Mehdi Azodi, President & CEO of Belgravia Hartford, joins the show to discuss the latest on Belgravia Hartford, implementing a Bitcoin Standard, and the future outlook on the company.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Mehdi Azodi on X: https://x.com/MehdiAzodiBLGV
0:00 - The latest news on Belgravia Hartford
2:07 - The structure of the Bitcoin Standard debt
4:28 - The highlights of today’s press release
6:01 - Where Belgravia is as of October 2025
#podcast #bitcoin #microstrategy #investing #mstr #btc
Matt McDonagh, Tech Investor and Managing Partner of McDonagh Family Office, returns to the show to discuss the best play for Bitcoin Treasury companies, who is the Dom Toretto of the Fast & Furious AI Race, and Building in Public.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Matt McDonagh on X: https://x.com/McDonaghMatthew
0:00 - Intro
0:10 - What’s going on with Bitcoin Treasury companies?
7:13 - What is the best play for Bitcoin Treasury companies?
11:01 - What’s up with the US buying Argentine pesos before Bitcoin?
12:30 - What’s going on with the 4 year cycle?
16:10 - Building in Public
21:48 - What personal characteristics does someone need to build in public?
26:07 - How to use AI but not let it think for you
29:18 - Which AI platforms Matt uses and who will win the AI race
37:22 - When will a single person company reach $1 billion?
39:18 - Matt’s background and what he’s working on now
46:04 - Where to connect with Matt online
AFTER HOURS
48:15 - Matt’s most fantastical theory combining everything Elon is working on
51:18 - The most effective way for a creator to build an audience starting from zero
56:37 - One thing Matt learned in 2025 that surprised him
#podcast #bitcoin #microstrategy #investing #mstr #btc
Tad Smith, Partner & Co-Founder of 50T Funds, returns to the Bitcoin Treasuries studio one year after his first interview with Tim to discuss OGs selling Bitcoin, the relationship between AI & Bitcoin, and whether he still likes the MSTR stock.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/kotzman
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Tad Smith on X: https://x.com/tadtweets
0:00 - Intro
0:21 - Does Tad still like the stock (MSTR)?
2:11 - Are we in a bear market?
4:17 - The Bitcoin Alpha Conference and how Tad describes the sentiment right now
6:19 - The relationship between AI and Bitcoin
9:45 - What has the last year of teaching at NYU Stern been like for Tad?
15:16 - What is going on with Bitcoin Treasury companies?
20:24 - Gold, Bitcoin, & “Voltober”
23:29 - Does Tad hold any S&P or Mag 7 stocks?
27:17 - OGs selling Bitcoin?
30:54 - Is Tad concerned about Quantum computing?
32:50 - What is the impact of the recent Louvre heist?
35:25 - Tad’s thoughts on the Bitcoin Power Law
36:13 - Where will we be 1 year from now?
#podcast #bitcoin #microstrategy #investing #mstr #btc
From The Bitcoin Treasuries Digital Conference, Tim is joined by Adam Back, Co-Founder and CEO of Blockstream, (with special appearances from Ed Juline & Soleil) for a discussion of how long this cycle will be, the journey of Bitcoin Treasury companies to date, and whether everyone will become developers in the future.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Adam Back on X: https://x.com/adam3us
0:00 - Intro
0:18 - If Bitcoin were a sport, which one would it be?
2:10 - How long will this cycle be?
7:00 - The journey of Bitcoin Treasury companies to date
19:41 - How does Adam allocate his time these days?
23:23 - When Adam first saw the Bitcoin Whitepaper
28:23 - Do Bitcoin Treasury companies need to be aware of code changes?
38:01 - Will everyone be developers in the future?
41:37 - Can the taproot upgrade be patched?
51:10 - Can all nodes be prunable?
55:00 - Is there any hope for Treasury companies building on Altcoins?
#podcast #bitcoin #microstrategy #investing #mstr #btc
Mason Foard, Director of Bitcoin Strategy at Méliuz, joins the show to discuss Bitcoin adoption in Brazil, what has been most surprising since joining Méliuz, and the regulatory differences between the Brazilian and US markets.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Mason Foard on X: https://x.com/masonfoard
0:00 - Intro
0:30 - Mason’s background and journey to Bitcoin
8:36 - Méliuz’s history and Bitcoin Strategy
12:43 - What has been surprising about Mason’s role at Méliuz
14:50 - Have Mason’s conversations with Bitcoiners changed since getting his role?
16:30 - Regulatory differences between Brazilian and US markets
18:27 - Brazilians’ understanding of Bitcoin as an asset class
21:41 - Closing thoughts and where to find Mason online
#podcast #bitcoin #microstrategy #investing #mstr #btc
Recorded in Unit 1032 at West Main Storage in Rhode Island, Tim is joined by Kenny and Alex to discuss West Main's operating business and Bitcoin accumulation strategy.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Kenny Alves on X: https://x.com/KennyAlves94133
0:00 - Intro
0:27 - Kenny’s background
1:37 - West Main’s operating business
2:25 - West Main’s Bitcoin accumulation strategy
4:20 - Alex’s role at West Main and customer service expertise
5:25 - The most common inquiries West Main receives
#podcast #bitcoin #microstrategy #investing #mstr #btc
From the Bitcoin Treasuries NYC Unconference, Michael Saylor, Founder and Chairman of Strategy, Brian Dixon, CEO of Off the Chain Capital, and Mark Moss, Chief Bitcoin Strategist at Satsuma, take the stage to discuss bitcoin-backed credit and how they think about risk in the digital economy.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Michael Saylor on X: https://x.com/saylor
Brian Dixon on X: https://x.com/briandixon06
Mark Moss on X: https://x.com/1MarkMoss
0:00 - Intro
0:11 - What is a Treasury company?
10:15 - Bitcoin is the protocol
14:10 - What is the next use case that transforms Bitcoin?
17:49 - How to address questions about preferred products
21:57 - What should Strategy do?
24:42 - What does media and entertainment look like in 10 years?
#podcast #bitcoin #microstrategy #investing #mstr #btc
From the Bitcoin Treasuries NYC Unconference, Natalie Brunell, Host of Coin Stories, Mike Germano, President of Pubkey, Comedian TJ Miller, and Eleanor Terrett, Co-Host of Crypto in America, take the stage to discuss Bitcoin's coverage in traditional media.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Natalie Brunell on X: https://x.com/natbrunell
Mike Germano on X: https://x.com/mikegermano
Eleanor Terrett on X: https://x.com/EleanorTerrett
0:00 - Intro
4:04 - Why the media has gotten Bitcoin wrong
9:49 - The lack of economic education amongst journalism
13:20 - Is Bitcoin its own political party?
22:06 - Will centralized media sources try to put Bitcoin in a negative light?
26:40 - How to implement accountability in all media
#podcast #bitcoin #microstrategy #investing #mstr #btc
From the Bitcoin Treasuries NYC Unconference, Jeff Park, Chief Investment Officer at ProCap BTC, Matt Cole, Chairman and CEO of Strive, and Alexandre Laizet, Board Director of Bitcoin Strategy at Capital ₿, take the stage to discuss how Bitcoin's scarcity will impact the outlook of Bitcoin Treasury companies in the future.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Jeff Park on X: https://x.com/dgt10011
Matt Cole on X: https://x.com/ColeMacro
Alexandre Laizet on X: https://x.com/AlexandreLaizet
0:00 - Intro
0:55 - Thinking about scarcity in a supply shock
3:40 - Stock and Flow
6:19 - Are there enough Bitcoin Treasury companies?
11:23 - Supply shock in commodities vs Bitcoin
17:16 - Business model for Bitcoin Treasury companies in 3-5 years
21:34 - How long can Bitcoin Treasury companies stack in big volume?
#podcast #bitcoin #microstrategy #investing #mstr #btc
From the Bitcoin Treasuries NYC Unconference, Ben Werkman, Chief Investment Officer at Swan Bitcoin, Chaitanya Jain, Bitcoin Strategy Manager at Strategy, and Adrian Morris of True North take the stage to discuss whether operating businesses of Bitcoin Treasury companies are ultimately a differentiator or a distraction.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Ben Werkman on X: https://x.com/BenWerkman
Chaitanya Jain on X: https://x.com/_ChaitanyaJ
Adrian Morris on X: https://x.com/Adrian_R_Morris
0:00 - Intro
0:30 - Chaitanya Jain on the true measure of success for a Bitcoin Treasury company
5:48 - Adrian Morris on the counterintuitiveness of mNAV
9:26 - Ben Werkman on the separation of metrics as a strategy grows
15:18 - How should companies communicate about their mNAV with the market?
20:53 - Bitcoin derivatives and applying leverage
#podcast #bitcoin #microstrategy #investing #mstr #btc
From the Bitcoin Treasuries NYC Unconference, Norma Chu, Founder & CEO of DDC Enterprise, Dean Callas, Co-Founder, Managing Director, and General Partner of Next Layer Capital, and Jim Dorra, General Manager at Tractial, take the stage to discuss whether operating businesses of Bitcoin Treasury companies are ultimately a differentiator or a distraction.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Dean Callas on X: https://x.com/deangcallas
Jim Dorra on X: https://x.com/jimdorra
Norma Chu on X: https://x.com/DayDayCook
0:00 - Intro
7:52 - The different types of operating businesses in Bitcoin Treasuries
10:00 - Is M&A a distraction in Bitcoin Treasuries?
11:57 - How to make capital allocation decisions
13:39 - Do companies with an activated investor base have an advantage?
17:37 - Which Fortune 100 company will be the first to implement Bitcoin Treasury?
#podcast #bitcoin #microstrategy #investing #mstr #btc
From the Bitcoin Treasuries NYC Unconference, Tim Enneking, Managing Partner at Psalion, Boris Alergant, Head of Strategic Initiatives at Babylon Labs, & Gordon Grant, Portfolio Manager and Head of Derivatives at Bitwise, take the stage to discuss the best practices for deploying Bitcoin for yield opportunities with a long-term mindset.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Tim Enneking on X: https://x.com/ennekingTJ
Boris Alergant on X: https://x.com/Borissimo_
Gordon Grant on X: https://x.com/BcAT7GZEXWWo5yA
0:00 - Intro
2:00 - How to mitigate risk with Bitcoin
7:20 - Capacity constraints
14:30 - Does taking Bitcoin off chain hurt the mining model?
17:50 - What is the biggest barrier to Bitcoin Treasury companies going on chain?
#podcast #bitcoin #microstrategy #investing #mstr #btc
From the Bitcoin Treasuries NYC Unconference, Michael Saylor, Founder and Chairman of Strategy, Matt Cole, Chairman and CEO of Strive, and Jeff Walton, Chief Risk Officer at Strive, take the stage to discuss bitcoin-backed credit and how they think about risk in the digital economy.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Michael Saylor on X: https://x.com/saylor
Matt Cole on X: https://x.com/ColeMacro
Jeff Walton on X: https://x.com/PunterJeff
0:00 - Intro
0:30 - Which credit markets are most vulnerable to Bitcoin-backed credit?
14:30 - How will the existing credit establishment evolve?
24:24 - Will the S&P and other indices have to outperform Bitcoin?
31:24 - How to operate a Bitcoin Treasury company for the next 100 year
34:24 - Bitcoin yield products?
37:24 - Bitcoin Treasury credit instruments vs sovereign debt instruments
39:44 - Lending Bitcoin vs Private Market secondaries
#podcast #bitcoin #microstrategy #investing #mstr #btc
From the Bitcoin Treasuries NYC Unconference, Adrian Morris of True North, Pierre Rochard, CEO of The Bitcoin Bond Company, and Alex Thorn, Head of Firmwide Research at Galaxy, take the stage to discuss the opportunities and risks of expanding in new markets.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Adrian Morris on X: https://x.com/Adrian_R_Morris
Pierre Rochard on X: https://x.com/BitcoinPierre
Alex Thorn on X: https://x.com/intangiblecoins
0:00 - Intro
0:16 - Pierre Rochard
2:00 - Adrian Morris
5:38 - Alex Thorn
18:45 - Are there established processes for attestation?
22:02 - Implementing Bitcoin education in colleges
25:25 - Bitcoin custody in the UK
#podcast #bitcoin #microstrategy #investing #mstr #btc
From the Bitcoin Treasuries NYC Unconference, Paul Lee, Co-CEO of Bitplanet, Andrew Webley, CEO of Smarter Web Company, and Boyd Cohen, and Boyd Cohen, Chief Strategy Officer at Arcadia Bitcoin, take the stage to discuss the opportunities and risks of expanding in new markets.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Paul Lee on X: https://x.com/paulslee84
Andrew Webley on X: https://x.com/asjwebley
Boyd Cohen on X: https://x.com/boydcohen
0:00 - Intro
0:18 - Paul Lee - Bitplanet in Korea
6:45 - Andrew Webley - Smarter Web Company in UK
13:20 - Boyd Cohen - Arcadia Bitcoin in Mexico
22:00 - Growth opportunities to acquire profitable operating business in the UK
26:38 - Bitcoin as a tool for financial inclusion throughout Latin America
#podcast #bitcoin #microstrategy #investing #mstr #btc
From the Bitcoin Treasuries NYC Unconference, Joe Consorti, Head of Growth at Theya Bitcoin, Jackson Mikalic, Director of Institutional & Private Client Sales at Onramp, and Joe Burnett, Head of Bitcoin Strategy at Semler Scientific, take the stage to discuss everything you need to know on custody models.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Joe Consorti on X: https://x.com/JoeConsorti
Jackson Mikalic on X: https://x.com/macrojack21
Joe Burnett on X: https://x.com/IIICapital
0:00 - Intro
0:42 - Custody models
13:56 - When will time locks become standard?
17:21 - How to tell the difference between wallet management and rehypothecation
21:48 - Insurance and custodians
#podcast #bitcoin #microstrategy #investing #mstr #btc
Jason Fang, Founder of Sora Ventures, joins the show to discuss Bitcoin gift cards, the best operating business for a Bitcoin treasury company, and what people are missing on the Southeast Asian market.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Jason Fang on X: https://x.com/JasonSoraVC
0:00 - Intro
0:15 - Jason’s view on preferreds in the US and international markets
2:40 - Jason’s background and journey to Bitcoin
19:40 - What is the best operating business for a Bitcoin treasury company?
23:23 - Bitcoin gift cards
27:41 - Are there jurisdictions in the Asian market that are too restrictive to operate in?
32:23 - Is there an education component to Bitcoin gift cards?
35:05 - What are people missing on Southeast Asia?
40:50 - Raising capital in Asia
46:40 - Project Orange
47:46 - Where to find Jason online and closing thoughts
48:50 - Jason’s takeaways from being in New York
#podcast #bitcoin #microstrategy #investing #mstr #btc
Samir Jane, Managing Director at Orange Group Advisors, joins the show to discuss what Orange Group does, how it started, and the importance of investor relations.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Orange Group: https://www.orangegroupadvisors.com/
0:00 - Intro
0:30 - Samir’s background
1:35 - What is Orange Group?
4:44 - What is under appreciated about investor relations?
8:40 - Where to find Samir online
9:16 - How CEO Yujia Zhia started the firm
#podcast #bitcoin #microstrategy #investing #mstr #btc
Matt Prusak, President of American Bitcoin, joins the show to discuss what is an accumulator, the three layers of American Bitcoin, and what Eric Trump has brought to the company as Chief Strategy Officer.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Matt Prusak on X: https://x.com/MattPrusak
0:00 - Intro
0:08 - Recapping the past week for Matt
1:45 - What is an accumulator?
3:08 - Breaking down American Bitcoin Co vs Hut 8
8:17 - American Bitcoin’s public disclosures
9:29 - Eric Trump’s contributions to American Bitcoin
11:31 - The three layers of American Bitcoin
14:12 - What to expect from American Bitcoin for the rest of 2025
15:28 - Matt’s background and journey to Bitcoin
17:09 - Closing thoughts and where to find Matt online
#podcast #bitcoin #microstrategy #investing #mstr #btc
Sander Andersen, Executive Chairman and Co-Founder of H100 Group, Andrew Webley, CEO of The Smarter Web Company, and Jesse Myers, Head of Bitcoin Strategy at The Smarter Web Company, join Tim in studio for a special discussion on their takeaways from the Bitcoin Treasuries Unconferece, the surprises of running a Bitcoin Treasury company, and what has led them to success on this journey.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Sander Andersen on X: https://x.com/Sanderandersenn
Andrew Webley on X: https://x.com/asjwebley
Jesse Myers on X: https://x.com/Croesus_BTC
0:00 - Intro
0:21 - Sander’s H100 Group Announcement
1:05 - How Andrew & Sander connected over X
4:00 - Takeaways from the Bitcoin Treasuries Unconference
24:56 - The surprises of running a Bitcoin Treasury company
34:28 - Discussing DATs with Investors
44:55 - What did Andrew do right?
56:07 - What has been the hardest part of this journey?
1:04:16 - Discussing volatility with employees
1:07:41 - Where to find Andrew, Sander, and Jesse online
#podcast #bitcoin #microstrategy #investing #mstr #btc
