Sam Callahan returns to Over the Horizon to break down why Strategy's Perpetual Preferred Stock, STRC (Stretch), may be one of the most important Bitcoin products in the market today. Joe and Sam unpack how a Bitcoin-linked fixed income product could become a structural bid for BTC, why corporate treasurers are rethinking cash management, and what it means when a single product is already absorbing multiples of Bitcoin’s weekly supply.
They also discuss the 20 millionth bitcoin being mined, why the final 1 million BTC matter more than most people realize, the mispricing of risk in traditional finance, Bitcoin vs. gold, Bitcoin’s portability in times of war and capital controls, the unsustainable fiscal backdrop, and what Orange BTC is building in Brazil as institutional adoption accelerates.
Follow Sam on X → https://x.com/samcallah
OranjeBTC Website → oranjebtc.com
Follow Joe on X → https://x.com/JoeConsorti
Stack Bitcoin using your home equity → https://joinhorizon.com
See your home's Bitcoin potential → https://joinhorizon.com/calculator
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