Michael @saylor | The Bitcoin Treasury Debate Gets Heated
We discuss:
- Bitcoin in 2026
- Are There Too Many Treasury Companies?
- The Future of mNAVs
- Building on Digital Credit
Watch it here: https://t.co/9RA33QJ21r
Had the deepest macro conversation I’ve ever done publicly on What Bitcoin Did with @_DannyKnowles, discussing the U.S. fiscal situation, the bond market, the dollar, Bitcoin, and more. Hope you enjoy it.
TIMESTAMPS
00:00 Introduction
05:45 Why Washington Can’t Fix the Debt
12:31 The Bond Market and Fiscal Dominance
21:46 Treasury Buybacks and Yield Curve Control
29:46 Why AI Won’t Solve America’s Debt Crisis
36:37 Why a Weaker Dollar Could Fuel Bitcoin
40:17 When Will the Government Intervene?
47:04 Bitcoin’s Next Bull Market
55:38 The Case for $500K Bitcoin in 2030
59:24 Why Own a Bitcoin Treasury Company?
1:17:51 Understanding mNAV and Treasury Valuations
1:27:20 Different Bitcoin Treasury Strategies
1:36:03 Consolidation and Institutional Scale
$ASST $SATA $BTC
"The warning gun has been fired. You have to start being responsible for yourself... Bitcoin is worth the fight, freedom is worth the fight. It doesn’t mean it’s gonna be easy."
@Rob1Ham is back on the show. We got into finding 10,000+ vulnerabilities, how AI has changed software forever & the future of Bitcoin security.
Watch it here: https://t.co/3mHn0ybIMw
Thank you for listening! I want to say a huge thank you to my sponsors:
@hodlwithLedn - Bitcoin-backed loans
@BitGo - Institutional grade Bitcoin security
@Bitkey - Bitcoin self-custody
@AnchorWatch - Insured Bitcoin custody
My guy @ericyakes is back on the show for our monthly catch up. This time we got into:
- The heroes and villains in Bitcoin
- What really drives price
- The debasement trade
- What drives the next wave of adoption
Watch it here: https://t.co/2ruDnJG1De
Thank you for listening! I want to say a huge thank you to my sponsors:
@hodlwithLedn - Bitcoin-backed loans
@BitGo - Institutional grade Bitcoin security
@Bitkey - Bitcoin self-custody
@AnchorWatch - Insured Bitcoin custody
Could the AI oligopoly represent peak centralization, incentivizing a pendulum swing toward decentralized peer-to-peer markets built on bitcoin?
Unchained cofounder @dhruvbansal shares his vision in the latest WBD episode with @_DannyKnowles.
Most interesting bitcoin podcast in a very long time. Years even?
Dhruv's putting the puzzle pieces of the future (bitcoin, AI, internet) together in a way that no else on Earth is articulating. And it seems plausible. He might be right.
This was one of my favourite shows of the year!
@dhruvbansal and I got into why AI needs Bitcoin & why Bitcoin might need AI, rebuilding a free & open internet, and why optimistic stories matter.
Watch it here: https://t.co/thZXyNZr3K
Thank you for listening! I want to say a huge thank you to my sponsors:
@hodlwithLedn - Bitcoin-backed loans
@BitGo - Institutional grade Bitcoin security
@Bitkey - Bitcoin self-custody
@AnchorWatch - Insured Bitcoin custody
I finally got the chance to sit down with Alan Lane, and hear the story of:
- Silvergate Bank
- Operation Chokepoint 2.0
- How the Bitcoin banking industry was targeted
- How Silvergate survived the biggest bank run in history!
Watch it here: https://t.co/aiCziRcEtp
Thank you for listening! I want to say a huge thank you to my sponsors:
@hodlwithLedn - Bitcoin-backed loans
@BitGo - Institutional grade Bitcoin security
@Bitkey - Bitcoin self-custody
@AnchorWatch - Insured Bitcoin custody
Me, rushing to listen to this podcast with Silvergate's Alan Lane about #OperationChokePoint2.0 and all the things the Biden Administration did to bring down a bank it didn't like. @_DannyKnowles