The Next MSTR Might Come From Europe

<p>Can Bitcoin Treasury companies outperform Bitcoin itself? And could Europe produce the next big winner in the Bitcoin Treasury race?In Episode 5 of Inside the Walls, Yves-André Graf and Alexandre Laizet from Capital B to explore the rapidly evolving Bitcoin Treasury industry, the rise of Digital Credit, and why amplification could become the defining factor separating winners from losers.With Strive pushing toward 60–70% amplification, Strategy defending STRC through buybacks, and Smarter Web preparing to launch MORE, competition among Bitcoin Treasury companies is intensifying.But the biggest opportunity might be hiding in Europe.In this episode, we explore:🔹 Bitcoin Treasury Amplification: Why amplification matters, how much is too much, and whether companies can maintain high amplification ratios through Bitcoin bull and bear markets.🔹 Strategy's STRC Buybacks: Is Strategy supporting its Digital Credit ecosystem or interfering with market price discovery? Should STRC be allowed to find its own equilibrium?🔹 The Fastest Horse: Can Strive (ASST), Strategy (MSTR), Smarter Web (SWC), or Capital B deliver the strongest long-term shareholder returns?🔹 Europe's Hidden Advantage: Why European capital markets could offer extraordinary opportunities for Bitcoin Treasury companies, particularly through Digital Credit and institutional demand.🔹 The Rise of Digital Credit: How perpetual preferred equity instruments such as STRC, SATA, and MORE could transform Bitcoin accumulation and corporate financing.🔹 Capital B's Ambitions: Alexandre explains why Capital B believes it can become a leading European Bitcoin Treasury company and how access to European and US capital markets could support its growth.🔹 Bitcoin 2027 Outlook: What happens when Bitcoin appreciates, amplification capacity expands, and institutional investors begin allocating significantly more capital to Digital Credit?The central questions are:- What happens when Bitcoin appreciation, equity issuance, and Digital Credit create multiple reinforcing capital-raising engines?- Could the next Bitcoin bull market trigger an unprecedented acceleration in corporate Bitcoin accumulation?- And which Bitcoin Treasury company will emerge as the fastest horse?Follow the crew on X:- Alexandre Laizet: https://x.com/AlexandreLaizet- André Dragosch: https://x.com/Andre_Dragosch- Yves Choueifaty: https://x.com/YChoueifaty- Valentin Kosanovic: https://x.com/Kosanovic_VFollow Capital B on Youtube: https://www.you