Research area
The February 25, 2026 panel from the MicroStrategu annual conference features Dylan LeClair, Ben Werkman, and Matt Cole examining how Bitcoin-backed digital credit instruments reshape corporate finance and investor portfolios.
Read the analysis
The February 25, 2026 MicroStrategy annual conference keynote by Michael Saylor has him arguing that Bitcoin functions as "digital capital" and can be transformed into a new class of Bitcoin-backed "digital credit."
Read the analysis
The February 20, 2026 episode of the Robin Seyr Podcast features Phil Geiger outlining how Metaplanet channels Japan’s $15 trillion retirement and savings pool toward Bitcoin.
Read the analysis
The February 19, 2026 episode of the Bitcoin Treasuries podcast features Stafford Masie outlining how Africa Bitcoin Corporation pairs a Bitcoin treasury with a private credit engine to transform access to capital across the continent.
Read the analysis
The January 12, 2026 episode of the What Bitcoin Did podcast features Michael Saylor discussing the evolution of Bitcoin treasury strategies and the growing focus on credit markets rather than short-term price action.
Read the analysis
The December 30, 2025 episode of the Coin Stories podcast features Andrew Kang explaining why Strategy continues to expand its Bitcoin treasury through capital-market engineering rather than operating cash flow.
Read the analysis
The December 23, 2025 episode of Coin Stories features MicroStrategy's Phong Le explaining how a corporate Bitcoin treasury strategy increasingly relies on capital-markets instruments, liquidity reserves, and explicit risk framing rather than simple buy-and-hold messaging.
Read the analysis
The December 10, 2025 episode of What Bitcoin Did features Jeff Walton explaining how Bitcoin treasury companies are evolving from simple “sell equity, buy Bitcoin” strategies into complex, yield-bearing balance sheets.
Read the analysis
The December 09, 2025 keynote at Bitcoin MENA (2025) features Michael Saylor outlining how Bitcoin-backed credit and digital money could reshape global banking.
Read the analysis
The December 08, 2025 episode of the Tim Kotzman Podcast features James Van Straten analyzing MicroStrategy’s leveraged Bitcoin treasury strategy and its current “bullish waiting game.”
Read the analysis
The December 07, 2025 episode of the Mr. M Podcast features Steve Lubka explaining how fiat monetary design, asset inflation, and forced investment erode household savings and distort capital allocation.
Read the analysis
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.
Read the analysis