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The Bitcoin Treasuries Podcast with Tim Kotzman
Timothy Kotzman
118 episodes
3 days ago
Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.
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Investing
Business
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All content for The Bitcoin Treasuries Podcast with Tim Kotzman is the property of Timothy Kotzman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.
Show more...
Investing
Business
Episodes (20/118)
The Bitcoin Treasuries Podcast with Tim Kotzman
It’s Going to Take All of Us w/ Mehdi Azodi & Joey Cacciatore of Belgravia Hartford”

Meet the team behind Belgravia Hartford - Mehdi Azodi, the President & CEO, and Joey Cacciatore, the Director of Bitcoin Strategy. They join the show to discuss a Big Announcement, where they think Bitcoin and their company will be in the future, and meeting Phong Le with an assist from Tim.


- 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: https://x.com/MehdiAzodiBLGV

Joey Cacciatore on X: https://x.com/joey_cacciatore 


0:00 - Intro

0:50 - What is Belgravia Hartford?

5:42 - BLGVF’s Big Announcement 

8:10 - Has there been any surprises with the business so far?

9:00 - Does retail understand accretive dilution?

10:50 - Mehdi’s background and journey to Bitcoin

13:58 - Joey’s background and journey to Bitcoin

20:23 - What did Joey first think when he saw the mining?

25:40 - Did the guys’ families understand Bitcoin?

41:19 - What conversations have they had with other Bitcoin Treasury companies?

50:05 - Where is all of this in a couple years?

58:30 - Where to find BLGVF online and Joey’s story of meeting Phong Le


#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 day ago
1 hour 3 minutes 8 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
British HODL in the Bitcoin Treasuries studio with Tim Kotzman

Friend of the show British HODL is in New York and joins Tim in the studio to discuss the Great Flood of Bitcoin Treasury Companies, what the Saturation Moment be for Bitcoin, and if Strategy is taking over the world.


- 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

British HODL on X: https://x.com/BritishHodl


0:00 - Intro

0:15 - Recapping British’s first time in New York City

4:45 - The Great Flood of Bitcoin Treasury Companies

7:18 - Will Bitcoin just grind higher over the next year or two?

10:26 - $21 Million Bitcoin in 21 years?

11:16 - What will be the Saturation Moment?

12:55 - British’s thoughts on the Bitcoin Treasuries Digital Conference 

14:54 - Have any conversations changed in British’s circle?

19:52 - Will Strategy take over the world?

22:33 - Closing thoughts and where to find British online



#podcast #bitcoin #microstrategy #investing #mstr #btc

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2 days ago
28 minutes 44 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Authenticity and The Future of Bitcoin Treasuries with Jeff Park and Julie Moulard

In an exclusive interview from the Bitcoin Treasuries Digital Conference, Jeff Park, Head of Alpha Strategies at Bitwise, discusses how his predictions for the year are panning out so far, the outlook of Bitcoin adoption in this current environment, and his favorite takeaway from the digital conference with a special appearance from Julie Moulard, Associate Professor of Marketing at Louisiana Tech University, as she breaks down the 3 different Authenticity Types.


- 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

Julie Moulard: https://x.com/Julie_Moulard


#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 week ago
26 minutes 11 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Alexandre Laizet on The Future of Bitcoin Treasury Companies

Alexandre Laizet, Deputy CEO & Director of Bitcoin Strategy at The Blockchain Group, joins the show to discuss the opportunities available for Bitcoin Treasury companies, managing Bitcoin's volatility, and what can take Bitcoin to the next level of adoption. 


- 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

Alexandre Laizet on X: https://x.com/AlexandreLaizet


0:00 - Intro

0:12 - Alexandre’s background

7:56 - Alexandre’s short-medium term Bitcoin target

9:29 - Challenges and opportunities for Bitcoin Treasury companies

12:08 - Alexandre’s takeaways from conversations with investors

15:48 - Managing Bitcoin’s volatility and security risks

18:00 - The evolution of the regulatory environment around Bitcoin

25:00 - Alexandre’s thoughts on custody solutions

29:09 - Products and services that a Bitcoin Treasury company could develop 

42:56 - Alexandre’s view on Quantum Computing

49:23 - What is holding back more companies from adopting a Bitcoin Treasury strategy? 

56:37 - How Alexandre educates others on Bitcoin

1:03:04 - US Strategic Bitcoin Reserve and Sovereign Wealth Fund

1:09:30 - How AI and Bitcoin will work together

1:14:55 - What can take Bitcoin to the next level of adoption?

1:21:21 - Closing thoughts and where to find Alexandre online 


#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 week ago
1 hour 28 minutes 19 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Jetking's Siddarth Bharwani on Bitcoin Treasury Adoption

Siddarth Bharwani, CFO of Jetking, joins the show to discuss adopting a Bitcoin Treasury strategy, how frequently Jetking buys Bitcoin, and where he sees Bitcoin evolving over the next 5-10 years.


- 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

Guest on X: 


0:00 - Intro

0:15 - Siddarth’s background

1:54 - Why Jetking is adopting a Bitcoin Treasury strategy

5:14 - How frequently does Jetking buy Bitcoin?

7:54 - How Siddarth sees Bitcoin evolving over the next 5-10 years?

10:11 - How Siddarth approaches Bitcoin education

13:39 - Where to find Siddarth & Jetking online



#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 week ago
19 minutes 53 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Rucking for a Bitcoin Job with Matt McBride

Matt McBride, known as Beeftoshi on X, joins the show to discuss his views on Bitcoin Treasury companies, his real life experience with Bitcoin, and rucking for a Bitcoin job.


- 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 McBride on X: https://x.com/beeftoshi


0:00 - Intro

0:09 - Matt’s background and journey to Bitcoin

2:00 - Matt’s view on Bitcoin Treasury companies

3:53 - What helped Matt understand Bitcoin

5:30 - Which aspect of the Bitcoin business is Matt most interested in?

7:32 - Which resources does Matt recommend to others?

9:06 - Ethereum and Solana Treasury companies vs Bitcoin treasury companies

10:24 - Matt’s real life experience with Bitcoin

12:07 - What are the top reasons people are not open to Bitcoin?

13:52 - Is the comparison to gold helpful for Bitcoin?

14:44 - Closing thoughts and where to find Matt online



#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 week ago
21 minutes 41 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
I was born a Bull: Torbjørn Bull Jenssen, CEO of K33

Torbjørn Bull Jenssen, CEO of K33, joins the show to discuss what made Bitcoin click for him, his thoughts on the last decade in Bitcoin, and how his time in the space has shaped him. 


- 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

Guest on X: 


0:00 - Intro

0:12 - Torbjørn’s background and journey to Bitcoin

1:45 - What made Bitcoin click for Torbjørn

4:05 - What Torbjørn thinks of the last decade of Bitcoin

7:33 - Will this be a longer cycle?

9:06 - When did Torbjørn start thinking about corporate Bitcoin adoption?

12:13 - Torbjørn’s dual engine for stacking Bitcoin

15:47 - How Torbjørn’s time in the industry has shaped him

18:58 - Torbjørn’s strategy for Bitcoin accumulation

23:43 - How Torbjørn thinks about being a Bitcoin financial services company

24:59 - Closing thoughts and where to find Torbjørn online



#podcast #bitcoin #microstrategy #investing #mstr #btc

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2 weeks ago
31 minutes 43 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Orange Ties, L2s & Stablecoins on Bitcoin with Elizabeth Olson

Elizabeth Olson, Head of Marketing at Magic Eden, joins the show to discuss Ordinals, the Degen side of Bitcoin, and what is the most exciting thing about working in this space. 


- 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

Elizabeth Olson on X: https://x.com/ElizabethOls0n


0:00 - Intro

0:17 - Orange Tie Tutorial

2:31 - Elizabeth’s background and how she got into Bitcoin

8:40 - The Degen side of Bitcoin

13:00 - Elizabeth’s thoughts on Bitcoin Treasury companies

15:30 - The challenges of building with Bitcoin

18:40 - Which L2s is Elizabeth excited about?

22:22 - Stablecoins

23:06 - What is the most exciting thing about working in this space to Elizabeth?

25:44 - Closing thoughts and where to find Elizabeth online



#podcast #bitcoin #microstrategy #investing #mstr #btc

Show more...
2 weeks ago
29 minutes 58 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Norma Chu: The First Female Bitcoin Treasury CEO

Norma Chu, CEO & Chairwoman of DDC, joins the show to discuss incorporating a Bitcoin Treasury strategy, her medium to long term Bitcoin framework, and being the first female Bitcoin Treasury strategy CEO.


- 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

Norma Chu on X: https://x.com/DayDayCook


0:00 - Intro

1:00 - Norma’s background and journey to Bitcoin

3:13 - How Norma thought about incorporating a Bitcoin Treasury

7:06 - How Norma educated her board and stakeholders on Bitcoin

11:21 - Norma’s medium to long term Bitcoin framework

14:21 - What being the first female Bitcoin Treasury CEO means to Norma

19:29 - Which markets DDC is currently listed on

20:48 - Will DDC be following the Strategy playbook?

22:27 - How Norma thinks through the media and marketing side of this business?

26:18 - Norma’s framework for debt-to-equity ratio

28:42 - Closing thoughts and where to find Norma online



#podcast #bitcoin #microstrategy #investing #mstr #btc

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2 weeks ago
31 minutes 3 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Coinsilium CEO Eddy Travia on Bitcoin Treasury Accumulation

Eddy Travia, CEO and Co-Founder of Coinsilium, joins the show to discuss being in Bitcoin since 2012, the early days of Coinsilium, and following the Strategy playbook. 


- 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

Eddy Travia on X: https://x.com/eddybitcoin


0:00 - Intro

0:13 - Eddy’s background and how he found Bitcoin in 2012

3:48 - Eddy’s 2013 Singapore Conference

22:13 - Early days of Coinsilium

29:10 - Coinsilium and Forza’s first few Bitcoin purchases

32:53 - Following the Strategy playbook

39:34 - Closing thoughts and where to find Eddy online



#podcast #bitcoin #microstrategy #investing #mstr #btc

Show more...
2 weeks ago
43 minutes 40 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Bitcoin Treasuries with Nathan McCauley, CEO of Anchorage Digital

Nathan McCauley, Co-founder and CEO of Anchorage Digital, joins the show to discuss everything going on at Anchorage Digital, Bitcoin Treasuries, and whether Bitcoin is the best digital reserve asset.


- 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

Nathan McCauley on X: https://x.com/nathanmccauley


0:00 - Intro

0:10 - Nathan’s background and journey to Bitcoin

1:46 - What questions do institutional clients ask Nathan?

3:37 - What services do Anchorage offer clients?

5:57 - Which countries is Anchorage active in?

6:52 - How has the increased Bitcoin Treasury company activity hitting Anchorage?

8:33 - Where does Nathan see things going over the next 6 months?

11:14 - Which assets does Anchorage deal in?

17:21 - Is Bitcoin the best digital reserve asset?

19:35 - Is there a minimum size for Anchorage’s prospective clients?

20:52 - Anchorage’s onboarding process

23:36 - Are clients asking for strategies around yield on Bitcoin?

26:26 - How Anchorage became the only bank in the space

29:10 - Borrowing against Bitcoin

31:14 - Closing thoughts and where to find Nathan and Anchorage online



#podcast #bitcoin #microstrategy #investing #mstr #btc

Show more...
1 month ago
33 minutes 35 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Smarter Web Company: The Fastest Growing Bitcoin Treasury Company in the World

Andrew Webley, CEO of The Smarter Web Company, returns to the show to discuss The Smarter Web Company's big Bitcoin purchase, who's investing in the company, and how he sees Bitcoin Treasury companies driving the price of Bitcoin forward.


- 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

Andrew Webley on X: https://x.com/asjwebley


0:00 - Intro

0:11 - Smarter Web Company’s Big Bitcoin Move

2:57 - Institutional Investors in Smarter Web Company

6:21 - What tickers is Smarter Web Company trading under?

7:50 - What is the mNAV months to cover metric?

11:32 - What has surprised Andrew about the community around Smarter Web Company? 

15:03 - Smarter Web Company’s Bitcoin buying process

19:45 - What questions does Andrew get from investors?

22:37 - How Andrew thinks through the media side of the business

26:18 - How Andrew thinks about investor relations

30:03 - Where does Andrew see the most amount of inbound and activity coming from?

32:29 - What is the ratio of Smarter Web’s investor base US vs UK?

36:28 - Andrew’s takeaways from Metaplanet still being the only Bitcoin Treasury company in Japan

42:08 - Where does Andrew see the Smarter Web Company going operational and with its treasury going forward?

45:09 - Will Bitcoin Treasury companies be the main driver of Bitcoin from $100K upwards?

49:17 - Closing thoughts and where to find Andrew online


#podcast #bitcoin #microstrategy #investing #mstr #btc

Show more...
1 month ago
50 minutes 13 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Sander Andersen Talks The Future of Bitcoin Treasury Companies

Sander Andersen, CEO and Co-Founder of H100 Group, returns to the show to provide an update on H100 Group's Bitcoin Treasury adoption, what questions he's receiving from investors, and his outlook on the rest of 2025 and beyond. 


- 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


0:00 - Intro

0:12 - Updates on H100 Group’s Bitcoin Treasury adoption

1:00 - Who was involved in H100’s financing

3:04 - What questions and feedback has Sander received from investors?

5:30 - How media plays into a Bitcoin Treasury strategy

7:30 - What is Sander’s process for educating investors on Bitcoin?

10:03 - H100 Group’s Bitcoin buying methodology

11:06 - The regulatory environment in Europe

12:34 - Sander’s outlook on the rest of this year and next

15:21 - Closing thoughts and where to find Sander online



#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 month ago
20 minutes 39 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Adam Livingston Reveals The Strategy Every Bitcoin Treasury Company Needs Right Now

Adam Livingston,  Author of The Bitcoin Age and The Great Harvest, joins the show to discuss what risks he sees, Metaplanet and other Bitcoin Treasury companies, and how to get your mNAV above 1.5.


- 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 Livingston on X: https://x.com/AdamBLiv


0:00 - Intro

0:28 - Adam’s background and Bitcoin journey

5:38 - Adam’s take on Bitcoin Treasury companies

7:57 - What risks does Adam see?

15:09 - Is Metaplanet orchestrating something?

17:09 - Do Bitcoin Treasury companies need to have a preferred product?

19:02 - How to get your mNAV above 1.5

21:50 - Closing thoughts and where to find Adam online

 


#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 month ago
24 minutes 23 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Tim Enneking on the Future of Bitcoin Yield: What Investors Need to Know

Tim Enneking, Founder and Principal of Digital Capital Management, joins the show to discuss launching the first Crypto Trading Fund in history, the intersection of Bitcoin and AI, and everything you need to know about Bitcoin yield.


- 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


0:00 - Intro

0:20 - How Tim got into Bitcoin

1:00 - Tim’s background

10:49 - Launching the First Crypto Trading Fund in history

16:03 - Where will things go in the next 12-36 months?

21:14 - Do institutions and governments need Bitcoin’s price to go higher to feel comfortable buying it?

25:12 - How AI and Bitcoin will intersect

29:00 - Tim’s take on the Lightning Network

33:17 - Tim’s view on Bitcoin Treasury companies

40:49 - Bitcoin Yield - What is it and how does it work?

49:46 - Can you be a fractional owner of a liquidity pool?

54:47 - Final thoughts and where to find Tim online



#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 month ago
56 minutes 27 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Canada's Bitcoin Treasury Company LQWD with Shone Anstey

Shone Anstey, Founder & CEO at LQWD Technologies, joins the show to discuss building on the Lightning Network, implementing a Bitcoin Treasury strategy, and the differences between operating in the US and Canadian 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

Shone Anstey on X: https://x.com/shoneanstey


0:00 - Intro

0:16 - Shone’s background and journey to Bitcoin

1:19 - What led Shoen to LQwD?

3:42 - What is the Lightning Network?

7:34 - Do transactions get cheaper with more volume on the Lightning Network?

12:57 - Shone’s Bitcoin Treasury strategy

21:06 - How Shone explains Bitcoin to someone

23:52 - How Shone approaches the price bias of Bitcoin

27:40 - Canadian market vs US Market

31:26 - How Shone sees things playing out over the next few years

33:49 - Shone’s take Michael Saylor’s framework on digital currencies

37:34 - Closing thoughts and where to find Shone online



#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 month ago
38 minutes 19 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Behind Closed Doors: Dan Hillery on Strategy’s STRD

Friend of the show Dan Hillery returns to discuss Strategy's STRD announcement, his takeaways from the Bitcoin conference in Vegas, and the biggest risks Bitcoin Treasury companies are facing.


- 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

Dan Hllery on X: https://x.com/hillery_dan


0:00 - Intro

0:08 - What is STRD and how does it compare to Strategy’s other preferred offerings?

5:09 - How STRD dividends work

6:29 - Can STRD ATM help MSTR get above mNAV?

10:20 - Leverage ratios analyzation 

13:03 - What other companies offer something like STRD?

13:48 - What other products can Strategy offer?

16:00 - What do currency swaps mean?

19:58 - Dan’s takeaways from the Vegas Bitcoin Conference

22:28 - What are the biggest risks to Bitcoin Treasury companies during a drawdown?

28:44 - Could a company ATM cash onto its balance sheet if Bitcoin is falling?

32:57 - Closing thoughts and where to find Dan online



#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 month ago
33 minutes 58 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Justin Este on Bitcoin and Strategy

Justin Este, Senior Associate at Equiturn, joins the show to discuss his journey to Bitcoin, his take on Strategy and other Bitcoin Treasury companies, and the Las Vegas Bitcoin Conference.- 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanJustin Este on X: https://x.com/SatsWithEste0:00 - Intro0:16 - Justin’s background1:01 - Justin’s Bitcoin journey3:36 - Strategy and other Bitcoin Treasury companies 5:04 - Bitcoin community online vs in real life7:06 - AI’s impact on Bitcoin8:16 - Closing thoughts and where to find Justin online#podcast #bitcoin #microstrategy #investing #mstr #btc

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1 month ago
13 minutes 32 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
Bitcoin Strategy with Chaitanya Jain

Chaitanya Jain, Bitcoin Strategy Intern at Strategy, sits down with Tim to discuss his role with Strategy, Institutional vs Retail Strategy Investors, and whether MSTR will ever sell its Bitcoin.- 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanGuest on X: https://x.com/_chaitanyaj?lang=en0:00 - Intro4:10 - Chaitanya’s role with Strategy11:20 - Bitcoin Treasury companies in the news16:16 - Institutional vs Retail Strategy Investors19:28 - Chaitanya’s time at Blackstone24:50 - How Chaitanya came across the job posting for Strategy28:35 - Bitcoin’s effect on the soul32:00 - What assurances does Strategy have that its Bitcoin isn’t being re-hypothecated32:45 - When does Strategy become a Bitcoin lender?34:20 - How Strategy team generates yield35:40 - Will MSTR ever sell its Bitcoin?#podcast #bitcoin #microstrategy #investing #mstr #btc

Show more...
1 month ago
40 minutes 34 seconds

The Bitcoin Treasuries Podcast with Tim Kotzman
H100 Group is Sweden's first publicly listed Bitcoin Treasury Company

Sander Andersen, CEO of H100 Group, joins the show to discuss becoming Sweden's first Bitcoin Treasury 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

Sander Andersen on X: https://x.com/Sanderandersenn


0:00 - Intro

0:16 - Sander’s background and journey to his position with H100 Group

1:05 - Founding Finpeers

2:10 - H100 Group’s first Bitcoin purchase

2:39 - Sander’s thoughts on Bitcoin equity

3:34 - Where to find Sander online



#podcast #bitcoin #microstrategy #investing #mstr #btc

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