Episode notes
Why are corporations turning to Bitcoin as a strategic asset—and how will Bitcoin treasury companies reshape the financial system over the next 20 years?
In episode 7 of the Bitcoin for Corporations, host Pierre Rochard sits down with Jesse Myers, Bitcoin Strategy Advisor at UTXO Management (a sister company of Bitcoin Magazine), to break down the emerging playbook behind Bitcoin treasury companies like MicroStrategy, MetaPlanet, and Smarter Web. From intelligent leverage to the rise of perpetual preferreds, Jesse shares why these firms may soon rival sovereigns in BTC holdings—and why institutional capital is now pouring in.
Whether you're a corporate CFO, a macro investor, or a Bitcoiner curious about the next big shift in capital markets, this deep-dive unpacks how Bitcoin-native financial infrastructure is being built in real time.
⭐ This episode of the Bitcoin for Corporations Show is sponsored by Ledn, a leading provider of Bitcoin-backed loans.
Visit their website at https://www.ledn.io/ to learn more!
Chapters:
0:00 - The Bitcoin treasury company model
1:20 - Jesse Myers' Bitcoin origin story
4:30 - Keynesian education vs. Bitcoin adoption
9:00 - Why institutions were late to Bitcoin
12:00 - What separates MicroStrategy and MetaPlanet
16:00 - Corporate adoption tipping point
20:30 - Why Bitcoin is better than bonds
24:00 - Equity issuance vs. leverage
27:00 - Fair value accounting and balance sheet strength
30:00 - Why premium NAVs make sense
35:00 - The endgame: perpetual preferreds
38:00 - Competing with MicroStrategy
42:00 - Capital markets tools only accessible to corporations
45:00 - Global race for Bitcoin treasury dominance
48:00 - The future of Bitcoin-native financial infrastructure
Learn more about Bitcoin for Corporations and join our Network: https://b.tc/corporations
Connect with Jesse Myers on X: https://x.com/Croesus_BTC
Connect with Pierre Rochard on X: https://x.com/BitcoinPierre
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.
