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Strategy (MSTR) is buying Bitcoin aggressively in the bear market, and STRC might be their most powerful weapon yet.
In this episode of One Chair, we break down Strategy’s latest Bitcoin purchases after raising $169M through STRC issuance + common stock ATM, allowing them to acquire roughly 2,500 BTC at an average price near $67,000.
We also dive into why STRC has stayed pegged around $100 even while Bitcoin is down ~30%, how Strategy is using dividend adjustments (now 11.25%) to stabilize the product, and why this structure could become a long-term Bitcoin accumulation machine regardless of market conditions.
On top of that, we cover Metaplanet’s explosive 2025 results, including 700%+ revenue growth, major increases in net assets, and their aggressive Bitcoin targets of 100,000 BTC in 2026 and 210,000 BTC by 2027 — plus what their upcoming preferred share strategy could mean.
Finally, we zoom out to the broader Bitcoin treasury landscape, discussing how companies like Capital B, H100, and ArcadiaB are positioning themselves to scale Bitcoin accumulation once the market turns.
00:00 Strategy raises $169M (STRC + MSTR ATM) to buy ~2,500 BTC
01:21 STRC “amplification effect” (dividends + upside exposure)
06:17 Metaplanet 2025 results: +700% revenue, 26x assets, 500% BTC yield
09:59 Bitcoin treasury companies in a bear market (who’s still building?)
12:48 Strategy World Vegas update + final thoughts
🚨 EVENT 🚨 Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRun
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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