🚨 AI Tesla Optimus is about to rewrite the global economy. In our latest episode with @CernBasher, we break down why Tesla’s humanoid robots robotaxis could drive double-digit GDP growth… and why this could ignite a Bitcoin supercycle. Key takeaways: - $TSLA Optimus ramp: 1M → 10M robots/year - One robot factory could generate output comparable to the GDP of an entire country - Robotaxis scaling could happen MUCH faster than Wall Street expects - AI agents will flood cyberspace… and Bitcoin may become the security gate - “AI consumes compute. Bitcoin prices compute.” - Strategy’s flywheel $MSTR $STRC could be setting up the next massive phase This episode connects the dots between AI deflation, government printing, and why $BTC may become the backbone of the AI economy. 00:00 Introduction Cern Basher 02:11 AI Agents Pick Bitcoin (It’s Already Happening) 03:01 Elon’s Master Plan: xAI SpaceX Tesla Merger? 06:34 Why Bitcoin Might Be the BEST AI Investment 10:43 “AI Consumes Compute… Bitcoin Prices Compute” 13:46 MSTR / Strategy: Why Bitcoin Treasury Companies Win 19:16 Strategy’s New Flywheel: STRC ATM Explained 25:04 Elon Predicts Double-Digit GDP Growth (Is He Right?) 34:55 Tesla Optimus Timeline: 1M → 10M Robots Per Year 40:16 Tesla Robotaxis Are Scaling FAST (Doubling Every Month?) 43:11 Why Robotaxi Delays Don’t Matter (Tesla Still Wins) 46:46 When Will Tesla Start Buying Bitcoin Again? 50:05 Nvidia Bitcoin? Big Tech May Flip Soon 53:18 Why Most People STILL Don’t Understand Bitcoin 56:00 US Military Studying Bitcoin for Cybersecurity? 59:27 Final Warning: Every Country Must Build Robot Factories

⚡️Corporate Bitcoin Treasury Highlights of the Week⚡️ Strategy $MSTR • Bought 1,550 BTC, bringing total holdings to 845,256 BTC Metaplanet $MPJPY $MTPLF • Acquired Siiibo Securities for ~$13.1M (¥2.1B) under Project Nova. Following closing, the company will be renamed Metaplanet Securities and used to develop Bitcoin-linked financial products in Japan. Strive $ASST • Bought 32 BTC, bringing total holdings to 19,032 BTC @BtcCorpDay & @BTCPrague highlighted the growing momentum behind Bitcoin treasury strategies and more importantly the interest of Digital Credit instruments like $STRC and $SATA.

$MSTR's mNAV is sentiment driven you say?? Seems like someone should study this whole sentiment thing more closely 😏

What is mNAV: @jackmallers question to @saylor on mNAV has a lot of people talking. I think most conversations are missing the point. Here are some of my thoughts on mNAV from my appearance on the @OneChairPod This holds true for $MSTR and all $BTC Treasury Companies.

One Chair is at @BTCPrague 🪑 Come say hi if you’re around! Happy to talk bitcoin treasuries.

Everyone focused on $MSTR's 32 Bitcoin sale. We think they missed the bigger story. In this episode we discuss: • Strategy's 1,550 $BTC purchase • The controversial cash reserve rebuild • Why $STRC depegged • The dilution debate • Semi-monthly $STRC dividends • Strive $ASST's viral 32 $BTC purchase • New Bitcoin Treasury companies entering the market 00:00 Strategy (MSTR) Buys 1,550 Bitcoin After Selling 32 BTC 02:31 Did Strategy Create Its Own Liquidity Problem? 08:07 Why Selling Just 32 Bitcoin Shocked the Market 10:27 Bullish Signal: Strategy Raised $180M During Peak Fear 11:23 BIG NEWS: STRC Dividends Go Semi-Monthly 12:56 Strive Buys the Famous 32 Bitcoin (Genius Marketing Move) 13:52 Final Thoughts 15:51 Future Outlook and New Entrants Full episode 👇

Awesome podcast by @_Adrian (who I consider a top 5 $MSTR analyst) on the @OneChairPod. Anyone who wants to hear a level headed no BS take on MSTR should give it a listen. youtu.be/G3a5WZkeZtI

LIVE NOW: Bitcoin Treasuries Takeover Strategy back to buying bags of #Bitcoin. 7 Days Till $SATA Daily Dividends. Digital Credit Under Attack From Bears. @BTCMindset, @GrafYves, @QuentinIsOnX, @ChasePalmieri & @TylerCompiler break it down. Tap in ⚡️👇x.com/i/broadcasts/1DGleekEm…

What if everyone is measuring $MSTR wrong? In this conversation with @_Adrian, founding member of True North (@TNorth), we challenge some of the biggest assumptions in the Bitcoin Treasury space: • Why mNAV is really a sentiment metric • Why Bitcoin per share isn't a valuation metric • Why Strategy shouldn't defend its mNAV • The real story behind Strategy selling 32 $BTC • Why $STRC and $SATA may evolve very differently than investors expect • Why AI is attracting some of Bitcoin's capital One of the most thought-provoking $MSTR conversations we've had. If Adrian is right, investors may be looking at $MSTR completely wrong. $MSTR $ASST $MPJPY 00:00 Adrian Morris' Bitcoin Journey & Why He Bought MSTR 05:02 The Real Meaning of mNAV (Market Sentiment) 10:10 Why Bitcoin Treasury mNAVs Eventually Collapse 11:22 Should Bitcoin Treasury Companies Defend Their mNAV? 15:56 The Fatal Flaw in mNAV Buybacks 17:57 Why Strategy Should NOT Sell Bitcoin to Buy Back Shares 20:15 Why Did Strategy Sell 32 Bitcoin? 23:55 MSTR Myths, Margin Calls & X Misinformation 25:38 Why Bitcoin Per Share May Be Misleading Investors 31:09 The Endgame for Bitcoin Treasury Companies 34:42 The Future: REITs, Options & Bitcoin Financial Products 36:46 STRC, SATA & Bitcoin Preferred Shares Explained 41:22 Does STRC Guidance Even Matter? 43:12 Why SATA Outperformed STRC 45:42 Daily Dividends: Innovation or Hype? 48:30 Will STRC & SATA Eventually Cut Dividends? 54:54 Is AI Stealing Capital From Bitcoin? 01:00:51 Can Bitcoin Become AI's Security Layer? 01:03:56 Adrian's Message to Bitcoin Investors Watch the full episode 👇

$MSTR: mNAV | BTC Per Share | Defending mNAV This one might make a few people grumpy...

⚡️ Corporate Bitcoin Treasury Highlights of the Week ⚡️ Strategy $MSTR • Sold a whole 32 BTC (roughly 0.0004% of their holdings) creating complete chaos in the Bitcoin space. Strategy holds 843,706 BTC. Strive $ASST • Bought 2,500 BTC, bringing total holdings to 19,000 BTC. • Expanded both the $ASST and $SATA ATM programs by $2.1B each. Most overlooked 👀 Bitcoin Treasury Capital $BTCB • Announced Sweden's first BTC-backed preferred stock targeting 10% annual dividends. It's expected to start trading on the Spotlight Stock Market on 20 July.

One year of One Chair Podcast. 🪑 What a year it’s been. We started with a simple idea: sit down, follow the Bitcoin treasury rabbit hole, and try to understand one of the most fascinating stories in capital markets. A huge thank you to everyone who watched, listened, subscribed, commented, shared, challenged us, and sat on the chair with us. This community made the journey much bigger than we expected. 🧡 And even in a brutal market, moments like this are a good reminder of why the Bitcoin treasury story matters. Volatility tests conviction. It separates tourists from builders. And it creates the conditions where the long-term players quietly keep stacking sats, strengthening balance sheets, and building for the next phase. And a massive thank you to the guests who gave us their time, insights, energy, and conviction: @CernBasher @nithusezni @TylerCompiler @BitcoinPierre @anilpatel @ejuline @ZynxBTC @stephanlivera @MasonFoard @btconlyscott @Sanderandersenn @halstonvalencia @chasepalmieri @CrisReed @ColeMacro @Avik @IIICapital @freddienew @shoneanstey @davelund_ @lucaatroxom @_Adrian The Bitcoin treasury story is still just getting started. More conversations, more rabbit holes, still only one chair. How many chairs are you sitting on right now?

Every now and then, I find myself replaying a podcast over and over again to make sure I understand what is being said, and to formulate my own thoughts. This was one of them. @_Adrian of True North argues that BTC/share and BTC yield are irrelevant metrics, that we've been looking at Bitcoin Treasury Companies all wrong. He has some very interesting predictions for how $STRC and $SATA will evolve, and what that means for @Strategy and @Strive. Do I agree? Stay tuned ;)