Bitcoin Asia 2025
who it's for
corporate treasurers, institutional investors, crypto asset managers, financial product designers, custody engineers, bitcoin protocol developers, regulators and policymakers
topics
bitcoin-denominated convertible notes; convertible bonds and preferreds; bitcoin treasury strategies; treasury securitization and tranching; MNAV valuation metrics for treasuries; custody and self custody workflows; CTV and CSFS covenant proposals; OP_CAT and rollup bridge proofs; BRC20/runes inscriptions and mega-block effects; onchain liquidity flows into bitcoin; institutional bitcoin adoption in Europe; capital markets plumbing for bitcoin treasuries
| title | author | length |
|---|---|---|
| The Total Addressable Market for Bitcoin Treasury Companies | Jesse Myers | 17m |
Claims Bitcoin treasuries can replace the $300 trillion bond market by building capital‑market pipes that raise fiat, issue instruments like convertible bonds… | ||
| Bitcoin Capital Markets: Evolving Instruments for Institutions | Jesse Myers, Alexandre Laizet, Matt Cole, Tracy Hoyos-López | 26m |
Claims that bitcoin treasuries can outpace bitcoin rest on concrete instruments and numbers: a European issuer launches Bitcoin-denominated convertible bonds… | ||
| Bitcoin Treasury Strategy: Does Cash Flow Still Matter? | Andrew Webley, Danny Yeung, Abel Seow, Stephan Livera | 22m |
Companies report concrete moves: one healthcare firm says it holds $80 million cash and bought 20 million Bitcoin while filing a $1 billion shelf; another… | ||
| The Strategic Case for Bitcoin Treasuries in Europe | Jesse Myers, Tyler Evans, Alexandre Laizet | 23m |
Europe’s corporate Bitcoin playbook: a new cohort of treasury firms issues Bitcoin-denominated convertible notes (first launched Dec 2024) to raise capital in… | ||
| Bitcoin Adoption is Going Global | Hunter Albright, Teruko Neriki, Pete Rizzo, Frank Corva | 23m |
Panel argues institutional embrace is real: companies use Bitcoin as corporate reserves, a forthcoming book called The Bitcoin Advantage explains strategies… | ||
| Bitcoin Treasuries: The Next Corporate Playbook | Adam Back, Siddarth Bharwani, Gurpreet Oberoi | 22m |
MicroStrategy starts the playbook: $500M cash converted to Bitcoin as an inflation hedge that evolves into repeated buys and a capital-markets strategy. Market… | ||
| The Great Unraveling — Why Bonds Are Dead & Bitcoin Is Rising | Mark Moss | 15m |
Talk claims the 40‑year bond supercycle is breaking and that $300 trillion of fixed‑income capital has nowhere to go, while global Bitcoin liquidity sits near… | ||
| Can Bitcoin Succeed Without Another Soft Fork? | Janusz | 15m |
Argues Bitcoin can keep growing without another soft fork but tradeoffs are concrete not rhetorical and depend on metrics used. Adds that CTV reduces… | ||
| The Bitcoin Protocol - Stuck in Time Forever? | Eric Wall | 15m |
Claims that a single 4MB blocks event and the Taproot Wizards inscription method triggered the BRC20/runes craze and even early Bitcoin rollups, with the first… | ||
| Bitcoin as a Mirror for Personal Growth | Uncle R0ckstar, BTCViv | 20m |
Claims Bitcoin forces low time preference by rewarding delayed planning over fiat's high-velocity spending, backed by examples: contributions to BTC Pay Server… | ||
| We're Not Breaking Bitcoin: The Case for CTV + CSFS | Owen Kemeys, Shinobi Trollz, Evan Kaloudis | 28m |
Proposal argues that OP_CTV and OP_CSFS let wallets replace heavy pre-signed-transaction coordination with a committed tx-hash and dynamic offchain resigning… | ||
| Bitcoin Treasuries & The New Credit Paradigm | Jeff Walton | 19m |
Strive converts a Bitcoin balance sheet into layered securities — convertible bonds down to common equity — with each tranche sized and modeled for liquidation… | ||
| Taking the First Step: Self Custody Can Be Easy | Stefan Levera, Owen Kemeys, John Pratt | 29m |
Panel claims self-custody is practical now: hardware wallets (Foundation Devices’ Passport Prime, Coldcard) and phone wallets (Envoy) walk users through write… | ||
| What Features Does Bitcoin Need For Global Adoption? | Aaron van Wirdum, Eric Wall, Shinobi Trollz | 38m |
Panel argues Bitcoin needs concrete changes: adding OP_CAT as a soft-forkable primitive to build Merkle trees and enable on-chain STARK/SNARK verifiers… | ||
| The Micro & Macro Forces Accelerating Institutional Bitcoin Adoption | Alessio Quaglini, Kyu Ho | 29m |
Panel summarizes concrete moves: DDC reports over 1,000 BTC now, target 10,000 by year end after starting purchases in May (initial 79 BTC), and describes spot… | ||
| Fireside | Asher Genoot, Irene Gao | 14m |
Claims a data center reaching 200 kW per rack (vs Nvidia Blackwell ~140 kW), hosting ~15 exahash in one building and a single-building capacity of 205 MW… | ||
| What's The End Game of a Bitcoin Treasury Company? | Alexandre Laizet, Jesse Myers, Austin Alexander | 30m |
European listed firms tout securitization of Bitcoin into traditional brokerage and credit markets, issuing securities to capture capital inflows and increase… | ||
| The Bitcoin Black Hole: Why Global Liquidity Will Flow Into Bitcoin | Borja Martel Seward, Jack Yang, Moshe Shen | 23m |
Markets show Bitcoin rallying to $125,000 then settling near $113,000 while OTC business grows roughly 5x in share and block trades jump from millions to as… | ||
| Long Term Bitcoin Holding with the Next Generation in Mind | George Mekhail, Gracie Chen | 23m |
Panelists argue Bitcoin can transmit borderless wealth across generations, citing a concrete practice of converting Chinese New Year red packets into Bitcoin… | ||
| How to Value Bitcoin Treasury Companies | Matt Cole, Gurpreet Oberoi | 21m |
Concrete valuation hinges on MNAV, Bitcoin per share and BTC yield rather than slogans: Smarter Webco IPOs in April, raises ~£200M and briefly hits MNAV ~14x… | ||
| Global Game Theory: The Response to America's Changing Bitcoin Policy | Jeremy Tan, Nenter Chow, Anndy Lian, Bilal Bin Saqib, Grant McCarty | 36m |
Explains concrete policy moves and market effects: the US announces a $10 billion strategic reserve and stablecoin law, Pakistan plans a 2,000 MW mining… | ||
| Why Bitcoin is Different | Stephan Livera | 11m |
Asserts that Bitcoin wins on credible monetary policy: 21 million supply and tens of thousands (maybe 100k) of nodes with the deepest liquidity, shows altcoins… | ||
| CZ Fireside: Bringing it Home to Bitcoin? | CZ, Tyler Evans | 22m |
Claims that Bitcoin still handles 7 transactions per second, that layer‑2s trade decentralization for capacity, and that the 2017 block size war 2017 produced… | ||
| Punch Your Ticket: The Exploding On Chain Economy | Ken Liao | 09m |
Claims adoption scale with $152B in US ETFs and centralized exchange Bitcoin at 11% of supply, while on-chain activity shows $8B TVL in Bitcoin DeFi, up 1,200%… | ||
| Damus Announcement | Will Casarin | 09m |
Announces Damus Android launch and shows a working social app that sends Lightning payments as “zaps” instead of likes, claiming non‑KYC peer‑to‑peer payments… | ||
| Bitcoin Takes Over The World | Eric Trump, David Bailey | 25m |
Family-backed ventures launch large-scale mining and infrastructure: American Bitcoin mines about 3% of the world’s BTC daily with an advertised ~$37,000… | ||
| Every Company Will Be a Bitcoin Treasury Company | Adam Back, Tyler Evans | 24m |
Claims that corporate treasuries can exploit a persistent Bitcoin mispricing to boost Bitcoin per share, using specific instruments: convertible notes sold at… | ||
| Day 2 Livestream | Cassie Dearassie | 06h 58m |
Day two packs practical takeaways: Tet (Tether) commits to USDT on RGB so stablecoins return to Bitcoin’s L2 stack; a Lightning+RGB demo app lets users issue… | ||
| What Happens When Bitcoin Wins | Balaji Srinivasan | 16m |
Argues Bitcoin ends the Fed by enforcing a 21 million supply cap and algorithmic issuance, replacing discretionary rate moves with predictable monetary policy… | ||
| The Deflation Dividend - The Wealth Boom You’re Not Supposed to Keep | Mark Moss | 22m |
Claims AI could eliminate 300 million jobs (Goldman Sachs) but WEF projects 170 million jobs created vs 92 million displaced and BLS forecasts 6.7 million new… | ||
| Day 1 Livestream | Eric Trump, Balaji Srinivasan, Changpeng Zhao, Mark Moss | 07h 47m |
Live claims and hard numbers: a newly announced Korea-listed treasury company commits $40M day‑one buy and a 10,000‑BTC target, an OTC whale sale moved ~80,000… | ||
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