Bitcoin Treasury Companies vs Holding Bitcoin: The Real Difference
Show Notes
Peter Lane is joined by Scott Ellam (XCE / Spencer Riley), Sean Kiernan (Greengage), and David Boylan (B HODL / CoinCorner) to unpack the rise of Bitcoin treasury companies – from “simple” buy-and-hold balance sheets to businesses that actively earn yield and grow their sats-per-share. They dig into why holding cash is now a guaranteed loss, how to use an operating business to stack more Bitcoin, and what a smart treasury strategy really looks like. ⚡️ Find out more about the Bitcoin Business Network: https://bitcoincollective.co/get-started/ Our sponsors: 🍺 Brulo: https://www.brulobeer.com ⚡ CoinCorner: https://www.coincorner.com 🏛️ Cartwright Corporate Treasury: https://corporatetreasury.cartwright.co.uk/ 📘 By the Book Accountancy: https://bythebookaccountancy.co.uk 🗝️ Evoke: https://evokevault.io 🧾 Recap: https://recap.io 🤖 Catalyst AI Consulting: https://catalystaiconsulting.co.uk 🤵 McCann Bespoke London: https://mccannbespoke.co.uk 💳 MUSQET: https://musqet.tech 📊 BitcoinTreasuries.net (Media Partner): https://bitcointreasuries.net Timestamps: 00:00 Intros – What Are Bitcoin Treasury Companies? 01:00 From Private Company To IPO Prep – XCE’s Bitcoin Balance Sheet 03:00 Why Holding Cash Is A Guaranteed Loss 04:00 Beyond HODL – Lending, Yield And Building On Bitcoin 06:00 B HODL’s Model – Using Lightning To Earn SATs 24/7 08:00 Accumulating Bitcoin When You Can’t Raise Capital 10:00 Executive Search + Bitcoin – Using Human Capital To Stack More BTC 12:00 Paying Top Performers In Shares Backed By A Bitcoin Treasury 14:00 Treasury 1.0 vs 2.0 vs 3.0 – Buy & Hold, Yield And Stablecoin Futures 16:00 Borrowing Against Bitcoin To Fund Productive Private Credit 18:00 Will Every Business Become A Bitcoin Treasury Company? 19:00 When Will Big Tech And FTSE 100 Firms Finally Buy Bitcoin? 21:00 AI Agents, Wallets And Why Corporate Bitcoin Is Inevitable READ OUR NEWSLETTER: 📬 https://newsletter.bitcoincollective.co/ All content provided by The Bitcoin Collective is for informational and educational purposes only and is not meant to represent financial, trade or investment advice. ⸻ EDITED BY JAMES PEARCE 💼 Linkedin: https://www.linkedin.com/in/james-pearcesf/ Bitcoin Treasury Companies vs Holding Bitcoin: The Real Difference