinTreasuriesNet - BitcoinTreasuries.net: https://bitcointreasuries.net/ - Treasury Orange: https://www.youtube.com/@UCXA4-UZCUf87wBA6TromGxQ 00:00 Intro: Strategy, Strive & the Bitcoin Treasury Race 01:16 Strategy's STRC Buyback: Is It Working? 02:33 Should Strategy Raise STRC's 12% Dividend? 06:01 Are STRC Buybacks Signaling Weakness? 10:08 What Happens to STRC if Bitcoin Hits $100K? 10:58 Strive's Explosive Growth: 4,045 BTC in One Week 13:34 Why Strive Is the Fastest-Growing Bitcoin Treasury 15:42 SATS Explained: Is a 15% Yield Worth the Risk? 19:00 Can SATS Push SATA Back to $100 Par? 24:20 Could Strive Become the Next Strategy? 26:59 Can Strive Reach 100,000 BTC by 2027? 30:17 Bitcoin Amplification: Strive vs Strategy 32:26 Metaplanet's US Expansion: Super Planet (SUPA) 35:23 The Future of Bitcoin Treasury Companies 38:16 Where to Follow Tyler Rowe & BitcoinTreasuries.net Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81 DISCLAIMER: 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 Follow the crew on X: - Yves: https://x.com/GrafYves - Quentin: @quentinisonx - Dario: @dariostackssats Referral links: - Roxom: https://roxom.com/auth/signup?referral=a7m4wx
15 Oct 2026
ASST's New 15% SATS Preferred: Higher Yield, Higher Risk?
Is Wall Street mispricing Bitcoin-backed credit? And could the next wave of institutional adoption fundamentally change how investors own Bitcoin? Digital Credit is expanding rapidly. Strive (ASST) is introducing SATS, a new perpetual preferred stock offering a 15% dividend. Smarter Web (SWC) has launched MORE in the UK. And Strategy (MSTR) continues to reshape the market with STRC. In Episode 6 of Inside the Walls, we explore the accelerating evolution of Bitcoin Treasury companies, the institutional opportunity in Digital Credit, the macroeconomic forces shaping Bitcoin's next move, and why the future of Bitcoin custody might look very different from what many Bitcoiners imagined. In this episode: 🔸 The Digital Credit Revolution: Strive's new SATS preferred stock, offering a 15% dividend, and what its introduction means for SATA, Strategy's STRC, and the broader Bitcoin credit market. 🔸 Smarter Web's MORE Launch: Why TOBAM participated in the £10 million offering, how institutional investors evaluate its risk-adjusted returns, and why European Digital Credit could become a major opportunity. 🔸 Is STRC Fundamentally Mispriced? André Dragosch examines Strategy's credit rating, dividend yield, and the potential disconnect between Bitcoin-backed securities and traditional high-yield markets. 🔸 The Next Institutional Asset Class: Could Bitcoin-backed perpetual preferred stocks eventually become part of diversified credit ETFs, institutional portfolios, and traditional income strategies? 🔸 Inflation, the Fed & Bitcoin: With US inflation accelerating and financial conditions tightening, could Bitcoin and Bitcoin Treasury companies benefit from a rotation away from expensive equities, AI stocks, and gold? 🔸 The Future of Bitcoin Custody: Following a reported Ledger supply-chain compromise, we challenge one of Bitcoin's most deeply held principles: Not your keys, not your coins. Is institutional custody inevitable as Bitcoin adoption scales? Bitcoin is no longer simply entering traditional finance through ETFs. It is beginning to reshape the instruments, capital structures, and institutions operating within it. Follow the crew on X: - Alexandre Laizet: https://x.com/AlexandreLaizet - André Dragosch: https://x.com/Andre_Dragosch - Yves Choueifaty: https://x.com/YChoueifaty - Valentin Kosanovic: https://x.com/Kosanovic_V Follow Capital B on Youtube: https://www.youtube.com/@UCEXICiXdOXjh0jigU64inPg 00:00 Bitcoin Market Update: Inflation, MSTR, Strive & Smarter Web 03:05 The Digital Credit Revolution: STRC, SATA, SATS & MORE 07:25 Smarter Web's MORE: Was the £10M Launch a Success? 12:37 Can Bitcoin-Backed Credit Become an Institutional ETF? 15:52 Retail vs. Institutional Demand: Who Will Drive Digital Credit? 23:24 Can Credit Ratings Unlock Institutional Bitcoin Adoption? 27:38 Is STRC Mispriced? Bitcoin Credit vs. Traditional High-Yield Bonds 31:41 Why SATS Actually Strengthens SATA 39:05 Strive's 15% SATS Dividend: Is the Yield Sustainable? 41:39 Inflation Shock: Will the Fed Raise Interest Rates Again? 45:53 When Could Billions Rotate Into Bitcoin? 47:15 TOBAM Challenges “Not Your Keys, Not Your Coins” 51:40 Is Institutional Bitcoin Custody Inevitable? 55:55 How TOBAM Secured Bitcoin Before Institutional Custodians 58:03 The Future of Bitcoin Custody: Multisig vs. Self-Custody 59:42 Final Thoughts: Bitcoin's Institutional Future Follow us on: - X: https://x.com/OneChairPod -Youtube: https://www.youtube.com/@OneChairPod Follow the One Chair crew on X: - Yves: https://x.com/GrafYves - Quentin: @quentinisonx - Dario: @dariostackssats DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only. Thank you for listening!
13 Oct 2026
MSTR Started a Revolution. This CEO Wants to Orange-Pill an Entire Industry.
What if a Bitcoin Treasury company could disrupt an entire industry? XCE (Connecting Excellence Group) nearly doubled its revenue with one acquisition, added Bitcoin to its balance sheet, and increased Bitcoin per share. CEO Scott Ellam says this is only the beginning. In this One Chair Podcast episode, we sit down with XCE founder and CEO Scott Ellam to explore an ambitious new business model in the Bitcoin Treasury space. Unlike Bitcoin Treasury companies focused on capital markets, XCE is combining two powerful growth engines: acquiring profitable, cash-generating recruitment businesses and accumulating Bitcoin on its balance sheet. With its first acquisition, XCE has already demonstrated what this model can achieve: 🔥 97.4% increase in pro forma annual revenue, reaching approximately £3.63 million 🔥 8.216 BTC added through the acquisition of James Gray Recruitment & Engineering 🔥 Approximately £150,000 net cash cost to complete the acquisition 🔥 Over 81 BTC on the balance sheet 🔥 11.26% Bitcoin Yield for the quarter But the ambitions go much further. Scott outlines XCE's roadmap toward 100, 200, 500, and eventually 1,000 BTC, alongside revenue milestones of £10 million, £25 million, £50 million, and £100 million. And perhaps most importantly, we discuss how XCE's decentralized acquisition model could accelerate corporate Bitcoin adoption far beyond the recruitment industry. In this episode, we explore:→ How XCE's double flywheel combines Bitcoin accumulation with profitable business acquisitions→ Why XCE's first acquisition nearly doubled revenue while increasing Bitcoin per share→ How decentralized M&A could transform the executive recruitment industry→ XCE's roadmap toward 1,000 BTC and £100 million in annual revenue→ Whether XCE could eventually issue its own Digital Credit instrument→ What STRC, SATA, and MORE mean for the future of Bitcoin-backed financial products→ How a Bitcoin bull market could accelerate XCE's growth strategy→ Why executive recruitment could become an unexpected catalyst for global corporate Bitcoin adoptionFollow our Guest:- Scott Ellam: https://x.com/btconlyscott- XCE - Connecting Excellence: https://x.com/XCEofficial- XCE - Connecting Excellence: https://www.linkedin.com/company/xce-connecting-excellence/- XCE - Connecting Excellence: https://xce.io/ - Scott's presentation at Bitcoin Treasuries Conference: https://www.youtube.com/live/DxNiM5st20o?si=I10RB6MhZoJlCSX-&t=916200:00 Introduction: Scott Ellam, CEO of XCE01:30 XCE's Double Flywheel: Bitcoin Treasury Meets Business Acquisitions05:42 XCE's First Acquisition: Doubling Revenue and Growing Bitcoin per Share10:36 Why the Recruitment Industry Is Perfect for Bitcoin Adoption11:52 Bitcoin Treasury M&A: Why Industry Expertise Matters15:31 XCE's Roadmap: 100 to 1,000 BTC and £100M in Revenue17:58 The Next Milestone: Scaling XCE and Reaching More Recruiters21:32 Could XCE Become a Bitcoin-Backed Financial Powerhouse?24:23 Digital Credit: Could STRC, SATA and MORE Fit XCE's Strategy?27:12 Will XCE Issue Its Own Digital Credit Instrument?30:32 How Smarter Web Is Paving the Way for UK Bitcoin Treasuries32:18 Is Bitcoin Adoption Accelerating in the Recruitment Industry?37:01 What Happens to XCE in the Next Bitcoin Bull Market?39:45 XCE's Acquisition Strategy and Bitcoin Recruitment Opportunities41:27 Where to Find Scott Ellam and XCEBig 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/OneChairPodSubscribe on YouTube: https://www.youtube.com/@OneChairPodOr on Apple Podcasts: https://podcasts.apple.com/us/podcast/one-chair-podcast/id1831827737Follow the crew on X:- Yves: https://x.com/GrafYves- Quentin: @quentinisonx- Dario: @dariostackssats
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