Your guide to the companies stacking #Bitcoin. Hosted by @GrafYves and @quentinisonx Produced by @dariostackssats
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What happens when you amplify Bitcoin at exactly the right time?
We sat down with @ColeMacro to talk about why Strive $ASST is positioning itself to become the “fastest horse” of the next Bitcoin bull market.
And Matt is VERY bullish.
- $250K Bitcoin? “Too bearish.”
- $500K+ by 2030? Absolutely possible.
- $ASST? Built to amplify the move.
We also get into the coming battle between shorts and warrant holders, $SATA, $STRC, and just how aggressively Strive could stack Bitcoin from here.
Plus, Matt shares his view on Strategy $MSTR, and why he believes its balance sheet is now impossible to break.
00:00 Why Strive ASST Is Outperforming Bitcoin Treasury Companies
04:08 Why Aren’t More Companies Launching Digital Credit?
09:03 Could Metaplanet Successfully Launch Digital Credit?
10:16 Strive’s Amplification Strategy & Bitcoin Yield
18:18 Why This Could Be Bitcoin’s Most Explosive Macro Setup Ever
24:46 What Happens When Strive’s ASST Warrants Expire?
31:23 Will Strive Buy More STRC?
35:10 Strive’s USD Reserve Strategy
38:41 Why SATA Has Been More Resilient Than STRC
46:26 What Would Matt Cole Do Differently With STRC?
51:26 Matt Cole on Executive Compensation & Incentives
Full episode 👇
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One Chair retweeted
🟠 Capital B $ALCPB has acquired 13 BTC for €0.97 million at €74,364 per bitcoin and has achieved BTC Yield of 2.20% YTD. As of 9/28/2026, Capital B holds 3,538 $BTC for €310.6 million at €87,805 per bitcoin⚡️
$ALCPB Europe's First Bitcoin Treasury Company 🇫🇷⚡️
🟠 Capital B confirms the acquisition of 13 BTC for €0.97 million, the holding of a total of 3,538 BTC, and a BTC Yield of 2.20% YTD ⚡️
Full Press Release (EN): cptlb.com/wp-content/uploads…
Full Press Release (FR): cptlb.com/wp-content/uploads…
BTC Strategy (EN): cptlb.com/wp-content/uploads…
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The next Bitcoin treasury bull market could look very different.
More sophisticated balance sheets. More funding engines. More ways to grow BTC per share.
And @YChoueifaty believes we haven’t seen peak mNAV yet 👇
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY.
So what exactly is the market trying to tell us?
In Episode 3 of INSIDE THE WALLS, we go deep into:
→ Strategy $MSTR following Strive $ASST into daily dividends
→ The rise of Digital Credit $STRC $SATA
→ The mNAV debate and the ultimate Bitcoin Treasury KPI
→ How SmarterWeb $SWC nearly doubled its mNAV just by announcing Digital Credit $MORE
→ How high the US 10Y can go before something breaks
→ Why a bond crisis is bullish for Bitcoin
→ Why institutions barely sold during the 50% drawdown
→ Europe’s growing sovereign debt problem
The old playbook isn’t just failing. The market may be starting to price a new one.
With @AlexandreLaizet, @Andre_Dragosch & @YChoueifaty
00:00 Bitcoin Is Rallying While Bond Markets Break
02:44 Strategy Goes Daily: Is Digital Credit Taking Off?
07:46 Future Outlook and Innovations in Bitcoin
07:46 Smarter Web’s mNAV Explodes — What Changed?
15:35 What Really Drives mNAV Expansion?
17:59 Why Bitcoin Treasuries Are Becoming More Powerful
22:46 Will Investors Rotate From Preferreds Back to Common Stock?
28:15 Can Bitcoin Treasury Companies Become Too Complex?
32:38 STRF vs STRC vs SATA: What Institutional Investors Actually Care About
38:10 What Yield Could Break the S&P 500?
44:32 Did Institutions Sell Bitcoin During the 50% Crash?
47:25 Are We Entering a New Debasement Regime?
54:49 Europe’s Debt Problem — And Why Bitcoin Matters
Full episode 👇
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Bitcoin crashed 50%.
Yet institutions didn’t blink.
How many institutions in @Andre_Dragosch’s survey sold?
Zero.
Hedge funds sold, retail sold, ETFs saw major outflows.
But the institutions surveyed, including large asset managers and sovereign wealth funds, held through the drawdown.
Small sample. Very interesting signal.
Institutional Bitcoin adoption might be stickier than we think. 👇
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY.
So what exactly is the market trying to tell us?
In Episode 3 of INSIDE THE WALLS, we go deep into:
→ Strategy $MSTR following Strive $ASST into daily dividends
→ The rise of Digital Credit $STRC $SATA
→ The mNAV debate and the ultimate Bitcoin Treasury KPI
→ How SmarterWeb $SWC nearly doubled its mNAV just by announcing Digital Credit $MORE
→ How high the US 10Y can go before something breaks
→ Why a bond crisis is bullish for Bitcoin
→ Why institutions barely sold during the 50% drawdown
→ Europe’s growing sovereign debt problem
The old playbook isn’t just failing. The market may be starting to price a new one.
With @AlexandreLaizet, @Andre_Dragosch & @YChoueifaty
00:00 Bitcoin Is Rallying While Bond Markets Break
02:44 Strategy Goes Daily: Is Digital Credit Taking Off?
07:46 Future Outlook and Innovations in Bitcoin
07:46 Smarter Web’s mNAV Explodes — What Changed?
15:35 What Really Drives mNAV Expansion?
17:59 Why Bitcoin Treasuries Are Becoming More Powerful
22:46 Will Investors Rotate From Preferreds Back to Common Stock?
28:15 Can Bitcoin Treasury Companies Become Too Complex?
32:38 STRF vs STRC vs SATA: What Institutional Investors Actually Care About
38:10 What Yield Could Break the S&P 500?
44:32 Did Institutions Sell Bitcoin During the 50% Crash?
47:25 Are We Entering a New Debasement Regime?
54:49 Europe’s Debt Problem — And Why Bitcoin Matters
Full episode 👇
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One Chair retweeted
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY.
So what exactly is the market trying to tell us?
In Episode 3 of INSIDE THE WALLS, we go deep into:
→ Strategy $MSTR following Strive $ASST into daily dividends
→ The rise of Digital Credit $STRC $SATA
→ The mNAV debate and the ultimate Bitcoin Treasury KPI
→ How SmarterWeb $SWC nearly doubled its mNAV just by announcing Digital Credit $MORE
→ How high the US 10Y can go before something breaks
→ Why a bond crisis is bullish for Bitcoin
→ Why institutions barely sold during the 50% drawdown
→ Europe’s growing sovereign debt problem
The old playbook isn’t just failing. The market may be starting to price a new one.
With @AlexandreLaizet, @Andre_Dragosch & @YChoueifaty
00:00 Bitcoin Is Rallying While Bond Markets Break
02:44 Strategy Goes Daily: Is Digital Credit Taking Off?
07:46 Future Outlook and Innovations in Bitcoin
07:46 Smarter Web’s mNAV Explodes — What Changed?
15:35 What Really Drives mNAV Expansion?
17:59 Why Bitcoin Treasuries Are Becoming More Powerful
22:46 Will Investors Rotate From Preferreds Back to Common Stock?
28:15 Can Bitcoin Treasury Companies Become Too Complex?
32:38 STRF vs STRC vs SATA: What Institutional Investors Actually Care About
38:10 What Yield Could Break the S&P 500?
44:32 Did Institutions Sell Bitcoin During the 50% Crash?
47:25 Are We Entering a New Debasement Regime?
54:49 Europe’s Debt Problem — And Why Bitcoin Matters
Full episode 👇
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One Chair retweeted
People are sleeping on @YChoueifaty
The man is an absolute legend in systematic equities.
And as far as I know, the only one of that caliber who “gets it” with respect to bitcoin, and has shifted wholesale to focus on it.
He compares @saylor to Christopher Columbus. Must follow!
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY.
So what exactly is the market trying to tell us?
In Episode 3 of INSIDE THE WALLS, we go deep into:
→ Strategy $MSTR following Strive $ASST into daily dividends
→ The rise of Digital Credit $STRC $SATA
→ The mNAV debate and the ultimate Bitcoin Treasury KPI
→ How SmarterWeb $SWC nearly doubled its mNAV just by announcing Digital Credit $MORE
→ How high the US 10Y can go before something breaks
→ Why a bond crisis is bullish for Bitcoin
→ Why institutions barely sold during the 50% drawdown
→ Europe’s growing sovereign debt problem
The old playbook isn’t just failing. The market may be starting to price a new one.
With @AlexandreLaizet, @Andre_Dragosch & @YChoueifaty
00:00 Bitcoin Is Rallying While Bond Markets Break
02:44 Strategy Goes Daily: Is Digital Credit Taking Off?
07:46 Future Outlook and Innovations in Bitcoin
07:46 Smarter Web’s mNAV Explodes — What Changed?
15:35 What Really Drives mNAV Expansion?
17:59 Why Bitcoin Treasuries Are Becoming More Powerful
22:46 Will Investors Rotate From Preferreds Back to Common Stock?
28:15 Can Bitcoin Treasury Companies Become Too Complex?
32:38 STRF vs STRC vs SATA: What Institutional Investors Actually Care About
38:10 What Yield Could Break the S&P 500?
44:32 Did Institutions Sell Bitcoin During the 50% Crash?
47:25 Are We Entering a New Debasement Regime?
54:49 Europe’s Debt Problem — And Why Bitcoin Matters
Full episode 👇
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One Chair retweeted
Thanks G for the pointer towards this episode of @OneChairPod
Be sure to listen to the full episode in full below and give @OneChairPod a follow - it is awesome to hear Yves Choueifaty on SWC at the 07:46 timestamp - I’m all onboard for investing now in Bitcoin Per Share at 2035.
(80, you’re going to approve of the expanding mNav discussion 😊)
07:46 Smarter Web’s mNAV Explodes — What Changed
One Chair
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One Chair retweeted
Daily dividends, mNAV expansion, Bitcoin Treasury Company multifactorial model evolution, Digital Credit engine amplification and implications, traditional institutional investors expectations, European sovereign debt crisis, we covered a lot of ground today with @YChoueifaty from TOBAM, @Andre_Dragosch from Bitwise, and the dream team @OneChairPod @GrafYves ⚡️⚡️⚡️
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY.
So what exactly is the market trying to tell us?
In Episode 3 of INSIDE THE WALLS, we go deep into:
→ Strategy $MSTR following Strive $ASST into daily dividends
→ The rise of Digital Credit $STRC $SATA
→ The mNAV debate and the ultimate Bitcoin Treasury KPI
→ How SmarterWeb $SWC nearly doubled its mNAV just by announcing Digital Credit $MORE
→ How high the US 10Y can go before something breaks
→ Why a bond crisis is bullish for Bitcoin
→ Why institutions barely sold during the 50% drawdown
→ Europe’s growing sovereign debt problem
The old playbook isn’t just failing. The market may be starting to price a new one.
With @AlexandreLaizet, @Andre_Dragosch & @YChoueifaty
00:00 Bitcoin Is Rallying While Bond Markets Break
02:44 Strategy Goes Daily: Is Digital Credit Taking Off?
07:46 Future Outlook and Innovations in Bitcoin
07:46 Smarter Web’s mNAV Explodes — What Changed?
15:35 What Really Drives mNAV Expansion?
17:59 Why Bitcoin Treasuries Are Becoming More Powerful
22:46 Will Investors Rotate From Preferreds Back to Common Stock?
28:15 Can Bitcoin Treasury Companies Become Too Complex?
32:38 STRF vs STRC vs SATA: What Institutional Investors Actually Care About
38:10 What Yield Could Break the S&P 500?
44:32 Did Institutions Sell Bitcoin During the 50% Crash?
47:25 Are We Entering a New Debasement Regime?
54:49 Europe’s Debt Problem — And Why Bitcoin Matters
Full episode 👇
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Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY.
So what exactly is the market trying to tell us?
In Episode 3 of INSIDE THE WALLS, we go deep into:
→ Strategy $MSTR following Strive $ASST into daily dividends
→ The rise of Digital Credit $STRC $SATA
→ The mNAV debate and the ultimate Bitcoin Treasury KPI
→ How SmarterWeb $SWC nearly doubled its mNAV just by announcing Digital Credit $MORE
→ How high the US 10Y can go before something breaks
→ Why a bond crisis is bullish for Bitcoin
→ Why institutions barely sold during the 50% drawdown
→ Europe’s growing sovereign debt problem
The old playbook isn’t just failing. The market may be starting to price a new one.
With @AlexandreLaizet, @Andre_Dragosch & @YChoueifaty
00:00 Bitcoin Is Rallying While Bond Markets Break
02:44 Strategy Goes Daily: Is Digital Credit Taking Off?
07:46 Future Outlook and Innovations in Bitcoin
07:46 Smarter Web’s mNAV Explodes — What Changed?
15:35 What Really Drives mNAV Expansion?
17:59 Why Bitcoin Treasuries Are Becoming More Powerful
22:46 Will Investors Rotate From Preferreds Back to Common Stock?
28:15 Can Bitcoin Treasury Companies Become Too Complex?
32:38 STRF vs STRC vs SATA: What Institutional Investors Actually Care About
38:10 What Yield Could Break the S&P 500?
44:32 Did Institutions Sell Bitcoin During the 50% Crash?
47:25 Are We Entering a New Debasement Regime?
54:49 Europe’s Debt Problem — And Why Bitcoin Matters
Full episode 👇
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Listen to it on:
- Spotify: open.spotify.com/episode/5rJ…
-Apple Podcasts: podcasts.apple.com/us/podcas…
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One Chair retweeted
Happy Friday to all ⚡️🔥🔥
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY.
So what exactly is the market trying to tell us?
In Episode 3 of INSIDE THE WALLS, we go deep into:
→ Strategy $MSTR following Strive $ASST into daily dividends
→ The rise of Digital Credit $STRC $SATA
→ The mNAV debate and the ultimate Bitcoin Treasury KPI
→ How SmarterWeb $SWC nearly doubled its mNAV just by announcing Digital Credit $MORE
→ How high the US 10Y can go before something breaks
→ Why a bond crisis is bullish for Bitcoin
→ Why institutions barely sold during the 50% drawdown
→ Europe’s growing sovereign debt problem
The old playbook isn’t just failing. The market may be starting to price a new one.
With @AlexandreLaizet, @Andre_Dragosch & @YChoueifaty
00:00 Bitcoin Is Rallying While Bond Markets Break
02:44 Strategy Goes Daily: Is Digital Credit Taking Off?
07:46 Future Outlook and Innovations in Bitcoin
07:46 Smarter Web’s mNAV Explodes — What Changed?
15:35 What Really Drives mNAV Expansion?
17:59 Why Bitcoin Treasuries Are Becoming More Powerful
22:46 Will Investors Rotate From Preferreds Back to Common Stock?
28:15 Can Bitcoin Treasury Companies Become Too Complex?
32:38 STRF vs STRC vs SATA: What Institutional Investors Actually Care About
38:10 What Yield Could Break the S&P 500?
44:32 Did Institutions Sell Bitcoin During the 50% Crash?
47:25 Are We Entering a New Debasement Regime?
54:49 Europe’s Debt Problem — And Why Bitcoin Matters
Full episode 👇
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One Chair retweeted
I've literally said the same thing publicly many times now. It's not hard, ASST is a smaller market cap and so has greater room for multiples. Don't act like you know me.
$ASST may be the faster horse 🐎
$MSTR is still the gorilla 🦍
@ChasePalmieri explains why Strive could outperform over the next decade — while Strategy may still be the one you want to own forever.
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2,000 subscribers on YouTube 🔥 Still just One Chair 🪑
Huge thank you to everyone watching, commenting, sharing and supporting us.
We’re just getting started. Plenty more Bitcoin, capital markets and treasury deep dives ahead. 🧡
Who should we get in the chair next? 👇
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$ASST may be the faster horse 🐎
$MSTR is still the gorilla 🦍
@ChasePalmieri explains why Strive could outperform over the next decade — while Strategy may still be the one you want to own forever.
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