The Bitcoin Treasury Podcast
Claim This Podcastby bitcointreasuries
Podcast Overview
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>The Bitcoin Treasuries Podcast</strong> brings you insider-level analysis of the corporate Bitcoin adoption revolution. Hosted by Tyler Rowe of BitcoinTreasuries.net, this show goes beyond surface-level crypto news to deliver sophisticated breakdowns of treasury strategies, company financials, and market dynamics that institutional investors and analysts actually care about.</p> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">BitcoinTreasuries.net is the most-cited source for Bitcoin corporate holdings data, trusted by financial publications including The New York Times, CoinDesk, Yahoo Finance, Investopedia, and Seeking Alpha. Our weekly content features exclusive interviews with treasury company executives, deep-dive company analyses using SEC filings and earnings calls, and the Bitcoin Treasury Roundtable—a recurring panel discussion with industry experts Pierre Rochard and Alexandre Laizet breaking down the week's most important developments.</p> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Whether you're tracking MSTR's latest digital credit offering, evaluating emerging treasury plays, or understanding how the Bitcoin supply vacuum is reshaping corporate finance, this podcast delivers the institutional-grade insights you need. Perfect for executives, investors, financial analysts, and anyone serious about understanding Bitcoin as corporate treasury reserve asset.</p> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">New episodes weekly. Subscribe now to stay ahead of the corporate Bitcoin adoption curve.</p>
Language
🇺🇲
Publishing Since
2/11/2026
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Recent Episodes
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.
July 9, 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.
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 Open01:58 Navigating BTC / MSTR Bear Market02:34 STRC, SATA Digital Credit Price Shocks18:29 Market (Over)Reactions To Strategy20:24 The Role of Investor Relations28:37 Durable Bitcoin Treasury Strategies39:02 Bitcoiner Criticism of Treasuries59:52 Competition vs. Collaboration in BTC1:06:57 Expanding Leveraged BTC Exposure1:10:02 Oranje's World Cup Promotion1:12:48 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 ow
41 total episodes available
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Frequently asked questions
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- What is The Bitcoin Treasury Podcast?
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>The Bitcoin Treasuries Podcast</strong> brings you insider-level analysis of the corporate Bitcoin adoption revolution. Hosted by Tyler Rowe of BitcoinTreasuries.net, this show goes beyond surface-level crypto news to deliver sophisticated breakdowns of treasury strategies, company financials, and market dynamics that institutional investors and analysts actually care about.</p> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">BitcoinTreasuries.net is the most-cited source for Bitcoin corporate holdings data, trusted by financial publications including The New York Times, CoinDesk, Yahoo Finance, Investopedia, and Seeking Alpha. Our weekly content features exclusive interviews with treasury company executives, deep-dive company analyses using SEC filings and earnings calls, and the Bitcoin Treasury Roundtable—a recurring panel discussion with industry experts Pierre Rochard and Alexandre Laizet breaking down the week's most important developments.</p> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Whether you're tracking MSTR's latest digital credit offering, evaluating emerging treasury plays, or understanding how the Bitcoin supply vacuum is reshaping corporate finance, this podcast delivers the institutional-grade insights you need. Perfect for executives, investors, financial analysts, and anyone serious about understanding Bitcoin as corporate treasury reserve asset.</p> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">New episodes weekly. Subscribe now to stay ahead of the corporate Bitcoin adoption curve.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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