The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin

Michael Saylor's "never sell" era is OVER. Strategy sold 3,588 BTC (~$216M) at a 20% loss to cover $1.8B in dividend obligations — and Canadian pensions are holding close to $1B of MSTR stock. On June 29, Strategy's board adopted its "Digital Credit Capital Framework": $1B stock buybacks, a 12% STRC dividend, and a $1.25B "BTC Monetization Program" authorizing Bitcoin sales "when strategic." CEO Phong Le calls it "evolving from one-way capital issuance to active capital management." The mNAV premium that financed five years of buying has collapsed from 2.66x to around 1x — and one in three Bitcoin treasury companies now trades below the value of its coins. In this episode of the Canadian Bitcoiners Podcast:- Strategy's pivot: the mNAV death spiral, coins sold at a 20% realized loss, insider selling, and JPMorgan's $2.8B-$11.6B index-exclusion warning- The Canada connection: CPPIB, AIMCo, National Bank, RBC and HOOPP hold ~$1B of MSTR — your pension bought the wrapper trade- A quantum-proof recovery tool that works for everyone except Satoshi's 1.1M BTC- OkoBot: malware that fakes your Ledger/Trezor recovery screen- Global hashrate is shrinking — but Pakistan is up 733%- CleanSpark signs a $6.6B, 20-year AI data center lease- Canada bans crypto political donations under Bill C-25- Clown World North: Stan Cho's $16,203 hotel bill, Canada Post's $30.8M in bonuses against a $1.57B loss, and $159,800 in flight catering- The BIS confirms Canada's housing crash is the biggest on record as 56,400 Canadians leave in a year The leverage cycle is unwinding — the conviction cohort isn't. Long-term holders just hit a record 14.85M BTC. ETF outflows and treasury-company stress are paper Bitcoin changing hands; the base layer doesn't care. Hold your own keys. — Canadian Bitcoiners Podcast- Website: https://canadianbitcoiners.com- X: @CanadianBTCPod- Subscribe & turn on notifications ————————————————————————————————SPONSORS 🔒 easyDNS — Canadian-owned, ICANN-accredited registrar that has accepted Bitcoin since 2013. Domains, DNS, email, hosting, all without selling you out. Use promo code **CBP Media** for 50% off your first purchase, no limits.→ https://easydns.com ⚡ Bull Bitcoin — Canada's non-custodial, Bitcoin-only exchange. Founded 2013 in Montreal. They never hold your keys; you self-custody from day one. CBP listeners get 25% off fees for life.→ https://app.bullbitcoin.com/registration/cbp 🔥 256 Heat — Hashrate heaters: Bitcoin miners purpose-built to heat a space. Every watt of electricity becomes heat AND hashrate, so you're warming your space and stacking sats at the same time. Custom solutions available. Tell them CBP sent you for a discount.→ https://256heat.com 🎓 Bitcoin Mentor — One-on-one coaching to take you from "I bought some Bitcoin" to true self-sovereign ownership. Wallets, keys, collaborative custody, inheritance planning, node setup, the whole stack. 30-day money-back guarantee on every package.→ https://btcmentor.io/aff/joey————————————————————————————————FOLLOW THE SHOW 🎙️ CBP — https://x.com/CanadianBTCPod👤 Joey — https://x.com/joeytweeets👤 Len — https://x.com/thebtcpricebot———————————————————————————————— #Bitcoin #CanadianBitcoiners #MichaelSaylor #MSTR #Strategy #BitcoinNews #Canada #BTC #Crypto #BitcoinCrash #NeverSell

On January 1st a new EU law switched on across 27 countries — and it reports exactly how much Bitcoin you own.Europe's DAC8 turned "Know Your Customer" into what Bull Bitcoin calls "Kill Your Customer" — so the Canadian exchange just filed the first legal challenge to strike it down. We get into all of it: Tennessee becoming the 2nd US state to ban Bitcoin ATMs, Trump's disclosure showing $1.4B in crypto income while his own team writes the rules, Kraken reportedly chasing a full EU bank license — and the feel-good one, a single $150 home miner that beat billion-dollar farms to win an entire block worth ~$200,000. Then north of the border: KPMG says nearly half of Canadian manufacturers have moved or are eyeing a move to the US, Ottawa tells the UAE it has no "shovel-ready" projects for C$70B, and more.Canadian Bitcoiners PodcastWebsite: https://canadianbitcoiners.comX: @CanadianBTCPodSubscribe & turn on notifications so you never miss an episode. ————————————————————————————————SPONSORS 🔒 easyDNS — Canadian-owned, ICANN-accredited registrar that has accepted Bitcoin since 2013. Domains, DNS, email, hosting, all without selling you out. Use promo code *CBP Media* for 50% off your first purchase, no limits.→ https://easydns.com ⚡ Bull Bitcoin — Canada's non-custodial, Bitcoin-only exchange. Founded 2013 in Montreal. They never hold your keys; you self-custody from day one. CBP listeners get 25% off fees for life.→ https://app.bullbitcoin.com/registrat... 🔥 256 Heat — Hashrate heaters: Bitcoin miners purpose-built to heat a space. Every watt of electricity becomes heat AND hashrate, so you're warming your space and stacking sats at the same time. Custom solutions available. Tell them CBP sent you for a discount.→ https://256heat.com 🎓 Bitcoin Mentor — One-on-one coaching to take you from "I bought some Bitcoin" to true self-sovereign ownership. Wallets, keys, collaborative custody, inheritance planning, node setup, the whole stack. 30-day money-back guarantee on every package.→ https://btcmentor.io/aff/joey———————————————————————————————— FOLLOW THE SHOW 🎙️ CBP — https://x.com/CanadianBTCPod👤 Joey — https://x.com/joeytweeets👤 Len — https://x.com/thebtcpricebot————————————————————————————————

On January 1st a new EU law switched on across 27 countries — and it reports exactly how much Bitcoin you own.Europe's DAC8 turned "Know Your Customer" into what Bull Bitcoin calls "Kill Your Customer" — so the Canadian exchange just filed the first legal challenge to strike it down. We get into all of it: Tennessee becoming the 2nd US state to ban Bitcoin ATMs, Trump's disclosure showing $1.4B in crypto income while his own team writes the rules, Kraken reportedly chasing a full EU bank license — and the feel-good one, a single $150 home miner that beat billion-dollar farms to win an entire block worth ~$200,000. Then north of the border: KPMG says nearly half of Canadian manufacturers have moved or are eyeing a move to the US, Ottawa tells the UAE it has no "shovel-ready" projects for C$70B, and more.Canadian Bitcoiners PodcastWebsite: https://canadianbitcoiners.comX: @CanadianBTCPodSubscribe & turn on notifications so you never miss an episode. ————————————————————————————————SPONSORS 🔒 easyDNS — Canadian-owned, ICANN-accredited registrar that has accepted Bitcoin since 2013. Domains, DNS, email, hosting, all without selling you out. Use promo code *CBP Media* for 50% off your first purchase, no limits.→ https://easydns.com ⚡ Bull Bitcoin — Canada's non-custodial, Bitcoin-only exchange. Founded 2013 in Montreal. They never hold your keys; you self-custody from day one. CBP listeners get 25% off fees for life.→ https://app.bullbitcoin.com/registrat... 🔥 256 Heat — Hashrate heaters: Bitcoin miners purpose-built to heat a space. Every watt of electricity becomes heat AND hashrate, so you're warming your space and stacking sats at the same time. Custom solutions available. Tell them CBP sent you for a discount.→ https://256heat.com 🎓 Bitcoin Mentor — One-on-one coaching to take you from "I bought some Bitcoin" to true self-sovereign ownership. Wallets, keys, collaborative custody, inheritance planning, node setup, the whole stack. 30-day money-back guarantee on every package.→ https://btcmentor.io/aff/joey———————————————————————————————— FOLLOW THE SHOW 🎙️ CBP — https://x.com/CanadianBTCPod👤 Joey — https://x.com/joeytweeets👤 Len — https://x.com/thebtcpricebot————————————————————————————————

77 Bitcoin kidnappings logged in France since January — and Canada isn't immune. A Toronto CEO was ransomed for $1M. Saylor sells $216M in Bitcoin. Carney admits climate defeat. CUSMA gets rejected. This week on the Canadian Bitcoiners Podcast: French Interior Minister Laurent Nuñez confirms 77 kidnappings and extortions targeting Bitcoin holders since January 2026 — already past all of 2025. Ledger co-founder David Balland had a finger severed by his kidnappers. Then it hits home: Toronto's WonderFi CEO was forced into a car during rush hour for a $1 million ransom, and a B.C. family was held hostage overnight. Joey and Len break down why being loud about your Bitcoin stack is now a physical security problem — and what actually protects you. In this episode of the Canadian Bitcoiners Podcast:- The global Bitcoin kidnapping wave - France's 77 cases and the Canadian parallel nobody's talking about- Strategy (MicroStrategy) sells $216M in Bitcoin - is Saylor's playbook cracking, or is this just treasury management?- K Wave Media's 10,000 BTC dream collapses to zero - the corporate Bitcoin treasury reckoning is here- Mark Carney concedes emissions targets will not be met, pivots to a new energy plan and a west coast pipeline- CUSMA joint review: the U.S. declines to renew, and what it means for Canadian trade- Toronto's FIFA World Cup bill: FIFA cashes out, taxpayers cover $380 million for six games- An Ontario judge exposes CBSA's 577,739-case deportation backlog through one repeat LCBO thief- Plus: a Brampton Ponzi scheme, Montreal's rental relief, BTCPay's new tap-to-pay terminal, Wasabi Wallet's mandatory upgrade, and a clipboard-hijacking cautionary tale Bitcoin doesn't create the incentive to overpromise and quietly walk it back - governments and corporate copycats do that fine on their own. Self-custody still means being your own bank. Just don't be a loud one about it. Sources: BeInCrypto, CoinDesk, CBC News, CTV News, Global News, The Epoch Times, The Globe and Mail, Global Affairs Canada, Parliamentary Budget Officer — Canadian Bitcoiners PodcastWebsite: https://canadianbitcoiners.comX: @CanadianBTCPodSubscribe & turn on notifications so you never miss an episode. ————————————————————————————————SPONSORS 🔒 easyDNS — Canadian-owned, ICANN-accredited registrar that has accepted Bitcoin since 2013. Domains, DNS, email, hosting, all without selling you out. Use promo code **CBP Media** for 50% off your first purchase, no limits.→ https://easydns.com ⚡ Bull Bitcoin — Canada's non-custodial, Bitcoin-only exchange. Founded 2013 in Montreal. They never hold your keys; you self-custody from day one. CBP listeners get 25% off fees for life.→ https://app.bullbitcoin.com/registration/cbp 🔥 256 Heat — Hashrate heaters: Bitcoin miners purpose-built to heat a space. Every watt of electricity becomes heat AND hashrate, so you're warming your space and stacking sats at the same time. Custom solutions available. Tell them CBP sent you for a discount.→ https://256heat.com 🎓 Bitcoin Mentor — One-on-one coaching to take you from "I bought some Bitcoin" to true self-sovereign ownership. Wallets, keys, collaborative custody, inheritance planning, node setup, the whole stack. 30-day money-back guarantee on every package.→ https://btcmentor.io/aff/joey———————————————————————————————— FOLLOW THE SHOW 🎙️ CBP — https://x.com/CanadianBTCPod👤 Joey — https://x.com/joeytweeets👤 Len — https://x.com/thebtcpricebot———————————————————————————————— #Bitcoin #CanadianBitcoiners #BitcoinKidnapping #MicroStrategy #MSTR #Saylor #Carney #CUSMA #FIFAWorldCup #SelfCustody #BitcoinCanada #CBSA

77 Bitcoin kidnappings logged in France since January — and Canada isn't immune. A Toronto CEO was ransomed for $1M. Saylor sells $216M in Bitcoin. Carney admits climate defeat. CUSMA gets rejected. This week on the Canadian Bitcoiners Podcast: French Interior Minister Laurent Nuñez confirms 77 kidnappings and extortions targeting Bitcoin holders since January 2026 — already past all of 2025. Ledger co-founder David Balland had a finger severed by his kidnappers. Then it hits home: Toronto's WonderFi CEO was forced into a car during rush hour for a $1 million ransom, and a B.C. family was held hostage overnight. Joey and Len break down why being loud about your Bitcoin stack is now a physical security problem — and what actually protects you. In this episode of the Canadian Bitcoiners Podcast:- The global Bitcoin kidnapping wave - France's 77 cases and the Canadian parallel nobody's talking about- Strategy (MicroStrategy) sells $216M in Bitcoin - is Saylor's playbook cracking, or is this just treasury management?- K Wave Media's 10,000 BTC dream collapses to zero - the corporate Bitcoin treasury reckoning is here- Mark Carney concedes emissions targets will not be met, pivots to a new energy plan and a west coast pipeline- CUSMA joint review: the U.S. declines to renew, and what it means for Canadian trade- Toronto's FIFA World Cup bill: FIFA cashes out, taxpayers cover $380 million for six games- An Ontario judge exposes CBSA's 577,739-case deportation backlog through one repeat LCBO thief- Plus: a Brampton Ponzi scheme, Montreal's rental relief, BTCPay's new tap-to-pay terminal, Wasabi Wallet's mandatory upgrade, and a clipboard-hijacking cautionary tale Bitcoin doesn't create the incentive to overpromise and quietly walk it back - governments and corporate copycats do that fine on their own. Self-custody still means being your own bank. Just don't be a loud one about it. Sources: BeInCrypto, CoinDesk, CBC News, CTV News, Global News, The Epoch Times, The Globe and Mail, Global Affairs Canada, Parliamentary Budget Officer — Canadian Bitcoiners PodcastWebsite: https://canadianbitcoiners.comX: @CanadianBTCPodSubscribe & turn on notifications so you never miss an episode. ————————————————————————————————SPONSORS 🔒 easyDNS — Canadian-owned, ICANN-accredited registrar that has accepted Bitcoin since 2013. Domains, DNS, email, hosting, all without selling you out. Use promo code **CBP Media** for 50% off your first purchase, no limits.→ https://easydns.com ⚡ Bull Bitcoin — Canada's non-custodial, Bitcoin-only exchange. Founded 2013 in Montreal. They never hold your keys; you self-custody from day one. CBP listeners get 25% off fees for life.→ https://app.bullbitcoin.com/registration/cbp 🔥 256 Heat — Hashrate heaters: Bitcoin miners purpose-built to heat a space. Every watt of electricity becomes heat AND hashrate, so you're warming your space and stacking sats at the same time. Custom solutions available. Tell them CBP sent you for a discount.→ https://256heat.com 🎓 Bitcoin Mentor — One-on-one coaching to take you from "I bought some Bitcoin" to true self-sovereign ownership. Wallets, keys, collaborative custody, inheritance planning, node setup, the whole stack. 30-day money-back guarantee on every package.→ https://btcmentor.io/aff/joey———————————————————————————————— FOLLOW THE SHOW 🎙️ CBP — https://x.com/CanadianBTCPod👤 Joey — https://x.com/joeytweeets👤 Len — https://x.com/thebtcpricebot———————————————————————————————— #Bitcoin #CanadianBitcoiners #BitcoinKidnapping #MicroStrategy #MSTR #Saylor #Carney #CUSMA #FIFAWorldCup #SelfCustody #BitcoinCanada #CBSA