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Companies

MicroStrategy

Mentioned in 22 analyzed podcast episodes across 10 shows

A business intelligence and analytics software company that has become notable for its aggressive corporate Bitcoin treasury strategy under CEO Michael Saylor, making it the largest corporate Bitcoin holder with significant leverage. The company's stock performance is heavily tied to Bitcoin price movements, and it has faced scrutiny regarding margin requirements and regulatory pressures. Podcasts discuss it as a case study in institutional cryptocurrency adoption, financial risk-taking, and potential government intervention in Bitcoin markets.

Episode Mentions

This Week in Bitcoin

This Week in Bitcoin · May 13, 2026

104: The K Trap

Michael Saylor announced shift from 'never sell Bitcoin' to managing Bitcoin per share, selling some holdings to fund dividends

K-shaped economy and wealth inequalityInflation outpacing wage gains for lower-income workersClarity Act regulatory framework for digital assets
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What Bitcoin Did

What Bitcoin Did · May 13, 2026

The Bitcoin Treasury Machine | Harry Sudock & Rory Murray

Implied reference through discussion of 'Saylor' and Bitcoin treasury strategies; credited with pioneering corporate Bitcoin accumulation

Bitcoin Mining Economics and Difficulty AdjustmentAI Data Center Infrastructure and Power RequirementsBitcoin Treasury Management and Balance Sheet Strategy
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What Bitcoin Did

What Bitcoin Did · May 6, 2026

Jack Mallers | Wall Street Is Rebuilding Around Bitcoin

Referenced as largest corporate Bitcoin holder; Mallers contrasts his operating business model with Saylor's pure treasury accumulation strategy

Bitcoin as Money and Property RightsTreasury vs. Operating Business Models in BitcoinBitcoin-Backed Lending and Credit Products
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Morning Call

Morning Call · May 6, 2026

Morning Call 5/6/26

Shifting Bitcoin strategy from never-sell to conditional sales if it improves capital structure or Bitcoin-per-share metrics

U.S.-Iran Peace Negotiations and Strait of Hormuz ResolutionAI Data Center Power and Infrastructure Buildout EconomicsSemiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)
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The Wolf Of All Streets

The Wolf Of All Streets · May 5, 2026

Bitcoin SMASHES $81K As $114 Trillion Just Went On-Chain!

Strategic Bitcoin holder with 50% share price appreciation; discussed as potential borrower against Bitcoin treasury

Bitcoin-backed institutional lending and LTV structuresTokenization of real-world assets (RWA) and DTCC pilot programDigital asset treasury company strategies and financial engineering
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This Week in Bitcoin

This Week in Bitcoin · Apr 29, 2026

102: Acceptance To Adoption

Bitcoin treasury company using stock sales and perpetuals to accumulate Bitcoin, creating retail proxy for institutional exposure

Bitcoin as Strategic Reserve AssetInstitutional Bitcoin Adoption and ETFsiBit Options Market Dynamics
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Unchained

Unchained · Apr 22, 2026

Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.

Issuer of STRC preferred stock; buying billions in Bitcoin weekly; backing Apex's yield-bearing stablecoin

Yield-bearing stablecoins and regulatory classificationMicroStrategy preferred stock (STRC) as collateral for onchain yieldLayer Zero bridge security and DVN configuration standards
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This Week in Bitcoin

This Week in Bitcoin · Apr 22, 2026

101: Stress Test

Michael Saylor discussed as Bitcoin advocate and corporate treasury strategist

Federal Reserve Chair Confirmation Hearing - Kevin WarshAI as Monetary Policy JustificationDigital Assets and CBDC Policy Differentiation
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Bankless

Bankless · Apr 13, 2026

"Fix the Money, Fix the World" — Michael Saylor's Master Plan (plus questions on Quantum and Ethereum)

Michael Saylor's company; primary focus of discussion regarding Bitcoin accumulation, digital credit instruments, and STRC issuance

Bitcoin price forecasting and long-term valuation modelsDigital credit instruments and structured financeSTRC (variable-rate preferred stock) mechanics and design
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Macroaggressions

Macroaggressions · Mar 13, 2026

Flashback Friday | #422: America's Death Spiral

Corporate Bitcoin holder with 200,000+ BTC, CEO Michael Saylor promoting Bitcoin as corporate treasury asset

Military readiness decline and woke military leadershipFiat currency debasement and Federal Reserve money printingBitcoin and cryptocurrency institutional adoption
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This Week in Startups

This Week in Startups · Mar 5, 2026

Is Anthropic Making the Biggest Mistake in AI History | E2258

Bitcoin acquisition strategy discussed as complex financial engineering example

OpenClaw open source project adoptionAnthropic Pentagon contract controversyAI agent website analytics
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Bankless

Bankless · Feb 27, 2026

ROLLUP: Extreme Fear | Tariff Whiplash | Citrini AI Crash | Jane Street vs Terra | Pentagon vs Anthropic

Bitcoin-holding company mentioned as 'cooked' due to market conditions and regulatory backlash

Fear & Greed Index at Historic LowsTariff Whiplash and Presidential AuthorityAI Uncertainty and Tail Risk
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PBD Podcast

PBD Podcast · Feb 25, 2026

Trump's State of the Union + Supreme Court Tariff Troubles | PBD #746

Bitcoin-heavy company; stock fluctuates with Bitcoin price; CEO Michael Saylor viewed as high-risk investor

Supreme Court Tariff Ruling and Congressional RatificationSmall Business Impact of Trade Policy UncertaintyDemocratic Party 2028 Primary Fragmentation
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Bankless

Bankless · Feb 16, 2026

Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin

Corporate treasury company accumulating Bitcoin, affecting price dynamics by capturing demand that might otherwise drive appreciation

Fed Independence and Executive Branch PressureFourth Turning Economic Cycle TheoryLong-Term Debt Cycles and Sovereign Defaults
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Pivot

Pivot · Feb 10, 2026

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos

Reported $12.4 billion quarterly loss amid crypto market downturn

AI Infrastructure SpendingCorporate Tax OptimizationMedia Industry Consolidation
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 4, 2026

Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26

Down 3% as Bitcoin falls; leveraged Bitcoin play with 700K+ BTC at ~$76K average cost; stock down from $550 peak

Alphabet Q4 Earnings and 2026 CapEx GuidanceAI Infrastructure Spending and MonetizationSemiconductor vs Software Performance Divergence
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TBPN

TBPN · Feb 4, 2026

SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN

Jim Cramer advising CEO Michael Saylor on Bitcoin strategy amid price decline

SpaceX-XAI merger valuationPayPal CEO replacement and stock declineOracle-OpenAI relationship concerns
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What Bitcoin Did

What Bitcoin Did · Jan 2, 2026

2025: BITCOIN IN REVIEW | HODL & ODELL

Discussed as largest corporate Bitcoin holder; stock down 50% since Saylor's leverage promotion; potential target for US government stake acquisition

Bitcoin Price Cycles and Prediction FailuresTreasury Company Collapse and Leverage RiskInstitutional Bitcoin Adoption and Market Structure
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What Bitcoin Did

What Bitcoin Did · Dec 30, 2025

2026 Macro Outlook and What It Means for Bitcoin | Joe Carlasare

Treasury company leader with aggressive Bitcoin acquisition strategy; only company likely to sustain growth without dilution

Bitcoin Four-Year Cycle Narrative and Its InvalidityOctober 10th 2025 Crypto Liquidation Event ImpactFederal Reserve Independence and Political Pressure
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TFTC: A Bitcoin Podcast

TFTC: A Bitcoin Podcast · Dec 29, 2025

#699: TradFi's Secret War Against Bitcoin with Ryan Lane

Case study of institutional Bitcoin treasury strategy attacked via margin requirement increase from 50% to 95% by JP Morgan

Bitcoin as Strategic Reserve AssetTraditional Finance Opposition to BitcoinMicroStrategy Margin Requirement Manipulation
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Pivot

Pivot · Dec 5, 2025

Anthropic IPO Chatter, Bitcoin's Turbulent Week, and Kara Gets Caught in a Scandal

Raised $1.4B to meet future Bitcoin-related obligations; pioneered corporate debt sales to buy Bitcoin

Anthropic IPO Strategy and Enterprise AI PositioningOpenAI vs Anthropic Competitive DifferentiationWarner Bros Discovery M&A Bidding War
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The Money Mondays

The Money Mondays · Nov 25, 2025

Crypto to a Million & AI to Infinity with Matt Morgan E149

Referenced as major Bitcoin holder (600,000+ BTC) through CEO Michael Saylor's investment strategy

Bitcoin as finite-supply monetary systemCryptocurrency volatility as feature not bugAI agent autonomous transactions on blockchain
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