Podcast Episode Details
Back to Podcast Episodes
How Bitcoin Could 10X: Tyler Rowe on the Power of Bitcoin Treasury Companies
In this episode, we welcome Tyler from Treasury Orange for a deep dive into the rise of Bitcoin Treasury companies — from Strategy and Strive to Metaplanet and Capital B.
Tyler shares his journey from discovering Bitcoin during the Ron Paul era to understanding how corporate Bitcoin adoption could drive the next 10x in Bitcoin’s price.
He breaks breaks down:
- The “Bitcoin epiphany” moment inspired by Michael Saylor
- Why Bitcoin Treasuries matter — leverage, yield, and risk
- Strategy’s playbook and Saylor’s plan to “eat the world”
- MSTR's expansion into Europe with STRE (Stream)
- Strive’s new SATA preferred offering
- How money-market capital and generational wealth could flow into Bitcoin
00:00 Introduction: Tyler from Treasury Orange
00:53 Origin Story: Ron Paul, sound money, first touch with Bitcoin
04:11 Early Cycles & Lessons: 2013 buy, 2017 churn, taxes, selling too soon
07:11 The 2020 “Lightbulb Moment”: Michael Saylor, Bitcoin Podcasts & Realizing BTC Beats Gold
13:59 Bitcoin Treasuries Explained: Higher Returns vs. Counterparty Risk
17:17 Tyler's Top Bitcoin Treasury Companies
28:42 STRE's Debut and How Saylor Plans to "Eat the World"
31:55 MSTR's Q3 Earnings Call Highlights
37:28 Accessibility: Index inclusion (QQQ/S&P) & why own MSTR for leverage
41:49 S&P Rating: A Milestone for Bitcoin Treasuries
46:00 Strive’s SATA Preferred Explained: 12% Yield & How It Competes with STRC
51:47 The Big Math: Money-market rotation, advisor demand, generational tailwinds
59:33 Where to Follow Tyler & Wrap-Up
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- Tyler: https://x.com/TylerCompiler
- Treasury Orange: https://www.youtube.com/@TreasuryOrange
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
Follow us on:
- X: https://x.com/OneChairPod
- Youtube: https://www.youtube.com/@OneChairPod
Published on 1 month, 3 weeks ago