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.
New Foundations Podcast
US Bitcoin Policy: Reserves, Custody, and Lawmaking
The September 16, 2025 episode of New Foundations features Zack Cohen explaining Washington’s evolving approach to Bitcoin across legislation, reserves, and custody.
Canadian Micro-Cap Bets Big on Bitcoin Scarcity
The July 09 2025 episode of the New Foundations podcast features Belgravia Hartford executives detailing a non-dilutive path to acquire a symbolic 1,867 BTC, leveraging Canada’s ETF-primed investor base.
Inflation’s Debt Spiral and the Bitcoin Hedge
The April 23, 2025 episode of New Foundations pod features Lawrence Lepard warning that Federal Reserve policy has locked the United States into an inflation-fuelled debt spiral.
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.