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One Chair Podcast

One Chair Podcast
Bitcoin
Microstrategy
STRC
Metaplanet
Strategy
MSTR
Strive
Bitcoin Treasuries
Lightning Network
Tesla
SATA
S&P 500
Capital B
Earnings Call
Bitcoin Treasury
Equity Guidance
Michael Saylor
STRK
Federal Reserve
Financial Strategy

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.

PublishesTwice weeklyEpisodes97Foundeda year ago
Number of ListenersCategory
Business

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Artwork for One Chair Podcast

Latest Episodes

In this episode, Adrian Morris returns to discuss one of the biggest questions facing MSTR (Strategy) and every Bitcoin treasury company: Can a pure Bitcoin strategy survive long term?

Adrian shares several contrarian views on Bitcoin treasury compa... more

Strategy has built a $3 billion cash reserve to strengthen its preferred securities.

But does becoming safer come at the cost of what made MSTR unique in the first place?

In this episode of the One Chair Podcast, we sit down with Jody Flournoy, co-... more

Capital B is preparing to bring the Strategy playbook to Europe, with plans to expand its Bitcoin balance sheet and build a new generation of Bitcoin-backed credit products.

In this episode, Alexandre Laizet joins us to explain Capital B’s long-term... more

Strategy just sold 3,588 Bitcoin, Bitcoin treasury stocks are under pressure, and a new battle is unfolding between corporate Bitcoin adoption and hedge funds.In this episode, Richard Byworth joins us to break down Strategy's latest Bitcoin sale, why... more

Metaplanet is getting crushed, Strategy (MSTR) is under pressure, and Bitcoin treasury stocks are being stress-tested in real time.

In this episode, Peter Duan joins us to break down what’s really happening across Bitcoin treasury companies, why Met... more

Strategy (MSTR) has announced major updates that could significantly impact both common shareholders and preferred investors.

In this episode, we break down the company's new USD Reserve Policy, STRC dividend changes, Bitcoin monetization program, a... more

Can AI detect when Bitcoin is about to top or bottom?

In this episode of the One Chair Podcast, I sit down with Michael Sullivan, author of Blood of the Bourgeoisie and creator of one of the most fascinating AI-driven Bitcoin sentiment analysis mode... more

What if Metaplanet isn't just copying Strategy, but building something even bigger?

In this conversation with Bitcoin Pharaoh, we explore why Metaplanet's long-term vision could make it one of the most important Bitcoin Treasury companies in the wor... more

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Recent Guests

Michael Sullivan
Author of Blood of the Bourgeoisie; researcher of sentiment in the Bitcoin space
Independent researcher / author
Episode: MSTR’s Biggest Signal Isn’t on the Chart
Adrian Morris
Long time Bitcoiner and founding member of True North
True North/MSTR True North
Episode: What If Everyone Is Measuring MSTR Wrong?
Joe Burnett
Vice President of Bitcoin Strategy at Strive
Strive
Episode: The 13% Yield Machine That Could Send Bitcoin to $1.6M
Avik Roy
Co-founder and chairman of the Foundation for Research on Equal Opportunity (Freopp); Chief Strategy Officer at Strive
Strive; Freopp
Episode: Strive’s Secret Weapon Could Supercharge Its Bitcoin Strategy
Tyler Compiler
Guest with expertise in Bitcoin treasuries and Bitcointreasuries.net
Bitcointreasuries.net
Episode: Michael Saylor Wants to RIP the Wings Off MSTR Shorts
Chase Palmieri
COO at Sovana and founder of Acropolis
Sovana; Acropolis
Episode: MSTR at 6x mNAV? The Buyback Mechanism Bears Aren’t Ready For
Cris Reed
Long‑time Bitcoiner and host of the Bitcoin Mindset Podcast
Bitcoin Mindset Podcast
Episode: The 11.5% Savings Account That Could Break Banking
Freddie New
CEO at B-Hodl; Chief Policy Officer at Bitcoin Policy UK
B-Hodl; Bitcoin Policy UK
Episode: AI Agents Are Using Bitcoin… Why Treasuries Are Preparing Now
Shone Anstey
Founder and CEO at LQWD Technologies
LQWD Technologies
Episode: AI Agents Are Using Bitcoin… Why Treasuries Are Preparing Now

Host

Quentin
Co-host

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Talking Points

Recent interactions between the hosts and their guests.

Bitcoin, Tesla & Strategy: Soleil’s MSTR Q3 Key Takeaways
Q: What were Soleil's initial impressions of Bitcoin and how did he get into options trading?
He describes being drawn to Bitcoin through a friend and gradually learning options via YouTube and trading channels, which led to a focus on premium trades and later recognizing the broader implications of upside versus limited upside in their strategies.
Bitcoin’s Strongest Setup Yet: Stephan Livera on OranjeBTC, Strategy & Bitcoin Treasuries
Q: What are your thoughts on proof of reserves for treasuries?
Stephan discusses the trade-offs between transparency and security, acknowledging the long-term trend toward proof of reserves while considering the risks of public on-chain addresses and potential doxxing of investor coins.
Bitcoin’s Strongest Setup Yet: Stephan Livera on OranjeBTC, Strategy & Bitcoin Treasuries
Q: Switching gears, did you manage to catch Michael Saylor's keynote at Bitcoin Mina?
Stephan describes the keynote as an interesting shift toward a money-account concept and notes the broader discussion around stablecoins and fiat integration within Bitcoin treasury strategies.
Bitcoin’s Strongest Setup Yet: Stephan Livera on OranjeBTC, Strategy & Bitcoin Treasuries
Q: Is there a roadmap that you already have for Oranje?
Stephan indicates there isn't a concrete public roadmap yet but notes ongoing discussions about potential products like preferred shares and continued evaluation of liquidity and timing.
Bitcoin’s Strongest Setup Yet: Stephan Livera on OranjeBTC, Strategy & Bitcoin Treasuries
Q: Can you briefly tell us how you got into Bitcoin and as a second step into the Bitcoin treasury space?
Stephan describes his libertarian and Austrian economics roots, his early exposure to Bitcoin through reading and listening during 2012-2013, and his gradual deepening interest that led him to engage with Bitcoin treasury concepts and eventually OranjeBTC.

Audience Metrics

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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?

A rigorous, data-driven focus on corporate treasuries and Bitcoin: episodes repeatedly explore which companies are accumulating Bitcoin, how they manage treasuries, and the market and policy forces shaping these strategies. Discussions span S&P 500 index dynamics, Bitcoin treasury vehicles, and notable players like MicroStrategy and Metaplanet, with attention to capital-raising, preferred equity, and the evolving regulatory/economic backdrop. The show often ties market behavior to treasury decisions, offering listeners practical angles on investment positioning, risk, and the implications of large corporate Bitcoin holdings for the broader financial landscape. A few episodes weave in macro trends and policy shifts (e.g., inflation targets, ... more

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Which podcasts are similar to One Chair Podcast?

These podcasts share a similar audience with One Chair Podcast:

1. THE Bitcoin Podcast
2. What Bitcoin Did
3. Swan Signal Live - A Bitcoin Show
4. Coin Stories with Natalie Brunell
5. The Jack Mallers Show

How many episodes of One Chair Podcast are there?

One Chair Podcast launched a year ago and published 97 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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What guests have appeared on One Chair Podcast?

Recent guests on One Chair Podcast include:

1. Michael Sullivan
2. Adrian Morris
3. Joe Burnett
4. Avik Roy
5. Tyler Compiler
6. Chase Palmieri
7. Cris Reed
8. Freddie New

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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