The Mark Moss Show

• Microstrategy is up 2,988%... here's what we learned from them | Dan Hillery

  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.

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• "These are Crypto like returns, you can take advantage of it..." | Cory Klippsten and Ben Werkman

  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.

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• This is Bigger than Crypto 2.0... You NEED To know | Tim Kotzman

  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.

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• Will Quantum Computing Ruin The Future of Bitcoin? (This is the answer)

  I get it. It's scary hearing about what quantum computers could do to Bitcoin one day if or when they actually arrive. But here's the thing. Understanding how bitcoins encryption actually works is the key to understanding how quantum can, or more importantly, can't disrupt it. And what I'm about to show you will completely flip the script on your perspective.See omnystudio.com/listener for privacy information.

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• DON'T DO THIS... Everyone knows buy low and sell high, but ignore it | Adam Back

  Adam Back, legendary cypherpunk and CEO of Blockstream, joins us to break down why Bitcoin treasury companies are emerging as one of the most disruptive forces in finance—and what this shift means for the future of capital markets. From early skepticism to full-blown corporate adoption, Adam unpacks how Bitcoin’s volatility, asymmetric upside, and institutional interest are converging to reshape how the world stores value. In this episode, we dive into why public companies are holding—and aggressively acquiring—Bitcoin, how sovereign wealth funds and pensions are finally moving off zero, and why short-term sellers are handing over BTC to long-term diamond hands. Adam also explains MicroStrategy’s unique playbook, the rise of “Bitcoin-native” corporate balance sheets, and why he believes the next phase of adoption will be deeper, more decentralized, and unstoppable. Whether you’re a retail investor or a boardroom strategist, this episode offers a masterclass in how the Bitcoin treasury revolution is unfolding.See omnystudio.com/listener for privacy information.

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