Metaplanet, Strategy, and the Corporate Bitcoin Race | Dylan LeClair
What Bitcoin Did30 Jul 2025

Metaplanet, Strategy, and the Corporate Bitcoin Race | Dylan LeClair

Dylan LeClair breaks down the rise of Bitcoin treasury companies, why corporate adoption may be hitting a “gradually then suddenly” inflection point, and whether Michael Saylor’s lead is now insurmountable.

We get into how Metaplanet scaled from a few hundred Bitcoin to 16,000+, what’s driving premiums over NAV, and why public capital markets are becoming the biggest buyers of Bitcoin.

Dylan also explains Saylor’s latest innovation, “Stretch", and explains why this could transform corporate balance sheets and fixed income markets.

In this episode:

  • How corporate treasuries are competing in a winner-take-most market
  • Why premiums to NAV compress - and when they could expand again
  • The mechanics behind Stretch
  • How liquidity, interest rates, and credit markets drive Bitcoin price action

THANKS TO OUR SPONSORS:

RIVER

ANCHORWATCH

IREN

BLOCKWARE

LEDN

Follow:

Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny

Dylan LeClair: https://x.com/DylanLeClair_

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(197)

The $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di Bartolomeo

The $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di Bartolomeo

“There’s no balance sheet in the world that can cough up a trillion dollars.” In this episode, Mauricio Di Bartolomeo explains why he believes Bitcoin-backed loans could become a $1 trillion market...

10 Aug 1h 16min

The Data Says Bitcoin’s Bottom Is Already In | Mitchell Askew & John Haar

The Data Says Bitcoin’s Bottom Is Already In | Mitchell Askew & John Haar

“I would give myself 95% confidence that the bottom is in.” Mitchell Askew and John Haar are on the show to get into whether Bitcoin’s price bottom is already in, and why this drawdown looks diffe...

7 Aug 1h 28min

The Most Bullish Thing About Bitcoin | Alex Thorn

The Most Bullish Thing About Bitcoin | Alex Thorn

“Who is left now that wants to sell at $65K?” Bitcoin has gone through the price pain. Now comes the time pain. Alex Thorn, Head of Firmwide Research at Galaxy, is back on the show in New York ...

5 Aug 1h 20min

The Fed Can’t Let the AI Bubble Burst | Luke Gromen

The Fed Can’t Let the AI Bubble Burst | Luke Gromen

“The companies are bubbles, but I don’t think the technology is a bubble.” Luke Gromen is back on the show to explain why the debt-fuelled AI boom may have become too big to fail, why slowing inves...

3 Aug 1h 24min

EMERGENCY BITCOIN UPDATE: Coldcard Attack Explained | Rob Hamilton

EMERGENCY BITCOIN UPDATE: Coldcard Attack Explained | Rob Hamilton

“This is as code red as it can get for Bitcoin self-custody.” Rob Hamilton joins me for an emergency episode on the catastrophic Coldcard entropy bug that has exposed Bitcoin held in wallets genera...

31 Jul 42min

Jack Mallers: Why I Left Twenty One

Jack Mallers: Why I Left Twenty One

“The company that I co-founded and wanted to build and the company Twenty One was becoming were no longer the same.” Jack Mallers is back on the show for his first interview since stepping down as ...

30 Jul 1h 44min

Bringing Back The Bitcoin Bull Market | Cory Klippsten

Bringing Back The Bitcoin Bull Market | Cory Klippsten

“We don’t need a new narrative. We just need to buy the bear, turn it around and smash it.” Cory Klippsten is back on the show to explain why Bitcoin’s last bull market failed to deliver, why insti...

28 Jul 1h 9min

The Bitcoin Bear Market Is a Survival Test | Matt Odell

The Bitcoin Bear Market Is a Survival Test | Matt Odell

“Bear markets are actually more about survival.” Matt Odell is back on the show to explain why Bitcoin bear markets grind people down, why the fundamentals have not changed, and why he has never been ...

25 Jul 1h 57min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
lydartikler-fra-aftenposten
rss-borsmorgen-okonominyhetene
rss-skravla-gar
rss-penger-polser-og-politikk
pengepodden-2
lederpodden
rss-pa-konto
utbytte
livet-pa-veien-med-jan-erik-larssen
liberal-halvtime
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
stockup
rss-kron-podden
rss-markedspuls-2
pengesnakk