Your guide to the companies stacking #Bitcoin. Hosted by @GrafYves and @quentinisonx Produced by @dariostackssats
Joined May 2025
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One Chair retweeted
Today we announced the addition of a further 20 Bitcoin to the Smarter Web treasury, bringing our total holdings to 2,850 BTC and our quarter-to-date Bitcoin Yield to 2.41%.
We believe there is significant opportunity ahead this quarter to continue growing our Bitcoin treasury in an accretive and disciplined manner.
Plenty of work ahead. Plenty of ambition. MORE to come.
LSE: #SWC #MORE | OTCQB: $TSWCF | FRA: $3M8
One Chair retweeted
Strive $ASST is rewriting the Bitcoin Treasury playbook! 🔥
And with its $700M $SATS IPO, the race for the #2 spot is heating up!
@TylerCompiler from @BTCtreasuries joined us to break it all down.
Just look at what's happening with Strive:
→ 4,045 BTC acquired in a single week.
→ $700M $SATS IPO, introducing a second preferred capital-raising engine.
→ Potentially 44,000+ BTC in total holdings by next week, putting Strive at the #2 spot.
And imagine what happens when the bull market kicks into gear.
We also dive into:
🔸 Strategy $MSTR spending over $1B on $STRC buybacks. Why is it still struggling to reach par?
🔸 How could $SATS strengthen $SATA, improve Bitcoin coverage, and help push it back to par?
🔸 Could Strive reach 100,000 BTC by the end of 2027?
🔸 Metaplanet's US expansion through Super Planet $SUPA.
🔸 Why perpetual preferred equities could fundamentally transform the Bitcoin Treasury industry.
The race is entering a whole new phase, and the financial engineering behind it is fascinating.
00:00 Intro: Strategy, Strive & the Bitcoin Treasury Race
01:16 Strategy's STRC Buyback: Is It Working?
02:33 Should Strategy Raise STRC's 12% Dividend?
06:01 Are STRC Buybacks Signaling Weakness?
10:08 What Happens to STRC if Bitcoin Hits $100K?
10:58 Strive's Explosive Growth: 4,045 BTC in One Week
13:34 Why Strive Is the Fastest-Growing Bitcoin Treasury
15:42 SATS Explained: Is a 15% Yield Worth the Risk?
19:00 Can SATS Push SATA Back to $100 Par?
24:20 Could Strive Become the Next Strategy?
26:59 Can Strive Reach 100,000 BTC by 2027?
30:17 Bitcoin Amplification: Strive vs Strategy
32:26 Metaplanet's US Expansion: Super Planet (SUPA)
35:23 The Future of Bitcoin Treasury Companies
38:16 Where to Follow Tyler Rowe & BitcoinTreasuries.net
Full episode 👇
One Chair retweeted
Going live with the gang @TylerCompiler @TheOtherParker_ to talk $MSTR, $ASST $SATA and their new preferred $SATS.
LIVE: Strive $ASST is racing to #2 on the Bitcoin treasury leaderboard — and $SATS just started trading. @GrafYves, @TheOtherParker_ & @TylerCompiler break it down.
📌 36,818 BTC and counting
📌 $700M raise, 2x oversubscribed
📌 Is $STRC mispriced vs $SATA?
Watch ⚡️
xitter.cf/i/broadcasts/1nxeLMppo…
One Chair retweeted
Had a fun chat with @GrafYves on the @OneChairPod today!
We talked Strategy, Strive, $SATS, $STRC & more.
"Prefs are the engine to accelerating corporate #Bitcoin adoption." 📺
Strive $ASST is rewriting the Bitcoin Treasury playbook! 🔥
And with its $700M $SATS IPO, the race for the #2 spot is heating up!
@TylerCompiler from @BTCtreasuries joined us to break it all down.
Just look at what's happening with Strive:
→ 4,045 BTC acquired in a single week.
→ $700M $SATS IPO, introducing a second preferred capital-raising engine.
→ Potentially 44,000+ BTC in total holdings by next week, putting Strive at the #2 spot.
And imagine what happens when the bull market kicks into gear.
We also dive into:
🔸 Strategy $MSTR spending over $1B on $STRC buybacks. Why is it still struggling to reach par?
🔸 How could $SATS strengthen $SATA, improve Bitcoin coverage, and help push it back to par?
🔸 Could Strive reach 100,000 BTC by the end of 2027?
🔸 Metaplanet's US expansion through Super Planet $SUPA.
🔸 Why perpetual preferred equities could fundamentally transform the Bitcoin Treasury industry.
The race is entering a whole new phase, and the financial engineering behind it is fascinating.
00:00 Intro: Strategy, Strive & the Bitcoin Treasury Race
01:16 Strategy's STRC Buyback: Is It Working?
02:33 Should Strategy Raise STRC's 12% Dividend?
06:01 Are STRC Buybacks Signaling Weakness?
10:08 What Happens to STRC if Bitcoin Hits $100K?
10:58 Strive's Explosive Growth: 4,045 BTC in One Week
13:34 Why Strive Is the Fastest-Growing Bitcoin Treasury
15:42 SATS Explained: Is a 15% Yield Worth the Risk?
19:00 Can SATS Push SATA Back to $100 Par?
24:20 Could Strive Become the Next Strategy?
26:59 Can Strive Reach 100,000 BTC by 2027?
30:17 Bitcoin Amplification: Strive vs Strategy
32:26 Metaplanet's US Expansion: Super Planet (SUPA)
35:23 The Future of Bitcoin Treasury Companies
38:16 Where to Follow Tyler Rowe & BitcoinTreasuries.net
Full episode 👇
One Chair retweeted
Strategy has repurchased $193M of $STRC and acquired 267 $BTC. As of 10/18/26, we hold 848,517 BTC and $5.3B of USD Assets. We have also increased the size of our Digital Credit Securities Repurchase Program from $2.0B to $3.0B. $MSTR strategy.com/press/strategy-…
One Chair retweeted
After a busy start to October for @XCEofficial , it was good to sit down and share the story last week.
1. @OneChairPod with @GrafYves. Full 40 minutes on the XCE model is out
2. @TimKotzman. Full episode out, "Diluted on LinkedIn, Concentrated on X"
3. Recorded with @TylerCompiler for @BTCtreasuries on Friday. Out soon
4. @BusinessForSale covered the James Gray acquisition
In the XCE group;
Great first full week from the James Gray team, with one of the team already hitting their quarterly target 👏
This week is full of quality meetings, with lots of opportunity to progress through the quarter.
The Aquis Showcase public vote closes at 10am today. Feel free to vote for XCE.
Links below 🫡
🟠 $XCE | AQSE: XCE | OTCQB: XCELF
One Chair retweeted
One of the most fascinating parts of this episode was hearing @YChoueifaty explain how TOBAM actually evaluates Digital Credit.
It's one thing to discuss $STRC, $SATA, $SATS, and $MORE. It's another to hear how institutional investors model and price these instruments.
Credit risk, dividend sustainability, discretionary payments, embedded optionality... There's a lot more complexity than meets the eye.
And traditional credit ratings are still far behind when it comes to Bitcoin Treasuries and Digital Credit.
The financial engineering is happening on the liability side of Bitcoin Treasury companies' balance sheets. And institutions are developing their own models to make sense of it.
Which raises an interesting question:
Who will challenge and potentially disrupt the traditional credit rating models of S&P and Moody's?
Fascinating times ahead!
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:
→ Strategy's $STRC could 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! 🔥👇
One Chair retweeted
Plus d’excuses pour ne pas visionner ce rendez-vous hebdo en VF
@OneChairPod @GrafYves @YChoueifaty @AlexandreLaizet
youtu.be/BQUTAa3sOE0?is=66cQ…
One Chair retweeted
If I had been given the choice of only one institution to invest in the IPO of MORE, I would have 100% said Tobam.
So I was over the moon yesterday to hear @ychoueifaty divulge that Tobam DID invest in the IPO 🙏🙏🙏
I hope once the bull market really kicks in that they will continue to invest in MORE and the growth stock, SWC, and be long term strategic investors.
xitter.cf/smarterwealth/status/2…
Here’s a snippet of @YChoueifaty talking about the launch of $MORE. Yves didn’t have to share this publicly, but he mentioned that Tobam is a subscriber 🚀
One Chair retweeted
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:
→ Strategy's $STRC could 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! 🔥👇
One Chair retweeted
bitcoin:native is the best store of value in the digital era⚡️
In this episode, we cover the institutional potential, (mis)pricing, and in depth analysis of Digital Credit👇
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:
→ Strategy's $STRC could 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! 🔥👇
One Chair retweeted
We've roughly doubled revenue. Increased Bitcoin. Brand stays. Owner stays. Team stays.
That's the model.
Great to catch up with @GrafYves
@OneChairPod @XCEofficial
🟠 $XCE | AQSE: XCE | OTCQB: XCELF
One Chair retweeted
Strive announces upsized IPO of $SATS to $700M notional, priced at $90 per share.
We'll discuss the details in depth on the next @HurdleRatePod, which will be released when the IPO settles next Tuesday.
One Chair retweeted
🟠 Capital B $ALCPB BTC Strategy Update & FY26 HY Results⚡️
Revenue of €5.8M and positive operational adjusted EBITDA of €0.64M up 10% vs. HY 2025 ⚡️
BTC strategic reserve of ₿3,538 to date, up +25.3% vs 2,823 in Jan. 2026, and +2.2% of BTC Yield YTD ⚡️
Operational treasury representing €9.1M up +16% YTD (€4.6M cash, €4.5M operational reserve of 61 additional BTC) as of Sept. 30, 2026, 4.1x of €2.2M BTCTC costs (HY26)⚡️
France is the largest corporate credit market in Europe, and Europe is the second largest in the world ⚡️
Capital B is fully focused on the potential of digital credit to maximize Bitcoin per fully diluted share over time, in order to maximize shareholder value and total potential returns over time ⚡️
Thank you to all our shareholders. Please let me any questions you may have below in the comments 🫡
$ALCPB Europe's First Bitcoin Treasury Company 🇫🇷 ⚡️
🟠 Capital B reports its results for the first half of 2026⚡️
Full Press Release (EN): cptlb.com/wp-content/uploads…
Full Press Release (FR): cptlb.com/wp-content/uploads…
BTC Strategy And Detailed Presentation: cptlb.com/wp-content/uploads…
Financial Report (EN): cptlb.com/wp-content/uploads…
Financial Report (FR): cptlb.com/wp-content/uploads…
One Chair retweeted
Here’s a snippet of @YChoueifaty talking about the launch of $MORE. Yves didn’t have to share this publicly, but he mentioned that Tobam is a subscriber 🚀
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:
→ Strategy's $STRC could 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! 🔥👇