{"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":"STRC Is Rewriting the Bitcoin Cycle: Strategy’s Bitcoin Power & MSTR Upside with Soleil","slug":"strc-is-rewriting-the-bitcoin-cycle-strategy-s-bitcoin-power-mstr-upside-with-soleil","published_at":"2026-04-17T20:10:32+00:00","page_url":"https://stenobird.com/podcast/one-chair-podcast-7451310/strc-is-rewriting-the-bitcoin-cycle-strategy-s-bitcoin-power-mstr-upside-with-soleil","show_page_url":"https://stenobird.com/podcast/one-chair-podcast-7451310","url":"https://podcasters.spotify.com/pod/show/one-chair/episodes/STRC-Is-Rewriting-the-Bitcoin-Cycle-Strategys-Bitcoin-Power--MSTR-Upside-with-Soleil-e3i2qdb","audio_url":"https://anchor.fm/s/104c39ac4/podcast/play/118630251/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-17%2F422302013-44100-2-3b788fd551367.mp3","summary":"Is STRC rewriting the Bitcoin cycle? In this episode, we sit down with Soleil to break down the explosive rise of STRC and how Strategy (MSTR) is using it to buy massive amounts of Bitcoin at unprecedented speed. We discuss: - How STRC enabled Strategy to buy tens of thousands of Bitcoin in days - Why STRC might be changing the traditional Bitcoin market cycle - The hidden mechanics behind STRC’s price stability and yield - Whether institutions are late to the trade - The potential upside for MSTR - Risks, game theory, and what could break this model We also go deeper into: - Bitcoin treasury companies and which ones actually matter - Why some miners (like Marathon Digital Holdings) are struggling - Options strategies and how to generate yield in this market - Tesla, AI, and the future of autonomous systems with Tesla - The Lightning Network, yield opportunities, and hidden risks - Bitcoin self-custody and why it still matters - The ongoing Bitcoin “spam war” and what it means for the network Follow Soleil: - X: https://x.com/nithusezni - Youtube: https://www.youtube.com/@NithusezniSezni 00:00 STRC Is Exploding: Massive Bitcoin Buys Explained 09:10 What Happens If Strategy Lowers the Dividend? 11:19 Who’s Buying STRC? Retail vs Institutions 13:35 Should Strategy Even Lower STRC’s Yield? 15:24 The Role of Private Equity and Market Manipulation 17:54 Why MSTR Still Hasn’t Fully Reacted 23:08 Is There Actually a Bear Case for STRC? 25:39 Do We Even Need Stablecoins If STRC Stays This Stable? 27:07 Can STRC End the Bear Market Early? 29:26 Marathon Sold 15,000 BTC: What That Signals 32:53 Best Options Trades Right Now 37:38 Is Strive a Better Bitcoin Options Play? 42:57 Why Tesla Could Dominate Robotaxis 47:01 Which Bitcoin Treasury Companies Actually Matter? 52:19 Bitcoin…","meta_description":"Is STRC rewriting the Bitcoin cycle? In this episode, we sit down with Soleil to break down the explosive rise of STRC and how Strategy (MSTR) is using it…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4737,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/one-chair-podcast-7451310/episodes/strc-is-rewriting-the-bitcoin-cycle-strategy-s-bitcoin-power-mstr-upside-with-soleil/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/strc-is-rewriting-the-bitcoin-cycle-strategy-s-bitcoin-power-mstr-upside-with-soleil.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}