#  @OneChairPod One Chair One Chair posts on X about bitcoin, $mstr, $btc, $strc the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1921273046431625216/interactions)  - [--] Week [------] +276% - [--] Month [------] +262% - [--] Months [-------] +1,232% ### Mentions: [--] [#](/creator/twitter::1921273046431625216/posts_active)  - [--] Week [--] -38% - [--] Month [--] +13% - [--] Months [---] +169% ### Followers: [---] [#](/creator/twitter::1921273046431625216/followers)  - [--] Week [---] +8.50% - [--] Month [---] +31% - [--] Months [---] +262% ### CreatorRank: [-------] [#](/creator/twitter::1921273046431625216/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #5855 [finance](/list/finance) 46% [stocks](/list/stocks) 46% [technology brands](/list/technology-brands) 16% [automotive brands](/list/automotive-brands) 11% [social networks](/list/social-networks) 8% [exchanges](/list/exchanges) 2% [countries](/list/countries) 1% [celebrities](/list/celebrities) 1% [currencies](/list/currencies) 1% **Social topic influence** [bitcoin](/topic/bitcoin) #2466, [$mstr](/topic/$mstr) #398, [$btc](/topic/$btc) #577, [$strc](/topic/$strc) #73, [$mtplf](/topic/$mtplf) #5, [money](/topic/money) 10%, [dividend](/topic/dividend) 10%, [youtube](/topic/youtube) 8%, [$tsla](/topic/$tsla) #342, [$asst](/topic/$asst) 6% **Top accounts mentioned or mentioned by** [@cernbasher](/creator/undefined) [@strategy](/creator/undefined) [@saylor](/creator/undefined) [@strategys](/creator/undefined) [@uncledividends](/creator/undefined) [@hillerydan](/creator/undefined) [@bucktoken](/creator/undefined) [@nithusezni](/creator/undefined) [@anilpatel](/creator/undefined) [@zynxbtc](/creator/undefined) [@pauljoy1](/creator/undefined) [@h100group](/creator/undefined) [@strive](/creator/undefined) [@colemacro](/creator/undefined) [@guy026](/creator/undefined) [@halstonvalencia](/creator/undefined) [@bitcoinwell](/creator/undefined) [@staybolted](/creator/undefined) [@sanderandersenn](/creator/undefined) [@colemacros](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Tesla, Inc. (TSLA)](/topic/$tsla) [Asset Entities Inc. (ASST)](/topic/$asst) [Spotify Technology (SPOT)](/topic/$spot) [Strike (STRK)](/topic/$strk) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$xxi) [The Official [--] Coin (93)](/topic/$93) [The 99% Community (99)](/topic/$99) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) ### Top Social Posts Top posts by engagements in the last [--] hours "New episode out now with @halstonvalencia from @bitcoinwell We cover: - Her Bitcoin journey (thanks to Broken Money & a professor tip) - Top Bitcoin treasury plays $MSTR $XXI $MTPLF / $MPJPY $ASST - Why digital credit like $STRK $STRF $STRC $STRD matters without ditching self-custody $BTC - BOLT @StayBolted: Free dashboard loan sims macro/geopolitics tools + weekly newsletter to onboard normies & Gen Z Key takeaway: Bitcoin + AI + global reach = massive generational opportunity. Ditch the doomer mindset 00:00 Introduction: Halston Valencia 01:31 The Book Universities Dont Want You Reading" [X Link](https://x.com/OneChairPod/status/2018806224075321654) 2026-02-03T21:58Z [---] followers, [----] engagements "Dropping tomorrow π¨ AI agents debate the best money and land on Bitcoin. With @CernBasher we unpack why - and what happens when billions of AI agents need payments identity and security online. Turn on notifications so you dont miss it https://twitter.com/i/web/status/2020621810362978681 https://twitter.com/i/web/status/2020621810362978681" [X Link](https://x.com/OneChairPod/status/2020621810362978681) 2026-02-08T22:12Z [---] followers, [----] engagements "AI + $TSLA + Bitcoin are converging fast. @cernbasher explains why this changes everything. π¨ AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with @CernBasher we break down why Teslas humanoid robots + robotaxis could drive double-digit GDP growth and why this could ignite a Bitcoin supercycle. Key takeaways: - $TSLA Optimus ramp: https://t.co/e1u5XSP4F9 π¨ AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with @CernBasher we break down why Teslas humanoid robots + robotaxis could drive double-digit GDP growth and why this could" [X Link](https://x.com/OneChairPod/status/2022020048278405197) 2026-02-12T18:48Z [---] followers, [---] engagements "Watch it on Youtube: https://youtu.be/mo3q7SgF65Usi=xrm-BdXjvKHhm7he https://youtu.be/mo3q7SgF65Usi=xrm-BdXjvKHhm7he https://youtu.be/mo3q7SgF65Usi=xrm-BdXjvKHhm7he https://youtu.be/mo3q7SgF65Usi=xrm-BdXjvKHhm7he" [X Link](https://x.com/OneChairPod/status/2018423474897748476) 2026-02-02T20:37Z [---] followers, [---] engagements "Listen to it on: - Spotify: - Apple Podcasts: https://podcasts.apple.com/us/podcast/bitcoin-crash-chaos-strategy-mstr-is-buying-anyway/id1831827737i=1000747761635 https://open.spotify.com/episode/2RsS745f0PFcCS7Zvpog9nsi=dec5e593a02b488a https://podcasts.apple.com/us/podcast/bitcoin-crash-chaos-strategy-mstr-is-buying-anyway/id1831827737i=1000747761635 https://open.spotify.com/episode/2RsS745f0PFcCS7Zvpog9nsi=dec5e593a02b488a" [X Link](https://x.com/OneChairPod/status/2018431522567577963) 2026-02-02T21:09Z [---] followers, [--] engagements "@pauljoy1 @CernBasher Thank you Paul glad you enjoyed it" [X Link](https://x.com/OneChairPod/status/2021116183953526872) 2026-02-10T06:57Z [---] followers, [--] engagements "$BTC didnt break because it dipped. As @CernBasher puts it: volatility is what growth looks like and it rewards people who can think long-term" [X Link](https://x.com/OneChairPod/status/2021309555485843551) 2026-02-10T19:45Z [---] followers, [---] engagements "π¨ AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with @CernBasher we break down why Teslas humanoid robots + robotaxis could drive double-digit GDP growth and why this could ignite a Bitcoin supercycle. Key takeaways: - $TSLA Optimus ramp: 1M 10M robots/year - One robot factory could generate output comparable to the GDP of an entire country - Robotaxis scaling could happen MUCH faster than Wall Street expects - AI agents will flood cyberspace and Bitcoin may become the security gate - AI consumes compute. Bitcoin prices compute. - Strategys flywheel $MSTR +" [X Link](https://x.com/OneChairPod/status/2020957115796361629) 2026-02-09T20:24Z [---] followers, 14.5K engagements "π¨ Bitcoin Treasuries [---] are coming. Just dropped a new episode with @Sanderandersenn (@H100Group) and we went deep into the next evolution of Bitcoin treasury companies. We covered: πΉ How H100 $HOGPF went from HealthTech Bitcoin Treasury πΉ Why Sweden is becoming a $BTC treasury hub πΉ Convertible bonds & capital raising strategies πΉ Preferred shares (Strategy / Metaplanet model) πΉ The Bitcoin Treasury Alliance concept (shared $BTC collateral pools) πΉ Why institutions demand scale πΉ Switzerland expansion & Future Holdings LOI πΉ Bitcoin as collateral = the coming credit revolution This" [X Link](https://x.com/OneChairPod/status/2022035434965012595) 2026-02-12T19:49Z [---] followers, [----] engagements "@ColeMacro's win condition in a bear market: [--]. Pay interest obligations [--]. Zero forced $BTC selling [--]. Grow BTC/share anyway" [X Link](https://x.com/OneChairPod/status/2021358528720441398) 2026-02-10T23:00Z [---] followers, [---] engagements "π¨ New One Chair Podcast episode π₯ Bitcoin dumped to $60K and Strategy $MSTR still kept buying grabbing [----] BTC at an avg of $79K. π₯ Bigger story: $STRC dipped to $93 and is already back near par ($99) with volume rising despite extreme fear sentiment. π₯ $BTC is now below Strategys avg cost ($76K) every new buy lowers their basis. If $BTC + $MSTR rebound and $STRC liquidity keeps scaling another massive accumulation week could be coming. 00:00 MSTR Buys $90M Bitcoin 02:29 STRC Rebound Signals New ATM Window 03:58 [-----] BTC Buy Incoming 06:31 Strategy's Earnings Call Insights 09:19 Why" [X Link](https://x.com/OneChairPod/status/2021689123598479829) 2026-02-11T20:53Z [---] followers, [---] engagements "Watch it on Youtube: https://youtu.be/zR-_mmgMBqEsi=9RroQfe-Zk_mCmIZ https://youtu.be/zR-_mmgMBqEsi=9RroQfe-Zk_mCmIZ" [X Link](https://x.com/OneChairPod/status/2022035577932329099) 2026-02-12T19:50Z [---] followers, [---] engagements "Listen to it on: - Spotify: - Apple Podcasts: https://podcasts.apple.com/us/podcast/this-new-bitcoin-treasury-model-could-unlock-300-000-btc/id1831827737i=1000749485414 https://open.spotify.com/episode/1EIxqM3mxsrypEDURTTUYgsi=a1a059bfba2749f9 https://podcasts.apple.com/us/podcast/this-new-bitcoin-treasury-model-could-unlock-300-000-btc/id1831827737i=1000749485414 https://open.spotify.com/episode/1EIxqM3mxsrypEDURTTUYgsi=a1a059bfba2749f9" [X Link](https://x.com/OneChairPod/status/2022047733042053494) 2026-02-12T20:38Z [---] followers, [--] engagements "How was @elonmusk able to predict years in advance that around 6B miles would be required to solve autonomy @CernBasher summarizes it eloquently for us here. Thanks @herbertong for asking this great question at the shareholder meeting :) $TSLA" [X Link](https://x.com/OneChairPod/status/1989739151550550296) 2025-11-15T16:55Z [---] followers, [----] engagements "For deeper insights from Cern into $TSLA #Bitcoin and $MSTR check out the full interview here: https://youtu.be/gSuMg32umrI https://youtu.be/gSuMg32umrI" [X Link](https://x.com/OneChairPod/status/1989739154293625057) 2025-11-15T16:55Z [---] followers, [---] engagements "Impressive numbers You've mentioned multiple times that $TSLA is the best risk return play you know of. Do you have any thoughts on $MSTR We've just had Cern on our pod and he's mentioned he believes Tesla has a bigger upside potential but @Strategy is less risky. Plus it is trading at a discount right now:) https://x.com/OneChairPod/status/1988607424043897115s=20 https://x.com/OneChairPod/status/1988607424043897115s=20" [X Link](https://x.com/OneChairPod/status/1989777028745199652) 2025-11-15T19:26Z [---] followers, [---] engagements "Big milestone for us weve reached [---] subscribers on Youtube @JoshMandell6 would have preferred 444k $BTC but happy with this too;)" [X Link](https://x.com/OneChairPod/status/1989962028468113463) 2025-11-16T07:41Z [---] followers, [---] engagements "Bitcoin might already be the real risk-free asset and most people just havent realized it yet. Weve been told for decades that U.S. Treasuries are risk-free. But what if that idea is the biggest illusion in modern finance As more capital wakes up and flows into $BTC the shift from centralized money to decentralized money is going to accelerate fast. β‘" [X Link](https://x.com/OneChairPod/status/1990148945503252810) 2025-11-16T20:04Z [---] followers, [---] engagements "People hear 'borrow in fiat to buy Bitcoin' and instantly think Ponzi. But what if this is just what a monetary transition looks like π Weve moved from seashells metals fiat and now Bitcoin. πβ‘π₯β‘π΅β‘" [X Link](https://x.com/OneChairPod/status/1990444737573351762) 2025-11-17T15:39Z [---] followers, [----] engagements "@nithusezni Thank you Soleil π§‘ Our great discussion played a big role in shaping this conversation with Cern. We really appreciate your amazing insights" [X Link](https://x.com/OneChairPod/status/1990689029604393095) 2025-11-18T07:50Z [---] followers, [--] engagements "$BTC in the gutter and the White House suddenly tries to Make McDonalds Cool Again. Stunning timing really. Almost poetic. #MMDCA https://t.co/yTXAUmuzcq https://t.co/yTXAUmuzcq" [X Link](https://x.com/OneChairPod/status/1990705730253697463) 2025-11-18T08:56Z [---] followers, [---] engagements "Inside Michael Saylors Mind: a deep dive with @anilpatel author of The Treasury of Saylor. We break down the Bitcoin Treasury Strategy thats reshaping corporate finance digital capital and how companies think about money. A must-watch for anyone following Saylor Strategy or corporate Bitcoin. 00:00 Introduction: Anil Patel 01:41 Crafting the Book: Saylors Speeches Research Process & Narrative Design 03:55 Core Insights From Saylor: Digital Capital Money Layers & Engineering Mindset 08:03 Bitcoins Future Role: Medium of Exchange vs Store of Value 11:06 Building the Story: Explaining Bitcoin" [X Link](https://x.com/OneChairPod/status/1990798644879008095) 2025-11-18T15:05Z [---] followers, [----] engagements "You miss 100% of the shots you don't take. @BillAckman @saylor" [X Link](https://x.com/OneChairPod/status/1990816583417999453) 2025-11-18T16:17Z [---] followers, [---] engagements "@bmw999 @CernBasher Thanks so much We're glad you enjoyed the episode our guest absolutely crushed it. Appreciate the follow and the support. Always great to connect with fellow Bitcoin and MSTR believers" [X Link](https://x.com/OneChairPod/status/1991044708068434114) 2025-11-19T07:23Z [---] followers, [--] engagements "@JohnLeupp @CernBasher Yes theres also the factor of where each sits in the capital stack. $STRF is senior to the preferreds while $STRD sits below the preferreds but still above the common equity. Below is a quick overview of $MSTR's preferreds https://x.com/OneChairPod/status/1989417859609473155s=20 π @Strategy's preferred shares are becoming a full capital-stack ecosystem. We broke down all five $STRF $STRC $STRE $STRK and $STRD into one clean comparison table. If you're trying to understand: yield differences seniority in the stack dividend rules https://t.co/pksVAnd4IR" [X Link](https://x.com/OneChairPod/status/1991230873727848798) 2025-11-19T19:43Z [---] followers, [---] engagements "If Bitcoin is the best long-term savings tool for individuals why wouldnt it be the same for companies π€ Public markets are predatory and competitors who save in harder money win. Do you think public companies will figure this out in time" [X Link](https://x.com/OneChairPod/status/1991243736857342326) 2025-11-19T20:34Z [---] followers, [---] engagements "The parallels between $TSLA and $MSTR keep getting stronger. AI + Bitcoin. Physical intelligence + digital money. Two sides of the same future. Huge shoutout to @cernbasher and @nithusezni we distilled their insights into one table. Here are [--] parallels between the two companies:" [X Link](https://x.com/OneChairPod/status/1991257479863263369) 2025-11-19T21:29Z [---] followers, 13.6K engagements "Great summary of the MSW changes $MTPLF Metaplanet have made major changes to the MSW Programme. They have terminated SAR [--] SAR [--] and SAR [--]. and replaced them with a far more disciplined and shareholder-friendly structure - SAR [--] and SAR [--]. These changes meaningfully upgrade the MSW (Moving Strike Warrants) Metaplanet have made major changes to the MSW Programme. They have terminated SAR [--] SAR [--] and SAR [--]. and replaced them with a far more disciplined and shareholder-friendly structure - SAR [--] and SAR [--]. These changes meaningfully upgrade the MSW (Moving Strike Warrants)" [X Link](https://x.com/OneChairPod/status/1991471251064516739) 2025-11-20T11:38Z [---] followers, [----] engagements "$MTPLF Metaplanet's new Class B Preferred Mercury share key terms at a glance. A hybrid instrument built for Bitcoin accumulation: fixed dividend + equity upside + investor protections. Heres a quick overview" [X Link](https://x.com/OneChairPod/status/1991626167829557759) 2025-11-20T21:54Z [---] followers, [--] engagements "$MTPLF Metaplanet's new Class B Preferred share Mercury key terms at a glance. A hybrid instrument built for Bitcoin accumulation: fixed dividend + equity upside + investor protections Heres a quick overview" [X Link](https://x.com/OneChairPod/status/1991627018581209459) 2025-11-20T21:57Z [---] followers, [----] engagements "@anilpatel said it best: Saylor brought precision to Bitcoin education. In engineering a system with a shifting denominator is broken by definition. Now apply that to fiat" [X Link](https://x.com/OneChairPod/status/1991637211800912068) 2025-11-20T22:38Z [---] followers, [----] engagements "#Bitcoin chaos is here. $STRC depegs $MSTR in freefall and sentiment across Bitcoin treasuries is collapsing. But are the fundamentals actually broken In our latest episode we analyze: STRC depeg & dividend expectations MSTRs actual financial position Ongoing treasury BTC accumulation What the chaos means long-term π₯ Watch the full episode π" [X Link](https://x.com/OneChairPod/status/1991919446999617895) 2025-11-21T17:19Z [---] followers, [----] engagements "@longgamma Wow We expected a drop in $STRC volumes the week after the ex-divided date but it just keeps going up super bullish if (when) Stretch trades back to $100 if volumes keep going up like this" [X Link](https://x.com/OneChairPod/status/1992134593508770063) 2025-11-22T07:34Z [---] followers, [---] engagements "Some thoughts on $MTPLF's opportunity to execute a Yen Carry Trade [---] strategy with their new preferreds. [--]. Issue preferreds to buy $BTC until 25-30% leverage ratio is reached [--]. Issue more preferreds and buy $STRC. [--]. Pay 5% interest on own preferreds while getting 10% dividends from $STRC investment [--]. Re-invest profits into $BTC. This would allow @Metaplanet to issue way more preferreds than the current cap of 25% of their BTC net asset value allows while maintaining conservative balance sheet discipline" [X Link](https://x.com/OneChairPod/status/1992236778665717846) 2025-11-22T14:20Z [---] followers, [----] engagements "@DarthAncient Metaplanet would buy STRC Strategys preferred equity and get dividends from that" [X Link](https://x.com/OneChairPod/status/1992281421780828652) 2025-11-22T17:18Z [---] followers, [---] engagements "@RudinskyMike In theory yes. Metaplanet would need to clarify two things first: [--]. From a Japanese regulatory standpoint can Metaplanet hold $STRC [--]. If so would Metaplanets investors support this strategy" [X Link](https://x.com/OneChairPod/status/1992694405057368190) 2025-11-23T20:39Z [---] followers, [--] engagements "Discover how $MTPLF is expanding its Bitcoin treasury through the new Mars and Mercury preferred shares. We break down the 4.9% yield why its disruptive in Japans low-rate market and how a potential Yen Carry Trade [---] could turbocharge $BTC accumulation. 00:00 Introduction 00:43 Metaplanet Preferred Mercury Overview 02:37 Unlocking the Conversion Feature Understanding Mercurys [----] Strike Price 04:47 Arbitrage & Yen Carry Trade Opportunities 07:45 Metaplanets Bitcoin Accumulation Strategy (Up to $260M Raise) 09:14 Mars Preferred Overview & Adjustable Rate Structure 10:50 Moving Strike" [X Link](https://x.com/OneChairPod/status/1992959195600060480) 2025-11-24T14:11Z [---] followers, 38.8K engagements "Watch it on Youtube: https://youtu.be/2OnYhMxbq1Y https://youtu.be/2OnYhMxbq1Y" [X Link](https://x.com/OneChairPod/status/1992959316408901989) 2025-11-24T14:11Z [---] followers, [---] engagements "Listen to it on: - Spotify: - Apple Podcasts: https://podcasts.apple.com/us/podcast/metaplanets-massive-bitcoin-buying-plan-mars-mercury/id1831827737i=1000738127740 https://open.spotify.com/episode/1kVGY3KyuXcW5oREQYWTuZsi=a965d72be70a4434 https://podcasts.apple.com/us/podcast/metaplanets-massive-bitcoin-buying-plan-mars-mercury/id1831827737i=1000738127740 https://open.spotify.com/episode/1kVGY3KyuXcW5oREQYWTuZsi=a965d72be70a4434" [X Link](https://x.com/OneChairPod/status/1992974236428669152) 2025-11-24T15:11Z [---] followers, [--] engagements "Interesting strategy too- as it would take care of their dividend obligations. But our point was that by investing solely in $STRC they could lever up a lot more than the stated goal of 25% of their BTC NAV. Since STRC is (or should be) stable there would be no need to cap their own prefs issuances at 25%" [X Link](https://x.com/OneChairPod/status/1993016393717989526) 2025-11-24T17:58Z [---] followers, [---] engagements "The only [--] books that @quentinisonx has ever gifted to people π" [X Link](https://x.com/OneChairPod/status/1994042855531434023) 2025-11-27T13:57Z [---] followers, [----] engagements "@UncleDividends Absolutely π Happy thanks giving to you too" [X Link](https://x.com/OneChairPod/status/1994055859479941422) 2025-11-27T14:48Z [---] followers, [--] engagements "@anilpatel told us he doesnt have an elevator pitch. Theres no shortcut to understanding Bitcoin corporate strategy. But @BitcoinPierre argues Bitcoin treasury companies still need one. So now were curious: How would you pitch Bitcoin treasury companies in [--] sentences π" [X Link](https://x.com/OneChairPod/status/1994565781431226874) 2025-11-29T00:35Z [---] followers, [--] engagements "@ZynxBTC argues when Bitcoin trends lower against gold $MSTRs mNAV compresses and so does the stock. After a 40% slide since late [----] that trend may be reversing" [X Link](https://x.com/OneChairPod/status/1998510518378590317) 2025-12-09T21:50Z [---] followers, [---] engagements "π New episode @TylerCompiler from Treasury Orange joins us to break down how Bitcoin Treasury companies like $MSTR $ASST & $MTPLF could help Bitcoin 10x. We discuss Strategy's $STRE Strive's $SATA and much more 00:00 Introduction: Tyler from Treasury Orange 01:53 Origin Story: Ron Paul sound money first touch with Bitcoin 05:11 Early Cycles & Lessons: [----] buy [----] churn taxes selling too soon 08:12 The [----] Lightbulb Moment: Michael Saylor Bitcoin Podcasts & Realizing BTC Beats Gold 14:59 Bitcoin Treasuries Explained: Higher Returns vs. Counterparty Risk 18:18 Tyler's Top Bitcoin Treasury" [X Link](https://x.com/OneChairPod/status/1986480484348465510) 2025-11-06T17:07Z [---] followers, [----] engagements "π₯New episodeπ₯ π₯ $MSTR's $STRE launch $ASST's new $SATA preferred $MTPLF updates & $SQNS implosion the Bitcoin treasury race is heating up 00:00 Welcome to One Chair Podcast 01:32 What MSTRs New Credit Rating Means for Bitcoin Treasuries 03:34 STRE: MSTRs Euro-Denominated Preferred Equity 13:46 STRC $100 Milestone: Is This the Turning Point 16:01 Metaplanet Update: Rising Short Interest & New Bitcoin-Backed Loan 19:09 Strive Launches SATA Preferred: Higher Yield & Smart Execution 24:19 Sequence Sells Bitcoin to Repay Debt: What Went Wrong 26:36 Future: New Bitcoin Treasury Company in" [X Link](https://x.com/OneChairPod/status/1987211086207000796) 2025-11-08T17:30Z [---] followers, [----] engagements "Bitcoins most bullish setup in a decade may be unfolding right now. In this episode @ZynxBTC breaks down why Bitcoin and Bitcoin treasury companies like Strategy $MSTR and Metaplanet $MTPLF could reshape the market structure heading into [----]. We discuss: Bitcoin vs Gold and hidden underperformance Why MSTR and preferred shares matter Sovereign and institutional Bitcoin adoption Macro shifts rates and the end of QT Why [----] may be Bitcoins most important year yet 00:00 Introduction: Zynx 04:56 Strategys new USD reserve explained 07:02 Why Strategy is more solvent than governments 08:48 S&Ps" [X Link](https://x.com/OneChairPod/status/1998086459958415793) 2025-12-08T17:45Z [---] followers, 12.4K engagements "π¨ Michael Saylor Strikes Again π¨ $MSTR just raised $1 BILLION to buy more Bitcoin. Yes even in this market. π€― @Saylor isnt slowing down hes accelerating. If hes buying the dip this aggressively what does he see coming next Macro turning. Liquidity returning. Bitcoin supply tightening. [----] is setting up to be wild. π§‘β‘ 00:00 Strategys Surprise Bitcoin Buy 03:12 Massive Capital Raise: $2.3B in [--] Trading Days 06:10 Accretive vs. Non-Accretive Buys & Long-Term Impact 08:39 Bitcoin Supply Lock-Up & MSTRs Growing Accumulation 09:45 Fed Rate Cuts Liquidity Return & Bullish Macro Signals Do you" [X Link](https://x.com/OneChairPod/status/1999205216479244701) 2025-12-11T19:50Z [---] followers, [---] engagements "Revisiting this gem from Strategys Q3 [----] earnings call: @saylor wants $MSTR to stand for Monster. Not a company that adopts the future a company that invents digital capital and eats the global credit market" [X Link](https://x.com/OneChairPod/status/1999945862433362086) 2025-12-13T20:53Z [---] followers, [---] engagements "We totally agree @ZynxBTC π― $MTPLF will surprise a lot of people in the coming years. Theyre not ready π" [X Link](https://x.com/OneChairPod/status/2000003631240675517) 2025-12-14T00:43Z [---] followers, [----] engagements "Another gem from Strategys Q3 [----] earnings call: @Saylor wants to change the monetary system. He explains why people should rethink their bank accounts and explore alternatives like $STRC" [X Link](https://x.com/OneChairPod/status/2000290764266557441) 2025-12-14T19:44Z [---] followers, [---] engagements "@Strive has increased $SATA's dividend from 12% to 12.25% Looks like it's time to update our $STRC - $SATA table: Strive Increases SATA Perpetual Preferred Stock Dividend From 12% to 12.25%. https://t.co/Ozv0TZIEvj Strive Increases SATA Perpetual Preferred Stock Dividend From 12% to 12.25%. https://t.co/Ozv0TZIEvj" [X Link](https://x.com/OneChairPod/status/2000569296595116355) 2025-12-15T14:11Z [---] followers, [----] engagements "@UncleDividends @strive These products will be disruptive to the entire market. It's just a matter of time until we see them in all fixed income portfolios indeed" [X Link](https://x.com/OneChairPod/status/2000608067465982363) 2025-12-15T16:45Z [---] followers, [--] engagements "Here's a simple version of Michael Saylor's proposal: Digital Capital Digital Credit Digital Money Digital Capital Bitcoin as a long-term store of value Digital Credit Bitcoin-backed income-producing instruments Digital Money NAV-stable accounts with income Each layer solves the limitations of the one below it. You don't need to understand Bitcoin to benefit from it. You just need to prefer better money" [X Link](https://x.com/OneChairPod/status/2001027945306186119) 2025-12-16T20:33Z [---] followers, [---] engagements "@UncleDividends Yes we would even argue its the birth of a whole new digital financial system based on one pristine foundation: Bitcoin" [X Link](https://x.com/OneChairPod/status/2001197017041678744) 2025-12-17T07:45Z [---] followers, [--] engagements ""Watching Bitcoin treasury plays day-to-day is like watching paint dry or a tree grow." - @ejuline Theyre not moonshots. Theyre [----] year conviction plays. Short-term price predictions mNAV compression TradFi games Noise. If you believe in the mission commit long term. There is no get-rich-quick treasury play. Anyone saying otherwise is lying" [X Link](https://x.com/OneChairPod/status/2001404623710753091) 2025-12-17T21:30Z [---] followers, [---] engagements "π Bitcoin $MSTR $ASST $MTPLF and other Bitcoin treasury companies could sit at the core of this system. @saylor frames a new financial architecture built on Bitcoin: π₯ Digital Capital Bitcoin as a long-term store of value π₯ Digital Credit Bitcoin-backed income-producing instruments π₯ Digital Money Stable user-friendly accounts built on that credit This doesnt start with retail. It starts with balance sheets credit markets and institutions. If Bitcoin-backed credit proves economically superior adoption becomes incentive-driven and scales. 00:00 Introduction: Bitcoin as a New Financial" [X Link](https://x.com/OneChairPod/status/2001762296385650838) 2025-12-18T21:11Z [---] followers, [----] engagements "Bitcoin wont magically fix a bad balance sheet. The right treasury strategy is critical" [X Link](https://x.com/OneChairPod/status/2002144263459778663) 2025-12-19T22:29Z [---] followers, [---] engagements "http://x.com/i/article/2002431104020627456 http://x.com/i/article/2002431104020627456" [X Link](https://x.com/OneChairPod/status/2002831141657587745) 2025-12-21T19:58Z [---] followers, [---] engagements "Modern banking rests on a contradiction: deposits are deployed into productive assets while savers are paid as if money sits idle. In this piece we break down Michael Saylors Bitcoin MENA framework through three layers: digital capital digital credit and digital money. We cover what the model is trying to achieve the upside the risks and the most plausible adoption path. Full article in replies" [X Link](https://x.com/OneChairPod/status/2002833564484960478) 2025-12-21T20:08Z [---] followers, [---] engagements "Based on @Strategy's disclosed Bitcoin purchases we've grouped accumulation behavior into three observed paces: Aggressive sustained high acquisition Trend normalized operating pace Slowdown recent moderated acquisition No price assumptions here just historical behavior. This provides a clean framework for thinking about Strategy's Bitcoin accumulation into 2026" [X Link](https://x.com/OneChairPod/status/2002847279279903068) 2025-12-21T21:02Z [---] followers, [---] engagements "Based on @Strategys disclosed Bitcoin purchases I grouped accumulation behavior into four observed paces: Opportunistic Burst short-term capital deployment surge (OctDec '24) Aggressive sustained high acquisition Trend normalized operating pace Slowdown recent moderated acquisition No price assumptions here just historical behavior. The "burst" is not a base case but it shows how quickly accumulation can accelerate when capital deployment conditions align" [X Link](https://x.com/OneChairPod/status/2004254947009782264) 2025-12-25T18:16Z [---] followers, [---] engagements "Bitcoin is in fear territory. But the setup has never been stronger. We were joined by @stephanlivera to discuss: Why Bitcoin treasuries matter right now A deep dive into @ORANJEBTC @Strategy vs regional treasury winners Why some treasuries fail (debt & leverage) Institutional & nation-state adoption 00:00 Introduction: Stephan Livera 02:37 Why Bitcoin Treasury Companies Exist vs BTC & ETFs 04:03 How Stephan Joined OrangeBTC (Advisor & Investor) 05:49 Can Anyone Beat Strategy Winner-Take-Most Dynamics 10:09 What Makes a Winning Bitcoin Treasury Company 14:41 Treasury Drawdowns & Fiat vs" [X Link](https://x.com/OneChairPod/status/2004561119839485981) 2025-12-26T14:33Z [---] followers, [----] engagements "Watch it on Youtube: https://youtu.be/knlT4RLNijgsi=XJGyGDwvFRVK7WoQ https://youtu.be/knlT4RLNijgsi=XJGyGDwvFRVK7WoQ" [X Link](https://x.com/OneChairPod/status/2004562139932180548) 2025-12-26T14:37Z [---] followers, [---] engagements "Listen to it on: - Spotify: - Apple Podcasts: https://podcasts.apple.com/ch/podcast/bitcoins-strongest-setup-yet-stephan-livera-on-oranjebtc/id1831827737i=1000742787096&l=en-US https://open.spotify.com/episode/4N0yNjGubskZECxaPp4x40si=2200b20bc3af465a https://podcasts.apple.com/ch/podcast/bitcoins-strongest-setup-yet-stephan-livera-on-oranjebtc/id1831827737i=1000742787096&l=en-US https://open.spotify.com/episode/4N0yNjGubskZECxaPp4x40si=2200b20bc3af465a" [X Link](https://x.com/OneChairPod/status/2004573634539724803) 2025-12-26T15:22Z [---] followers, [--] engagements "Buying Bitcoin earlier matters. Bitcoin compounds over time while fiat obligations stay fixed in nominal terms. If youre bullish on Bitcoin stacking now lets that compounding work on your balance sheet for years. Models cycles and math all point to the same idea: time in Bitcoin timing Bitcoin. π https://twitter.com/i/web/status/2005006603280413174 https://twitter.com/i/web/status/2005006603280413174" [X Link](https://x.com/OneChairPod/status/2005006603280413174) 2025-12-27T20:03Z [---] followers, [---] engagements "Some outperform $BTC. Others fail. Structure matters" [X Link](https://x.com/OneChairPod/status/2005686347454124278) 2025-12-29T17:04Z [---] followers, [--] engagements "Strategy added 220000+ Bitcoin in the last [--] months mostly in a down market. Even a bear case puts them near [------] BTC by end [----]. Any real Bitcoin surge [--] million BTC becomes inevitable. We break down $MSTR's accumulation mNAV dynamics preferred shares and why this really looks like Bitcoins IPO moment. 00:00 Introduction 00:58 MSTR stock issuance & aggressive Bitcoin 03:32 MSTR Preferred shares : demand issues and risks 06:41 [----] outlook: MSTR Bitcoin accumulation scenarios 10:06 Bitcoins IPO moment: ETFs OG sellers and market structure 12:10 Bitcoin & MSTR price predictions for [----] π₯" [X Link](https://x.com/OneChairPod/status/2005743293879947521) 2025-12-29T20:50Z [---] followers, [----] engagements "Metaplanet's Bitcoin accumulation just hit another gear π From 1'700 BTC to 35'000+ BTC in a single year. Record Q4 revenues a clear dividend strategy and continued Bitcoin accumulation put Metaplanet in a very different category from most Bitcoin treasury plays. This might be one of the most underrated Bitcoin treasuries going into [----]. 00:00 Introduction 00:48 EGM Recap & Takeaways: Preferred Shares (Mercury & Mars) and Income Focus 03:01 Bitcoin Accumulation Update 04:16 Financial Performance: Record Q4 Revenues & Dividend Support 05:33 MetaPlanet Growth Treasury Rankings & Bullish 2026" [X Link](https://x.com/OneChairPod/status/2006123938972135846) 2025-12-30T22:03Z [---] followers, [----] engagements "@UncleDividends Absolutely Buckle up were going into hyperdrive in 2026" [X Link](https://x.com/OneChairPod/status/2006295222167216459) 2025-12-31T09:23Z [---] followers, [--] engagements "Here's an overview of large cap companies first S&P500 inclusion eligibility date vs. actual addition date. Interesting to see that $MSTR is in good company. Patience only a matter of time until they get added. $TSLA $ABNB $UBER $PLTR $COIN $APP $HOOD" [X Link](https://x.com/OneChairPod/status/1964320035213611462) 2025-09-06T13:29Z [---] followers, [----] engagements "Strategy $MSTR just unveiled a $1.4B cash reserve next to its [------] Bitcoin treasury. This move: Secures dividends for [--] months Improves creditworthiness De-risks downside scenarios Changes the Bitcoin treasury playbook 00:00 Strategy Creates USD Reserve Alongside Bitcoin Treasury 01:59 Credit Rating Impact & Dividend Security Explained 03:42 Why This De-Risks Strategy in a Bitcoin Bear Market 08:28 Michael Saylor Softens Never Sell Bitcoin Stance 13:23 Bitcoin Growth Scenarios & Escape Velocity Model π₯ Full breakdown π https://twitter.com/i/web/status/1995590671596396787" [X Link](https://x.com/OneChairPod/status/1995590671596396787) 2025-12-01T20:27Z [---] followers, 10.6K engagements "Everyone asked how theyd fund dividends in a downturn Strategys answer: build reserves improve creditworthiness and play the long game" [X Link](https://x.com/OneChairPod/status/1996691663545106806) 2025-12-04T21:22Z [---] followers, [---] engagements "2026 might be the year everything flips for Bitcoin and Strategy $MSTR. Strategy keeps buying $BTC builds a massive cash buffer and refuses to sell a single sat even after a brutal -47% year and [--] red months. Meanwhile: Treasury companies are buying more $BTC than miners produce Sentiment is turning The 4-year cycle looks broken The setup going into [----] feels explosive. 00:00 MSTR Bitcoin Buy Capital Raises & Cash Reserves 05:13 Why [----] Was Brutal for MSTR & Bitcoin Treasuries 07:53 MSCI Exclusion Risk & S&P [---] Inclusion Outlook 12:17 Bitcoin Supply Shock & Why [----] Could Be the Turning" [X Link](https://x.com/OneChairPod/status/2008301796813398111) 2026-01-05T22:17Z [---] followers, [----] engagements "@greg16676935420 @Kalshi That's also not the correct chair. There is only one Chair" [X Link](https://x.com/OneChairPod/status/2009357124321874421) 2026-01-08T20:10Z [---] followers, [---] engagements "Bitcoin isnt optional. In a hyperbitcoinized future: Every person owns Bitcoin Every company owns Bitcoin Or they go out of business @nithusezni explains why Bitcoin treasury companies and Bitcoin-backed yield are inevitable" [X Link](https://x.com/OneChairPod/status/2009717511751905353) 2026-01-09T20:02Z [---] followers, [----] engagements "Strategy just bought [-----] Bitcoin. If BTC goes down from here this will look reckless. If BTC runs this will be remembered as one of @saylor's best moves. $STRC at $100. $MSTR pinned near 1x MNAV. Bitcoin price flat. Something feels different. 00:00 MSTR Buys 13000+ Bitcoin 03:02 Why STRC Is Way Bigger Than Most Think 03:49 Is MSTR Forcing the Stock Flat The 1x MNAV Gravity Explained 06:39 Bitcoin Stuck at $90K While Saylor Buys Everything Whos Selling 08:56 Investor Sentiment and Future Projections for STRC 14:17 Event announcement and Final Thoughts Full episode ππΌ" [X Link](https://x.com/OneChairPod/status/2010834781081088366) 2026-01-12T22:02Z [---] followers, [----] engagements "Bitcoin's price behavior and @Strategy's recent purchases suggest a shift to aggressive accumulation or higher. That trajectory puts them over [--] million $BTC mark before the end of [----]. Based on @Strategys disclosed Bitcoin purchases I grouped accumulation behavior into four observed paces: Opportunistic Burst short-term capital deployment surge (OctDec '24) Aggressive sustained high acquisition Trend normalized operating pace Slowdown https://t.co/YUHqjyGFe2 Based on @Strategys disclosed Bitcoin purchases I grouped accumulation behavior into four observed paces: Opportunistic Burst" [X Link](https://x.com/OneChairPod/status/2011044202650746978) 2026-01-13T11:54Z [---] followers, [---] engagements "Forget the fancy metrics. The [----] playbook is Bitcoin per share at all costs" [X Link](https://x.com/OneChairPod/status/2011183123967463771) 2026-01-13T21:06Z [---] followers, [----] engagements "Everyone arguing about $MSTR $MTPLF & $ASST prices. We care about the denominator. [----] was messy but the table shows sats/share kept climbing and thats the real scoreboard for treasury companies. Bullish into 2026: if BTC turns up bears get quiet and the market reprices BTC/share. https://twitter.com/i/web/status/2011536790968996074 https://twitter.com/i/web/status/2011536790968996074" [X Link](https://x.com/OneChairPod/status/2011536790968996074) 2026-01-14T20:31Z [---] followers, [----] engagements "Strategy $MSTR just activated a powerful new flywheel with $STRC enabling continuous Bitcoin accumulation. At the same time Strive $ASST officially completed its merger with Semler instantly scaling its Bitcoin treasury and doubling down on aggressive $BTC accumulation. Different paths same destination: β‘β‘ stacking Bitcoin at scale [----] is shaping up to be the year Bitcoin treasuries drive the market. 00:00 Introduction to Bitcoin Treasury Companies (Strive Strategy Metaplanet) 01:34 StriveSemler Merger Confirmed: Buying Bitcoin at a 20% Discount 08:33 STRC Ex-Dividend Day: Why Strategys" [X Link](https://x.com/OneChairPod/status/2011908563950817305) 2026-01-15T21:09Z [---] followers, [----] engagements "Strategy $MSTR just built the most powerful Bitcoin accumulation machine ever. [-----] $BTC in one week. A new Flywheel [---]. And a path to owning a massive share of all Bitcoin. Most people still dont understand whats happening here. 00:00 Record Bitcoin Buy Shocks the Market (22300 BTC Acquired) 01:53 STRC Holds $100 While Bitcoin & MSTR Crash Why This Matters 05:42 The New Bitcoin Flywheel Explained (Old vs New System) 10:46 [-----] Bitcoin Per Month Strategys Insane Accumulation Pace 14:06 What Happens When Bitcoin Starts RALLYING Again (Explosive Setup) Deep dive here π" [X Link](https://x.com/OneChairPod/status/2013720993034846648) 2026-01-20T21:11Z [---] followers, [---] engagements "@sd_nym Yes and itll take time for the market to adjust. Short-term noise long-term opportunity" [X Link](https://x.com/OneChairPod/status/2013871130658898338) 2026-01-21T07:07Z [---] followers, [--] engagements "@HurdleRatePod @Strategy @coinbase Important clarification for the record π One Chair Podcast is not owned by Strive (yet). Just fully independent members of the Bitcoin Treasury Podcast Industrial Complex. Great episode as always π @ColeMacro @TimKotzman @PunterJeff @Werkman" [X Link](https://x.com/OneChairPod/status/2013971787013386720) 2026-01-21T13:47Z [---] followers, [---] engagements "@hillery_dan breaks down @BuckToken: permissionless saving" [X Link](https://x.com/OneChairPod/status/2015548504777589229) 2026-01-25T22:13Z [---] followers, [----] engagements "π¨ Stragtegy $MSTR just bought 2'000+ Bitcoin in a bearish market. π₯$STRC has de-pegged from $100 π₯A dividend hike may be coming to restart the Bitcoin flywheel π₯Earnings blackout could pause new buys We break it all down in todays episode of One Chair π" [X Link](https://x.com/OneChairPod/status/2015878512192651547) 2026-01-26T20:04Z [---] followers, [---] engagements "Watch it on Youtube: https://youtu.be/dVDE8L2q-Y8si=blZ6UjF9VAJq4WWv https://youtu.be/dVDE8L2q-Y8si=blZ6UjF9VAJq4WWv https://youtu.be/dVDE8L2q-Y8si=blZ6UjF9VAJq4WWv https://youtu.be/dVDE8L2q-Y8si=blZ6UjF9VAJq4WWv" [X Link](https://x.com/OneChairPod/status/2015878664160694540) 2026-01-26T20:05Z [---] followers, [---] engagements "Listen to it on: - Spotify: - Apple podcasts: https://podcasts.apple.com/us/podcast/strategy-keeps-buying-bitcoin-in-a-bearish-market/id1831827737i=1000746748954 https://open.spotify.com/episode/2K0LqI3SjvnHx6vnuUU8K5si=b5a57bccbc934a6a https://podcasts.apple.com/us/podcast/strategy-keeps-buying-bitcoin-in-a-bearish-market/id1831827737i=1000746748954 https://open.spotify.com/episode/2K0LqI3SjvnHx6vnuUU8K5si=b5a57bccbc934a6a" [X Link](https://x.com/OneChairPod/status/2015892546925289973) 2026-01-26T21:00Z [---] followers, [--] engagements "$MSTR just built an infinite bid for Bitcoin. $STRC demand is insatiable. ATM dilution myths are wrong. Bitcoins floor may be getting manufactured right now. @hillery_dan joined us on the latest episode to talk Strategy (@strategy) Buck (@BuckToken) and the future of Digital Credit. 00:00 Introduction: Dan Hillery (BuckToken) + whats covered (2026 outlook) 02:07 Dans background: engineering quant finance MSTR options 05:52 Bitcoin entry + why [----] burned people / [----] reset 07:24 Strategys evolution: cash BTC converts ATM machine 11:36 MNAV 1: why it happened + what it means now 16:27 The new" [X Link](https://x.com/OneChairPod/status/2014063392902791228) 2026-01-21T19:51Z [---] followers, 36.4K engagements "Watch it on Youtube: https://youtu.be/lKmturNeQQYsi=NcAhoEbjClOmJEWr https://youtu.be/lKmturNeQQYsi=NcAhoEbjClOmJEWr" [X Link](https://x.com/OneChairPod/status/2014063554605809926) 2026-01-21T19:52Z [---] followers, [----] engagements "Europes $MSTR Capital Bs Bitcoin Nuclear Reactor Strategy Explained β @AlexandreLaizet from Capital B (@_ALCPB) joined us to explain why: Strategy (@strategy) could buy [------] BTC per year One company may be removing short-term bear markets Bitcoin at $90K = a generational opportunity $5$10M BTC is probabilistically accurate Capital Bs plan to become Europes Bitcoin treasury leader Plus: β Bitcoin nuclear reactor bonds π BTC yield as the real KPI π³ Digital credit & perpetual instruments: $STRC / $STRE 00:00 Introduction: Alexandre Laizet 03:29 The Birth of Europes First Bitcoin Treasury" [X Link](https://x.com/OneChairPod/status/2014777282385297591) 2026-01-23T19:08Z [---] followers, [----] engagements "@Guy_026 @hillery_dan @Strategy @BuckToken Bitcoin is in constant motion. If youre paying attention its always teaching you something new" [X Link](https://x.com/OneChairPod/status/2016097326205386795) 2026-01-27T10:33Z [---] followers, [--] engagements "@Guy_026 @hillery_dan @Strategy @BuckToken That's one of our latest episodes were we discussed $ASST: https://x.com/OneChairPod/status/2011908563950817305s=20 Strategy $MSTR just activated a powerful new flywheel with $STRC enabling continuous Bitcoin accumulation. At the same time Strive $ASST officially completed its merger with Semler instantly scaling its Bitcoin treasury and doubling down on aggressive $BTC accumulation. https://t.co/uPdpjYVEnq https://x.com/OneChairPod/status/2011908563950817305s=20 Strategy $MSTR just activated a powerful new flywheel with $STRC enabling continuous" [X Link](https://x.com/OneChairPod/status/2016099632217010577) 2026-01-27T10:43Z [---] followers, [---] engagements "Well laugh at the $90K is too high takes when $BTC is priced in millions" [X Link](https://x.com/OneChairPod/status/2016227080942354527) 2026-01-27T19:09Z [---] followers, [---] engagements "How many πͺ are you sitting on" [X Link](https://x.com/OneChairPod/status/2016285969931010511) 2026-01-27T23:03Z [---] followers, [---] engagements "This is why options traders love $MSTR" [X Link](https://x.com/OneChairPod/status/2016597480758985184) 2026-01-28T19:41Z [---] followers, [---] engagements "Strategy (@strategy) quietly rebuilt its entire Bitcoin flywheel. This isnt hype its a real structural upgrade. Flywheel [---] replaces convertible bonds with $STRC (perpetual preferred shares with a variable dividend rate). That one change rewires how Strategy raises capital and compounds Bitcoin. Why this matters: 1) A vastly larger capital market Convertible bonds were niche and mostly institutional and have under a $1T addressable market. $STRC trades on NASDAQ is accessible to retail and institutions and fits far more mandates. Suddenly the addressable market jumps to over $400T. 2) Much" [X Link](https://x.com/OneChairPod/status/2016613462890230211) 2026-01-28T20:44Z [---] followers, [---] engagements "Cypherpunks hate fiat so do Bitcoin treasury companies. The difference They have vehicles that can accelerate hyperbitcoinization at scale" [X Link](https://x.com/OneChairPod/status/2018459416232956068) 2026-02-02T23:00Z [---] followers, [---] engagements "Watch it on Youtube: https://youtu.be/DFc8hdtSglc https://youtu.be/DFc8hdtSglc" [X Link](https://x.com/OneChairPod/status/2018806502933528839) 2026-02-03T21:59Z [---] followers, [---] engagements "Listen to it on: - Spotify: - Apple Podcasts: https://podcasts.apple.com/us/podcast/gen-z-was-set-up-to-fail-bitcoin-is-the-escape/id1831827737i=1000747921476 https://open.spotify.com/episode/2a7MXLazv0GGT99cugUjkEsi=9b4939088b5d44d3 https://podcasts.apple.com/us/podcast/gen-z-was-set-up-to-fail-bitcoin-is-the-escape/id1831827737i=1000747921476 https://open.spotify.com/episode/2a7MXLazv0GGT99cugUjkEsi=9b4939088b5d44d3" [X Link](https://x.com/OneChairPod/status/2018806764448473585) 2026-02-03T22:00Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@OneChairPod One ChairOne Chair posts on X about bitcoin, $mstr, $btc, $strc the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence cryptocurrencies #5855 finance 46% stocks 46% technology brands 16% automotive brands 11% social networks 8% exchanges 2% countries 1% celebrities 1% currencies 1%
Social topic influence bitcoin #2466, $mstr #398, $btc #577, $strc #73, $mtplf #5, money 10%, dividend 10%, youtube 8%, $tsla #342, $asst 6%
Top accounts mentioned or mentioned by @cernbasher @strategy @saylor @strategys @uncledividends @hillerydan @bucktoken @nithusezni @anilpatel @zynxbtc @pauljoy1 @h100group @strive @colemacro @guy026 @halstonvalencia @bitcoinwell @staybolted @sanderandersenn @colemacros
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Metaplanet Inc. (MTPLF) Tesla, Inc. (TSLA) Asset Entities Inc. (ASST) Spotify Technology (SPOT) Strike (STRK) Strategy Incorporated (STRF) Stride (STRD) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) The Official [--] Coin (93) The 99% Community (99) Uber Technologies, Inc. (UBER) Airbnb, Inc. (ABNB) Palantir Technologies Inc. (PLTR) Robinhood Markets, Inc. (HOOD)
Top posts by engagements in the last [--] hours
"New episode out now with @halstonvalencia from @bitcoinwell We cover: - Her Bitcoin journey (thanks to Broken Money & a professor tip) - Top Bitcoin treasury plays $MSTR $XXI $MTPLF / $MPJPY $ASST - Why digital credit like $STRK $STRF $STRC $STRD matters without ditching self-custody $BTC - BOLT @StayBolted: Free dashboard loan sims macro/geopolitics tools + weekly newsletter to onboard normies & Gen Z Key takeaway: Bitcoin + AI + global reach = massive generational opportunity. Ditch the doomer mindset 00:00 Introduction: Halston Valencia 01:31 The Book Universities Dont Want You Reading"
X Link 2026-02-03T21:58Z [---] followers, [----] engagements
"Dropping tomorrow π¨ AI agents debate the best money and land on Bitcoin. With @CernBasher we unpack why - and what happens when billions of AI agents need payments identity and security online. Turn on notifications so you dont miss it https://twitter.com/i/web/status/2020621810362978681 https://twitter.com/i/web/status/2020621810362978681"
X Link 2026-02-08T22:12Z [---] followers, [----] engagements
"AI + $TSLA + Bitcoin are converging fast. @cernbasher explains why this changes everything. π¨ AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with @CernBasher we break down why Teslas humanoid robots + robotaxis could drive double-digit GDP growth and why this could ignite a Bitcoin supercycle. Key takeaways: - $TSLA Optimus ramp: https://t.co/e1u5XSP4F9 π¨ AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with @CernBasher we break down why Teslas humanoid robots + robotaxis could drive double-digit GDP growth and why this could"
X Link 2026-02-12T18:48Z [---] followers, [---] engagements
"Watch it on Youtube: https://youtu.be/mo3q7SgF65Usi=xrm-BdXjvKHhm7he https://youtu.be/mo3q7SgF65Usi=xrm-BdXjvKHhm7he https://youtu.be/mo3q7SgF65Usi=xrm-BdXjvKHhm7he https://youtu.be/mo3q7SgF65Usi=xrm-BdXjvKHhm7he"
X Link 2026-02-02T20:37Z [---] followers, [---] engagements
"Listen to it on: - Spotify: - Apple Podcasts: https://podcasts.apple.com/us/podcast/bitcoin-crash-chaos-strategy-mstr-is-buying-anyway/id1831827737i=1000747761635 https://open.spotify.com/episode/2RsS745f0PFcCS7Zvpog9nsi=dec5e593a02b488a https://podcasts.apple.com/us/podcast/bitcoin-crash-chaos-strategy-mstr-is-buying-anyway/id1831827737i=1000747761635 https://open.spotify.com/episode/2RsS745f0PFcCS7Zvpog9nsi=dec5e593a02b488a"
X Link 2026-02-02T21:09Z [---] followers, [--] engagements
"@pauljoy1 @CernBasher Thank you Paul glad you enjoyed it"
X Link 2026-02-10T06:57Z [---] followers, [--] engagements
"$BTC didnt break because it dipped. As @CernBasher puts it: volatility is what growth looks like and it rewards people who can think long-term"
X Link 2026-02-10T19:45Z [---] followers, [---] engagements
"π¨ AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with @CernBasher we break down why Teslas humanoid robots + robotaxis could drive double-digit GDP growth and why this could ignite a Bitcoin supercycle. Key takeaways: - $TSLA Optimus ramp: 1M 10M robots/year - One robot factory could generate output comparable to the GDP of an entire country - Robotaxis scaling could happen MUCH faster than Wall Street expects - AI agents will flood cyberspace and Bitcoin may become the security gate - AI consumes compute. Bitcoin prices compute. - Strategys flywheel $MSTR +"
X Link 2026-02-09T20:24Z [---] followers, 14.5K engagements
"π¨ Bitcoin Treasuries [---] are coming. Just dropped a new episode with @Sanderandersenn (@H100Group) and we went deep into the next evolution of Bitcoin treasury companies. We covered: πΉ How H100 $HOGPF went from HealthTech Bitcoin Treasury πΉ Why Sweden is becoming a $BTC treasury hub πΉ Convertible bonds & capital raising strategies πΉ Preferred shares (Strategy / Metaplanet model) πΉ The Bitcoin Treasury Alliance concept (shared $BTC collateral pools) πΉ Why institutions demand scale πΉ Switzerland expansion & Future Holdings LOI πΉ Bitcoin as collateral = the coming credit revolution This"
X Link 2026-02-12T19:49Z [---] followers, [----] engagements
"@ColeMacro's win condition in a bear market: [--]. Pay interest obligations [--]. Zero forced $BTC selling [--]. Grow BTC/share anyway"
X Link 2026-02-10T23:00Z [---] followers, [---] engagements
"π¨ New One Chair Podcast episode π₯ Bitcoin dumped to $60K and Strategy $MSTR still kept buying grabbing [----] BTC at an avg of $79K. π₯ Bigger story: $STRC dipped to $93 and is already back near par ($99) with volume rising despite extreme fear sentiment. π₯ $BTC is now below Strategys avg cost ($76K) every new buy lowers their basis. If $BTC + $MSTR rebound and $STRC liquidity keeps scaling another massive accumulation week could be coming. 00:00 MSTR Buys $90M Bitcoin 02:29 STRC Rebound Signals New ATM Window 03:58 [-----] BTC Buy Incoming 06:31 Strategy's Earnings Call Insights 09:19 Why"
X Link 2026-02-11T20:53Z [---] followers, [---] engagements
"Watch it on Youtube: https://youtu.be/zR-_mmgMBqEsi=9RroQfe-Zk_mCmIZ https://youtu.be/zR-_mmgMBqEsi=9RroQfe-Zk_mCmIZ"
X Link 2026-02-12T19:50Z [---] followers, [---] engagements
"Listen to it on: - Spotify: - Apple Podcasts: https://podcasts.apple.com/us/podcast/this-new-bitcoin-treasury-model-could-unlock-300-000-btc/id1831827737i=1000749485414 https://open.spotify.com/episode/1EIxqM3mxsrypEDURTTUYgsi=a1a059bfba2749f9 https://podcasts.apple.com/us/podcast/this-new-bitcoin-treasury-model-could-unlock-300-000-btc/id1831827737i=1000749485414 https://open.spotify.com/episode/1EIxqM3mxsrypEDURTTUYgsi=a1a059bfba2749f9"
X Link 2026-02-12T20:38Z [---] followers, [--] engagements
"How was @elonmusk able to predict years in advance that around 6B miles would be required to solve autonomy @CernBasher summarizes it eloquently for us here. Thanks @herbertong for asking this great question at the shareholder meeting :) $TSLA"
X Link 2025-11-15T16:55Z [---] followers, [----] engagements
"For deeper insights from Cern into $TSLA #Bitcoin and $MSTR check out the full interview here: https://youtu.be/gSuMg32umrI https://youtu.be/gSuMg32umrI"
X Link 2025-11-15T16:55Z [---] followers, [---] engagements
"Impressive numbers You've mentioned multiple times that $TSLA is the best risk return play you know of. Do you have any thoughts on $MSTR We've just had Cern on our pod and he's mentioned he believes Tesla has a bigger upside potential but @Strategy is less risky. Plus it is trading at a discount right now:) https://x.com/OneChairPod/status/1988607424043897115s=20 https://x.com/OneChairPod/status/1988607424043897115s=20"
X Link 2025-11-15T19:26Z [---] followers, [---] engagements
"Big milestone for us weve reached [---] subscribers on Youtube @JoshMandell6 would have preferred 444k $BTC but happy with this too;)"
X Link 2025-11-16T07:41Z [---] followers, [---] engagements
"Bitcoin might already be the real risk-free asset and most people just havent realized it yet. Weve been told for decades that U.S. Treasuries are risk-free. But what if that idea is the biggest illusion in modern finance As more capital wakes up and flows into $BTC the shift from centralized money to decentralized money is going to accelerate fast. β‘"
X Link 2025-11-16T20:04Z [---] followers, [---] engagements
"People hear 'borrow in fiat to buy Bitcoin' and instantly think Ponzi. But what if this is just what a monetary transition looks like π Weve moved from seashells metals fiat and now Bitcoin. πβ‘π₯β‘π΅β‘"
X Link 2025-11-17T15:39Z [---] followers, [----] engagements
"@nithusezni Thank you Soleil π§‘ Our great discussion played a big role in shaping this conversation with Cern. We really appreciate your amazing insights"
X Link 2025-11-18T07:50Z [---] followers, [--] engagements
"$BTC in the gutter and the White House suddenly tries to Make McDonalds Cool Again. Stunning timing really. Almost poetic. #MMDCA https://t.co/yTXAUmuzcq https://t.co/yTXAUmuzcq"
X Link 2025-11-18T08:56Z [---] followers, [---] engagements
"Inside Michael Saylors Mind: a deep dive with @anilpatel author of The Treasury of Saylor. We break down the Bitcoin Treasury Strategy thats reshaping corporate finance digital capital and how companies think about money. A must-watch for anyone following Saylor Strategy or corporate Bitcoin. 00:00 Introduction: Anil Patel 01:41 Crafting the Book: Saylors Speeches Research Process & Narrative Design 03:55 Core Insights From Saylor: Digital Capital Money Layers & Engineering Mindset 08:03 Bitcoins Future Role: Medium of Exchange vs Store of Value 11:06 Building the Story: Explaining Bitcoin"
X Link 2025-11-18T15:05Z [---] followers, [----] engagements
"You miss 100% of the shots you don't take. @BillAckman @saylor"
X Link 2025-11-18T16:17Z [---] followers, [---] engagements
"@bmw999 @CernBasher Thanks so much We're glad you enjoyed the episode our guest absolutely crushed it. Appreciate the follow and the support. Always great to connect with fellow Bitcoin and MSTR believers"
X Link 2025-11-19T07:23Z [---] followers, [--] engagements
"@JohnLeupp @CernBasher Yes theres also the factor of where each sits in the capital stack. $STRF is senior to the preferreds while $STRD sits below the preferreds but still above the common equity. Below is a quick overview of $MSTR's preferreds https://x.com/OneChairPod/status/1989417859609473155s=20 π @Strategy's preferred shares are becoming a full capital-stack ecosystem. We broke down all five $STRF $STRC $STRE $STRK and $STRD into one clean comparison table. If you're trying to understand: yield differences seniority in the stack dividend rules https://t.co/pksVAnd4IR"
X Link 2025-11-19T19:43Z [---] followers, [---] engagements
"If Bitcoin is the best long-term savings tool for individuals why wouldnt it be the same for companies π€ Public markets are predatory and competitors who save in harder money win. Do you think public companies will figure this out in time"
X Link 2025-11-19T20:34Z [---] followers, [---] engagements
"The parallels between $TSLA and $MSTR keep getting stronger. AI + Bitcoin. Physical intelligence + digital money. Two sides of the same future. Huge shoutout to @cernbasher and @nithusezni we distilled their insights into one table. Here are [--] parallels between the two companies:"
X Link 2025-11-19T21:29Z [---] followers, 13.6K engagements
"Great summary of the MSW changes $MTPLF Metaplanet have made major changes to the MSW Programme. They have terminated SAR [--] SAR [--] and SAR [--]. and replaced them with a far more disciplined and shareholder-friendly structure - SAR [--] and SAR [--]. These changes meaningfully upgrade the MSW (Moving Strike Warrants) Metaplanet have made major changes to the MSW Programme. They have terminated SAR [--] SAR [--] and SAR [--]. and replaced them with a far more disciplined and shareholder-friendly structure - SAR [--] and SAR [--]. These changes meaningfully upgrade the MSW (Moving Strike Warrants)"
X Link 2025-11-20T11:38Z [---] followers, [----] engagements
"$MTPLF Metaplanet's new Class B Preferred Mercury share key terms at a glance. A hybrid instrument built for Bitcoin accumulation: fixed dividend + equity upside + investor protections. Heres a quick overview"
X Link 2025-11-20T21:54Z [---] followers, [--] engagements
"$MTPLF Metaplanet's new Class B Preferred share Mercury key terms at a glance. A hybrid instrument built for Bitcoin accumulation: fixed dividend + equity upside + investor protections Heres a quick overview"
X Link 2025-11-20T21:57Z [---] followers, [----] engagements
"@anilpatel said it best: Saylor brought precision to Bitcoin education. In engineering a system with a shifting denominator is broken by definition. Now apply that to fiat"
X Link 2025-11-20T22:38Z [---] followers, [----] engagements
"#Bitcoin chaos is here. $STRC depegs $MSTR in freefall and sentiment across Bitcoin treasuries is collapsing. But are the fundamentals actually broken In our latest episode we analyze: STRC depeg & dividend expectations MSTRs actual financial position Ongoing treasury BTC accumulation What the chaos means long-term π₯ Watch the full episode π"
X Link 2025-11-21T17:19Z [---] followers, [----] engagements
"@longgamma Wow We expected a drop in $STRC volumes the week after the ex-divided date but it just keeps going up super bullish if (when) Stretch trades back to $100 if volumes keep going up like this"
X Link 2025-11-22T07:34Z [---] followers, [---] engagements
"Some thoughts on $MTPLF's opportunity to execute a Yen Carry Trade [---] strategy with their new preferreds. [--]. Issue preferreds to buy $BTC until 25-30% leverage ratio is reached [--]. Issue more preferreds and buy $STRC. [--]. Pay 5% interest on own preferreds while getting 10% dividends from $STRC investment [--]. Re-invest profits into $BTC. This would allow @Metaplanet to issue way more preferreds than the current cap of 25% of their BTC net asset value allows while maintaining conservative balance sheet discipline"
X Link 2025-11-22T14:20Z [---] followers, [----] engagements
"@DarthAncient Metaplanet would buy STRC Strategys preferred equity and get dividends from that"
X Link 2025-11-22T17:18Z [---] followers, [---] engagements
"@RudinskyMike In theory yes. Metaplanet would need to clarify two things first: [--]. From a Japanese regulatory standpoint can Metaplanet hold $STRC [--]. If so would Metaplanets investors support this strategy"
X Link 2025-11-23T20:39Z [---] followers, [--] engagements
"Discover how $MTPLF is expanding its Bitcoin treasury through the new Mars and Mercury preferred shares. We break down the 4.9% yield why its disruptive in Japans low-rate market and how a potential Yen Carry Trade [---] could turbocharge $BTC accumulation. 00:00 Introduction 00:43 Metaplanet Preferred Mercury Overview 02:37 Unlocking the Conversion Feature Understanding Mercurys [----] Strike Price 04:47 Arbitrage & Yen Carry Trade Opportunities 07:45 Metaplanets Bitcoin Accumulation Strategy (Up to $260M Raise) 09:14 Mars Preferred Overview & Adjustable Rate Structure 10:50 Moving Strike"
X Link 2025-11-24T14:11Z [---] followers, 38.8K engagements
"Watch it on Youtube: https://youtu.be/2OnYhMxbq1Y https://youtu.be/2OnYhMxbq1Y"
X Link 2025-11-24T14:11Z [---] followers, [---] engagements
"Listen to it on: - Spotify: - Apple Podcasts: https://podcasts.apple.com/us/podcast/metaplanets-massive-bitcoin-buying-plan-mars-mercury/id1831827737i=1000738127740 https://open.spotify.com/episode/1kVGY3KyuXcW5oREQYWTuZsi=a965d72be70a4434 https://podcasts.apple.com/us/podcast/metaplanets-massive-bitcoin-buying-plan-mars-mercury/id1831827737i=1000738127740 https://open.spotify.com/episode/1kVGY3KyuXcW5oREQYWTuZsi=a965d72be70a4434"
X Link 2025-11-24T15:11Z [---] followers, [--] engagements
"Interesting strategy too- as it would take care of their dividend obligations. But our point was that by investing solely in $STRC they could lever up a lot more than the stated goal of 25% of their BTC NAV. Since STRC is (or should be) stable there would be no need to cap their own prefs issuances at 25%"
X Link 2025-11-24T17:58Z [---] followers, [---] engagements
"The only [--] books that @quentinisonx has ever gifted to people π"
X Link 2025-11-27T13:57Z [---] followers, [----] engagements
"@UncleDividends Absolutely π Happy thanks giving to you too"
X Link 2025-11-27T14:48Z [---] followers, [--] engagements
"@anilpatel told us he doesnt have an elevator pitch. Theres no shortcut to understanding Bitcoin corporate strategy. But @BitcoinPierre argues Bitcoin treasury companies still need one. So now were curious: How would you pitch Bitcoin treasury companies in [--] sentences π"
X Link 2025-11-29T00:35Z [---] followers, [--] engagements
"@ZynxBTC argues when Bitcoin trends lower against gold $MSTRs mNAV compresses and so does the stock. After a 40% slide since late [----] that trend may be reversing"
X Link 2025-12-09T21:50Z [---] followers, [---] engagements
"π New episode @TylerCompiler from Treasury Orange joins us to break down how Bitcoin Treasury companies like $MSTR $ASST & $MTPLF could help Bitcoin 10x. We discuss Strategy's $STRE Strive's $SATA and much more 00:00 Introduction: Tyler from Treasury Orange 01:53 Origin Story: Ron Paul sound money first touch with Bitcoin 05:11 Early Cycles & Lessons: [----] buy [----] churn taxes selling too soon 08:12 The [----] Lightbulb Moment: Michael Saylor Bitcoin Podcasts & Realizing BTC Beats Gold 14:59 Bitcoin Treasuries Explained: Higher Returns vs. Counterparty Risk 18:18 Tyler's Top Bitcoin Treasury"
X Link 2025-11-06T17:07Z [---] followers, [----] engagements
"π₯New episodeπ₯ π₯ $MSTR's $STRE launch $ASST's new $SATA preferred $MTPLF updates & $SQNS implosion the Bitcoin treasury race is heating up 00:00 Welcome to One Chair Podcast 01:32 What MSTRs New Credit Rating Means for Bitcoin Treasuries 03:34 STRE: MSTRs Euro-Denominated Preferred Equity 13:46 STRC $100 Milestone: Is This the Turning Point 16:01 Metaplanet Update: Rising Short Interest & New Bitcoin-Backed Loan 19:09 Strive Launches SATA Preferred: Higher Yield & Smart Execution 24:19 Sequence Sells Bitcoin to Repay Debt: What Went Wrong 26:36 Future: New Bitcoin Treasury Company in"
X Link 2025-11-08T17:30Z [---] followers, [----] engagements
"Bitcoins most bullish setup in a decade may be unfolding right now. In this episode @ZynxBTC breaks down why Bitcoin and Bitcoin treasury companies like Strategy $MSTR and Metaplanet $MTPLF could reshape the market structure heading into [----]. We discuss: Bitcoin vs Gold and hidden underperformance Why MSTR and preferred shares matter Sovereign and institutional Bitcoin adoption Macro shifts rates and the end of QT Why [----] may be Bitcoins most important year yet 00:00 Introduction: Zynx 04:56 Strategys new USD reserve explained 07:02 Why Strategy is more solvent than governments 08:48 S&Ps"
X Link 2025-12-08T17:45Z [---] followers, 12.4K engagements
"π¨ Michael Saylor Strikes Again π¨ $MSTR just raised $1 BILLION to buy more Bitcoin. Yes even in this market. π€― @Saylor isnt slowing down hes accelerating. If hes buying the dip this aggressively what does he see coming next Macro turning. Liquidity returning. Bitcoin supply tightening. [----] is setting up to be wild. π§‘β‘ 00:00 Strategys Surprise Bitcoin Buy 03:12 Massive Capital Raise: $2.3B in [--] Trading Days 06:10 Accretive vs. Non-Accretive Buys & Long-Term Impact 08:39 Bitcoin Supply Lock-Up & MSTRs Growing Accumulation 09:45 Fed Rate Cuts Liquidity Return & Bullish Macro Signals Do you"
X Link 2025-12-11T19:50Z [---] followers, [---] engagements
"Revisiting this gem from Strategys Q3 [----] earnings call: @saylor wants $MSTR to stand for Monster. Not a company that adopts the future a company that invents digital capital and eats the global credit market"
X Link 2025-12-13T20:53Z [---] followers, [---] engagements
"We totally agree @ZynxBTC π― $MTPLF will surprise a lot of people in the coming years. Theyre not ready π"
X Link 2025-12-14T00:43Z [---] followers, [----] engagements
"Another gem from Strategys Q3 [----] earnings call: @Saylor wants to change the monetary system. He explains why people should rethink their bank accounts and explore alternatives like $STRC"
X Link 2025-12-14T19:44Z [---] followers, [---] engagements
"@Strive has increased $SATA's dividend from 12% to 12.25% Looks like it's time to update our $STRC - $SATA table: Strive Increases SATA Perpetual Preferred Stock Dividend From 12% to 12.25%. https://t.co/Ozv0TZIEvj Strive Increases SATA Perpetual Preferred Stock Dividend From 12% to 12.25%. https://t.co/Ozv0TZIEvj"
X Link 2025-12-15T14:11Z [---] followers, [----] engagements
"@UncleDividends @strive These products will be disruptive to the entire market. It's just a matter of time until we see them in all fixed income portfolios indeed"
X Link 2025-12-15T16:45Z [---] followers, [--] engagements
"Here's a simple version of Michael Saylor's proposal: Digital Capital Digital Credit Digital Money Digital Capital Bitcoin as a long-term store of value Digital Credit Bitcoin-backed income-producing instruments Digital Money NAV-stable accounts with income Each layer solves the limitations of the one below it. You don't need to understand Bitcoin to benefit from it. You just need to prefer better money"
X Link 2025-12-16T20:33Z [---] followers, [---] engagements
"@UncleDividends Yes we would even argue its the birth of a whole new digital financial system based on one pristine foundation: Bitcoin"
X Link 2025-12-17T07:45Z [---] followers, [--] engagements
""Watching Bitcoin treasury plays day-to-day is like watching paint dry or a tree grow." - @ejuline Theyre not moonshots. Theyre [----] year conviction plays. Short-term price predictions mNAV compression TradFi games Noise. If you believe in the mission commit long term. There is no get-rich-quick treasury play. Anyone saying otherwise is lying"
X Link 2025-12-17T21:30Z [---] followers, [---] engagements
"π Bitcoin $MSTR $ASST $MTPLF and other Bitcoin treasury companies could sit at the core of this system. @saylor frames a new financial architecture built on Bitcoin: π₯ Digital Capital Bitcoin as a long-term store of value π₯ Digital Credit Bitcoin-backed income-producing instruments π₯ Digital Money Stable user-friendly accounts built on that credit This doesnt start with retail. It starts with balance sheets credit markets and institutions. If Bitcoin-backed credit proves economically superior adoption becomes incentive-driven and scales. 00:00 Introduction: Bitcoin as a New Financial"
X Link 2025-12-18T21:11Z [---] followers, [----] engagements
"Bitcoin wont magically fix a bad balance sheet. The right treasury strategy is critical"
X Link 2025-12-19T22:29Z [---] followers, [---] engagements
"http://x.com/i/article/2002431104020627456 http://x.com/i/article/2002431104020627456"
X Link 2025-12-21T19:58Z [---] followers, [---] engagements
"Modern banking rests on a contradiction: deposits are deployed into productive assets while savers are paid as if money sits idle. In this piece we break down Michael Saylors Bitcoin MENA framework through three layers: digital capital digital credit and digital money. We cover what the model is trying to achieve the upside the risks and the most plausible adoption path. Full article in replies"
X Link 2025-12-21T20:08Z [---] followers, [---] engagements
"Based on @Strategy's disclosed Bitcoin purchases we've grouped accumulation behavior into three observed paces: Aggressive sustained high acquisition Trend normalized operating pace Slowdown recent moderated acquisition No price assumptions here just historical behavior. This provides a clean framework for thinking about Strategy's Bitcoin accumulation into 2026"
X Link 2025-12-21T21:02Z [---] followers, [---] engagements
"Based on @Strategys disclosed Bitcoin purchases I grouped accumulation behavior into four observed paces: Opportunistic Burst short-term capital deployment surge (OctDec '24) Aggressive sustained high acquisition Trend normalized operating pace Slowdown recent moderated acquisition No price assumptions here just historical behavior. The "burst" is not a base case but it shows how quickly accumulation can accelerate when capital deployment conditions align"
X Link 2025-12-25T18:16Z [---] followers, [---] engagements
"Bitcoin is in fear territory. But the setup has never been stronger. We were joined by @stephanlivera to discuss: Why Bitcoin treasuries matter right now A deep dive into @ORANJEBTC @Strategy vs regional treasury winners Why some treasuries fail (debt & leverage) Institutional & nation-state adoption 00:00 Introduction: Stephan Livera 02:37 Why Bitcoin Treasury Companies Exist vs BTC & ETFs 04:03 How Stephan Joined OrangeBTC (Advisor & Investor) 05:49 Can Anyone Beat Strategy Winner-Take-Most Dynamics 10:09 What Makes a Winning Bitcoin Treasury Company 14:41 Treasury Drawdowns & Fiat vs"
X Link 2025-12-26T14:33Z [---] followers, [----] engagements
"Watch it on Youtube: https://youtu.be/knlT4RLNijgsi=XJGyGDwvFRVK7WoQ https://youtu.be/knlT4RLNijgsi=XJGyGDwvFRVK7WoQ"
X Link 2025-12-26T14:37Z [---] followers, [---] engagements
"Listen to it on: - Spotify: - Apple Podcasts: https://podcasts.apple.com/ch/podcast/bitcoins-strongest-setup-yet-stephan-livera-on-oranjebtc/id1831827737i=1000742787096&l=en-US https://open.spotify.com/episode/4N0yNjGubskZECxaPp4x40si=2200b20bc3af465a https://podcasts.apple.com/ch/podcast/bitcoins-strongest-setup-yet-stephan-livera-on-oranjebtc/id1831827737i=1000742787096&l=en-US https://open.spotify.com/episode/4N0yNjGubskZECxaPp4x40si=2200b20bc3af465a"
X Link 2025-12-26T15:22Z [---] followers, [--] engagements
"Buying Bitcoin earlier matters. Bitcoin compounds over time while fiat obligations stay fixed in nominal terms. If youre bullish on Bitcoin stacking now lets that compounding work on your balance sheet for years. Models cycles and math all point to the same idea: time in Bitcoin timing Bitcoin. π https://twitter.com/i/web/status/2005006603280413174 https://twitter.com/i/web/status/2005006603280413174"
X Link 2025-12-27T20:03Z [---] followers, [---] engagements
"Some outperform $BTC. Others fail. Structure matters"
X Link 2025-12-29T17:04Z [---] followers, [--] engagements
"Strategy added 220000+ Bitcoin in the last [--] months mostly in a down market. Even a bear case puts them near [------] BTC by end [----]. Any real Bitcoin surge [--] million BTC becomes inevitable. We break down $MSTR's accumulation mNAV dynamics preferred shares and why this really looks like Bitcoins IPO moment. 00:00 Introduction 00:58 MSTR stock issuance & aggressive Bitcoin 03:32 MSTR Preferred shares : demand issues and risks 06:41 [----] outlook: MSTR Bitcoin accumulation scenarios 10:06 Bitcoins IPO moment: ETFs OG sellers and market structure 12:10 Bitcoin & MSTR price predictions for [----] π₯"
X Link 2025-12-29T20:50Z [---] followers, [----] engagements
"Metaplanet's Bitcoin accumulation just hit another gear π From 1'700 BTC to 35'000+ BTC in a single year. Record Q4 revenues a clear dividend strategy and continued Bitcoin accumulation put Metaplanet in a very different category from most Bitcoin treasury plays. This might be one of the most underrated Bitcoin treasuries going into [----]. 00:00 Introduction 00:48 EGM Recap & Takeaways: Preferred Shares (Mercury & Mars) and Income Focus 03:01 Bitcoin Accumulation Update 04:16 Financial Performance: Record Q4 Revenues & Dividend Support 05:33 MetaPlanet Growth Treasury Rankings & Bullish 2026"
X Link 2025-12-30T22:03Z [---] followers, [----] engagements
"@UncleDividends Absolutely Buckle up were going into hyperdrive in 2026"
X Link 2025-12-31T09:23Z [---] followers, [--] engagements
"Here's an overview of large cap companies first S&P500 inclusion eligibility date vs. actual addition date. Interesting to see that $MSTR is in good company. Patience only a matter of time until they get added. $TSLA $ABNB $UBER $PLTR $COIN $APP $HOOD"
X Link 2025-09-06T13:29Z [---] followers, [----] engagements
"Strategy $MSTR just unveiled a $1.4B cash reserve next to its [------] Bitcoin treasury. This move: Secures dividends for [--] months Improves creditworthiness De-risks downside scenarios Changes the Bitcoin treasury playbook 00:00 Strategy Creates USD Reserve Alongside Bitcoin Treasury 01:59 Credit Rating Impact & Dividend Security Explained 03:42 Why This De-Risks Strategy in a Bitcoin Bear Market 08:28 Michael Saylor Softens Never Sell Bitcoin Stance 13:23 Bitcoin Growth Scenarios & Escape Velocity Model π₯ Full breakdown π https://twitter.com/i/web/status/1995590671596396787"
X Link 2025-12-01T20:27Z [---] followers, 10.6K engagements
"Everyone asked how theyd fund dividends in a downturn Strategys answer: build reserves improve creditworthiness and play the long game"
X Link 2025-12-04T21:22Z [---] followers, [---] engagements
"2026 might be the year everything flips for Bitcoin and Strategy $MSTR. Strategy keeps buying $BTC builds a massive cash buffer and refuses to sell a single sat even after a brutal -47% year and [--] red months. Meanwhile: Treasury companies are buying more $BTC than miners produce Sentiment is turning The 4-year cycle looks broken The setup going into [----] feels explosive. 00:00 MSTR Bitcoin Buy Capital Raises & Cash Reserves 05:13 Why [----] Was Brutal for MSTR & Bitcoin Treasuries 07:53 MSCI Exclusion Risk & S&P [---] Inclusion Outlook 12:17 Bitcoin Supply Shock & Why [----] Could Be the Turning"
X Link 2026-01-05T22:17Z [---] followers, [----] engagements
"@greg16676935420 @Kalshi That's also not the correct chair. There is only one Chair"
X Link 2026-01-08T20:10Z [---] followers, [---] engagements
"Bitcoin isnt optional. In a hyperbitcoinized future: Every person owns Bitcoin Every company owns Bitcoin Or they go out of business @nithusezni explains why Bitcoin treasury companies and Bitcoin-backed yield are inevitable"
X Link 2026-01-09T20:02Z [---] followers, [----] engagements
"Strategy just bought [-----] Bitcoin. If BTC goes down from here this will look reckless. If BTC runs this will be remembered as one of @saylor's best moves. $STRC at $100. $MSTR pinned near 1x MNAV. Bitcoin price flat. Something feels different. 00:00 MSTR Buys 13000+ Bitcoin 03:02 Why STRC Is Way Bigger Than Most Think 03:49 Is MSTR Forcing the Stock Flat The 1x MNAV Gravity Explained 06:39 Bitcoin Stuck at $90K While Saylor Buys Everything Whos Selling 08:56 Investor Sentiment and Future Projections for STRC 14:17 Event announcement and Final Thoughts Full episode ππΌ"
X Link 2026-01-12T22:02Z [---] followers, [----] engagements
"Bitcoin's price behavior and @Strategy's recent purchases suggest a shift to aggressive accumulation or higher. That trajectory puts them over [--] million $BTC mark before the end of [----]. Based on @Strategys disclosed Bitcoin purchases I grouped accumulation behavior into four observed paces: Opportunistic Burst short-term capital deployment surge (OctDec '24) Aggressive sustained high acquisition Trend normalized operating pace Slowdown https://t.co/YUHqjyGFe2 Based on @Strategys disclosed Bitcoin purchases I grouped accumulation behavior into four observed paces: Opportunistic Burst"
X Link 2026-01-13T11:54Z [---] followers, [---] engagements
"Forget the fancy metrics. The [----] playbook is Bitcoin per share at all costs"
X Link 2026-01-13T21:06Z [---] followers, [----] engagements
"Everyone arguing about $MSTR $MTPLF & $ASST prices. We care about the denominator. [----] was messy but the table shows sats/share kept climbing and thats the real scoreboard for treasury companies. Bullish into 2026: if BTC turns up bears get quiet and the market reprices BTC/share. https://twitter.com/i/web/status/2011536790968996074 https://twitter.com/i/web/status/2011536790968996074"
X Link 2026-01-14T20:31Z [---] followers, [----] engagements
"Strategy $MSTR just activated a powerful new flywheel with $STRC enabling continuous Bitcoin accumulation. At the same time Strive $ASST officially completed its merger with Semler instantly scaling its Bitcoin treasury and doubling down on aggressive $BTC accumulation. Different paths same destination: β‘β‘ stacking Bitcoin at scale [----] is shaping up to be the year Bitcoin treasuries drive the market. 00:00 Introduction to Bitcoin Treasury Companies (Strive Strategy Metaplanet) 01:34 StriveSemler Merger Confirmed: Buying Bitcoin at a 20% Discount 08:33 STRC Ex-Dividend Day: Why Strategys"
X Link 2026-01-15T21:09Z [---] followers, [----] engagements
"Strategy $MSTR just built the most powerful Bitcoin accumulation machine ever. [-----] $BTC in one week. A new Flywheel [---]. And a path to owning a massive share of all Bitcoin. Most people still dont understand whats happening here. 00:00 Record Bitcoin Buy Shocks the Market (22300 BTC Acquired) 01:53 STRC Holds $100 While Bitcoin & MSTR Crash Why This Matters 05:42 The New Bitcoin Flywheel Explained (Old vs New System) 10:46 [-----] Bitcoin Per Month Strategys Insane Accumulation Pace 14:06 What Happens When Bitcoin Starts RALLYING Again (Explosive Setup) Deep dive here π"
X Link 2026-01-20T21:11Z [---] followers, [---] engagements
"@sd_nym Yes and itll take time for the market to adjust. Short-term noise long-term opportunity"
X Link 2026-01-21T07:07Z [---] followers, [--] engagements
"@HurdleRatePod @Strategy @coinbase Important clarification for the record π One Chair Podcast is not owned by Strive (yet). Just fully independent members of the Bitcoin Treasury Podcast Industrial Complex. Great episode as always π @ColeMacro @TimKotzman @PunterJeff @Werkman"
X Link 2026-01-21T13:47Z [---] followers, [---] engagements
"@hillery_dan breaks down @BuckToken: permissionless saving"
X Link 2026-01-25T22:13Z [---] followers, [----] engagements
"π¨ Stragtegy $MSTR just bought 2'000+ Bitcoin in a bearish market. π₯$STRC has de-pegged from $100 π₯A dividend hike may be coming to restart the Bitcoin flywheel π₯Earnings blackout could pause new buys We break it all down in todays episode of One Chair π"
X Link 2026-01-26T20:04Z [---] followers, [---] engagements
"Watch it on Youtube: https://youtu.be/dVDE8L2q-Y8si=blZ6UjF9VAJq4WWv https://youtu.be/dVDE8L2q-Y8si=blZ6UjF9VAJq4WWv https://youtu.be/dVDE8L2q-Y8si=blZ6UjF9VAJq4WWv https://youtu.be/dVDE8L2q-Y8si=blZ6UjF9VAJq4WWv"
X Link 2026-01-26T20:05Z [---] followers, [---] engagements
"Listen to it on: - Spotify: - Apple podcasts: https://podcasts.apple.com/us/podcast/strategy-keeps-buying-bitcoin-in-a-bearish-market/id1831827737i=1000746748954 https://open.spotify.com/episode/2K0LqI3SjvnHx6vnuUU8K5si=b5a57bccbc934a6a https://podcasts.apple.com/us/podcast/strategy-keeps-buying-bitcoin-in-a-bearish-market/id1831827737i=1000746748954 https://open.spotify.com/episode/2K0LqI3SjvnHx6vnuUU8K5si=b5a57bccbc934a6a"
X Link 2026-01-26T21:00Z [---] followers, [--] engagements
"$MSTR just built an infinite bid for Bitcoin. $STRC demand is insatiable. ATM dilution myths are wrong. Bitcoins floor may be getting manufactured right now. @hillery_dan joined us on the latest episode to talk Strategy (@strategy) Buck (@BuckToken) and the future of Digital Credit. 00:00 Introduction: Dan Hillery (BuckToken) + whats covered (2026 outlook) 02:07 Dans background: engineering quant finance MSTR options 05:52 Bitcoin entry + why [----] burned people / [----] reset 07:24 Strategys evolution: cash BTC converts ATM machine 11:36 MNAV 1: why it happened + what it means now 16:27 The new"
X Link 2026-01-21T19:51Z [---] followers, 36.4K engagements
"Watch it on Youtube: https://youtu.be/lKmturNeQQYsi=NcAhoEbjClOmJEWr https://youtu.be/lKmturNeQQYsi=NcAhoEbjClOmJEWr"
X Link 2026-01-21T19:52Z [---] followers, [----] engagements
"Europes $MSTR Capital Bs Bitcoin Nuclear Reactor Strategy Explained β @AlexandreLaizet from Capital B (@_ALCPB) joined us to explain why: Strategy (@strategy) could buy [------] BTC per year One company may be removing short-term bear markets Bitcoin at $90K = a generational opportunity $5$10M BTC is probabilistically accurate Capital Bs plan to become Europes Bitcoin treasury leader Plus: β Bitcoin nuclear reactor bonds π BTC yield as the real KPI π³ Digital credit & perpetual instruments: $STRC / $STRE 00:00 Introduction: Alexandre Laizet 03:29 The Birth of Europes First Bitcoin Treasury"
X Link 2026-01-23T19:08Z [---] followers, [----] engagements
"@Guy_026 @hillery_dan @Strategy @BuckToken Bitcoin is in constant motion. If youre paying attention its always teaching you something new"
X Link 2026-01-27T10:33Z [---] followers, [--] engagements
"@Guy_026 @hillery_dan @Strategy @BuckToken That's one of our latest episodes were we discussed $ASST: https://x.com/OneChairPod/status/2011908563950817305s=20 Strategy $MSTR just activated a powerful new flywheel with $STRC enabling continuous Bitcoin accumulation. At the same time Strive $ASST officially completed its merger with Semler instantly scaling its Bitcoin treasury and doubling down on aggressive $BTC accumulation. https://t.co/uPdpjYVEnq https://x.com/OneChairPod/status/2011908563950817305s=20 Strategy $MSTR just activated a powerful new flywheel with $STRC enabling continuous"
X Link 2026-01-27T10:43Z [---] followers, [---] engagements
"Well laugh at the $90K is too high takes when $BTC is priced in millions"
X Link 2026-01-27T19:09Z [---] followers, [---] engagements
"How many πͺ are you sitting on"
X Link 2026-01-27T23:03Z [---] followers, [---] engagements
"This is why options traders love $MSTR"
X Link 2026-01-28T19:41Z [---] followers, [---] engagements
"Strategy (@strategy) quietly rebuilt its entire Bitcoin flywheel. This isnt hype its a real structural upgrade. Flywheel [---] replaces convertible bonds with $STRC (perpetual preferred shares with a variable dividend rate). That one change rewires how Strategy raises capital and compounds Bitcoin. Why this matters: 1) A vastly larger capital market Convertible bonds were niche and mostly institutional and have under a $1T addressable market. $STRC trades on NASDAQ is accessible to retail and institutions and fits far more mandates. Suddenly the addressable market jumps to over $400T. 2) Much"
X Link 2026-01-28T20:44Z [---] followers, [---] engagements
"Cypherpunks hate fiat so do Bitcoin treasury companies. The difference They have vehicles that can accelerate hyperbitcoinization at scale"
X Link 2026-02-02T23:00Z [---] followers, [---] engagements
"Watch it on Youtube: https://youtu.be/DFc8hdtSglc https://youtu.be/DFc8hdtSglc"
X Link 2026-02-03T21:59Z [---] followers, [---] engagements
"Listen to it on: - Spotify: - Apple Podcasts: https://podcasts.apple.com/us/podcast/gen-z-was-set-up-to-fail-bitcoin-is-the-escape/id1831827737i=1000747921476 https://open.spotify.com/episode/2a7MXLazv0GGT99cugUjkEsi=9b4939088b5d44d3 https://podcasts.apple.com/us/podcast/gen-z-was-set-up-to-fail-bitcoin-is-the-escape/id1831827737i=1000747921476 https://open.spotify.com/episode/2a7MXLazv0GGT99cugUjkEsi=9b4939088b5d44d3"
X Link 2026-02-03T22:00Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::OneChairPod