The Bitcoin Treasuries Podcast with Tim Kotzman

Tim heads down to Miami to visit the headquarters of Buck - The Bitcoin Dollar and talk with founder Travis VanderZanden about building on AI, pivoting from AI to Bitcoin, and everything you need to know about Buck.- 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/TimKotzmanTravis VanderZanden on X: https://x.com/travisv0:00 - Intro0:22 - Travis’ background2:44 - What caused Travis’ pivot to Bitcoin from AI4:00 - Building on AI6:44 - All about Buck - The Bitcoin Dollar7:47 - Where to buy Buck8:29 - Potential additional products11:15 - Where to reach Travis online#podcast #bitcoin #microstrategy #investing #mstr #btc

Tech and Bitcoin Investor Mike Flaum (known on X as Grain of Salt) joins the show to discuss books he's written on Bitcoin Treasuries & AI, how his experience in Silicon Valley informed his decision making in business, and his outlook for 2026.- 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/TimKotzmanGrain on X: https://x.com/Z06Z070:00 - Intro0:32 - Mike’s background3:06 - What Mike saw that others didn’t8:16 - How Mike’s tech experience informed his decision making in business12:48 - Mike’s view on Bitcoin Treasury companies17:00 - Mike’s Bitcoin Treasury book28:25 - Which metrics does Mike think are important?32:12 - Mike’s AI book43:10 - Mike’s view on AI’s impact49:14 - Mike’s outlook for 2026#podcast #bitcoin #microstrategy #investing #mstr #btc

Jaime Leverton, CEO, & Sebastian Bea, CIO, of ReserveOne join Tim in studio to discuss how ReserveOne came together, the importance of liquidity, and if banks are going to have FOMO.- 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/TimKotzmanJaime Leverton on X: https://x.com/JaimeLevertonSebastian Bea on X: https://x.com/sebastianbea0:00 - Intro0:17 - Jaime’s background2:08 - Sebastian’s background3:34 - How ReserveOne came together5:50 - What is ReserveOne?8:56 - Clients of ReserveOne16:08 - Institutional takeaways20:32 - Are banks going to have FOMO?23:56 - Nation states, institutions, banks, and ETFs28:42 - The geopolitical landscape36:38 - How important is liquidity?39:10 - Where to find ReserveOne online#podcast #bitcoin #microstrategy #investing #mstr #btc

Andrew Kang, CFO of Strategy, joins the show to discuss the latest on Strategy's preferred products, conversations with the big banks, and new opportunities in the Bitcoin Treasuries ecosystem. - 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/TimKotzmanStrategy on X: https://x.com/MicroStrategy0:00 - Intro0:21 - How things have changed since Andrew joined Strategy1:31 - What to expect from the upcoming Bitcoin for Corporations Conference3:05 - The process of Strategy’s preferred products5:32 - Strategy’s conversations with the big banks7:55 - The implication of federally chartered crypto banks9:12 - Strategy in the S&P 50011:03 - Strategy’s new opportunities in the ecosystem13:24 - Reasonable timeframes for the common equity15:50 - Final thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc

Mathieu Agee, Founder & CEO of O21 Solutions, joins the show to discuss how his experience at ExxonMobil & Amazon led him to Bitcoin, the importance of corporate leadership, and his Sound Strategy framework. - 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/TimKotzmanO21 Solutions on X: https://x.com/odyssey21s0:00 - Intro2:15 - Matt’s background and launching O21 Solutions5:21 - Matt’s experience at ExxonMobil & Amazon11:25 - What led Matt to Bitcoin and establishing the Sound Strategy framework14:44 - Matt’s thoughts on corporate Bitcoin adoption21:50 - The outlook on Bitcoin adoption by banks over the next 2 years26:43 - Why is leadership more important than the playbook? 28:34 - Matt’s Sound Strategy framework31:57 - The 12 Sound Strategy principles37:38 - Bitcoin based budgeting41:21 - How putting Bitcoin at the center helps companies save43:31 - Where to find Matt online#podcast #bitcoin #microstrategy #investing #mstr #btc

Roland Talalas, CEO of GIGA, joins the show to discuss launching GIGA, Conviction and Consistency, and who will succeed in 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/TimKotzmanRoland Talalas on X: https://x.com/RolandTalalas0:00 - Intro0:12 - What led Roland to launching GIGA3:00 - Conviction & Consistency7:05 - GIGA’s Opportunistic BTC Purchases13:55 - Who will succeed in Bitcoin Treasuries?#podcast #bitcoin #microstrategy #investing #mstr #btc

Jacob Szymik, Account Executive at Square, joins the show to discuss the Bitcoin culture in Block and Square, explaining Bitcoin to family members, and what to expect coming from Square in the near 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/TimKotzmanJacob Szymik on X: https://x.com/JacobSzymik0:00 - Intro0:12 - Jacob’s background1:40 - The Bitcoin culture in Block and Square2:40 - What Jacob of 5 years ago would think about what he’s doing now3:32 - Jacob’s day-to-day role5:22 - Do customers still think of Square as a hardware company?7:05 - What conversations with customers are like8:07 - The experience from the seller’s point of view9:18 - Customer use cases10:20 - Discussions around store of value11:48 - Explaining Bitcoin to family members14:46 - Businesses turning cash into Bitcoin16:16 - Where to reach out to Jacob and Square17:15 - Overview of the different segments of Block19:26 - What to keep an eye out for coming from Square in the near future#podcast #bitcoin #microstrategy #investing #mstr #btc

James Van Straten, Senior Analyst at CoinDesk, joins Tim in studio to discuss his views on MSTR, the Preferred Digital Credit Market, and what will get Bitcoin to the next level.- 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/TimKotzmanJames Van Straten on X: https://x.com/btcjvs0:00 - Intro0:40 - James’ take on MSTR14:01 - The Preferred Digital Credit Market22:03 - Bitcoin vs gold28:56 - What will get Bitcoin to the next level?35:45 - What has Tim learned over the last year?43:08 - Could we be able to buy Bitcoin from banks in 2026?#podcast #bitcoin #microstrategy #investing #mstr #btc

Scott Melker, Host of The Wolf Of All Streets Podcast, joins the show to discuss his views on Bitcoin Treasuries, his favorite part of what he's doing these days, and his background as a DJ.- 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/TimKotzmanScott Melker on X: https://x.com/woIfofaIIstreet0:00 - Intro0:20 - Scott’s background and journey to Bitcoin2:21 - Scott’s take on Bitcoin Treasuries8:22 - Scott’s favorite part of what he’s doing12:10 - How AI is intersecting with Bitcoin#podcast #bitcoin #microstrategy #investing #mstr #btc

Scott Ellam, Founder and CEO of XCE, joins the show to discuss recruiting and capital markets in 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/TimKotzmanScott Ellam on X: https://x.com/btconlyscott0:00 - Intro0:10 - Scott’s background2:23 - Which jurisdiction does XCE operate in?3:20 - The recruiting side of XCE’s business6:04 - What has worked on the capital markets side for XCE?9:02 - Where to reach out to Scott and XCE online#podcast #bitcoin #microstrategy #investing #mstr #btc

Chris Kline, COO and Co-Founder at Bitcoin IRA, joins the show to discuss rolling over your IRA, retiring with Bitcoin, and Chris' macro outlook. - 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/TimKotzmanChris Kline on X: https://x.com/senatorkline0:00 - Intro0:30 - Chris’ background2:44 - Explaining Bitcoin IRA6:15 - The most underappreciated part of Chris’ work9:08 - Rolling over your IRA11:49 - Bitcoin IRA custody13:32 - Chris’ macro takes21:27 - How to sign up for Bitcoin IRA#podcast #bitcoin #microstrategy #investing #mstr #btc

Pete Rizzo of Bitcointreasuries.net joins the show to discuss a new partnership between Bitcointreasuries.net & Bitcoin Treasuries Media, the importance of data and media in the Bitcoin Treasuries space, and the many features of bitcointreasuries.net. - 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_0:00 - Intro0:32 - Bitcointreasuries.net & Bitcoin Treasuries Media partnership6:58 - A closer look at bitcointreasuries.net10:01 - Where people can subscribe to bitcointreasuries.net12:32 - Pete’s closing thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc

David Bailey, Founder & CEO of Nakamoto and CEO & Chairman of the Board of Kindly MD, joins the show to discuss what's going on with Bitcoin implementation in Washington, his thoughts on Bitcoin Treasuries, and the story of how he helped get Ed Juline his first job in 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/TimKotzmanDavid Bailey on X: https://x.com/DavidFBailey0:00 - Intro0:05 - The latest with David3:38 - David’s thoughts on the 4 year cycle6:59 - What’s going on with Bitcoin in Washington DC?10:37 - What can an individual do to help get Bitcoin implemented?12:26 - What is BPI?15:15 - David’s thoughts on Bitcoin Treasuries20:45 - David’s closing thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc

Renowned value-oriented investor Mike Alfred joins Tim to discuss how AI, Bitcoin, and power will work together, his social media etiquette, and who is going to win in Bitcoin mining. - 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 Alfred on X: https://x.com/mikealfred0:00 - Intro0:14 - Mike’s take on the 4 year cycle2:13 - How Mike sees AI, Bitcoin, and Energy working together5:53 - Who will win in the mining business?9:21 - The importance of meeting of company leadership in person11:52 - Mike’s social media etiquette15:06 - What Mike is thinking going into the holidays?17:30 - Is sentiment more negative than usual?21:05 - Digital Credit26:12 - The dynamic between the Bitcoin and TradFi worlds#podcast #bitcoin #microstrategy #investing #mstr #btc

Jack Mallers, founder and CEO of Strike and Twenty One Capital, joins Tim to discuss how Jack caught Bitcoin, how Twenty One Capital came together, and how Jack connects with the younger generation of Bitcoiners.- 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/TimKotzmanJack Mallers on X: https://x.com/jackmallers0:00 - Intro0:21 - Jack’s message for Bitcoiners2:14 - What Bitcoin means to Jack6:13 - How everything came together for Twenty One11:36 - Jack’s thoughts on leverage15:23 - Twenty One’s financial services outlook18:42 - Jack’s take on the 4 year cycle23:14 - How Jack has connected with the younger generation of Bitcoiners#podcast #bitcoin #microstrategy #investing #mstr #btc

On this special episode hosted by Dana Howell, CMO of Into The Cryptoverse and Host of Explain Yourself, asks Tim how he got into the Bitcoin Treasuries space, what the future of Bitcoin Treasuries Media will look like, and what are some of the craziest behind-the-scenes stories from the Bitcoin Treasuries NYC Unconference. - 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/TimKotzmanDana Howell on X: https://x.com/thedanahowell0:00 - Intro0:21 - How Tim got into Bitcoin Treasuries6:40 - The Future of Bitcoin Treasuries Media11:53 - The Future of the Bitcoin Treasuries business16:04 - How Tim and Ed put together the Bitcoin Treasuries NYC Unconference#podcast #bitcoin #microstrategy #investing #mstr #btc

Dana Howell, CMO of Into The Cryptoverse and Host of Explain Yourself, joins Tim in studio to discuss her thoughts on the Bitcoin Treasuries ecosystem, what she's learned from working with Gary Cardone, and the impact of media on the Bitcoin business. - 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/TimKotzmanDana Howell on X: https://x.com/thedanahowell0:00 - Intro0:35 - Dana’s background2:09 - Dana’s thoughts on the Bitcoin Treasuries ecosystem 5:58 - How Dana’s MLB Pitcher father impacted her conviction in Bitcoin6:59 - What Dana is doing these days13:20 - Where to find Dana online14:30 - What Tim and Dana have learned from the Cardone Brothers18:20 - Should everybody have a podcast?19:59 - Final thoughts and Dana’s outlook for 2026#podcast #bitcoin #microstrategy #investing #mstr #btc

John Riggins, CEO of Moon Inc, joins the show to discuss building a Bitcoin company in Hong Kong, prepaid Bitcoin cards, and the special reason that brought him to New York. - 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/TimKotzmanJohn Riggins on X: https://x.com/DistRiggs0:00 - Intro0:40 - John’s background3:26 - How John got connected with Jason Fang4:40 - John’s take on how Bitcoin has developed the last 5 years6:53 - Is the US the Wild West compared to other jurisdictions?7:44 - Which strategies will win in the long run?10:17 - Regulatory arbitrage opportunities13:11 - What is the Kimchi Premium?15:10 - The Moon Inc origin story19:55 - How the gift cards work21:16 - Why John is in New York22:12 - What’s the investor landscape like in Hong Kong?25:00 - Retail vs Institutional Investors in Hong Kong26:37 - The best options for Bitcoin Treasury companies30:21 - The regulatory environment in Hong Kong vs US33:27 - How John thinks about the global markets35:54 - What are the challenges outside of regulatory?40:50 - Where to find John and Moon Inc online#podcast #bitcoin #microstrategy #investing #mstr #btc

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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanMehdi Azodi on X: https://x.com/MehdiAzodiBLGV0:00 - The latest news on Belgravia Hartford2:07 - The structure of the Bitcoin Standard debt4:28 - The highlights of today’s press release6:01 - 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 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 - Intro0:10 - 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 Public21:48 - What personal characteristics does someone need to build in public?26:07 - How to use AI but not let it think for you29:18 - Which AI platforms Matt uses and who will win the AI race37:22 - When will a single person company reach $1 billion?39:18 - Matt’s background and what he’s working on now46:04 - Where to connect with Matt onlineAFTER HOURS48:15 - Matt’s most fantastical theory combining everything Elon is working on51:18 - The most effective way for a creator to build an audience starting from zero56:37 - One thing Matt learned in 2025 that surprised him#podcast #bitcoin #microstrategy #investing #mstr #btc