Claim OwnershipThe Bitcoin Treasuries Podcast with Tim Kotzman
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Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.
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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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanKenny Alves on X: https://x.com/KennyAlves941330:00 - Intro0:27 - Kenny’s background1:37 - West Main’s operating business 2:25 - West Main’s Bitcoin accumulation strategy4:20 - Alex’s role at West Main and customer service expertise5:25 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanMichael Saylor on X: https://x.com/saylorBrian Dixon on X: https://x.com/briandixon06Mark Moss on X: https://x.com/1MarkMoss0:00 - Intro0:11 - What is a Treasury company?10:15 - Bitcoin is the protocol14:10 - What is the next use case that transforms Bitcoin?17:49 - How to address questions about preferred products21:57 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanNatalie Brunell on X: https://x.com/natbrunellMike Germano on X: https://x.com/mikegermanoEleanor Terrett on X: https://x.com/EleanorTerrett0:00 - Intro4:04 - Why the media has gotten Bitcoin wrong9:49 - The lack of economic education amongst journalism13:20 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanJeff Park on X: https://x.com/dgt10011Matt Cole on X: https://x.com/ColeMacroAlexandre Laizet on X: https://x.com/AlexandreLaizet0:00 - Intro0:55 - Thinking about scarcity in a supply shock3:40 - Stock and Flow6:19 - Are there enough Bitcoin Treasury companies?11:23 - Supply shock in commodities vs Bitcoin17:16 - Business model for Bitcoin Treasury companies in 3-5 years21:34 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanBen Werkman on X: https://x.com/BenWerkmanChaitanya Jain on X: https://x.com/_ChaitanyaJAdrian Morris on X: https://x.com/Adrian_R_Morris0:00 - Intro0:30 - Chaitanya Jain on the true measure of success for a Bitcoin Treasury company5:48 - Adrian Morris on the counterintuitiveness of mNAV 9:26 - Ben Werkman on the separation of metrics as a strategy grows15:18 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanDean Callas on X: https://x.com/deangcallasJim Dorra on X: https://x.com/jimdorraNorma Chu on X: https://x.com/DayDayCook0:00 - Intro7:52 - The different types of operating businesses in Bitcoin Treasuries10:00 - Is M&A a distraction in Bitcoin Treasuries?11:57 - How to make capital allocation decisions13:39 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanTim Enneking on X: https://x.com/ennekingTJBoris Alergant on X: https://x.com/Borissimo_Gordon Grant on X: https://x.com/BcAT7GZEXWWo5yA0:00 - Intro2:00 - How to mitigate risk with Bitcoin7:20 - Capacity constraints14:30 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanMichael Saylor on X: https://x.com/saylorMatt Cole on X: https://x.com/ColeMacroJeff Walton on X: https://x.com/PunterJeff0:00 - Intro0:30 - 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 year34:24 - Bitcoin yield products?37:24 - Bitcoin Treasury credit instruments vs sovereign debt instruments39:44 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanAdrian Morris on X: https://x.com/Adrian_R_MorrisPierre Rochard on X: https://x.com/BitcoinPierreAlex Thorn on X: https://x.com/intangiblecoins0:00 - Intro0:16 - Pierre Rochard2:00 - Adrian Morris5:38 - Alex Thorn18:45 - Are there established processes for attestation? 22:02 - Implementing Bitcoin education in colleges25:25 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanPaul Lee on X: https://x.com/paulslee84Andrew Webley on X: https://x.com/asjwebleyBoyd Cohen on X: https://x.com/boydcohen0:00 - Intro0:18 - Paul Lee - Bitplanet in Korea6:45 - Andrew Webley - Smarter Web Company in UK13:20 - Boyd Cohen - Arcadia Bitcoin in Mexico22:00 - Growth opportunities to acquire profitable operating business in the UK26:38 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanJoe Consorti on X: https://x.com/JoeConsortiJackson Mikalic on X: https://x.com/macrojack21Joe Burnett on X: https://x.com/IIICapital0:00 - Intro0:42 - Custody models13:56 - When will time locks become standard?17:21 - How to tell the difference between wallet management and rehypothecation21:48 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanJason Fang on X: https://x.com/JasonSoraVC0:00 - Intro0:15 - Jason’s view on preferreds in the US and international markets2:40 - Jason’s background and journey to Bitcoin19:40 - What is the best operating business for a Bitcoin treasury company?23:23 - Bitcoin gift cards27:41 - 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 Asia46:40 - Project Orange47:46 - Where to find Jason online and closing thoughts48:50 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanOrange Group: https://www.orangegroupadvisors.com/0:00 - Intro0:30 - Samir’s background1:35 - What is Orange Group?4:44 - What is under appreciated about investor relations?8:40 - Where to find Samir online9:16 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanMatt Prusak on X: https://x.com/MattPrusak0:00 - Intro0:08 - Recapping the past week for Matt1:45 - What is an accumulator?3:08 - Breaking down American Bitcoin Co vs Hut 88:17 - American Bitcoin’s public disclosures9:29 - Eric Trump’s contributions to American Bitcoin11:31 - The three layers of American Bitcoin14:12 - What to expect from American Bitcoin for the rest of 202515:28 - Matt’s background and journey to Bitcoin17:09 - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanSander Andersen on X: https://x.com/SanderandersennAndrew Webley on X: https://x.com/asjwebleyJesse Myers on X: https://x.com/Croesus_BTC0:00 - Intro0:21 - Sander’s H100 Group Announcement1:05 - How Andrew & Sander connected over X4:00 - Takeaways from the Bitcoin Treasuries Unconference24:56 - The surprises of running a Bitcoin Treasury company34:28 - Discussing DATs with Investors44:55 - What did Andrew do right?56:07 - What has been the hardest part of this journey?1:04:16 - Discussing volatility with employees1:07:41 - Where to find Andrew, Sander, and Jesse online#podcast #bitcoin #microstrategy #investing #mstr #btc
Khing Oei, Founder & CEO of Treasury, joins the show to discuss operating business for Bitcoin Treasury companies, how companies can get their NAV back up, and surviving the downside volatility of a Bitcoin cycle. - 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/TimKotzmanKhing Oei on X: https://x.com/khingoei0:00 - Intro0:12 - Khing’s background3:16 - How Khing thinks about operating business, conferences, and mNAV9:06 - The last quarter for Bitcoin Treasuries compared to the last 5 years of Strategy12:34 - What can other crypto treasury companies do over the next 12 months?15:55 - How companies will be able to get their NAV back up18:54 - Walking through Treasury’s operations and options in capital markets25:28 - How to survive the downside volatility of a Bitcoin cycle29:08 - Should Bitcoin Treasury companies use a line of credit to buy back shares?31:44 - Would Khing consider a US Listing for Treasury?33:03 - Khing’s closing thoughts34:35 - Where to find Khing and Treasury online#podcast #bitcoin #microstrategy #investing #mstr #btc
Pete Rizzo, President of BitcoinTreasuries.net, & Steven Lubka, VP of Investor Relations at Nakamoto, join the show to discuss their recent announcements, the themes of their recent conversations in the space, and what could possibly wrong with Bitcoin Treasuries.- 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/TimKotzmanPete Rizzo on X: https://x.com/pete_rizzo_Steven Lubka on X: https://x.com/DzambhalaHODL0:00 - Intro0:27 - Pete’s BitcoinTreasuries.net Announcement3:58 - What upcoming events will Pete be involved with?7:30 - BitcoinTreasuries.net features11:30 - Steven Lubka and Nakamoto’s debut on BitcoinTreasuries.net18:54 - What themes has Steven seen in recent conversations?23:00 - What has surprised Steven the most since joining Nakamoto?34:20 - Should Bitcoin Treasury companies have an operational side?38:36 - Where could things go wrong for Bitcoin Treasuries?45:21 - Where to find Steven online#podcast #bitcoin #microstrategy #investing #mstr #btc
Adrian Pruett, Founder of ONEBIGPARTY, joins the show to discuss what makes a story, developing The Tim Kotzman Show, and what brings community together.- 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/TimKotzmanAdrian Pruett on X: https://x.com/LosAngelesHODL0:00 - Intro0:33 - Adrian’s background4:35 - What makes a story?6:41 - Information vs Entertainment10:00 - Adrian’s vision for the Bitcoin Treasuries Unconference12:07 - The Tim Kotzman Show17:41 - How Adrian conceptually thinks through storytelling23:22 - How Adrian describes the “It Factor”28:15 - What brings a community together?37:44 - Where to connect with Adrian#podcast #bitcoin #microstrategy #investing #mstr #btc
Mike Germano, President of Pubkey, joins the show to discuss everything you need to know about Pubkey, the festivities planned for Tim's Bitcoin Treasuries Unconference, and the branding power of 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/TimKotzmanMike Germano on X: https://x.com/mikegermano0:00 - Intro1:50 - Mike’s background and journey to Bitcoin13:23 - Everything you need to know about Pubkey20:00 - The Bitcoin Treasuries Unconference21:51 - The Brand of Bitcoin#podcast #bitcoin #microstrategy #investing #mstr #btc
Matt McDonagh, Managing Partner of McDonagh Family Office, joins the show to discuss his journey from Wall Street Banker to Bitcoiner, the ladder of investor segments, and how he uses AI.- 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/TimKotzmanMatt McDonagh on X: https://x.com/McDonaghMatthew0:00 - Intro0:40 - Matt’s background and journey to Bitcoin2:39 - What Matt’s been working on recently7:12 - What is the ladder of investor segments?12:17 - Where we are with Bitcoin adoption15:16 - Matt’s insights from working on Wall Street 18:31 - Where to find Matt online20:37 - BONUS QUESTION - How does Matt use AI?#podcast #bitcoin #microstrategy #investing #mstr #btc
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