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Artwork for One Chair Podcast

One Chair Podcast (retired)

One Chair
Bitcoin
Microstrategy
MSTR
U.S. Public Debt
Bitcoin Treasury Companies
Metaplanet
SQNS
Strategy
STRK
Etfs
Inflation
STRC
Semler Scientific
Earnings Per Share
China
Convertible Bonds
Corporate Finance
S&P 500
Fixed Income Market
Wall Street

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 honor... more

PublishesTwice weeklyEpisodes15Foundeda year ago
Category
Business

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Artwork for One Chair Podcast

Latest Episodes

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 eve... more

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:

x.com/PunterJeff

Metaplanet Preferred S... more

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 M... more

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 accumulati... more

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 Bu... more

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 drive.google.com/file/d/1s7unahgxFpqGC8nki9IRO41IBmyNPDLb/view?usp... more

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 ... more

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:

- x... more

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Frequently Asked Questions About One Chair Podcast

What is One Chair Podcast about and what kind of topics does it cover?

The content focuses on Bitcoin treasury strategies and emerging companies that shape the landscape of corporate finance. It navigates through various market dynamics, emphasizing MSTR (MicroStrategy) and other Bitcoin treasury firms, including recent market shifts, earnings reports, and macroeconomic factors influencing investment strategies. The hosts provide insightful analysis on the innovative approaches these companies take, including dividend strategies and preferred equity issuance, aimed at maximizing returns in a volatile financial climate. Noteworthy is the emphasis on education within the podcast, targeting listeners interested in the intersection of cryptocurrency and corporate finance.

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How many episodes of One Chair Podcast are there?

One Chair Podcast launched a year ago and published 15 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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