Pinned Tweet
The Smarter Web Company $SWC is about to switch on a second capital-raising engine.
@asjwebley, CEO & Founder of @smarterwebuk, joins us to go deep on $MORE, its new perpetual preferred equity, and what it could mean for $SWC$SWCe discussed:
→ 12% initial dividend, paid weekly
→ Wh00 par
→ The 35% amplification ratio — and why it could go way higher
→ Replacing Coinbase debt with permanent capital
→ Retail vs. institutional demand
→ Growing Bitcoin per share across different market conditions
→ Why Bitcoin is now the hurdle rate for every acquisition
→ How $SWC + $MORE could work together as two capital-raising engines
If $MORE works as intended, this could be the beginning of a very different phase for The Smarter Web Company.
And potentially a very powerful new flywheel for $SWC.
00:00 Andrew Webley: Building the UK’s Bitcoin Treasury Company
04:47 Why Smarter Web Used Bitcoin-Backed Coinbase Debt
11:22 Why Smarter Web Is Replacing Debt With MORE
15:27 MORE: The UK’s First Bitcoin Treasury Preferred Stock
19:35 How MORE Targets £100 Par Value
25:47 Who Will Buy MORE? Retail vs Institutional Investors
29:12 Why MORE Has a 35% Amplification Ratio
35:55 Are Institutions Warming Up to Bitcoin Treasuries?
40:46 Smarter Web’s Acquisition Strategy: Why Bitcoin Is the Hurdle Rate
43:16 Could Smarter Web Acquire Companies Outside the UK?
45:02 What Types of Companies Could Smarter Web Acquire Next?
47:16 Can Any Acquisition Really Outperform Bitcoin?
48:27 Will The Smarter Web Company Change Its Name?
50:46 Building Through the Bitcoin Treasury Bear Market
52:37 What Comes Next for Smarter Web and MORE?
Full episode 👇
@asjwebley, CEO & Founder of @smarterwebuk, joins us to go deep on $MORE, its new perpetual preferred equity, and what it could mean for $SWC$SWCe discussed:
→ 12% initial dividend, paid weekly
→ Wh00 par
→ The 35% amplification ratio — and why it could go way higher
→ Replacing Coinbase debt with permanent capital
→ Retail vs. institutional demand
→ Growing Bitcoin per share across different market conditions
→ Why Bitcoin is now the hurdle rate for every acquisition
→ How $SWC + $MORE could work together as two capital-raising engines
If $MORE works as intended, this could be the beginning of a very different phase for The Smarter Web Company.
And potentially a very powerful new flywheel for $SWC.
00:00 Andrew Webley: Building the UK’s Bitcoin Treasury Company
04:47 Why Smarter Web Used Bitcoin-Backed Coinbase Debt
11:22 Why Smarter Web Is Replacing Debt With MORE
15:27 MORE: The UK’s First Bitcoin Treasury Preferred Stock
19:35 How MORE Targets £100 Par Value
25:47 Who Will Buy MORE? Retail vs Institutional Investors
29:12 Why MORE Has a 35% Amplification Ratio
35:55 Are Institutions Warming Up to Bitcoin Treasuries?
40:46 Smarter Web’s Acquisition Strategy: Why Bitcoin Is the Hurdle Rate
43:16 Could Smarter Web Acquire Companies Outside the UK?
45:02 What Types of Companies Could Smarter Web Acquire Next?
47:16 Can Any Acquisition Really Outperform Bitcoin?
48:27 Will The Smarter Web Company Change Its Name?
50:46 Building Through the Bitcoin Treasury Bear Market
52:37 What Comes Next for Smarter Web and MORE?
Full episode 👇
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One Chair retweeted
🎙️ What's the ONE question about Bitcoin Treasury Companies you wish an insider would answer?
The next episode of Inside the Walls is coming up this Thursday, and we're opening the floor to YOUR questions!
What would you ask the crew: @AlexandreLaizet, @Andre_Dragosch, vic_V?
Strategy $MSTR, Strive $ASST, Digital Credit $STRC $SATA $MORE, capital markets, or something we're overlooking?
👇 Drop your questions and topics below. We'll tackle some of the most interesting ones on the show!
The next episode of Inside the Walls is coming up this Thursday, and we're opening the floor to YOUR questions!
What would you ask the crew: @AlexandreLaizet, @Andre_Dragosch, vic_V?
Strategy $MSTR, Strive $ASST, Digital Credit $STRC $SATA $MORE, capital markets, or something we're overlooking?
👇 Drop your questions and topics below. We'll tackle some of the most interesting ones on the show!
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One Chair retweeted
Breaking down the latest in digital credit, $MSTR, $ASST and #Bitcoin with the Bitcoin Treasuries Takeover crew.
@chasepalmieri @TheOtherParker_ @GrafYves at @BTCtreasuries
@chasepalmieri @TheOtherParker_ @GrafYves at @BTCtreasuries
LIVE: #Bitcoin Treasuries Takeover #24
📌 $STRC back to par? $MSTR earnings recap
📌 @GrantCardone vs @Jason Calacanis $1M BTC bet
📌 Binance hack + BTC per share dead?
@chasepalmieri @TheOtherParker_ @GrafYves @TylerCompiler break it all down.
Watch ⚡️
x.com/i/broadcasts/2…
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One Chair retweeted
Great topics $MSTR $ASST. Even better people! 🔥
Come hang out with @TheOtherParker_ @TylerCompiler @chasepalmieri!
Come hang out with @TheOtherParker_ @TylerCompiler @chasepalmieri!
LIVE: #Bitcoin Treasuries Takeover #24
📌 $STRC back to par? $MSTR earnings recap
📌 @GrantCardone vs @Jason Calacanis $1M BTC bet
📌 Binance hack + BTC per share dead?
@chasepalmieri @TheOtherParker_ @GrafYves @TylerCompiler break it all down.
Watch ⚡️
x.com/i/broadcasts/2…
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🎙️ What's the ONE question about Bitcoin Treasury Companies you wish an insider would answer?
The next episode of Inside the Walls is coming up this Thursday, and we're opening the floor to YOUR questions!
What would you ask the crew: @AlexandreLaizet, @Andre_Dragosch, vic_V?
Strategy $MSTR, Strive $ASST, Digital Credit $STRC $SATA $MORE, capital markets, or something we're overlooking?
👇 Drop your questions and topics below. We'll tackle some of the most interesting ones on the show!
The next episode of Inside the Walls is coming up this Thursday, and we're opening the floor to YOUR questions!
What would you ask the crew: @AlexandreLaizet, @Andre_Dragosch, vic_V?
Strategy $MSTR, Strive $ASST, Digital Credit $STRC $SATA $MORE, capital markets, or something we're overlooking?
👇 Drop your questions and topics below. We'll tackle some of the most interesting ones on the show!
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One Chair retweeted
Bitcoin Treasury Companies are accumulating billions in BTC.
But securing that much Bitcoin is a challenge of its own.
@YChoueifaty of TOBAM explains why even a simple hardware wallet introduces layers of trust — and why achieving true zero-trust custody is far more complicated
But securing that much Bitcoin is a challenge of its own.
@YChoueifaty of TOBAM explains why even a simple hardware wallet introduces layers of trust — and why achieving true zero-trust custody is far more complicated
Is Wall Street fundamentally mispricing Bitcoin-backed credit?
In Episode 6 of Inside the Walls, we had a fascinating conversation with @AlexandreLaizet from @_ALCPB, @Andre_Dragosch from @Bitwise, and @YChoueifaty from TOBAM.
A few particularly interesting takeaways:
→ be significantly mispriced. André argues that its yield is far above what comparable credit risk would suggest.
→ Strive $ASST is pushing financial innovation further. The introduction of $SATS, offering a 15% dividend, could actually strengthen $SATA rather than undermine it.
→ Smarter Web $SWC is opening a new frontier for Digital Credit. With £10M raised through $MORE, the UK now has its first Bitcoin-backed perpetual preferred stock, potentially paving the way for broader institutional adoption across Europe.
→ The next capital rotation could favor Bitcoin. As inflation accelerates and the AI trade cools, André sees the potential for billions to rotate from semiconductor stocks into Bitcoin over the coming months.
And we finish with a provocative discussion about Bitcoin custody:
Is "not your keys, not your coins" really scalable? Or is institutional custody an inevitable part of Bitcoin's future?
Another fantastic conversation with three incredibly insightful minds.
The financial system isn't being replaced overnight. It's being transformed from within.
00:00 Bitcoin Market Update: Inflation, MSTR, Strive & Smarter Web
03:05 The Digital Credit Revolution: STRC, SATA, SATS & MORE
07:25 Smarter Web's MORE: Was the £10M Launch a Success?
12:37 Can Bitcoin-Backed Credit Become an Institutional ETF?
15:52 Retail vs. Institutional Demand: Who Will Drive Digital Credit?
23:24 Can Credit Ratings Unlock Institutional Bitcoin Adoption?
27:38 Is STRC Mispriced? Bitcoin Credit vs. Traditional High-Yield Bonds
31:41 Why SATS Actually Strengthens SATA
39:05 Strive's 15% SATS Dividend: Is the Yield Sustainable?
41:39 Inflation Shock: Will the Fed Raise Interest Rates Again?
45:53 When Could Billions Rotate Into Bitcoin?
47:15 TOBAM Challenges “Not Your Keys, Not Your Coins”
51:40 Is Institutional Bitcoin Custody Inevitable?
55:55 How TOBAM Secured Bitcoin Before Institutional Custodians
58:03 The Future of Bitcoin Custody: Multisig vs. Self-Custody
59:42 Final Thoughts: Bitcoin's Institutional Future
Watch the full episode! 🔥👇
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One Chair retweeted
Is $MSTR really junk-rated because of its risk - or because of how Wall Street measures that risk?
@AlexandreLaizet shares a revealing exchange with a credit rating agency.
More from our latest Inside the Walls episode.
@AlexandreLaizet shares a revealing exchange with a credit rating agency.
More from our latest Inside the Walls episode.
What if the Bitcoin Treasury race hasn't even started yet?
We're witnessing an explosion of financial innovation, with Strategy $MSTR, Strive $ASST, and others building increasingly sophisticated capital-raising engines.
And the most remarkable part? Bitcoin has barely moved.
ns when Bitcoin starts ripping again.
That's exactly what we explored in the latest episode of Inside the Walls, alongside @AlexandreLaizet (@_ALCPB), @Andre_Dragosch (@Bitwise), and @YChoueifaty (TOBAM).
Some fascinating discussions:
🔸 $STRC approaching $100 par: Is Strategy's Bitcoin buying engine about to restart?
🔸 Common equity vs. Digital Credit: Why might institutional investors actually WANT more share issuance?
🔸 The amplification race: What happens to Strategy, Strive, and smaller Bitcoin Treasury Companies when BTC surges 20%?
🔸 Strategy's B- credit rating: Are traditional credit rating agencies fundamentally mispricing Bitcoin-backed credit?
🔸 Anthropic's IPO: What does the repricing of AI investments tell us about the broader capital markets?
One quote from @YChoueifaty perfectly captures where we are:
"We are building a scenario for a very, very exciting movie, but the movie has not started yet."
The financial infrastructure is being built. The capital markets are evolving. But the real show might still be ahead of us.
00:00 Bitcoin Capital Markets: Inside the Walls Ep. 7
02:14 Strategy STRC Nears $100 Par: Is Digital Credit Back?
04:59 Why Is Strategy Buying Back STRC Below Par?
07:09 What Happens to Bitcoin Treasury Stocks When BTC Rallies?
12:56 Common Stock ATM vs Digital Credit: What Do Institutions Prefer?
19:14 How Will Bitcoin Treasury Companies Raise Capital in a Bull Market?
22:38 Strategy vs Strive vs Capital B: Do Smaller Players Have an Edge?
25:55 Why Did Strategy Keep Its B- Credit Rating?
29:53 Are Credit Rating Agencies Holding Back Bitcoin Adoption?
36:32 Why Traditional Credit Ratings Fail: Oil, Lehman & Sovereign Debt
43:19 Anthropic IPO: Timing, Valuation and AI Market Risks
If you want to understand how the next Bitcoin bull market could reshape the entire Bitcoin Treasury industry, this is an episode you don't want to miss! 👇🔥
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One Chair retweeted
Strategy has acquired 811 $BTC and repurchased $208M of $STRC. As of 11/1/26, we hold 849,327 BTC and $4.9B of USD Assets. $MSTR strategy.com/press/strategy…
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One Chair retweeted
Strive acquired 124 $BTC for $10M at an average cost of $80,526 per bitcoin, bringing total holdings to ₿43,124.
- Existing cash funded most purchases
- SATS ATM used for first time, representing 100% of weekly ATM proceeds
- Amplification Ratio: 62.7%
$ASST $SATA $SATS
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Is $MSTR really junk-rated because of its risk - or because of how Wall Street measures that risk?
@AlexandreLaizet shares a revealing exchange with a credit rating agency.
More from our latest Inside the Walls episode.
@AlexandreLaizet shares a revealing exchange with a credit rating agency.
More from our latest Inside the Walls episode.
What if the Bitcoin Treasury race hasn't even started yet?
We're witnessing an explosion of financial innovation, with Strategy $MSTR, Strive $ASST, and others building increasingly sophisticated capital-raising engines.
And the most remarkable part? Bitcoin has barely moved.
ns when Bitcoin starts ripping again.
That's exactly what we explored in the latest episode of Inside the Walls, alongside @AlexandreLaizet (@_ALCPB), @Andre_Dragosch (@Bitwise), and @YChoueifaty (TOBAM).
Some fascinating discussions:
🔸 $STRC approaching $100 par: Is Strategy's Bitcoin buying engine about to restart?
🔸 Common equity vs. Digital Credit: Why might institutional investors actually WANT more share issuance?
🔸 The amplification race: What happens to Strategy, Strive, and smaller Bitcoin Treasury Companies when BTC surges 20%?
🔸 Strategy's B- credit rating: Are traditional credit rating agencies fundamentally mispricing Bitcoin-backed credit?
🔸 Anthropic's IPO: What does the repricing of AI investments tell us about the broader capital markets?
One quote from @YChoueifaty perfectly captures where we are:
"We are building a scenario for a very, very exciting movie, but the movie has not started yet."
The financial infrastructure is being built. The capital markets are evolving. But the real show might still be ahead of us.
00:00 Bitcoin Capital Markets: Inside the Walls Ep. 7
02:14 Strategy STRC Nears $100 Par: Is Digital Credit Back?
04:59 Why Is Strategy Buying Back STRC Below Par?
07:09 What Happens to Bitcoin Treasury Stocks When BTC Rallies?
12:56 Common Stock ATM vs Digital Credit: What Do Institutions Prefer?
19:14 How Will Bitcoin Treasury Companies Raise Capital in a Bull Market?
22:38 Strategy vs Strive vs Capital B: Do Smaller Players Have an Edge?
25:55 Why Did Strategy Keep Its B- Credit Rating?
29:53 Are Credit Rating Agencies Holding Back Bitcoin Adoption?
36:32 Why Traditional Credit Ratings Fail: Oil, Lehman & Sovereign Debt
43:19 Anthropic IPO: Timing, Valuation and AI Market Risks
If you want to understand how the next Bitcoin bull market could reshape the entire Bitcoin Treasury industry, this is an episode you don't want to miss! 👇🔥
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One Chair retweeted
What if the Bitcoin Treasury race hasn't even started yet?
We're witnessing an explosion of financial innovation, with Strategy $MSTR, Strive $ASST, and others building increasingly sophisticated capital-raising engines.
And the most remarkable part? Bitcoin has barely moved.
ns when Bitcoin starts ripping again.
That's exactly what we explored in the latest episode of Inside the Walls, alongside @AlexandreLaizet (@_ALCPB), @Andre_Dragosch (@Bitwise), and @YChoueifaty (TOBAM).
Some fascinating discussions:
🔸 $STRC approaching $100 par: Is Strategy's Bitcoin buying engine about to restart?
🔸 Common equity vs. Digital Credit: Why might institutional investors actually WANT more share issuance?
🔸 The amplification race: What happens to Strategy, Strive, and smaller Bitcoin Treasury Companies when BTC surges 20%?
🔸 Strategy's B- credit rating: Are traditional credit rating agencies fundamentally mispricing Bitcoin-backed credit?
🔸 Anthropic's IPO: What does the repricing of AI investments tell us about the broader capital markets?
One quote from @YChoueifaty perfectly captures where we are:
"We are building a scenario for a very, very exciting movie, but the movie has not started yet."
The financial infrastructure is being built. The capital markets are evolving. But the real show might still be ahead of us.
00:00 Bitcoin Capital Markets: Inside the Walls Ep. 7
02:14 Strategy STRC Nears $100 Par: Is Digital Credit Back?
04:59 Why Is Strategy Buying Back STRC Below Par?
07:09 What Happens to Bitcoin Treasury Stocks When BTC Rallies?
12:56 Common Stock ATM vs Digital Credit: What Do Institutions Prefer?
19:14 How Will Bitcoin Treasury Companies Raise Capital in a Bull Market?
22:38 Strategy vs Strive vs Capital B: Do Smaller Players Have an Edge?
25:55 Why Did Strategy Keep Its B- Credit Rating?
29:53 Are Credit Rating Agencies Holding Back Bitcoin Adoption?
36:32 Why Traditional Credit Ratings Fail: Oil, Lehman & Sovereign Debt
43:19 Anthropic IPO: Timing, Valuation and AI Market Risks
If you want to understand how the next Bitcoin bull market could reshape the entire Bitcoin Treasury industry, this is an episode you don't want to miss! 👇🔥
We're witnessing an explosion of financial innovation, with Strategy $MSTR, Strive $ASST, and others building increasingly sophisticated capital-raising engines.
And the most remarkable part? Bitcoin has barely moved.
ns when Bitcoin starts ripping again.
That's exactly what we explored in the latest episode of Inside the Walls, alongside @AlexandreLaizet (@_ALCPB), @Andre_Dragosch (@Bitwise), and @YChoueifaty (TOBAM).
Some fascinating discussions:
🔸 $STRC approaching $100 par: Is Strategy's Bitcoin buying engine about to restart?
🔸 Common equity vs. Digital Credit: Why might institutional investors actually WANT more share issuance?
🔸 The amplification race: What happens to Strategy, Strive, and smaller Bitcoin Treasury Companies when BTC surges 20%?
🔸 Strategy's B- credit rating: Are traditional credit rating agencies fundamentally mispricing Bitcoin-backed credit?
🔸 Anthropic's IPO: What does the repricing of AI investments tell us about the broader capital markets?
One quote from @YChoueifaty perfectly captures where we are:
"We are building a scenario for a very, very exciting movie, but the movie has not started yet."
The financial infrastructure is being built. The capital markets are evolving. But the real show might still be ahead of us.
00:00 Bitcoin Capital Markets: Inside the Walls Ep. 7
02:14 Strategy STRC Nears $100 Par: Is Digital Credit Back?
04:59 Why Is Strategy Buying Back STRC Below Par?
07:09 What Happens to Bitcoin Treasury Stocks When BTC Rallies?
12:56 Common Stock ATM vs Digital Credit: What Do Institutions Prefer?
19:14 How Will Bitcoin Treasury Companies Raise Capital in a Bull Market?
22:38 Strategy vs Strive vs Capital B: Do Smaller Players Have an Edge?
25:55 Why Did Strategy Keep Its B- Credit Rating?
29:53 Are Credit Rating Agencies Holding Back Bitcoin Adoption?
36:32 Why Traditional Credit Ratings Fail: Oil, Lehman & Sovereign Debt
43:19 Anthropic IPO: Timing, Valuation and AI Market Risks
If you want to understand how the next Bitcoin bull market could reshape the entire Bitcoin Treasury industry, this is an episode you don't want to miss! 👇🔥
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One Chair retweeted
Strategy $MSTR Q3 earnings are here! 🔥
Going live and joining @halstonvalencia, @chasepalmieri, @TimKotzman, @AngryBuhda, @TheOtherParker_, @BritishHodl, and @GrainofSaltSF to break down the numbers, dissect the strategy, and discuss what comes next for the world's largest Bitcoin Treasury Company.
Plenty to unpack, from $STRC and Digital Credit to Bitcoin accumulation and the future of Strategy's capital-raising engine.
Join us live!
Going live and joining @halstonvalencia, @chasepalmieri, @TimKotzman, @AngryBuhda, @TheOtherParker_, @BritishHodl, and @GrainofSaltSF to break down the numbers, dissect the strategy, and discuss what comes next for the world's largest Bitcoin Treasury Company.
Plenty to unpack, from $STRC and Digital Credit to Bitcoin accumulation and the future of Strategy's capital-raising engine.
Join us live!
LIVE: Analysis of $MSTR Q3 earnings kicking off w/ @halstonvalencia, @chasepalmieri & @GrafYves now. 🔥
@TimKotzman, @AngryBuhda, @TheOtherParker_ join the breakdown at 4PM🚀
Earnings call at 5PM 📊
Post-call analysis w/ @BritishHodl & @GrainofSaltSF after the call at 7PM 🌶️
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One Chair retweeted
⚡️Don’t miss this great Bitcoin Capital Markets episode with @YChoueifaty (TOBAM) @Andre_Dragosch (Bitwise) and @GrafYves (One Chair)👇🏻
What if the Bitcoin Treasury race hasn't even started yet?
We're witnessing an explosion of financial innovation, with Strategy $MSTR, Strive $ASST, and others building increasingly sophisticated capital-raising engines.
And the most remarkable part? Bitcoin has barely moved.
ns when Bitcoin starts ripping again.
That's exactly what we explored in the latest episode of Inside the Walls, alongside @AlexandreLaizet (@_ALCPB), @Andre_Dragosch (@Bitwise), and @YChoueifaty (TOBAM).
Some fascinating discussions:
🔸 $STRC approaching $100 par: Is Strategy's Bitcoin buying engine about to restart?
🔸 Common equity vs. Digital Credit: Why might institutional investors actually WANT more share issuance?
🔸 The amplification race: What happens to Strategy, Strive, and smaller Bitcoin Treasury Companies when BTC surges 20%?
🔸 Strategy's B- credit rating: Are traditional credit rating agencies fundamentally mispricing Bitcoin-backed credit?
🔸 Anthropic's IPO: What does the repricing of AI investments tell us about the broader capital markets?
One quote from @YChoueifaty perfectly captures where we are:
"We are building a scenario for a very, very exciting movie, but the movie has not started yet."
The financial infrastructure is being built. The capital markets are evolving. But the real show might still be ahead of us.
00:00 Bitcoin Capital Markets: Inside the Walls Ep. 7
02:14 Strategy STRC Nears $100 Par: Is Digital Credit Back?
04:59 Why Is Strategy Buying Back STRC Below Par?
07:09 What Happens to Bitcoin Treasury Stocks When BTC Rallies?
12:56 Common Stock ATM vs Digital Credit: What Do Institutions Prefer?
19:14 How Will Bitcoin Treasury Companies Raise Capital in a Bull Market?
22:38 Strategy vs Strive vs Capital B: Do Smaller Players Have an Edge?
25:55 Why Did Strategy Keep Its B- Credit Rating?
29:53 Are Credit Rating Agencies Holding Back Bitcoin Adoption?
36:32 Why Traditional Credit Ratings Fail: Oil, Lehman & Sovereign Debt
43:19 Anthropic IPO: Timing, Valuation and AI Market Risks
If you want to understand how the next Bitcoin bull market could reshape the entire Bitcoin Treasury industry, this is an episode you don't want to miss! 👇🔥
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One Chair retweeted
*** RE: Strategy's B- rating
This is still one of the biggest mispricings in traditional finance I have seen in my entire career.
Based on common corporate health metrics, Strategy should be closer to a AA or even AAA rating and, hence, $STRC should probably yield closer to 6%, that US AA and AAA corporate bonds have a similar duration like STRC as well.
Expect capital to continue to flow into STRC, other digital credit instruments, and ultimately into #Bitcoin...
This is still one of the biggest mispricings in traditional finance I have seen in my entire career.
Based on common corporate health metrics, Strategy should be closer to a AA or even AAA rating and, hence, $STRC should probably yield closer to 6%, that US AA and AAA corporate bonds have a similar duration like STRC as well.
Expect capital to continue to flow into STRC, other digital credit instruments, and ultimately into #Bitcoin...
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What if the Bitcoin Treasury race hasn't even started yet?
We're witnessing an explosion of financial innovation, with Strategy $MSTR, Strive $ASST, and others building increasingly sophisticated capital-raising engines.
And the most remarkable part? Bitcoin has barely moved.
ns when Bitcoin starts ripping again.
That's exactly what we explored in the latest episode of Inside the Walls, alongside @AlexandreLaizet (@_ALCPB), @Andre_Dragosch (@Bitwise), and @YChoueifaty (TOBAM).
Some fascinating discussions:
🔸 $STRC approaching $100 par: Is Strategy's Bitcoin buying engine about to restart?
🔸 Common equity vs. Digital Credit: Why might institutional investors actually WANT more share issuance?
🔸 The amplification race: What happens to Strategy, Strive, and smaller Bitcoin Treasury Companies when BTC surges 20%?
🔸 Strategy's B- credit rating: Are traditional credit rating agencies fundamentally mispricing Bitcoin-backed credit?
🔸 Anthropic's IPO: What does the repricing of AI investments tell us about the broader capital markets?
One quote from @YChoueifaty perfectly captures where we are:
"We are building a scenario for a very, very exciting movie, but the movie has not started yet."
The financial infrastructure is being built. The capital markets are evolving. But the real show might still be ahead of us.
00:00 Bitcoin Capital Markets: Inside the Walls Ep. 7
02:14 Strategy STRC Nears $100 Par: Is Digital Credit Back?
04:59 Why Is Strategy Buying Back STRC Below Par?
07:09 What Happens to Bitcoin Treasury Stocks When BTC Rallies?
12:56 Common Stock ATM vs Digital Credit: What Do Institutions Prefer?
19:14 How Will Bitcoin Treasury Companies Raise Capital in a Bull Market?
22:38 Strategy vs Strive vs Capital B: Do Smaller Players Have an Edge?
25:55 Why Did Strategy Keep Its B- Credit Rating?
29:53 Are Credit Rating Agencies Holding Back Bitcoin Adoption?
36:32 Why Traditional Credit Ratings Fail: Oil, Lehman & Sovereign Debt
43:19 Anthropic IPO: Timing, Valuation and AI Market Risks
If you want to understand how the next Bitcoin bull market could reshape the entire Bitcoin Treasury industry, this is an episode you don't want to miss! 👇🔥
We're witnessing an explosion of financial innovation, with Strategy $MSTR, Strive $ASST, and others building increasingly sophisticated capital-raising engines.
And the most remarkable part? Bitcoin has barely moved.
ns when Bitcoin starts ripping again.
That's exactly what we explored in the latest episode of Inside the Walls, alongside @AlexandreLaizet (@_ALCPB), @Andre_Dragosch (@Bitwise), and @YChoueifaty (TOBAM).
Some fascinating discussions:
🔸 $STRC approaching $100 par: Is Strategy's Bitcoin buying engine about to restart?
🔸 Common equity vs. Digital Credit: Why might institutional investors actually WANT more share issuance?
🔸 The amplification race: What happens to Strategy, Strive, and smaller Bitcoin Treasury Companies when BTC surges 20%?
🔸 Strategy's B- credit rating: Are traditional credit rating agencies fundamentally mispricing Bitcoin-backed credit?
🔸 Anthropic's IPO: What does the repricing of AI investments tell us about the broader capital markets?
One quote from @YChoueifaty perfectly captures where we are:
"We are building a scenario for a very, very exciting movie, but the movie has not started yet."
The financial infrastructure is being built. The capital markets are evolving. But the real show might still be ahead of us.
00:00 Bitcoin Capital Markets: Inside the Walls Ep. 7
02:14 Strategy STRC Nears $100 Par: Is Digital Credit Back?
04:59 Why Is Strategy Buying Back STRC Below Par?
07:09 What Happens to Bitcoin Treasury Stocks When BTC Rallies?
12:56 Common Stock ATM vs Digital Credit: What Do Institutions Prefer?
19:14 How Will Bitcoin Treasury Companies Raise Capital in a Bull Market?
22:38 Strategy vs Strive vs Capital B: Do Smaller Players Have an Edge?
25:55 Why Did Strategy Keep Its B- Credit Rating?
29:53 Are Credit Rating Agencies Holding Back Bitcoin Adoption?
36:32 Why Traditional Credit Ratings Fail: Oil, Lehman & Sovereign Debt
43:19 Anthropic IPO: Timing, Valuation and AI Market Risks
If you want to understand how the next Bitcoin bull market could reshape the entire Bitcoin Treasury industry, this is an episode you don't want to miss! 👇🔥
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Listen to it on:
- Spotify: open.spotify.com/episode/3pqRay…
- Apple Podcasts: podcasts.apple.com/us/podcast/why…
- Spotify: open.spotify.com/episode/3pqRay…
- Apple Podcasts: podcasts.apple.com/us/podcast/why…
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One Chair retweeted
$MSTR shareholders have approved the Daily Dividends amendment. Preliminary results show 99.3% of votes cast were in favor. The amendment enables $STRF, $STRC, $STRK and $STRD to accrue dividends every calendar day. Thank you to all who voted. strategy.com/press/strategy…
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