Bitcoin Is Entering Its Most Important Phase Yet w/ @CorySwan and @jakeroque_ 0:00 – Preview: Dollar, Tether & Bitcoin Debate 0:50 – Introducing Cory Klippsten 2:50 – Where Is Bitcoin In The Current Cycle? 15:35 – Secure Your Bitcoin with Unchained 16:26 – Cory Klippsten's Bitcoin Journey 23:46 – Why Cory Started Swan Bitcoin 27:10 – Swan's Full Bitcoin Product Ecosystem 34:09 – Prime Trust Collapse & Tether Lawsuit Explained 45:18 – Has The Crypto Era Officially Ended? 47:05 – Would Bitcoin Be Higher Under Kamala? 49:51 – "Bitcoin Is The Third Way" 54:15 – The Growing Threat To Freedom In The West 59:07 – CBDCs vs A Bitcoin Future 1:01:04 – Bitcoin Policy, Stablecoins & The CLARITY Act 1:08:10 – Strategy, STRC & Bitcoin Treasury Companies 1:16:08 – Why Michael Saylor Changed His Message 1:19:14 – When Corey Calls Out Bad Actors In Bitcoin 1:23:06 – Can Michael Saylor Win Bitcoiners Back? 1:26:24 – Final Thoughts & Where To Find Cory

Bitcoin dominance has increased over the last 4 years with Bitcoin Treasury Companies, ETFs, institutions, and US support. I expect it to keep increasing as stablecoins, tokenization, big bank adoption, and global support expand the digital asset economy around Bitcoin.

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with @Cointelegraph at @BTCPrague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support

Bitcoin Is About To DEVOUR $300 Trillion - @Strive CEO @ColeMacro 0:00 The $3T Digital Credit Market 3:24 Why 11.5% Yield Beats Selling Bitcoin 5:17 How STRC & SATA Survived Bitcoin’s Crash 6:12 Why Institutions Want More Volatility 8:37 How To Pick Between STRC & SATA 10:13 Why Preferred Equity Wins For Bitcoin Bulls 14:21 "Products, Not Securities" 16:00 Bitcoin Crashed, Their Reserve Grew 19:44 The Bitcoin Treasury Consolidation Wave 24:05 Why Most Treasury Companies Will Fail 27:50 How Managing $70B Made Him BTC Maximalist 28:44 Calling Out The Fed To Their Face

The Bitcoin treasury model isn't broken, it’s being stress-tested by the most serious players in global finance. During "The All-In Strategy: Mastering the Bitcoin Treasury Model" panel at Paris blockchain week 2026, Allen Helm led a deep dive into why holding Bitcoin is shifting from a fringe experiment to an institutional necessity. The conversation focused on the evolution of balance sheet management, regulatory status, and the emergence of sophisticated instruments that wrap credit products around Bitcoin to drive yield. As institutions adopt these strategies, the bridge between legacy systems and tokenized capital markets continues to strengthen. Bitcoin is no longer just an asset; it is a fundamental pillar of corporate architecture. This is the conversation that defined the strategy for the market. And it is the conversation that Signal Week 2027 will take further. 📸 In Frame: @AllenHODL (@BitcoinForCorps), @AlexandreLaizet @_ALCPB , @stan_havryliuk (@SatsTerminal), @EricLarch (@_TBSO), Thomas Vogel (@lathamwatkins ), and Thomas Restout (@B2C2Group )

Riot Taps its Bitcoin Treasury To Fund Data Center Expansion Bitcoin miner, Riot Platforms has sold 4,300 bitcoin:native to finance operations and expand its data center infrastructure, according to its Q2, 2026 report. The miner remains a major Bitcoin holder despite the latest reduction in its treasury. Riot now holds 11,380 BTC, with 5,821 BTC pledged as collateral. The company produced 1,587 BTC in the second quarter at an average cost of $49,912.