How Strategy Just Changed the Bitcoin Corporate Playbook Forever | Kenny Alves

How Strategy Just Changed the Bitcoin Corporate Playbook Forever | Kenny Alves

July 3, 2026 · 40 min

About this episode

Kenny Alves discusses the impact of Digital Credit and Bitcoin Treasuries on corporate debt strategies.

Kenny Alves, Co-Founder of West Main Self Storage and Co-Host of The Real Estate Standard podcast, returns to the show to discuss Digital Credit, Bitcoin Treasuries, and reversing the death spiral of Corporate Debt Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Kenny Alves on X: https://x.com/kenny_alves 0:00 - Intro 0:22 – Real Estate vs. Digital Credit 10:04 – The Digital Credit Capital Framework 19:19 – Corporate Debt & Reversing the Death Spiral 25:50 – Pure Bitcoin Treasury vs. Having an Active Operating Business 30:57 – Why Every Industry Will Have a Dominant Bitcoin Treasury Company 38:49 – Where to find Kenny and The Real Estate Standard Podcast #podcast #bitcoin #microstrategy #investing #mstr #btc

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