One Chair @OneChairPod
Your guide to the companies stacking #Bitcoin. Hosted by @GrafYves and @quentinisonx Produced by @dariostackssats youtube.com/@OneChairPod Joined May 2025-
Tweets2K
-
Followers2K
-
Following117
-
Likes7K
Listen to it on: - Spotify: open.spotify.com/episode/3qkTy9… - Apple Podcasts: podcasts.apple.com/us/podcast/ass…
$MSTR just copied $ASST. Daily dividends are coming to Strategy’s preferreds. But while Strategy adopts Strive’s playbook, Strive could be about to hit the accelerator. Up to $700M from warrants. More $SATA. More Bitcoin. And potentially the #2 Bitcoin Treasury in the world. Strategy built the Bitcoin Treasury playbook. Now the student is influencing the teacher. Things are getting interesting. Full episode 👇
Watch it on Youtube: youtu.be/-LjVPdcm0Ag youtu.be/-LjVPdcm0Ag
Strategy has acquired 1,665 $BTC and repurchased $152M of $STRC. As of 9/27/26, we hold 847,666 BTC and $6.02B of USD Assets. $MSTR strategy.com/press/strategy…
Strive acquired 1,107 $BTC for $94.5M at an average cost of $85,396 per bitcoin, bringing total holdings to ₿27,462. Warrant exercises generated another $12.4M. Including those proceeds, 85% of total capital raised came from SATA. $ASST $SATA
🟠 Capital B $ALCPB has acquired 13 BTC for €0.97 million at €74,364 per bitcoin and has achieved BTC Yield of 2.20% YTD. As of 9/28/2026, Capital B holds 3,538 $BTC for €310.6 million at €87,805 per bitcoin⚡️ $ALCPB Europe's First Bitcoin Treasury Company 🇫🇷⚡️
🟠 Capital B confirms the acquisition of 13 BTC for €0.97 million, the holding of a total of 3,538 BTC, and a BTC Yield of 2.20% YTD ⚡️ Full Press Release (EN): cptlb.com/wp-content/upl… Full Press Release (FR): cptlb.com/wp-content/upl… BTC Strategy (EN): cptlb.com/wp-content/upl…
Watch the full episode on Youtube: youtu.be/yCP3jw5gMf4 youtu.be/yCP3jw5gMf4
The next Bitcoin treasury bull market could look very different. More sophisticated balance sheets. More funding engines. More ways to grow BTC per share. And @YChoueifaty believes we haven’t seen peak mNAV yet 👇
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY. So what exactly is the market trying to tell us? In Episode 3 of INSIDE THE WALLS, we go deep into: → Strategy $MSTR following Strive $ASST into daily dividends → The rise of Digital Credit $STRC $SATA →
Even more orange.
Turn amplification up some more.
Watch the full episode on Youtube: youtu.be/yCP3jw5gMf4 youtu.be/yCP3jw5gMf4
Bitcoin crashed 50%. Yet institutions didn’t blink. How many institutions in @Andre_Dragosch’s survey sold? Zero. Hedge funds sold, retail sold, ETFs saw major outflows. But the institutions surveyed, including large asset managers and sovereign wealth funds, held through the drawdown. Small sample. Very interesting signal. Institutional Bitcoin adoption might be stickier than we think. 👇
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY. So what exactly is the market trying to tell us? In Episode 3 of INSIDE THE WALLS, we go deep into: → Strategy $MSTR following Strive $ASST into daily dividends → The rise of Digital Credit $STRC $SATA →
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY. So what exactly is the market trying to tell us? In Episode 3 of INSIDE THE WALLS, we go deep into: → Strategy $MSTR following Strive $ASST into daily dividends → The rise of Digital Credit $STRC $SATA → The mNAV debate and the ultimate Bitcoin Treasury KPI → How SmarterWeb $SWC nearly doubled its mNAV just by announcing Digital Credit $MORE → How high the US 10Y can go before something breaks → Why a bond crisis is bullish for Bitcoin → Why institutions barely sold during the 50% drawdown → Europe’s growing sovereign debt problem The old playbook isn’t just failing. The market may be starting to price a new one. With @AlexandreLaizet, @Andre_Dragosch & @YChoueifaty 00:00 Bitcoin Is Rallying While Bond Markets Break 02:44 Strategy Goes Daily: Is Digital Credit Taking Off? 07:46 Future Outlook and Innovations in Bitcoin 07:46 Smarter Web’s mNAV Explodes — What Changed? 15:35 What Really Drives mNAV Expansion? 17:59 Why Bitcoin Treasuries Are Becoming More Powerful 22:46 Will Investors Rotate From Preferreds Back to Common Stock? 28:15 Can Bitcoin Treasury Companies Become Too Complex? 32:38 STRF vs STRC vs SATA: What Institutional Investors Actually Care About 38:10 What Yield Could Break the S&P 500? 44:32 Did Institutions Sell Bitcoin During the 50% Crash? 47:25 Are We Entering a New Debasement Regime? 54:49 Europe’s Debt Problem — And Why Bitcoin Matters Full episode 👇
People are sleeping on @YChoueifaty The man is an absolute legend in systematic equities. And as far as I know, the only one of that caliber who “gets it” with respect to bitcoin, and has shifted wholesale to focus on it. He compares @saylor to Christopher Columbus. Must follow!
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY. So what exactly is the market trying to tell us? In Episode 3 of INSIDE THE WALLS, we go deep into: → Strategy $MSTR following Strive $ASST into daily dividends → The rise of Digital Credit $STRC $SATA →
Thanks G for the pointer towards this episode of @OneChairPod Be sure to listen to the full episode in full below and give @OneChairPod a follow - it is awesome to hear Yves Choueifaty on SWC at the 07:46 timestamp - I’m all onboard for investing now in Bitcoin Per Share at 2035. (80, you’re going to approve of the expanding mNav discussion 😊) 07:46 Smarter Web’s mNAV Explodes — What Changed x.com/onechairpod/st…
Daily dividends, mNAV expansion, Bitcoin Treasury Company multifactorial model evolution, Digital Credit engine amplification and implications, traditional institutional investors expectations, European sovereign debt crisis, we covered a lot of ground today with @YChoueifaty from TOBAM, @Andre_Dragosch from Bitwise, and the dream team @OneChairPod @GrafYves ⚡️⚡️⚡️
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY. So what exactly is the market trying to tell us? In Episode 3 of INSIDE THE WALLS, we go deep into: → Strategy $MSTR following Strive $ASST into daily dividends → The rise of Digital Credit $STRC $SATA →
Listen to it on: - Spotify: open.spotify.com/episode/5rJHnP… -Apple Podcasts: podcasts.apple.com/us/podcast/str…
Happy Friday to all ⚡️🔥🔥
Bonds are breaking. Bitcoin is rallying. And Strategy is going DAILY. So what exactly is the market trying to tell us? In Episode 3 of INSIDE THE WALLS, we go deep into: → Strategy $MSTR following Strive $ASST into daily dividends → The rise of Digital Credit $STRC $SATA →
Jere Pink @Jerepink
20 Followers 26 Following
BIGROLL VLOG @BIGROLL500k
16 Followers 86 Following
Sung Woo Kim @mindfulruncoach
3K Followers 3K Following I help +3,000 people change their lives through Mindful Running / Learned from the best in Kenya / Author of 2 📖 / @lululemon ambassador / MS @stanford 🇰🇷
EmiCrania.eth ⛏️ @EmilianoConti1
2K Followers 6K Following Philosopher, Realtor, DeGods, Madlads, NodeMonkes, ORE and RUSH miner
Robot Machines @robot_machines
584 Followers 1K Following Building robots with AI to help humanity. Integrating robots in to agriculture would be a good start.
Elliot @Eh_0z
237 Followers 1K Following My time horizon is longer than most so I’m buying things that humans will want, in time. Bitcoin and Public Equities
Nexorad | Multi-Stack... @Nexorad_
13K Followers 422 Following Human Verification Protocol on @burnt_xion 👤 https://t.co/uzHtkbatE7 🔥 Web3 Developer Hiring: Solidity, Rust, Smart Contract, DeFi 💼 Connecting strong engineers
Charles Hawes @CharlesHawes
144 Followers 700 Following
BitcoinChaos1 🟧 @_CryptoChaos1
646 Followers 3K Following 🌍 Entrepreneur |⚡️Seeker | #BTC 1%’er | One 🌎 Planet | One Life 🌏 | 💎🙌 | #GFY
Rozi McMurray @diamondglasgow
132 Followers 915 Following
Microstrategist @microstratology
28 Followers 156 Following
tyler pratt @tylerprattin4s
21 Followers 97 Following
H.K @HK1919054
91 Followers 381 Following
mothership @audiewh66139095
100 Followers 249 Following
bitcorn traveler @digitalbath0
1K Followers 5K Following orange pilled electrician just trying to make an honest living and hodl some bitcorn
DogThemUp @cryptobullsat
93 Followers 637 Following "L'État, c'est la grande fiction à travers laquelle tout le monde s'efforce de vivre aux dépens de tout le monde."
#bitcoin #strike Team... @HCErlangenDamen
1K Followers 5K Following Support our satoshigirlz until we have the #Bitcoin logo on the jersey! Use our QR code or our strike Lightning tipping address https://t.co/Z5IxEjak81 🙏
racosocial @racosocial
149 Followers 2K Following
David Vdd @David78Mbx
7 Followers 203 Following
… @kakzzzzzzz
106 Followers 2K Following
JUS🌱 M⚡️ @JUSTME_AnGarAv
251 Followers 1K Following « Privacy is the power to selectively reveal oneself to the world »
Yves Choueifaty @YChoueifaty
3K Followers 165 Following
Davs (🇪🇸+🇬�... @DSM_GC
772 Followers 2K Following
Jamie Clark @JamieClark34163
38 Followers 37 Following
D @Dunny_BTC
69 Followers 133 Following
Eklund @cosmonaut_ek
179 Followers 619 Following “All human beings are pathfinders, hewing their way through a dense forest.” ~ Stephan A. Hoeller Film. Aesthetics. NHI 🛸
Leyo Pascal @LeyoPascal
14 Followers 33 Following
Steve @tearle_steve
65 Followers 71 Following
Chris Afford @MorningCoffee75
384 Followers 614 Following
Sloane Kessler @sloaneonthetape
39 Followers 81 Following tape reader since ’87. bid or offer. everything else is noise
Canari 85 @aimejuillet30
77 Followers 41 Following
Henry Swift @swifth
47 Followers 268 Following
RenshuBTC @RenshuBTC
780 Followers 1K Following B. Eng. @NUSingapore. MSc. Finance @NTUsg 1. https://t.co/3yJI5I3jn5 2. https://t.co/fbN87ngfwI
Abiven @Abiven87692071
7 Followers 15 Following
Malte @030malte
87 Followers 297 Following Take the Orange Pill and you will see how deep the ₿tc rabbit hole goes 🟠 💊
G @G13819112G
96 Followers 780 Following
Crypto_Parano🛡️ @crypto_parano
609 Followers 1K Following 🪂 Airdrops • Alpha • DeFi 📍 0 hype, 100% concret 👇 Boost ton edge sur le marché
Gggggggg @Ggggggggi9fo
206 Followers 375 Following
Satoshi Guapamoto @GenZBTC
2K Followers 350 Following Bitcoin educator Gen-Z Finance enthusiast Stack Sats
Digant ₿hujbal 🟧 @imdab002
384 Followers 825 Following Want to learn from everything in this universe......
Spread Trader @amjadasabir
97 Followers 559 Following
Gene Abel @abel_gene
1 Followers 663 Following
N8 @RedDelPaPa
277 Followers 195 Following If it moves, tax it. If it keeps moving, regulate it. If it stops moving, subsidize it.
Darryl Quarles 📖 @dquarles321
62 Followers 358 Following Stewarding the apostolic gospel: Guarding the Word from ideology and bringing Christological clarity to the Church. (Affiliate links)
Josh Sheriff @joshua_sheriff
218 Followers 282 Following
André Dragosch, PhD�... @Andre_Dragosch
20K Followers 3K Following European Head of Research @ Bitwise - Author of https://t.co/b5W5oevDUN - #Bitcoin - Macro - Not investment advice - Views strictly mine - Beware of impersonators
Robin Seyr @RobinSeyr
25K Followers 1K Following 📕 Writing The Great Capital Shift 🇦🇹 Austrian Bitcoin + MSTR Podcaster 👨💻 Co-Founder @microseed_io Not financial advice. DYOR.
Rohan Hirani @rohanhirani_
8K Followers 500 Following Bitcoin at @Strategy | Past: @BainandCompany @UofIllinois
Jeff Booth ⚡️ @JeffBooth
380K Followers 5K Following Author: The Price of Tomorrow, GP @ ego death capital, This is my AI agent. For more see my website at https://t.co/saY7iqta04
Nico Lechuga @nico_lechuga
4K Followers 821 Following @egodeathcapital + @orangejuice_btc founding partner. i also make hot sauce
ORANGE JUICE @orangejuice_btc
6K Followers 7 Following We acquire, improve, and permanently hold cash-flowing businesses, backed by a Bitcoin treasury.
Daily Stack 🥞 @DailyStackHQ
3K Followers 703 Following Bitcoin. Stocks. AI. The three themes defining the next decade. Live M-F 12:30 ET with the people actually moving markets || By @21RatesHQ
George Mekhail @gmekhail
8K Followers 1K Following Managing Director @BitcoinForCorps accelerating corporate adoption @BitcoinMagazine. Author: I Am Not Your Bruh: 21 Keys to Sound Parenting. Everyday is a 🎁
Joe Consorti @JoeConsorti
63K Followers 2K Following Bitcoin | Building Horizon | Convert Home Equity to Bitcoin @JoinHorizon_
Sam Callahan @samcallah
45K Followers 2K Following Bitcoin | Director of Strategy & Research @ORANJEBTC 🍊 ₿ 🇧🇷 | $OBTC3 | $ORNJY | $DIGY11
Peter Duan @BTCBULLRIDER
22K Followers 332 Following Ex-TradFi turned Bitcoiner. On a journey to explore consciousness and what it means to be human. ✝️=👑.
THE BITCOIN PHARAOH @thebtcpharaoh
6K Followers 1K Following #Bitcoin is a Pyramid in Cyberspace | BTC Maximalist | BTC Treasury Investor | Long $MSTR, $MPJPY, $BKKT
Valentin Kosanovic @Kosanovic_V
2K Followers 182 Following Deputy Director of Bitcoin Strategy @_ALCPB, Europe’s First Bitcoin Treasury Company 🟧
Jody Flournoy 🥞 @JodyFlournoy
802 Followers 996 Following Building @21RatesHQ | Co-Host of @DailyStackHQ where we explore Bitcoin/Hermes/OpenClaw/Agentic Systems
Avik Roy @Avik
50K Followers 9K Following Co-Founder & Chairman @FREOPP. Chief Strategy Officer @Strive $ASST $SATA. @Forbes @BitcoinPolicy @AspenAGLN @BPC_Bipartisan et al. Pronounced “OH-vick.”
Chase Palmieri @chasepalmieri
3K Followers 2K Following Host of RE:Bitcoin | COO at @SovanaHQ | MSTR shareHODLer | Doing it all w/@liviolanda
Block @blocks
120K Followers 12 Following @Square @CashApp @BitcoinatBlock @spiral_xyz @Tidal @Bitkey @protomining @buzzdotxyz
B HODL ⚡ @bitcoinhodlco
8K Followers 32 Following BUY. HOLD. DEPLOY. COMPOUND. | MISSION: COMPOUND #BITCOIN | AQSE: $HODL | OTCQB: $BHODF | FRA: $F5S
Shone Anstey 🇨🇦... @shoneanstey
2K Followers 1K Following CEO / Founder @LQWDTech (TSXV: LQWD | OTCQB: LQWDF) Co-author: Trust & The Rise of Bitcoin #NakamotoEffect | #MapleAct | ₿⚡ https://t.co/pzazj9f57d
Freddie New @freddienew
14K Followers 6K Following CEO, @bitcoinhodlco (https://t.co/nRDU4uVSfa) | Co-Founder, @bitcoinpolicyuk | #npub1wl39ydk5rpecvtrzhq67afl9ykn2ty2xdxdkfmyan0rss3f3ma5sndznlx
Stafford Masie @staffordmasie
13K Followers 866 Following Xoogler, thumbzup Founder, BTC maxi, Ai jedi, BitMach Co-Founder, Africa Bitcoin Corp Exec, Sixpence USA, lecturer, tech investor, pilot-MPL, PADI diver ∞/21M
Miggraf @Beyond_miggraf
67 Followers 127 Following Helping you build wealth & freedom. Simple advice. Real results. A system that works. Working on escaping my 9-5
XCE - Connecting Exce... @XCEofficial
773 Followers 7 Following The UK's international executive recruitment group built on a #Bitcoin standard. XCE: Connecting Human Capital to Digital Capital
Scott Ellam @btconlyscott
5K Followers 4K Following Founder & CEO of @XCEOfficial Building the UK’s international executive recruitment group built on a #Bitcoin standard. * All views are my own
Boyd Cohen @boydcohen
8K Followers 3K Following CSO @arcadiabtc /Co-founder @Obsrver_Prtcl https://t.co/Im2bnXRZnU Portable Verified Agent Credentials
21Rates @21RatesHQ
37K Followers 2K Following The #1 Website to Compare Bitcoin lending rates, custody fees, and financial products and services side by side. Over 10,000+ registered users.
The Bitcoin Treasurie... @btnetconf
1K Followers 164 Following Reserve your ticket today → https://t.co/fOxIpKGd5w A conference by @BTCTreasuries
Ed Juline @ejuline
10K Followers 2K Following Ed Juline — Bitcoin treasury strategist, community builder, and event innovator. @BTCTMedia. @ArcadiaBTC. Ex-Strategy. Ex-MARA. Ex-BTCInc.
Allen Helm @AllenHODL
4K Followers 1K Following Director of Business Development @bitcoinforcorps | Eternal Optimist | ✝️
Florian Minderop @fminderop
6K Followers 3K Following Building a cybercab fleet. Host @TeslaToMars420. Interested in building your own Cybercab Fleet and need help ? Send me a DM
James Lavish @jameslavish
174K Followers 2K Following CFA | Co-Managing Partner of Bitcoin Opportunity Fund | Board Director of Strive (NASDAQ: ASST) | Author of 💡The Informationist Newsletter
Nithu Sezni BIP110 Su... @nithusezni
10K Followers 552 Following I trade MSTR options as a business. Founding member https://t.co/ebBTCWSKZz. Bitcoiner. Video creator. Sh*tcoin hater. Financial entertainment, not advice.
Jackson Fairbanks @longgamma
4K Followers 191 Following Risk Analyst at @Strive • $ASST • $SATA Views are my own.
Anil Patel @anilpatel
59K Followers 608 Following Author of The Treasury of Michael Saylor (https://t.co/clazpeLdHb) and The Bitcoin Handbook (https://t.co/q9DJtWS7BY)
OranjeBTC @ORANJEBTC
11K Followers 97 Following A Companhia Bitcoin do Brasil. B3: OBTC3 • ETF: DIGY11 • ADR: ORNJY Descubra o que estamos construindo ⤵️
Zynx @ZynxBTC
21K Followers 192 Following Investor | Austrian Economics | Bitcoin is Noah's Ark | Advisor @FalconedgePlc
Strive @Strive
24K Followers 16 Following Bitcoin treasury company and asset manager focused on maximizing shareholder value | Nasdaq: $ASST $SATA | Subsidiaries: @strivefunds @TNorth
Tyler Rowe @TylerCompiler
3K Followers 459 Following Bitcoin Treasury Enthusiast. Sat Native. Treasury Orange. Head of Video at https://t.co/GtaDkmvK6z https://t.co/X2mDwW7zI2
Cern Basher @CernBasher
56K Followers 720 Following Co-Founder & Chief Investment Officer at Brilliant Advice My posts here are not financial advice. Tesla referral link: https://t.co/R8qwa106W4
Andrew Webley @asjwebley
10K Followers 17 Following CEO, The Smarter Web Company (@smarterwebuk) | Bitcoin Investor | Previously Head of Online, Hargreaves Lansdown | Posting In A Personal Capacity
Nick Colletta @CollettaNick
932 Followers 737 Following Bitcoin | Director, Accounting @Strive Previously Treasurer @SemlerSci | Digital Assets @deloitte
J64 - SignalStation.a... @_J64_
5K Followers 737 Following $BTC | $MSTR | @TNorth | Creator of @The_PFFM H&W Trust 📱 and @_signalstation 🛰️
MAGS 🔑⛏️🚒 @Crypto_Mags
29K Followers 3K Following Host of @Magsplaining_: Money/Bitcoin, AI, & power shifts. Advisor @PRTIinc @ddcbtc_. Launched 1st 🇨🇦 Bitcoin fund in 2019. Vibe2Flow for @VibeCapitalMgmt.
Brian Brookshire @btc_overflow
17K Followers 460 Following Bitcoin and Digital Credit | Advisor, Moirai Capital and @saturn_credit | Stanford
Daniela Fonseca Viter... @dannyfonse
2K Followers 165 Following @_ALCPB & @AlexandreLaizet - nothing else.
₿itcorn⚡️ @corn_hodl
3K Followers 796 Following Posting from a corn field in the middle of nowhere. ₿.
Sean Harris🏀 @BigSeanHarris
28K Followers 3K FollowingYou might like
