Episode notes
In Episode 17 of the Bitcoin for Corporations Show, Steven Lubka, VP of Investor Relations at Nakamoto, joins host Pierre Rochard to discuss Bitcoin treasury strategy and the growing BTC bull market.
Steven explains why he believes this time is truly different — and that the current market cycle is a departure from historical norms. Could gold, fiscal dominance, and Bitcoin treasury companies set the stage for the long-awaited Bitcoin supercycle?
Connect with Steven Lubka on X: https://x.com/dzambhalahodl
Connect with Pierre Rochard on X: https://x.com/BitcoinPierre
Learn more about Bitcoin for Corporations: https://b.tc/corporations
Follow Bitcoin for Corporations on X: https://x.com/BitcoinForCorps
Learn more about Nakamoto: https://nakamoto.com/
Chapters:
00:00 – Intro: It’s Different This Time
01:18 – Steven's Bitcoin Journey
03:25 – Nakamoto’s Strategy and Playbook
07:43 – Global Market Opportunities
11:35 – Intelligent Leverage Explained
18:30 – Dividends, Dilution, and Shareholder Value
22:00 – The Evolution of Treasury Companies
25:59 – Mining vs. Treasury Companies
30:32 – What Comes After Treasury Companies?
33:19 – The Capitalization Rush
38:44 – Are We in a Super Cycle?
46:02 – Altcoin Treasuries in Perspective
56:05 – Pushback from Wall Street and Washington
62:11 – Bitcoin Philosophy Meets Corporate Reality
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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.
