Investment Banker Christian Lopez: Why EVERY Balance Sheet Will Hold BTC | Bitcoin for Corporations

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Sep 22, 2025

In a riveting discussion, Christian Lopez, Managing Director at Cohen & Company, emphasizes why corporate treasurers must adopt Bitcoin for their balance sheets to combat inflation. He delves into the need for strategic corporate treasury management, contrasting companies firmly committed to BTC with those that merely allocate excess cash. Lopez also explores how derivative financial products can impact Bitcoin's market volatility and examines the competitive landscape between Bitcoin and emerging technologies, such as AI.

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INSIGHT

Bringing Wall Street Execution To Crypto

Cohen & Company built a digital asset practice by combining bulge-bracket execution with nimble frontier-tech focus.
Christian Lopez joined in 2021 and views Bitcoin adoption as a market for real builders needing capital markets access.

INSIGHT

Stablecoins As New Distribution Channels

Large institutions are focused on stablecoins as a distribution and tokenized deposit opportunity.
Influencers and banks can issue tokenized assets, expanding financial distribution channels beyond traditional banks.

ADVICE

Protect Treasury From Inflation

Corporate treasurers should evaluate Bitcoin to protect shareholder capital from inflation.
Do consider allocating a portion of treasury to Bitcoin to preserve real value against fiat erosion.

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In this episode of Bitcoin For Corporations, host Pierre Rochard sits down with Christian Lopez, Managing Director at Cohen and Company Capital Markets, to explore the future of bitcoin treasury companies. Lopez explains why NOT holding bitcoin is becoming “irresponsible” for corporate treasurers, how inflation erodes fiat reserves, and why Strategy's 'strategy' has reshaped the corporate finance playbook.🔶 Connect with Christian Lopez on X: https://x.com/ChristianL_opez🔶 Connect with Pierre Rochard on X: https://x.com/BitcoinPierre🔶 Learn more about Bitcoin for Corporations: https://b.tc/corporations🔶 Follow Bitcoin for Corporations on X: https://x.com/BitcoinForCorpsChapters:00:00 - Introduction03:49 - Corporate and Institutional Bitcoin Adoption Landscape10:40 - Different Corporate Strategies for Bitcoin Treasury Management22:33 - PIPE Transactions and Convertible Notes Explained28:23 - Investor Relations 2.030:07 - Impact of Financial Products on Bitcoin Market Volatility32:17 - Factors Influencing mNAV and Market Correlations35:44 - Bitcoin's Four-Year Cycle and Capital Flow Dynamics38:28 - Competition and Overlap Between Bitcoin and AI/HPC Capital40:46 - Macro Economic Factors Affecting Bitcoin and Inflation42:55 - Passive Flows: S&P 500 Inclusion Outlook48:26 - Is Leverage A Concern?50:04 - Institutional Bitcoin Custody Standards51:49 - Asset Management Strategies: Cold Storage vs. Yield Generation56:47 - DCFs on a BTC Standard: Impact on Real Estate, Technology Investing, and Debt Markets57:42 - International Bitcoin Treasury Opportunities and Market Arbitrage60:20 - Closing Remarks#BitcoinTreasury #BitcoinforCorporations #investmentbanking #BTC #MSTR #Markets #ChristianLopez #PierreRochard #BitcoinMagazine #CoehnandCompanyDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.