Syz Capital Podcasts

In this episode of the Syz Capital Podcast, Ursula Nitschke, CFA, Head of Business Development & Investor Relations at Syz Capital, sits down with Aline Carnizelo, Managing Partner, CEO & CIO of Frontier Commodities, for a wide-ranging conversation on commodities, investing and leadership.
Aline shares her journey into the world of commodities and what it takes to build an edge in one of the most complex areas of global markets. The conversation explores Frontier Commodities' "quantamental" approach, combining fundamental research, data and AI, as well as how investors can navigate volatility, geopolitical uncertainty and rapidly changing market conditions.
Ursula and Aline also discuss leadership and Aline's experience building her career as a woman in a traditionally male-dominated part of the investment industry — and what still needs to change to create more opportunities for women in investing and trading.
Follow Aline & Frontier Commodities Aline Carnizelo on LinkedIn:   / aline-carnizelo-37350127  
Frontier Commodities: https://frontier-commodities.com/
Frontier Commodities on LinkedIn:   / frontier-commodities  
Follow our host, Ursula Ursula Nitschke on LinkedIn:   / ursula-nitschke-cfa-a77b78  
Follow Syz Capital investor@syzcapital.com Website: http://syzcapital.com
LinkedIn:   / syz-capital  
X: https://x.com/SyzCapital?s=20
YouTube:    / @syzcapital  
Spotify: https://open.spotify.com/show/0lGHjQa...

Adam Back (https://x.com/@adam3us) is the legendary cypherpunk whose early work on Hashcash inspired Satoshi Nakamoto's Whitepaper on Bitcoin. Fast forward 16 years and the next evolution of money is in the equity markets with Bitcoin treasury companies and Adam is heavily involved both as an investor but also as a founder and financial product engineer with the BTCTC, the Bitcoin Standard Treasury Company (BSTR).  Adam joins Richard in the studio to discuss his early days on the cypherpunk scene, his interest in trading, his BTCTC metric months to mNAV cover and his own foray into the space with BSTR.

Dr. Richard Petty (https://cccw.hku.hk/team/petty-richard/) is an international professor, entrepreneur, investor and public policy expert on business, finance, accounting and technology. A prolific author, advisor and speaker on economics, finance, and policy solutions to technological disruption, he is a common keynote speaker at events and programs by financial media, academic institutions, industry bodies and governmental and intergovernmental organizations. Richard joins us in the studio to discuss this important topic of the disruption of AI impacting our current economic models of success, including reassessing the value of higher education, growth strategies for entrepreneurs and how to think about tangibly approaching a future where many of the skills being taught today to our children are increasingly becoming obsolete.

X (Twitter): https://x.com/syzthefuture
Richard's X (Twitter): https://x.com/RichardByworth
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Sander Andersen (https://x.com/sanderandersenn) is the CEO of H100 ($H100:NGM, $GS9:FSE, $HOGPF:OTC) (https://h100.group), the Swedish Stock Exchange listed Healthcare Tech Company with this year's most aggressive cap raising strategy to quickly accumulate Bitcoin on its balance sheet. The company listed only in April 2025 at a USD 11mn market cap and introduced the BTC acquisition strategy in May. Now the Nordic region's largest holder of Bitcoin, H100 is at a ~USD 250mn market cap owing to Sander's impressive capital raising prowess, passion for Bitcoin and strategic experience working within the family office world. We go into the nuts of bolts of H100's winning strategy, its unique team, even the future of health linking to bitcoin and into the mind of the man behind it all.
X (Twitter): https://x.com/syzthefuture
Richard's X (Twitter): https://x.com/RichardByworth
 
Find us on your favorite podcast channels:

Youtube: https://youtube.com/⁨@syzthefuture
Spotify: https://spoti.fi/3Cbky4e
Apple Podcasts: https://apple.co/3YUmdV5
Fountain App: https://bit.ly/4e1ItAt
Rumble: https://rumble.com/c/SyztheFuture
 
Instagram: https://instagram.com/syzthefuture
 
Website: http://syzthefuture.com

In the inaugural episode of our new BTCTCs subseries at Syz the Future, Simon Gerovich (https://x.com/gerovich) of Metaplanet (3350:JP / $MTPLF) joins Richard (https://x.com/RichardByworth) in the studio for part 2 of our ongoing conversation on Metaplanet and other Bitcoin treasury companies (BTCTCs). The discussion goes in depth on the ins and outs of a functioning BTCTC, from the different mechanisms needed to continually issue shares into the markets in order to accumulate more bitcoin (e.g. ATM) as well as the very unique solution Metaplanet harnessed to achieve the same. We also chat about put underwriting, Metaplanet's entry into the US, growing institutional interest and the Japanese bond and pref market. As a former derivatives trader at Goldman Sachs, Simon put his trading prowess to task taking Metaplanet to a $7bn market cap from $2bn two months ago when we recorded our first session. The BTCTC journey of Metaplanet began at $10mn market cap 14 months ago.
 
We believe that BTCTCs are acting as the release valve for the outlandish valuations in the Equity and Bond markets. As such, we felt this moment in time required a deeper dive into their analysis. Welcome to the BTCTC sub-series.
 
X (Twitter): https://x.com/syzthefuture
Richard's X (Twitter): https://x.com/RichardByworth
 
Find us on your favorite podcast channels:
Youtube: https://youtube.com/@syzthefuture
Spotify: https://spoti.fi/3Cbky4e
Apple Podcasts: https://apple.co/3YUmdV5
Fountain App: https://bit.ly/4e1ItAt
Rumble: https://rumble.com/c/SyztheFuture
 
Instagram: https://instagram.com/syzthefuture
Website: http://syzthefuture.com