This Business Strategy Could Outpace Bitcoin Quicker Than You Think | Brandon Quittem

Brandon Quittem, author and longtime Bitcoiner, joins to unpack why Bitcoin isn’t just an asset but the foundation of a new financial system — and why treasury companies like MicroStrategy may be the most fascinating story in corporate finance in a generation. From Bitcoin’s correlation to global liquidity cycles to the rise of Bitcoin-powered securities, Brandon explains how capital trapped in legacy mandates is being unlocked and funneled into BTC. In this conversation, we dive into the difference between pure-play Bitcoin treasuries and operating companies, and how volatility itself becomes a feature, not a bug. Brandon also explores whether these new Bitcoin corporations can outperform BTC over the next five years, the risks of “Ponzi-adjacent” upstarts, and why the very metrics we use to evaluate companies are being rewritten in the Bitcoin era.See omnystudio.com/listener for privacy information.

Wealth isn't earned; it's engineered. Join me Jan 7-9 for 3 days where we'll be engineering your complete Wealth Operating System, live, with hands-on tools, custom worksheets, and real-time coaching from me and my team. I wish I would've gone to something like this earlier. Can't wait to see you there 👉 https://go.1markmoss.com/mmyt3 There's the Thanksgiving story, you know, and then there's a major part of the story that you don't. And now, for 28 years, on Thanksgiving Day, radio talk show host Rush Limbaugh, he read part of this Thanksgiving story. It's been about four years since he's died. And I think it's time for me to bring it back, because most people have no idea how close the pilgrims came to failing. And the reason why is nothing like the version that you learned in school. And whether you live in America or you live in some other country. This story matters because every nation rises and collapses on the same principle that the pilgrims discovered out of sheer desperation. Now, what happened next didn't just save this starving settlement.See omnystudio.com/listener for privacy information.

"They literally CAN'T let a recession happen - and I'm about to show you the mathematical proof that changes everything you think you know about what's coming next. See, everyone's been waiting for the crash for two years now... defensively positioned, sitting in cash, missing out - but what if I told you the Fed is “TRAPPED” ... in a $35 trillion dollar corner where allowing a recession would collapse the entire system?See omnystudio.com/listener for privacy information.

CJ Konstantinos, founder of People’s Reserve, joins to explore why the U.S. dollar is trapped in a debt death spiral and why Bitcoin isn’t a competitor to the dollar but its necessary complement. From the dollar’s role as a medium of exchange to Bitcoin’s design as engineered money and absolute digital scarcity, CJ explains how pairing the two could extend the life of the dollar while creating a foundation for sound capital. Drawing from his own experience of buying a home with 100 bitcoin, he unpacks the painful lessons of opportunity cost and why holders need tools to unlock purchasing power without selling their BTC.See omnystudio.com/listener for privacy information.

Aleks Svetski, author of The Bushido of Bitcoin and entrepreneur behind new ventures like Atlantis, returns to explore why capital alone isn’t enough — and why character, virtue, and community must stand alongside money to build a meaningful future. From Bitcoin’s role as a foundation of sound capital to the need for beauty, excellence, and integrity, Aleks unpacks how civilization risks turning into a strip mall when we optimize only for profit. In this conversation, we dive into the balance of capital and character, the rise of borderless living, and the evolution from social networks into engagement farms. Aleks explains why algorithms and cheap capital erode society, and how projects like Atlantis aim to rebuild authentic community in the real world. We also discuss the future of decentralized identity with Noster, the bifurcation of society into creators and consumers, and why this era could mark the most transformative shift in human civilization in centuries.See omnystudio.com/listener for privacy information.

What happens when $9 trillion in boring 401k money gets permission to chase yield? Because that's about to happen. Trump signing the order. The game is about to change forever. I'm talking about trillions of dollars that have been stuck in losing or low yield in retirement accounts. Now being able to go buy bitcoin or private equity or real estate.See omnystudio.com/listener for privacy information.

Parker Lewis, renowned Bitcoin thinker and author of the Gradually, Then Suddenly series, joins us to break down why the real economy is broken — and how Bitcoin offers the only viable escape from a system doomed by money printing and ever-growing debt. From the mechanics of volatility to the inevitability of credit collapse, Parker explains why Bitcoin’s fixed supply is the ultimate safeguard for purchasing power, and why most people misunderstand the problem it solves. In this episode, we dig into why money printing distorts price signals, destroys savings, and forces people into imperfect hedges. Parker outlines his three-part framework for understanding Bitcoin: recognizing the problem (monetary debasement), grasping the fundamentals (fixed supply and trustless enforcement), and dismantling common misconceptions (volatility, copyability, criminal use). We explore stablecoins, the “Genius Act,” regulatory capture, and why shifting deck chairs in the dollar system can’t fix the underlying math of debt vs. money supply.See omnystudio.com/listener for privacy information.

Dan Hillery, fund manager and Bitcoin strategist, joins us to break down the next evolution of Bitcoin capital markets: the rise of Bitcoin-native treasury companies engineered to unlock financial leverage with BTC as a base layer. This isn’t just another MicroStrategy clone — it’s a deeper, more sophisticated play. From unsecured convertible notes to preferred shares and fixed-income arbitrage, Dan explains how these companies are disrupting traditional capital formation using Bitcoin as collateral. In this episode, we explore why buying spot Bitcoin is just the beginning — and how the next generation of firms are building scalable, creditworthy businesses around Bitcoin yield, durable capital structures, and strategic issuance. We unpack the mechanics behind NAV premiums, debt leverage, risk profiles, and the shift from equity issuance to fixed-income instruments. Whether you’re a macro investor, a Bitcoiner seeking asymmetric upside, or a curious analyst trying to understand the future of Bitcoin in public markets, this episode maps the frontier of Bitcoin financialization.See omnystudio.com/listener for privacy information.

Cory Klippsten, founder of Swan Bitcoin, and Ben Werkman, CIO of Swan, join us to break down the next evolution in Bitcoin investing: public companies engineered from the ground up to maximize Bitcoin exposure. This isn’t MicroStrategy 2.0—it’s something entirely new. From Swan’s vertically integrated model to the overlooked opportunities in private credit, Cory and Ben reveal how Bitcoin-native strategies are disrupting traditional finance from the inside out. In this episode, we explore why buying spot Bitcoin is just the beginning—and how Swan is building a full-stack financial institution with Bitcoin as its base layer. We unpack the hidden leverage behind Swan’s business model, the risks and rewards of taking the company public, and what it takes to navigate capital markets while staying true to Bitcoin values. Whether you’re a sovereign individual, fund manager, or curious builder, this episode unlocks the future of Bitcoin capital formation—and the asymmetric edge that Swan is betting everything on.See omnystudio.com/listener for privacy information.

Tim Kotzman, investor and Bitcoin strategist, joins us to unpack the explosive rise of Bitcoin treasury companies—and why this emerging asset class could reshape how corporations grow, govern, and compete in a post-dollar world. From MicroStrategy’s leveraged playbook to MetaPlanet’s media-first strategy, Tim breaks down how capital markets are being retooled around Bitcoin as pristine collateral. In this episode, we explore why simply “putting Bitcoin on the balance sheet” is no longer enough—and how a new class of public companies is engineering Bitcoin exposure with hedge-fund-like precision. We dig into the nuances of equity valuation in a Bitcoin-native environment, the hidden risks most investors overlook, and how leadership, leverage, and attention are the new trifecta of corporate value creation. Whether you’re a long-term HODLer, equity analyst, or capital allocator, this episode reveals the deeper playbook behind Bitcoin’s corporate revolution.See omnystudio.com/listener for privacy information.