STRC is down 5% while Bitcoin is down 50%. AI stocks are more concentrated than the dot-com peak. And BSTR is entering public markets with 25,000 Bitcoin and over $1.2 billion in capital.

Sean Bill — 30-year hedge fund veteran who got Santa Clara pension fund into Bitcoin — joins Alexandre Laizet to cover BSTR's full capital structure and Berkshire Hathaway 2.0 vision, why digital credit is the high yield bond moment of this generation, why value investors at the Markel meeting were quietly sniffing around STRC, and Alexandre's closing case that Bitcoin historically does 8-90x from these drawdown levels.

Follow Sean: https://twitter.com/@macrocrunch | https://bstr.com Follow Alexandre: https://twitter.com/@AlexandreLaizet | Capital B: https://bit.ly/XCEio

🏛️ Institutional custody & OTC at bit.ly/bitGo

🔒 Secure your Bitcoin with COLDCARD — use code 6BT for 6% off at bit.ly/coinkiteStore

🏦 Borrow against your BTC from 8.49% at bit.ly/archlending

💼 Bitcoin executive recruitment at bit.ly/XCEio

⚡️ Bitcoin yield without leaving custody at bit.ly/hemiXYZ

📊 Track every Bitcoin treasury company at bitcointreasuries.net

⚠️ Not financial advice. Do your own research.

🟠 Stay Orange.

BSTR Is Building Berkshire Hathaway 2.0 — But With Bitcoin Instead Of Stocks

The Bitcoin Treasury Podcast

BSTR Is Building Berkshire Hathaway 2.0 — But With Bitcoin Instead Of Stocks