Trillions Are About to Flow Into Bitcoin w/ Sam Callahan

Bitcoin’s next wave of institutional adoption may have barely begun.

In this episode of the One Chair Podcast, we sit down with Sam Callahan, Director of Strategy & Research at OranjeBTC, to explore why the intersection of Bitcoin and global capital markets could become one of the biggest forces driving the next phase of adoption.

OranjeBTC is building one of Latin America’s most ambitious Bitcoin treasury strategies — accumulating Bitcoin, developing Bitcoin-backed financial products, and creating new bridges between traditional finance and the emerging world of digital credit.

We go deep into DIGY11, OranjeBTC’s new Digital Yield ETF designed to bring exposure to instruments like Strategy’s STRC and Strive’s SATA to Brazilian investors. Sam explains why demand for Bitcoin-backed credit could expand far beyond the US, and why we may still be in the very early innings of this market.

We also discuss why OranjeBTC bought STRC for its own treasury, whether SATA could be next, why Sam believes these instruments remain mispriced, and what Strategy learned from the recent stress test of STRC.

But the bigger thesis goes far beyond Bitcoin treasury companies.Sam argues that institutional Bitcoin adoption has barely scratched the surface. As Bitcoin becomes increasingly integrated into equities, credit markets, ETFs, lending and other financial products, an entirely new pool of global capital could gain exposure to Bitcoin.

And with government debt approaching unprecedented levels, structural fiscal deficits continuing to grow, and currency debasement becoming increasingly difficult to avoid, the race to build financial infrastructure around Bitcoin may only be getting started.

Is Wall Street about to become the engine of Bitcoin’s next adoption wave?

Follow our guest:

- Sam Callahan on X: https://x.com/samcallah

- OranjeBTC on X: https://x.com/ORANJEBTC

- OranjeBTC: https://www.oranjebtc.com/

- Bitcoin Brazil Education: https://bitcoin.com.br/

00:00 Sam Callahan’s Bitcoin Origin Story

05:38 How Sam followed the Strategy Bitcoin Treasury Playbook

10:14 Inside OranjeBTC’s Bitcoin Treasury Strategy

14:43 DIGY11: Bringing STRC & SATA to Brazil

21:19 The Future of Bitcoin-Backed Financial Products

23:24 Will OranjeBTC Launch Its Own Digital Credit?

26:24 Why OranjeBTC Bought STRC

31:29 Could OranjeBTC Buy SATA Next?

34:37 STRC vs. SATA: Track Record, Liquidity & Stability

41:42 Is MSTR Share Issuance Actually Dilutive?

43:45 How Bitcoin Changes the Way You Think

46:07 The Next Massive Wave of Bitcoin Adoption

52:21 Why Bitcoin’s Recent Move Could Be Just the Beginning

56:58 Where to Follow Sam Callahan & OranjeBTC

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

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

Thank you for listening!

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