The Bitcoin Treasury Podcast

About The Bitcoin Treasury Podcast

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 surface-level crypto news to deliver sophisticated breakdowns of treasury strategies, company financials, and market dynamics that institutional investors and analysts actually care about. 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. 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. New episodes weekly. Subscribe now to stay ahead of the corporate Bitcoin adoption curve.

Publisher

bitcointreasuries

Category

business · news

Language

en

Explicit

No

First episode

11 Feb 2026

Latest episode

2 Sept 2026

Latest episodes

48 episodes in the feed.

1. 

   2 Sept 2026

   Smart Money Is On The Wrong Side Of Bitcoin

   Michael Sullivan joins the show to explain why he published the most bullish piece of his bear market at $63K, and why Bitcoin ripped 15% in 48 hours right after. Michael spent thirteen years as a fintech engineer and writes fiction on the side, and he's turned both into a methodology: measuring the emotion in how Bitcoiners actually talk, cohort by cohort, week by week. His argument is that when every trader is bored, fearful, and rotating into AI and quantum, that isn't a bear signal. TIMESTAMPS:0:00 Intro0:21 From boredom to a 15% move in 48 hours2:34 Why apathy produces the biggest moves5:27 The trader cohort and the rotation to AI and quantum7:35 The price heat map: nobody talking about price9:55 Bessent, liquidity, and why narratives get rewritten12:26 From fintech engineer and novelist to language analysis15:50 What he actually measures19:13 Signal versus noise: bots, aggregators, and cohorting by hand22:15 Why MSTR holders got more convicted25:51 Fundamentalists versus capitalists28:40 The treasury investor is a different investor31:59 Modeling institutional sentiment34:56 Why X is the highest-signal source36:29 BIP 110 and the echo chamber40:52 mNAV is sentiment44:52 STRC narrative volatility49:08 The bear case: what would flip him50:38 Fading the four-year cycle54:50 Is the four-year cycle dead?57:14 Where to follow Michael 🎙️ Featured Guest: Michael Sullivan — author of Bitcoin Sentiment Weekly, fintech engineer, and novelist Kalshi Perps Sign up at https://kalshi.com/p/bitcointreasuriesPlease carefully consider if it is appropriate for you in light of your personal financial circumstances. Kalshi products are not available in all jurisdictions. See kalshi.com/regulatory for more information. Leverage amplifies both potential gains and potential losses, and losses can exceed the amount deposited. Leverage limits are determined by KalshiEX LLC or the FCM based on its own risk assessment and each customer's individual risk profile, and are subject to change. Perpetual Futures are listed on Kalshi Ex LLC, a CFTC-regulated exchange, and may be traded directly as an exchange member or through an approved broker. This video is sponsored by Kalshi. 🤝 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 https://twitter.com/@hemi_xyz and learn more at https://hemi.xyz

2. 

   19 Aug 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 Open00:52 Trading Since the Eighties01:51 The iBit Turning Point02:52 The Argument Wall Street Can No Longer Make05:08 Why 1% Bitcoin Doesn't Move the Needle06:30 The HEAT Formula08:54 The Hard Money Hedge10:58 What Actually Broke the Treasury Trade12:30 Bitcoin Fell 50%, the S&P Fell 60%15:24 How to Play Pre-Merger SPACs20:44 Why He Hates Covered Calls22:27 All of Bitcoin's Upside, Not Most of It25:41 Partnering With Strive on Digital Credit28:06 A Million Dollars and $40,000 a Year30:02 Inside the Leveraged Credit ETF34:58 Why Volatility Isn't Maturing Yet38:01 Schiff, Pomp, and the Debate That Misses45:27 Wiped Out at 2148:15 Zero Percent Bonds at 5750:14 The Longevity Problem Nobody Plans For51:46 Grading Powell, Sizing Up Warsh53:56 Guys Like You Are Screwed56:36 Where to Find Matt 🎙️ Featured Guest:Matt Tuttle — CEO, Tuttle Capital Management Kalshi Perps Sign up at https://kalshi.com/p/bitcointreasuriesPlease carefully consider if it is appropriate for you in light of your personal financial circumstances. Kalshi products are not available in all jurisdictions. See kalshi.com/regulatory for more information. Leverage amplifies both potential gains and potential losses, and losses can exceed the amount deposited. Leverage limits are determined by KalshiEX LLC or the FCM based on its own risk assessment and each customer's individual risk profile, and are subject to change. Perpetual Futures are listed on Kalshi Ex LLC, a CFTC-regulated exchange, and may be traded directly as an exchange member or through an approved broker. This video is sponsored by Kalshi. 🤝 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

3. 

   7 Aug 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.

Contact The Bitcoin Treasury Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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