The Bitcoin Treasuries Podcast with Tim Kotzman Bitcoin Treasuries Roundtable with Dan Hillery, James Seyffart, & Chase Palmieri
Feb 10, 2026
Chase Palmieri, CEO of Acropolis, discusses corporate Bitcoin adoption and cash-flow driven buying. Dan Hillery, Head of Treasury at Buck.io, talks about treasury strategies and preferred products shrinking float. James Seyffart, Bloomberg analyst, breaks down ETF flows, options activity, and market correlations. The conversation covers corporate accumulation, ETF-driven volume, precious metals links, and long-term institutional buying.
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ETF Outflows Are Noticeable But Muted
- ETF flows showed over $8 billion in outflows since October 10, but most holders remained invested after prior $63 billion net inflow.
- James Seyffart says ETF activity is a part of the market, while OG Bitcoin holders are driving major moves.
Permanent Capital Shrinks Available Float
- Dan Hillery highlights Strategy's persistent accumulation reducing Bitcoin's available float as permanent capital.
- He suggests continued corporate treasury buys could support an exponential price trajectory over decades.
Prioritize Cash Flow To Buy The Dips
- Maintain healthy cash flow to buy dips and avoid forced liquidations during drawdowns.
- Chase Palmieri advises profitable companies can opportunistically increase Bitcoin purchases in bear markets.