Bitcoin Gold AI (BTC)

Welcome back to The Bitcoin Treasuries Podcast.

Today's guest is Lynn Bairstow.

We discuss what Lynn is seeing the Bitcoin ecosystem, her view on building on Bitcoin, crypto, Bitcoin Treasuries, venture capital, AI, Energy and Agentic AI.

Here's my conversation with @lynnerae.

0:00 - Intro
0:21 - How Lynn discovered Bitcoin
3:45 - What Lynn sees in the Bitcoin ecosystem
7:55 - Build on Bitcoin
11:44 - Bitcoin vs other crypto
16:14 - Lynn’s view on Bitcoin Treasuries
31:00 - Venture capital
35:15 - Mita TechTalks
43:40 - Bitcoin, AI, and Energy
47:41 - Agentic AI
50:56 - Closing thoughts and where to find Lynn online

Welcome Back to The Hurdle Rate.

Episode 61: What’s Your Time Preference?

In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings, before turning to Strategy's Bitcoin sale and what the balance sheet math actually reveals about risk and permanent impairment. We dig into historical bear market scenarios, how to manage amplification ratios, and the product management and demand dynamics shaping the treasury company landscape. We close with a deeper look at what digital credit actually is, and why it matters for the road ahead.

Here's the latest with @ColeMacro, @PunterJeff, @Werkman and @TimKotzman.

00:00 Welcome to the Hurdle Rate Podcast
01:44 Market Acceleration and USD Reserves
06:04 Holistic Capital Structure Strategy
12:20 Designing Long-Term Capital Vehicles
17:21 Analyzing Recent Bitcoin Flows
18:11 SpaceX IPO and Major Capital Events
29:18 Bitcoin on Institutional Balance Sheets
36:51 Takeaways from Bitcoin Prague
41:20 Onb

Welcome back to The Bitcoin Treasuries Podcast.

Today's guest is Grain of Salt.

We discuss the opposition to Digital Credit, the next Digital Credit Company, MNAV's relationship to sentiment, and much more.

Here's my conversation with @Z06Z07.

0:00 - Intro
0:12 - The opposition to Digital Credit
5:20 - The next Digital Credit company
13:00 - Buying the top
36:56 - How will we look back on this period in time?
43:03 - Is MNAV based purely on sentiment?
59:49 - Divesting thoughtfully
1:02:58 - Where to find Grain online