MicroStrategy's Bitcoin-Backed Corporate Capital Engine
The November 28, 2025 episode of What Bitcoin Did features Phong Le explaining how MicroStrategy has transformed into a leveraged Bitcoin treasury and credit platform.
Corporate treasury
Bitcoin-Backed Credit and the Speculative Attack on the Dollar
The November 27, 2025 episode of the Bitcoin for Millennials podcast features Jeff Walton explaining how corporate balance sheets can mount a long-horizon speculative attack on the dollar by borrowing fiat and accumulating Bitcoin.
Rethinking Microstrategy (MSTR) Valuation
The November 04, 2025 episode of MSTR True North features Adam Livingston explaining why MSTR’s market value behaves like a sentiment multiple rather than a controllable “MNAV lever.”
Asian Pathways for Public Bitcoin Treasuries
The November 05, 2025 episode of the Bitcoin Treasuries podcast features John Riggins outlining Moon Inc’s Hong Kong–centered approach to building a public Bitcoin treasury.
ETF Flows, Treasury Finance, and Censorship Resistance
The October 15, 2025 episode of the Tim Kotzman podcast features Adam Back analyzing how institutional flows and treasury strategies are reshaping Bitcoin’s market structure.
Corporate Bitcoin Treasuries: Profit, Leverage, and Risk Discipline
The October 06, 2025 episode of the Robin Seyr Podcast features Brandon Karpeles outlining why profit-funded Bitcoin accumulation outperforms debt-heavy treasury plays.
ETF Collateral, MNAV Discounts, and Consolidation in Bitcoin Treasuries
The September 30, 2025 episode of New Foundations features Richard Byworth outlining how ETF-enabled collateral and sub-1× MNAV pricing shape Bitcoin-exposed equities.