Shows
Coin StoriesDylan LeClair on Bitcoin Corporate Treasury Revolution: Metaplanet's Success, Strategy's New Preferred Stocks and Fixing the Capital MarketsIn this episode, Natalie Brunell chats with Dylan Leclair, Director of Bitcoin Strategy at Metaplanet. What you’ll learn: Why Metaplanet transitioned away from hotels to a Bitcoin-first strategy Tax advantages for Bitcoin equities based in Japan Why Metaplanet has been issuing strike warrants Metaplanet's 555 Million Plan How Michael Saylor is "fixing" the capital markets What are Strategy's $STRF, $STRK, and $STRD instruments? Why Dylan is bullish on $SMLR and other corporate Bitcoin treasuries ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of...2025-06-1752 min
Bitcoin Magazine PodcastGen Z's Bitcoin Bet and the Largest Wealth Transfer in History | Bitcoin Backstage w/ Dylan LeClairOn this episode of Bitcoin Backstage, Isabella Santos mines deep on the looming $84 TRILLION inheritance the Boomer generation is set to bequeath to younger generations. With rising adoption amongst younger generations, could Gen Z be about to make a generational Bitcoin bet?It turns out that the largest wealth transfer in history may ALSO be the catalyst that kickstarts Bitcoin's rise as ultimate monetary asset.Follow Isa backstage for an interview Gen Z's very own and Metaplanet's Head of Bitcoin Strategy Dylan LeClair, at Bitcoin Amsterdam to get his thoughts on Bitcoin's total addressable...2025-04-0308 min
The Bitcoin Treasuries Podcast with Tim KotzmanDylan LeClair: Metaplanet is Japan's Bitcoin Treasury CompanyDylan LeClair, Director of Bitcoin Strategy at Metaplanet, joins the show to discuss what's going on at Metaplanet, his takeaways from living in Japan, and what the future of Bitcoin looks like in Japan and beyond. - this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL A...2025-02-211h 30
Supply ShockOn the Margin: What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClairIn this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. We also discuss how to value MicroStrategy, the company’s liquidation risk, how other companies can replicate its strategy, and much more. Enjoy!—Follow Dylan LeClair: https://x.com/DylanLeClair_Follow Felix: https://x.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodFollow Blockworks: https://twitter.com/Blockworks_—Polkadot is the foundation for an open and resilien...2024-11-0453 min
TFTC: A Bitcoin Podcast#542: The Bitcoin Treasure Strategy Is A Game Changer with Dylan LeClairMarty sits down with Dylan LeClair to discuss the effectiveness MicroStrategy's bitcoin treasury model.
Dylan on Twitter: https://x.com/DylanLeClair_
0:00 - Intro
1:19 - Price cycles and election outcomes
6:49 - Rate cut
10:27 - Unchained
11:12 - China
14:49 - Leveraging for more bitcoin
22:06 - First mover advantage
29:23 - Gradually, Then Suddenly & Zaprite
31:00 - How cash flow affects the strategy
33:47 - Impact on price
39:30 - MetaPlanet's journey
46:33 - Importance of timing
54:28 - Shareholder obligation2024-10-021h 32
The Bitcoin FrontierHow bitcoin’s volatility is creating a powerful positive feedback loop | Dylan LeClairIn this episode, Dylan LeClair joins us to discuss positive feedback loops around bitcoin’s extreme volatility and a collapsing crypto industry. We kick off with Vitalik's questions about the sustainability of yield in the crypto space and whether ethereum and other cryptocurrencies are at risk of fading away. Dylan offers his insights on the VIX spike in early August and what it might mean for the broader market. We then shift to the success of bitcoin ETFs and dive into how companies like Metaplanet and MicroStrategy are using financial engineering to increase their bitcoin holdings per share. Dylan sh...2024-09-031h 08
Bitcoiners - Live From Bitcoin BeachDylan_LeClair - Why the Bitcoin Treasury Strategy Will Be “BIG IN JAPAN”Live from Bitcoin Beach in El Zonte, El Salvador, join me as I sit down with Dylan LeClair to discuss his incredible journey in the Bitcoin space. In this episode, Dylan shares how he went from being a business school student working manual labor jobs to becoming a key player in the Bitcoin community. We dive into Dylan's recent visit to El Salvador for President Nayib Bukele's inauguration and the Bitcoin events happening here. Dylan also opens up about his pivotal role at Bitcoin Magazine, where he transitioned from contributor outreach to writing in-depth analysis pieces.O...2024-07-0655 min
Pro to Pro Hosted by Darius DaleBitcoin's Booming Future with Dylan LeClair I March 13, 2024In this episode, 42 Macro's Darius Dale and Dylan LeClair of UTXO Management discuss Bitcoin’s structural trends, market dynamics, and macroeconomic implications. Dylan emphasizes Bitcoin as a “monetary singularity,” highlighting its supply-demand imbalances, institutional adoption through ETFs, and resilience in market cycles. They explore the evolving structure of Bitcoin’s derivatives market, the impact of sovereign debt dynamics on Bitcoin’s long-term value, and corporate strategies like MicroStrategy’s speculative attack on fiat.
Please do not redistribute this podcast or any information or communications (our “Content”) provided by 42 Macro, LLC (“42 Macro”) to any other person, including forwarding, posting, framing or p...2024-03-131h 05
Green Candle Investments Podcast with Brandon KeysDylan LeClair on Bitcoin's Ultimate Bull Case & Accelerationism - State of Bitcoin Ep. 111In this episode I'm joined by Dylan LeClair!
Follow Dylan on X: https://twitter.com/DylanLeClair_
Please Like, Share, and Subscribe to my channel!
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WHAT'S UP EVERYBODY! AS A REMINDER everything in this episode is strictly the opinion of myself and my guest and should NOT be taken as financial advice. NOT FINANCIAL ADVICE NOT FINANCIAL ADVICE.
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...2024-01-2659 min
The Bitcoin Infinity ShowBitcoin and Beyond: Dylan LeClair on the Future of Bitcoin - FFS #76This episode features an in-depth discussion with Bitcoin analyst Dylan LeClair, who shares his comprehensive view of Bitcoin's role in the global economic framework. Dylan shares his journey into Bitcoin, delving into his analytical approach and insights on macroeconomic cycles, Bitcoin's impact on energy consumption, and the future of global finance.
Key Points Discussed:
🔹 The intersection of Bitcoin and macroeconomic trends.
🔹 Predictions for the future of Bitcoin and its global implications.
🔹 Dylan LeClair's expertise in Bitcoin analysis and finance.
What You Will Discover:
🔹 Innovative insights into Bitcoin's potential to revolutionize the financial sec...2023-12-181h 13
We Study Billionaires - The Investor’s Podcast NetworkBTC155: Dylan LeClair Bitcoin Market Overview (Bitcoin Podcast)Preston Pysh chats with Bitcoin Magazine’s, Dylan LeClair all about the important Bitcoin news stories happening in the 4th Quarter of 2023.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:52 - How Dylan's AI adventure has progressed in 2023.06:19 - What is causing the big moves in Bitcoin right now?15:37 - What happens with the fixed income market from here?41:23 - His thoughts on the Bitcoin ETF.41:23 - What advice should Boomers take to understand Bitcoin?43:51 - Does Dylan think cash sett...2023-11-071h 21
The "What is Money?" ShowHow Fiat Fails and Bitcoin Succeeds with Dylan LeClair (WiM370)Dylan LeClair joins me to discuss the upcoming Bitcoin halving, the war narratives, the effects of political pressure on inflation, and the impact of derivative markets on Bitcoin price. Dylan LeClair is the Director of Market Intelligence at UTXO Management. He is the Co-Founder of 21st Paradigm. // GUEST // Twitter: https://twitter.com/DylanLeClair_ Website: https://dylanleclair.info/// SPONSORS // In Wolf's Clothing: https://wolfnyc.com/iCoin Hardware Wallet (use discount code BITCOIN23): https://www.icointechnology.com/ Wasabi Wallet: https://wasabiwallet.io/ Bitcoin Apparel (use discount code BREEDLOVE): https://thebitc...2023-09-2551 min
The Mining Pod | Bitcoin Mining NewsMansplaining Bitcoin’s Difficulty Adjustment w/ Dylan LeClairWelcome back to the show! Today we are joined by Dylan LeClair of BTC Inc. to talk about his viral tweet concerning Bitcoin’s ‘security budget,’ macro flows into Bitcoin, and how mining stocks are poised for a breakout (after a recession, Dylan says).
Questions or want to sponsor? william@blockspace.media.
Learn more about your ad choices. Visit megaphone.fm/adchoices2023-09-2048 min
Citadel DispatchCD109: Bank Run on Binance? with Dylan LeClairsupport dispatch: https://citadeldispatch.com/donate EPISODE: 109BLOCK: 805483PRICE: 3682 sats per dollar TOPICS: concerns around binance, implications of potential ETFs, macro environment, nostr is the futuredylan on twitter: https://twitter.com/DylanLeClair_ nostr live chat: https://citadeldispatch.com/streamnostr account: https://primal.net/odellyoutube: https://www.youtube.com/@citadeldispatchpodcast: https://www.podpage.com/citadeldispatchstream sats to the show: https://www.fountain.fm/(00:01:26) Introduction and discussion of Binance(00:03:20) Concerns about Binance and its impact on the market(00:18:03) Comparison of Binance to other exchanges and the issue of rehypothecation(00:36:42) Binance's accounting practices and potential asset liability mismatches(00:37:27) The regulatory challenges and potential legal actions against Binance(00:39:40) The role of Tether and stablecoins in the regulatory scrutiny o...2023-08-311h 57