CJ (from Strategy)
Bitcoin strategist and guest representing Strategy/Strive, involved in developing bitcoin treasury, digital credit, and related capital market products and in conversations about institutional adoption and risk management.
Best podcasts with CJ (from Strategy)
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Feb 7, 2026 • 56min
The 4 Year Bitcoin Cycle is Dead, MSTR, Extreme Vol, and Gold Treasury Companies
CJ from Strategy, a bitcoin strategist building treasury and digital credit products, joins to unpack market structure. They discuss why volatility can be healthy. They question four-year cycle narratives and explain how bitcoin treasury firms and digital credit reshape capital markets. They also debate whether a gold treasury model could work and how institutional flows and security concerns evolve.
