Steven Lubka: Let the Super Cycle Begin | Bitcoin for Corporations Ep. 17
In Episode 17 of the Bitcoin for Corporations Show, Steven Lubka, VP of Investor Relations at Nakamoto, joins host Pierre Rochard to discuss Bitcoin treasury strategy and the growing BTC bull market.Steven explains why he believes this time is truly different — and that the current market cycle is a departure from historical norms. Could gold, fiscal dominance, and Bitcoin treasury companies set the stage for the long-awaited Bitcoin supercycle?Connect with Steven Lubka on X: https://x.com/dzambhalahodlConnect with Pierre Rochard on X: https://x.com/BitcoinPierreLearn more about Bitcoin for Corporations: https://b.tc/corporationsFollow Bitcoin for Corporations on X: https://x.com/BitcoinForCorpsLearn more about Nakamoto: https://nakamoto.com/Chapters:00:00 – Intro: It’s Different This Time01:18 – Steven's Bitcoin Journey03:25 – Nakamoto’s Strategy and Playbook07:43 – Global Market Opportunities11:35 – Intelligent Leverage Explained18:30 – Dividends, Dilution, and Shareholder Value22:00 – The Evolution of Treasury Companies25:59 – Mining vs. Treasury Companies30:32 – What Comes After Treasury Companies?33:19 – The Capitalization Rush38:44 – Are We in a Super Cycle?46:02 – Altcoin Treasuries in Perspective56:05 – Pushback from Wall Street and Washington62:11 – Bitcoin Philosophy Meets Corporate Reality#Bitcoin #BitcoinForCorporations #Supercycle #BitcoinTreasury #StevenLubka #Gold #BullMarket #BTC #CorporateBitcoin #BitcoinAdoption #MacroFinance #BitcoinStrategy #BitcoinCycle #BitcoinMarkets #InstitutionalBitcoinDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.
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1:10:51
Michael Saylor: The Bitcoin Treasury Endgame
An interview with Michael Saylor like never before. On the future of global credit markets with bitcoin at their core.Michael lays out a vision of how bitcoin will disrupt capital, redefine corporate balance sheets, and become the foundation of 21st-century economics. From the rise of bitcoin treasury companies to the creation of bitcoin-backed credit instruments, this discussion maps the future of money, banking, and economic sovereignty.In conversation with Bitcoin for Corporations Managing Director George Mekhail♟️Subscribe to Bitcoin Magazine Print for exclusive content and images in "The Finance Issue": https://store.bitcoinmagazine.com/collections/magazines/products/bitcoin-magazine-annual-subscription🟧 Learn more about Bitcoin for Corporations, the executive network for Bitcoin strategy: https://bitcoinforcorporations.com/⭐ Read more in Bitcoin Magazine: https://bitcoinmagazine.com/business/why-michael-saylor-is-building-toward-a-trillion-dollar-bitcoin-balance-sheet#MichaelSaylor #BitcoinTreasury #Endgame #BtcoinMagazine #BitcoinForCorporations #Strategy #MSTR #Bitcoin
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Investment Banker Christian Lopez: Why EVERY Balance Sheet Will Hold BTC | Bitcoin for Corporations
In this episode of Bitcoin For Corporations, host Pierre Rochard sits down with Christian Lopez, Managing Director at Cohen and Company Capital Markets, to explore the future of bitcoin treasury companies. Lopez explains why NOT holding bitcoin is becoming “irresponsible” for corporate treasurers, how inflation erodes fiat reserves, and why Strategy's 'strategy' has reshaped the corporate finance playbook.🔶 Connect with Christian Lopez on X: https://x.com/ChristianL_opez🔶 Connect with Pierre Rochard on X: https://x.com/BitcoinPierre🔶 Learn more about Bitcoin for Corporations: https://b.tc/corporations🔶 Follow Bitcoin for Corporations on X: https://x.com/BitcoinForCorpsChapters:00:00 - Introduction03:49 - Corporate and Institutional Bitcoin Adoption Landscape10:40 - Different Corporate Strategies for Bitcoin Treasury Management22:33 - PIPE Transactions and Convertible Notes Explained28:23 - Investor Relations 2.030:07 - Impact of Financial Products on Bitcoin Market Volatility32:17 - Factors Influencing mNAV and Market Correlations35:44 - Bitcoin's Four-Year Cycle and Capital Flow Dynamics38:28 - Competition and Overlap Between Bitcoin and AI/HPC Capital40:46 - Macro Economic Factors Affecting Bitcoin and Inflation42:55 - Passive Flows: S&P 500 Inclusion Outlook48:26 - Is Leverage A Concern?50:04 - Institutional Bitcoin Custody Standards51:49 - Asset Management Strategies: Cold Storage vs. Yield Generation56:47 - DCFs on a BTC Standard: Impact on Real Estate, Technology Investing, and Debt Markets57:42 - International Bitcoin Treasury Opportunities and Market Arbitrage60:20 - Closing Remarks#BitcoinTreasury #BitcoinforCorporations #investmentbanking #BTC #MSTR #Markets #ChristianLopez #PierreRochard #BitcoinMagazine #CoehnandCompanyDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.
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Intel, AI and Investing in the Age of State-Led Capitalism | Bitcoin Policy Hour Ep. 16
In an era where free markets are increasingly shaped by state power, investors need to understand the nexus of geopolitics, political economy and exponential technologies as a tool of statecraft. BPI’s Matt Pines and Zack Shapiro join Zack Cohen to examine how U.S. industrial policy, AI breakthroughs, and Bitcoin regulation are converging to reshape global markets.The conversation explores the latest market structure bill and its impact on Bitcoin liquidity, the strategic Bitcoin reserve as a potential geopolitical hedge, and what Intel’s bailout signals about the rise of national champions and state-directed capital allocation.The discussion goes beyond policy into the heart of investing in an age of fiscal dominance and technological disruption. How should investors interpret the tension between free markets and government intervention?What does AI-driven productivity and labor displacement mean for macro volatility? And in a world where political cycles, liquidity cycles, and market cycles are increasingly intertwined, can Bitcoin serve as a neutral reserve asset, hedge, and beneficiary of state-led capitalism?🔶 Connect with Matthew Pines on X: https://x.com/matthew_pines🔶 Connect with Zack Shapiro on X: https://x.com/zackbshapiro🔶 Connect with Zack Cohen on X: https://x.com/zackcohen_🔶 Learn more about the Bitcoin Policy Institute: https://www.btcpolicy.org/⭐ Join US at Bitcoin Amsterdam 2025, presented by Treasury on Nov 13-14th! Get your tickets today: https://www.bitcoin.amsterdam/Chapters:00:00 - Intro: Strategic Technologies & Global Rivalry01:19 - Market Structure Legislation: What's New09:52 - Noncustodial Developer Protection as a Priority14:06 - Strategic Bitcoin Reserve: National Security & Geopolitical Implications20:57 - Political Cycles: The Defining Feature of Market Cycles?26:20 - Intel, NVIDIA & Government Stakes in Tech Companies49:07 - Economic Statecraft and the Shift from Multinational to National Capitalism49:07 - AI: The New Social Architecture55:45 - Closing Remarks#FiscalDominance #AI #Bitcoin #NVIDIA #Intel #META #Markets #StateCapitalism #Macroeconomics #Policy #BitcoinPolicyHour #Geopolitics #Stablecoins #DigitalAssets #MarketStructure #BitcoinReserve
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Christian Lopez: Why Every Company Will Hold Bitcoin | Bitcoin For Corporations Ep. 14
In this episode of Bitcoin For Corporations, host Pierre Rochard sits down with Christian Lopez (Cohen & Company) to explore the future of Bitcoin treasuries. Lopez explains why not holding Bitcoin is becoming “irresponsible” for corporate treasurers, how inflation erodes fiat reserves, and why MicroStrategy’s strategy has reshaped the playbook.00:00 - Introduction and Christian Lopez Background03:49 - Corporate and Institutional Bitcoin Adoption Landscape08:07 - Challenges and Future of Bitcoin Corporate Adoption10:40 - Different Corporate Strategies for Bitcoin Treasury Management15:09 - Debate on Corporate Bitcoin Holdings vs. Returning Cash to Investors18:41 - Capital Structure Tools Used by Bitcoin Treasury Companies22:33 - PIPE Transactions and Convertible Notes Explained28:23 - Managing Investor Relations and MNAV in Bitcoin Treasury Companies30:07 - Impact of Financial Products on Bitcoin Market Volatility32:17 - Factors Influencing MNAV and Market Correlations35:44 - Bitcoin's Four-Year Cycle and Capital Flow Dynamics38:28 - Competition and Overlap Between Bitcoin and AI/HPC Capital40:46 - Macro Economic Factors Affecting Bitcoin and Inflation42:55 - Potential Inclusion of Bitcoin Treasury Companies in the S&P 50046:06 - Long-Term Outlook on Bitcoin Adoption and Wealth Transfer48:26 - Concerns About Capital Allocation and Leverage in Bitcoin Treasuries50:04 - Institutional Custody Standards and Providers for Bitcoin Treasuries51:49 - Asset Management Strategies: Cold Storage vs. Yield Generation53:19 - Final Questions on Market Valuation and Bitcoin's Macro Impact56:47 - Bitcoin's Impact on Real Estate, Technology Investing, and Debt Markets57:42 - International Bitcoin Treasury Opportunities and Market Arbitrage60:20 - Closing Remarks and Appreciation🔶 Connect with Christian Lopez on X: https://x.com/ChristianL_opez🔶 Connect with Pierre Rochard on X: https://x.com/BitcoinPierre🔶 Learn more about Bitcoin for Corporations: https://b.tc/corporations🔶 Follow Bitcoin for Corporations on X: https://x.com/BitcoinForCorpsDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.
The Bitcoin Magazine Podcast is on a mission to stay on top of what's happening with everything Bitcoin, guiding listeners through the major stories shaping the price, philosophy and community around the financial revolution. The show will also feature brief interviews from leading experts in the space.
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