The Bitcoin Treasuries Podcast with Tim Kotzman

Sanjay Mavinkurve, CEO, and Chase Palmieri, COO, of Sovana join the show to discuss the inspiration of Sovana, what gave them the idea to go after real estate equity, and everything else you need to know about the company.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanSanjay Mavinkurve on X: https://x.com/sgmavinkurveChase Palmieri on X: https://x.com/chasepalmieri0:00 - Intro0:21 - Sanjay’s background2:25 - Chase’s background3:54 - The inspiration for Sovana10:21 - What gave Sanjay the idea to go after real estate equity?16:28 - Early feedback on Sovana20:30 - Where to learn more about Sovana22:16 - The Closing Process at Sovana26:35 - Additional details on Sovana#podcast #bitcoin #microstrategy #investing #mstr #btc

In the final installment of his new 10 Part series titled "Energy, War, and Bitcoin", Tim breaks down how Bitcoin and its relationship with energy can create a new global monetary standard.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman#podcast #bitcoin #microstrategy #investing #mstr #btc

In Part 9 of his new 10 Part series titled "Energy, War, and Bitcoin", Tim breaks down how companies adopting Bitcoin to their corporate treasury are positioning themselves for future success.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman#podcast #bitcoin #microstrategy #investing #mstr #btc

In Part 8 of his new 10 Part series titled "Energy, War, and Bitcoin", Tim breaks down the importance of Bitcoin in an energy crisis.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman#podcast #bitcoin #microstrategy #investing #mstr #btc

In Part 7 of his new 10 Part series titled "Energy, War, and Bitcoin", Tim breaks down the relationship between Bitcoin and energy.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman#podcast #bitcoin #microstrategy #investing #mstr #btc

In Part 6 of his new 10 Part series titled "Energy, War, and Bitcoin", Tim breaks down how disruptions in energy can create monetary chaos.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman#podcast #bitcoin #microstrategy #investing #mstr #btc

Mariane Bekker, Head of Developer Relations at You.com, joins Tim in studio to discuss agentic AI agents working with Bitcoin, crypto in a Web3 world, and what will determine which Agentic AI companies are successful in the future. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanMariane Bekker on LinkedIn: https://www.linkedin.com/in/marianebekker/0:00 - Intro0:12 - Founders Bay4:15 - You.com6:37 - The progression of AI9:46 - Mariane’s family background13:25 - The early days of Mariane’s career16:14 - How Mariane first discovered Bitcoin18:16 - AI agents and Bitcoin20:23 - What will determine which Agentic AI companies are successful?23:05 - Will there be a premium on human experience eventually?24:50 - The differences between San Francisco and New York28:30 - Bitcoin Treasuries and founders30:00 - Crypto and Web335:20 - Is AI taking everyone’s jobs?39:00 - Which major should college students be focusing on now?39:49 - Where to find Mariane online#podcast #bitcoin #microstrategy #investing #mstr #btc

In Part 5 of his new 10 Part series titled "Energy, War, and Bitcoin", Tim breaks down the hidden factors that could spark a global energy crisis.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman#podcast #bitcoin #microstrategy #investing #mstr #btc

In Part 4 of his new 10 Part series titled "Energy, War, and Bitcoin", Tim breaks down the factors that could lead to the next global oil shock.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman#podcast #bitcoin #microstrategy #investing #mstr #btc

In Part 3 of his new 10 Part series titled "Energy, War, and Bitcoin", Tim breaks down the chokepoints that exist in the Energy World.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman#podcast #bitcoin #microstrategy #investing #mstr #btc

In Part 2 of his new 10 Part series titled "Energy, War, and Bitcoin", Tim breaks down how oil has established itself as the foundation of the global economy.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman#podcast #bitcoin #microstrategy #investing #mstr #btc

In Part 1 of his new 10 Part series titled "Energy, War, and Bitcoin", Tim breaks down the impact energy has had on the development of civilizations throughout human history.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman#podcast #bitcoin #microstrategy #investing #mstr #btc

Jeff Park, Chief Investment Officer at ProCap Financial, joins Tim on stage at Pubkey to discuss whether the bottom is in, the opportunity for Bitcoin Treasury companies around the world, and what he expects for Bitcoin in the coming 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 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/dgt100110:00 - Intro0:25 - Is the bottom in?2:20 - What is Basel III?5:05 - Jeff’s thoughts on global Bitcoin Treasury companies8:18 - What Jeff expects over the next 2 years with banks and Bitcoin15:25 - How is naked shorting affecting Bitcoin’s price action?20:40 - Jeff’s thoughts on the US Dollar #podcast #bitcoin #microstrategy #investing #mstr #btc

Jose Flores, CEO & Co-Founder of Arcadia₿, joins Tim in studio to discuss starting a Bitcoin business in Mexico, following the Strategy playbook, and Digital Credit. - 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: 0:00 - Intro0:19 - Jose’s background and journey to Bitcoin4:00 - Jose’s experience starting a Bitcoin business10:40 - What impact did the Strategy playbook have on Jose?15:55 - Where ArcadiaB is right now in the private market18:39 - Digital Credit and preferred products20:08 - Jose’s experience going to different Bitcoin conferences 22:30 - Where to learn more about ArcadiaB24:21 - What impact has this bear market had?28:44 - How Jose’s friends are reacting to corporate Bitcoin adoption31:08 - How Jose met Ed Juline34:35 - How big is the ArcadiaB team?35:25 - Closing thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc

Constantin Kogan, CEO of TDX and Host of the Holistic Investment Podcast, joins Tim in studio to discuss the latest statistics on who owns Bitcoin, his 2021 interview of Michael Saylor, and what is going to propel 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanConstantin Kogan on X: https://x.com/constkogan0:00 - Intro0:10 - The latest stats on BTC ownership structure2:22 - Bitcoin’s IPO moment5:31 - Constantin’s 2021 interview of Michael Saylor12:10 - What to make of David Solomon’s Bitcoin ownership18:20 - Is Bitcoin like the Medallion Fund?27:18 - What could happen with digital assets in the US?34:46 - What is going to propel Bitcoin forward?41:46 - What is good for Bitcoin and what is not?46:30 - Closing thoughts and where to find Constantin online#podcast #bitcoin #microstrategy #investing #mstr #btc

Stafford Masie, Executive Chairman of Africa Bitcoin Corporation, joins Tim in studio to discuss Capital Markets, time horizons, and Bitcoin in Africa. - 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/TimKotzmanStafford Masie on X: https://x.com/staffordmasie0:00 - Intro0:34 - What is Africa Bitcoin Corporation?29:59 - Is Capital Markets piece of this a big secret?34:58 - What is the right time horizon?36:45 - Which events will Stafford be at in Vegas?#podcast #bitcoin #microstrategy #investing #mstr #btc

Andrew Webley, CEO, and Jesse Myers, Head of Bitcoin Strategy, of The Smarter Web Company, join the show to discuss what gave them the conviction to start a Bitcoin Treasury Company, Digital Credit and Preferred Products, the secret sauce of having liquidity in your stock, listing on the London Stock Exchange, the Bitcoin Treasuries Unconference UK, and much more.- 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/TimKotzmanAndrew Webley on X: https://x.com/asjwebleyJesse Myers on X: https://x.com/Croesus_BTC0:00 - Intro0:43 - Andrew’s background and journey to Bitcoin5:00 - Jesse’s background and journey to Bitcoin13:08 - What gave Andrew and Jesse the conviction to start a DAT16:30 - Are more DAT companies coming out of the UK?21:48 - Gold & Silver vs Bitcoin31:13 - Digital Credit & Preferred Products40:20 - Consistently buying more Bitcoin as a DAT47:12 - The secret sauce of having liquidity in your stock51:51 - Smarter Web Company’s listing in London1:01:05 - Bitcoin Treasuries Unconference UK1:06:16 - Closing thoughts and where to find Smarter Web Company online#podcast #bitcoin #microstrategy #investing #mstr #btc

Chris Kline, COO and Co-Founder of Bitcoin IRA, joins Tim in studio to discuss his takeaways from Bitcoin Investor Week, education in crypto, and the most common questions he gets about Bitcoin IRA.- 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: 0:00 - Intro0:36 - Bitcoin Investor Week takeaways14:55 - Chris’ background and journey to Bitcoin34:47 - What’s the craziest thing that AI could do to crypto?39:20 - Education in crypto46:43 - The most common questions about Bitcoin IRA55:05 - Bitcoin IRA with Ultra High Net Worth clientele58:30 - Where to learn more about Bitcoin IRA#podcast #bitcoin #microstrategy #investing #mstr #btc

Tim is joined in studio by his partner and President of Bitcoin Treasuries Media, Ed Juline, to discuss everything you need to know about their 21 events scheduled for 2026, Digital Credit, and if we are still early.- 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/TimKotzmanEd Juline on X: https://x.com/ejuline0:00 - Intro0:21 - Bitcoin Treasuries Media’s 21 events for 202615:00 - What has most surprised Ed over the last 6 months?19:06 - The value of smaller Bitcoin conferences20:12 - Ed’s takeaways from the recent Bitcoin Treasuries Roundtable22:30 - What Ed is most excited for during for Bitcoin Investor Week24:07 - Ed’s take on Digital Credit26:51 - Are we still early?#podcast #bitcoin #microstrategy #investing #mstr #btc

On the Inaugural Bitcoin Treasuries Podcast Roundtable discussion, Tim and Ed are joined by Dan Hillery, Head of Treasury at Buck.io, James Seyffart, Senior Research Analyst at Bloomberg Intelligence, and Chase Palmieri, CEO and Co-Founder of Acropolis, to discuss Bitcoin's recent Price Action, the corporate Bitcoin market environment, and Strategy's recent earnings call.- 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/TimKotzmanDan Hillery on X: https://x.com/hillery_danJames Seyffart on X: https://x.com/JSeyffChase Palmieri on X: https://x.com/chasepalmieri0:00 - Intro0:21 - James Seyffart on Flows & Price Action2:15 - Dan Hillery on Strategy’s Recent Earnings Call5:10 - Chase Palmieri on the Corporate Bitcoin Market Environment7:45 - Gold, Silver, & Bitcoin10:50 - The ecosystem developing on top of preferred products14:07 - Where to connect with James Seyffart online14:32 - Where to connect with Dan Hillery online14:50 - Where to connect with Chase Palmieri online#podcast #bitcoin #microstrategy #investing #mstr #btc