Scaling Bitcoin Treasuries with M&A and Perpetual Preferreds
The September 23, 2025 episode of Coin Stories features Matt Cole and Eric Semler discussing Strive’s acquisition of Semler Scientific and the case for scaled Bitcoin treasuries.
Corporate treasury
Parabolic Claims, Treasury Leverage, and Adoption Frictions
The September 23, 2025 episode of the Archie Podcast features Mark Moss explaining why Bitcoin may be entering a parabolic S-curve phase. Moss outlines treasury leverage mechanics, MNAV risks, and why institutional accumulation could dampen downside while retail skepticism persists.
Policy, Liquidity, and Treasury Design for Bitcoin
The September 23, 2025 episode of the Brandon Gentile podcast features Matt Cole outlining policy, liquidity, and treasury design levers for Bitcoin. Cole emphasizes self-custody rights, de minimis tax relief for payments, and M2 and the BTC/gold ratio as key signals.
European Bitcoin Treasuries and Market Discipline
The September 18, 2025 episode of the Tim Kotzman Podcast features Khing Oei outlining the capital markets strategy behind Treasury, a European Bitcoin treasury company.
Bitcoin-Backed Credit and the Rise of Treasury Companies
The September 19, 2025 episode of Coin Stories features Michael Saylor explaining how Bitcoin-backed preferred instruments are reshaping credit markets and institutional adoption.
Gen Z, Treasury Equities, and the Institutional Turn in Bitcoin
The September 20, 2025 episode of the Blockware Intelligence pod features Rohan Hirani outlining why Generation Z views Bitcoin as an accessible, long-horizon savings asset.
Corporate Bitcoin Treasuries: Leverage, Premiums, and Systemic Tradeoffs
The September 15, 2025 episode of the Bitcoin Infinity Show features Adam Back analyzing corporate Bitcoin treasury companies. He explains how financing stacks - convertibles, preferred shares, and structured notes - aim to raise BTC per share while amplifying custody and leverage risks.