The Bitcoin Treasuries Podcast with Tim Kotzman

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

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