MSTR’s $300 Trillion Bitcoin Playbook Is Coming to Europe

Capital B is preparing to bring the Strategy playbook to Europe, with plans to expand its Bitcoin balance sheet and build a new generation of Bitcoin-backed credit products.

In this episode, Alexandre Laizet joins us to explain Capital B’s long-term strategy, its new capital-raising capacity, and why perpetual credit could become the most efficient way for Bitcoin treasury companies to accumulate Bitcoin at scale. We discuss how Capital B plans to increase Bitcoin per share, why it has avoided fiat leverage so far, and what Europe can learn from Strategy and Strive.

Alexandre also breaks down the recent stress test for STRC and SATA, why seniority and cash reserves matter, and whether Bitcoin credit can be successfully replicated in European capital markets. He shares his outlook on institutional adoption, the hidden positioning taking place ahead of the next bull market, and why Bitcoin could eventually reach $600,000 and beyond.

Whether you’re following Capital B, Strategy (MSTR), Bitcoin treasury companies, STRC, SATA, or the emerging market for Bitcoin-backed credit, this conversation provides a detailed look at where the industry may be heading next.

Topics covered:

• Capital B’s new capital-raising capacity
• Why Capital B wants to replicate the Strategy playbook in Europe
• The $300 trillion global credit-market opportunity
• How perpetual Bitcoin credit could increase Bitcoin per share
• Why Capital B currently has no fiat leverage on its Bitcoin treasury
• What STRC and SATA revealed during the recent market stress test
• Why seniority, investor protections, and cash reserves matter
• Whether Bitcoin-backed credit can work in Europe
• Why France could become a hub for European financial innovation
• Should Bitcoin treasury companies hold STRC as an operational reserve?
• How the Iran conflict affected Capital B’s Abu Dhabi operations
• Why institutional Bitcoin adoption is happening silently
• How Bitcoin credit could create demand equivalent to two or three halvings
• Why institutions may already be positioning for the next Bitcoin bull market
• Alexandre’s path from $60,000 Bitcoin to $600,000 and beyond
• Why Bitcoin may be the safest way to gain exposure to the AI boom
• Capital B’s ambition to build Europe’s largest Bitcoin balance sheet

Follow Alexandre Laizet:

X: https://x.com/AlexandreLaizet

LinkedIn: https://www.linkedin.com/in/alexandre-laizet/

Capital B: https://cptlb.com/

YouTube: https://www.youtube.com/@ALCPB

00:00 Prague Takeaways: The Growing Divide in Bitcoin

04:35 Capital B's €100B Credit Strategy Explained

12:42 How Close Is Capital B to Launching Digital Credit?

13:52 Why Bitcoin-Backed Credit Could Transform Finance

20:57 Bitcoin Convertible Notes vs Perpetual Digital Credit

26:53 Lessons from Strategy & Strive's Digital Credit Products

31:55 What STRC, STRF & SATA Taught the Market

38:15 Can Europe Replicate America's Bitcoin Credit Boom?

41:10 Why Bitcoin Treasury Companies Still Prefer Bitcoin

46:03 Capital B's Cash & Bitcoin Reserve Strategy

52:13 Bitcoin Market Outlook: Are Sellers Finally Exhausted?

57:29 Bitcoin to $300K? Alexandre's Bull Case

01:01:51 Where to Follow Alexandre & Learn More

Big thanks to Little Bubble for allowing us to use his song, “One Chair”: https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=hWtodY-kQPuZvJZwCAEVUw

DISCLAIMER: This is not financial advice. This podcast is for educational and entertainment purposes only.

Thank you for listening!

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