All videos
Miller Cole (@MillerC0le) is joined by Alexandre Laizet (@AlexandreLaizet) of Capital B - one of Europe’s largest Bitcoin treasury companies - for a conversation on building through the bear, digital credit, warrants, European vs US capital markets, and why Bitcoin treasury companies are entering their institutional phase.
– Welcome and Capital B update
– Raising through the bear and growing BTC per share
– Europe building while the US takes the limelight
– Cycles, monetary inflation and the gold narrative
– Why 97% of capital sits in securities
– The bear market as a stress test
– How the treasury model is evolving
– Capital B’s warrants and the path
– Why more European issuers help the whole sector
– Why balance sheet size matters
– Digital credit in Europe vs the US
– Global access, CBOE and market-maker depth
– Breaking the diminishing-returns thesis
– Bitcoin, fiat and separating money from state
– Debasement, geopolitics and the long-term vision
– How the next 6–12 months look
– Bitcoin as hope
LSE: SWC | OTCQB: TSWCF | FRA: 3M8
Website: smarterwebcompany.co.uk
X: @smarterwebuk · @MillerC0le
Watch live / replay on YouTube and X. Drop questions and feedback in the comments!