Bitcoin, MSTR & AI Under Pressure: What This Market Sell-Off Really Reveals | Inside the Walls Ep. 8

In Episode 8 of Inside the Walls, we're joined by Alexandre Laizet and Valentin Kosanovic from Capital B to cut through the noise and make sense of what's happening across Bitcoin, Bitcoin Treasury Companies, and Digital Credit.

Is this just another market correction, or are we witnessing a fundamental shift?

We take a closer look at what's driving the sell-off, why Bitcoin appears more resilient than in previous cycles, and what history tells us about Bitcoin's performance following US midterm elections.

We also dive into the security of institutional Bitcoin custody following the Binance hack, and examine how companies like Strategy (MSTR) and Strive (ASST) are navigating the evolving digital credit market.

And with STRC, SATA, and SATS offering double-digit dividends, we explore one of the biggest questions facing investors: How sustainable are these yields, and what does it take to support them over the long term?

🔥 IN THIS EPISODE:

🔸 What's really driving the Bitcoin and stock market sell-off?

🔸 How do US midterm elections historically affect Bitcoin's price?

🔸 Is Bitcoin becoming structurally less volatile as institutional adoption grows?

🔸 What does the Binance hack reveal about Bitcoin custody and security?

🔸 Why is Strategy buying back STRC instead of simply raising its dividend?

🔸 Can Strategy and Strive sustain double-digit digital credit dividends?

🔸 What do Monte Carlo simulations reveal about STRC, SATA, and SATS credit risk?

🔸 Which indicators matter most for Bitcoin Treasury Companies going forward?

Join us as we connect Bitcoin, institutional capital, digital credit, and financial engineering to understand where this rapidly evolving industry could be heading.

Follow the crew on X:

- Alexandre Laizet: https://x.com/AlexandreLaizet

- André Dragosch: https://x.com/Andre_Dragosch

- Yves Choueifaty: https://x.com/YChoueifaty

- Valentin Kosanovic: https://x.com/Kosanovic_V

Follow Capital B on Youtube: https://www.youtube.com/@UCEXICiXdOXjh0jigU64inPg

⏱️ TIMESTAMPS

00:00 Intro — Bitcoin Markets Under Pressure

02:17 Is Bitcoin More Resilient Than Ever?

05:23 How Bitcoin Treasury Companies Secure Billions

16:45 Can Banks Really Protect Your Bitcoin?

20:50 Bitcoin Custody in the Age of AI

25:58 US Midterms: What's Driving the Bitcoin Sell-Off?

29:45 Bitcoin After Midterm Elections: What History Shows

35:58 Could Bitcoin Be the Best Asset in the AI Era?

38:36 Why Bitcoin Volatility Is Changing

42:53 STRC Buybacks vs Higher Dividends: What's Better?

48:51 How Institutions Really Evaluate STRC

51:20 STRC, SATA and the Real Risks of Digital Credit

54:00 Can Strategy and Strive Pay Dividends Forever?

01:02:54 What to Watch Next in Bitcoin Treasury Companies

01:06:13 Bitcoin per Share: The Key to Long-Term Returns

01:09:10 Bitcoin per Share vs Total Shareholder Returns

💡 Why subscribe to One Chair Podcast?

We're exploring the future of finance through the lens of Bitcoin Treasury Companies, digital credit, and capital markets.

From Strategy and Strive to emerging Bitcoin Treasury Companies worldwide, we go beyond the headlines to examine the financial engineering, capital allocation strategies, and institutional investment opportunities shaping this new asset class.

If you want to stay ahead of the curve and understand what could be one of the greatest asymmetric investment opportunities of our generation, you're in the right place.

👍 Like the video if you enjoyed the discussion.

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Follow us on:

- X: https://x.com/OneChairPod

- Youtube: https://www.youtube.com/@OneChairPod

Follow the One Chair crew on X:

- Yves/YG: https://x.com/GrafYves

- Quentin: https://x.com/quentinisonx

- Dario: https://x.com/dariostackssats

Disclaimer: This content is for informational and educational purposes only and does not constitute financial advice.

Thank you for listening!