{"podcast":{"title":"One Chair Podcast","slug":"one-chair-podcast-7451310","podcast_index_feed_id":7451310,"rss_url":"https://anchor.fm/s/104c39ac4/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/one-chair","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/43648953/43648953-1756671187621-5b503034254a9.jpg","author":"One Chair Podcast","episode_count":93,"summary":"Your guide to the companies stacking Bitcoin. We track the corporate treasuries holding Bitcoin and explore their strategies. We bring you all the insights, stories, and numbers that are reshaping treasury management in the age of Bitcoin. Whether you’re an investor, Bitcoiner, or finance pro, stay informed on who’s buying, holding, and leading Bitcoin adoption at the highest levels.","last_synced_at":"2026-07-03T08:18:15.504684+00:00","page_url":"https://stenobird.com/podcast/one-chair-podcast-7451310"},"episode":{"title":"MSTR’s Biggest Signal Isn’t on the Chart","slug":"mstr-s-biggest-signal-isn-t-on-the-chart","published_at":"2026-06-28T18:10:48+00:00","page_url":"https://stenobird.com/podcast/one-chair-podcast-7451310/mstr-s-biggest-signal-isn-t-on-the-chart","show_page_url":"https://stenobird.com/podcast/one-chair-podcast-7451310","url":"https://podcasters.spotify.com/pod/show/one-chair/episodes/MSTRs-Biggest-Signal-Isnt-on-the-Chart-e3lctgi","audio_url":"https://anchor.fm/s/104c39ac4/podcast/play/122106834/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-28%2F426982018-44100-2-cd433c02c652.mp3","summary":"Can AI detect when Bitcoin is about to top or bottom? In this episode of the One Chair Podcast, I sit down with Michael Sullivan, author of Blood of the Bourgeoisie and creator of one of the most fascinating AI-driven Bitcoin sentiment analysis models in the space. Michael explains how he analyzes millions of words from Bitcoin Twitter (X) to measure emotions like fear, greed, optimism, conviction, desire, anger, and excitement—revealing patterns that traditional indicators completely miss. We also dive into the psychology behind Bitcoin Treasury companies, why mNAV is largely driven by sentiment, and how companies like Strategy (MSTR), Metaplanet, Strive, 21 Capital, and SmarterWeb compete for mindshare in the Bitcoin ecosystem. If you're interested in Bitcoin, AI, investing, market psychology, or Bitcoin Treasury companies, this conversation is packed with insights you won't hear anywhere else. In this episode: ✅ How AI analyzes Bitcoin sentiment ✅ Why Bitcoin veterans think differently from newcomers ✅ Can language predict Bitcoin market tops and bottoms? ✅ Why Bitcoin Twitter feels so divided today ✅ Michael Saylor's four types of Bitcoiners explained ✅ The psychology behind Bitcoin Treasury company valuations ✅ Which Bitcoin Treasury companies dominate the narrative ✅ How emotions drive mNAV more than fundamentals ✅ Why today's bearish sentiment could actually be bullish Follow Michael Sullivan: - X: https://x.com/SullyMichaelvan - Substack: https://sentimentsully.substack.com/ 00:00 Michael's Bitcoin Journey: From Skeptic to Author & Researcher 02:20 Why Every Bitcoiner Should Read Blood of the Bourgeoisie 05:38 The Idea That Started Bitcoin Sentiment Analysis 08:43 How AI Measures Bitcoin Emotions Through Language 10:56 The Hidden Difference Between Bitcoin…","meta_description":"Can AI detect when Bitcoin is about to top or bottom? In this episode of the One Chair Podcast, I sit down with Michael Sullivan, author of Blood of the B…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2784,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/one-chair-podcast-7451310/episodes/mstr-s-biggest-signal-isn-t-on-the-chart/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/one-chair-podcast-7451310/mstr-s-biggest-signal-isn-t-on-the-chart.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}