Pod 42: Bitcoin Treasuries- The Next Corporate Strategy Frontier
As Bitcoin weathers geopolitical tension and volatile markets, a growing number of companies are placing it at the center of their corporate strategy. In this episode, we spoke with Cantilever partners, Brendan Quinn and Jon Frisch to unpack the rise of Bitcoin treasury companies — businesses whose primary goal is to accumulate Bitcoin as aggressively as possible.
They explore how MicroStrategy pioneered this movement, why MetaPlanet skyrocketed from $20 million to $6 billion in market cap, and what makes these companies so attractive to both retail and institutional investors. From capital market arbitrage to regulatory considerations in the U.S. and internationally, the conversation dives into how this trend could reshape corporate finance — and what risks investors should watch for.