$20B Crypto Crash | Bitcoin Treasuries: PIPE Deals vs Organic Growth & MSTR’s STRC Maturing

In this episode, we break down the record-setting $20 billion crypto liquidation and what it revealed about Bitcoin’s resilience and the fragility of altcoins.

We dive deep into the Bitcoin Treasury movement, exploring how companies like Metaplanet, Capital B, and Smarter Web are building sustainable, organic Bitcoin accumulation strategies, while others like Strive, Nakamoto, and Sequans face the fallout of risky PIPE deals.

We also analyze Strategy’s STRC — how it’s maturing into a stable, liquid Bitcoin vehicle — and what this means for the future of corporate Bitcoin stacking.

Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81

Mentions:

- Treasury Orange: https://www.youtube.com/@TreasuryOrange

- Tyler Rowe: https://x.com/TylerCompiler

- Treasury Orange with Yves: https://www.youtube.com/watch?v=VIJyfi0Tt7k&t

- Adam Back & Richard Byworth: https://www.youtube.com/watch?v=iUU65dpFA34

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