Bitcoin-Backed Credit, M&A, and Index-Flow Dynamics
The September 24, 2025 episode of TFTC features Jeff Walton explaining how Bitcoin-treasury companies use over-collateralized perpetual preferreds and converts to target fixed-income capital.
MicroStrategy
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.
Scaling Bitcoin-Backed Credit and Capital Resilience
The August 01, 2025 episode of Bitcoin Magazine podcast features a panel discussion examining corporate Bitcoin concentration risks, the cooperative expansion of public Bitcoin treasury companies, and the scaling of Bitcoin-backed credit markets.
Bitcoin‑Backed Preferreds Challenge T‑Bills
The July 23, 2025 episode of MSTR True North explains MicroStrategy could withstand an 88% Bitcoin drawdown while expanding its 67,770‑coin treasury. STRC is a new zero‑duration preferred, positioning it as a rival to short‑dated Treasuries.
MicroStrategy’s Bitcoin Acquisition and Income Strategy
The April 16, 2025 episode of New Foundations pod features Dan Hillery explaining MicroStrategy’s multi‑vehicle approach—equity issuances, convertible bonds, and preferred stocks—to stack Bitcoin while generating income via covered‑call strategies.
Corporate Bitcoin Treasury Evolution
On April 07, 2025, the Bitcoin for Millennials episode with Jeff Walton explored how corporations are rethinking treasury management by integrating Bitcoin as a long-term asset.
Digital Balance Sheet Innovation at Strategy
On April 04, 2025, Phong Le, CEO of Strategy, gave a keynote presentation at the MIT Bitcoin Expo 2025, where he highlighted the transformative role of Bitcoin in corporate finance.