Friend of the show, Dan Hillery, is back to kick off 2025! We get into the latest with Bitcoin and MSTR, the rollercoaster of the past year, and what can we expect in the year ahead.

- this episode is sponsored by Onramp

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

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

Adam Wolter & James Caruso are the Co-Founders of Stamp Seed. In this conversation, we discuss why they started Stamp Seed, creating a titanium seed phrase, their journey into Bitcoin, the road ahead for bitcoin and we get a special in person demonstration of the product! 

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

Stamp Seed on X: https://x.com/Stamp_Seed

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

I was joined by co-host Jesse Kobernick today. We had the pleasure of speaking with Ethan Peck and Scott Shepard of the Free Enterprise Project at the National Center for Public Policy. 

We discussed Ethan's introduction of the Microsoft $MSFT #Bitcoin Shareholder Proposal, considerations around the specific terms of the proposal, the technical process of getting the proposal in front of $MSFT shareholders, SAB 121, and what viewers can do to make our voices heard both at $MSFT and beyond.

We have an incoming red wave. 

Now is our opportunity to create an Orange Wave and move forward corporate #Bitcoin adoption as a Treasury Reserve Asset.

Share this video and Vote Your Shares YES on the Microsoft $MSFT Shareholder Proposal!

Here's our conversation with Ethan and Scott.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

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

Ben Werkman is back on the pod to discuss this crazy week in the market. MSTR reaction, Saylor's recent comments, and Bitcoin approaching 100k.

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

Ben Werkman on X: https://x.com/BenWerkman

#podcast #bitcoin #microstrategy #investing #mstr #btc #finance #business

James Seyffart is an ETF Research Analyst at Bloomberg Intelligence. In this conversation, we discuss the Bitcoin ETFs, the highs in the markets, what people at home should be paying attention to, and James' market outlook.

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

James Seyffart on X: https://x.com/JSeyff

#podcast #bitcoin #microstrategy #investing #mstr #btc #finance #business

The Quant Bros, Ryan and Jeff,  join Tim in NYC to discuss inflation, currency debasement, Bitcoin, MSTR, and the digital landscape moving forward.

This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site-wide. https://www.stampseed.com/

Disclaimer: THIS VIDEO IS NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Ryan on X: https://x.com/ryQuant

Punter Jeff on X: https://x.com/PunterJeff

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

Dan Hillery is back on the show to give you his bull case for Microstrategy. This time, Dan brought the charts to help show you his thought process

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: 

Dan Hillery on X: https://x.com/Danny85732

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

Bitcoin ATH, Microstrategy over $200, the bull market is here! In this conversation, RyQuant joins the show to discuss the current market trends. 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 Ryquant on X: https://x.com/ryQuant #podcast #bitcoin #microstrategy #investing #mstr #btc

Mark Hopkins is the Marketing Lead for tBTC. We talk about his history in Bitcoin, his role with tBTC, Institutional BTC products, market cycles, resources for learning about Bitcoin, and his legal drama.  

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

Mark Hopkins on X: https://x.com/rizzn

#podcast #bitcoin #microstrategy #mstr #btc

Tad Smith is a CEO & Investor.  He is currently a Partner at 1 RoundTable Partners and the Former CEO of Sotheby’s and Madison Square Garden Co. In this conversation, we discuss Tad's journey into bitcoin and why he's all in on the asset after years in traditional finance. 

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Tad Smith On X: https://x.com/tadtweets

#podcast #bitcoin #microstrategy #mstr #btc

Adrian Morris joins the podcast today to discuss his Bitcoin journey and why he's helping to teach and onboard people to Bitcoin. We also talk about  howAdrian has interviewed Eric Semler, current Chairman of Semler Scientific and we discuss the current corporate landscape.  

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

Adrian Morris on X: https://x.com/Adrian_R_Morris

Colleen is a mother of two who discovered Bitcoin as a means of hope for her family. In this conversation, we discuss her journey into Bitcoin and why it's so important for every family to acquire Bitcoin.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Colleen on X: https://x.com/thebitcoingal

#podcast #bitcoin #microstrategy # invest #mstr #btc

Dennis Porter is the CEO & Co-Founder of Satoshi Action Fund. In this conversation we discuss quantum computing, Microstrategy's Bitcoin purchases, alien drones in NJ, Bitcoin legislation in states, Satoshi Action Fund, and where Bitcoin goes from here.

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: 

TIMESTAMPS:

0:00 - Welcome Dennis Porter

1:00 - Rapid Fire -  Quantum Computing, Microstrategy, NJ drones

3:30 - Bitcoin Legislation In States

7:30 - Bitcoin Strategic Reserve - What Happens Next?

12:25 - Why These Legislations Will Pass

15:00 - Satoshi Action Fund

21:00 - How Can People Help?

25:00 - Finding Dennis Online

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

Dan Hillery is a graduate student at Brown University. In this conversation we discuss Dan’s journey into Bitcoin and why he’s so bulling on $MSTR.

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 Hillery on X: https://x.com/Danny85732

British HODL is a former gold and equities investor turned Bitcoin, and writes the "Did you get your ONE Bitcoin?" Newsletter. In this conversation, we discuss this opportunity to acquire bitcoin, why Bitcoin is so important, and how the upcoming US Election may affect Bitcoin's price. 

Follow on Twitter: https://x.com/TimKotzman

The ECB has now said publicly that if you do not own Bitcoin, you will be poor. Why Chance having to rob a bank to get your own money out?

Bram and I covered several topics including self-custody, ETFs, Bitcoin in the Netherlands, MSTR as a gateway equity, inflation, and the Bitcoin community.   

Follow on Twitter: https://x.com/TimKotzman

Here's my discussion w/ Ryan about BTC reflexivity.

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 Derrick on X:

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

Ethan Peck is deputy director for the National Center for Public Policy Research’s Free Enterprise Project and Jesse Kobernick is a business and corporate attorney for Miller Nash LLC. In this episode we break down what's next for Bitcoin and corporate adoption, including companies such Microsoft and Amazon. 

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

Ethan on X: https://x.com/ethanbpeck

Jesse on X: https://x.com/TheJesseMK

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

I had the opportunity to sit down with Greg King, Founder & CEO of Rex Financial. Rex operates the T-Rex 2X Long $MSTR Daily Target ETF MSTU along with Tuttle. We discuss Greg's background, ETFs, ETNs and $MSTR's volatility.

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

Nithu Sezni on X: https://x.com/nithusezni

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

I had the opportunity to sit down with Chase Furey. We discussed his background, Bitcoin adoption and $MSTR.

This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.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

Chase on X: https://x.com/cf_trades

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

Nithu Sezni is an $MSTR options trader. In this conversation, we discussed his upbringing, his time in the navy and his journey to Bitcoin. We also get into $MSTR, MSTR True North, options trading, and how Quant Bros Episode 1 broke his brain.

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

Nithu Sezni on X: https://x.com/nithusezni

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

British HODL is an ex-Gold, Equities & Real Estate Investor turned Bitcoiner after 15 years. He returns to the pod today to discuss Bitcoin & Microstrategy all time highs... 

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

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

Rajat Soni is a personal financial educator in the Bitcoin space with over 10 years of experience. In this conversation, we discuss his view on the MNAV premium, the word dilution versus the word accretion, Bitcoin per share, and how to educate people who are new to the Bitcoin space.

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

Rajat on X: https://x.com/rajatsonifnance

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

Joe Bryan, Advisor & Investor at Antillon Capital, joins the show to discuss his popular "What's The Problem?" video, the challenges that the UK regulatory environment present to Bitcoiners, and what is preventing further Bitcoin adoption in the UK. 

- 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

Joe Bryan on X: https://x.com/satmojoe

0:00 - Intro

0:15 - What led Joe to make his “What’s the Problem?” video

4:30 - Joe’s background and his introduction to Bitcoin

9:02 - Why should corporations consider holding Bitcoin in their treasuries?

15:14 - Bitcoin balance sheets for SMEs

19:45 - What factors are preventing wider corporate adoption in the UK?

23:59 - How does the regulatory environment make it hard to acquire Bitcoin in the UK?

27:14 - Joe’s reaction to Christine Lagarde’s recent statement on Bitcoin

31:08 - How Joe views allocation of Bitcoin for individuals and small businesses

36:53 - Are certain industries better positioned to benefit from adopting Bitcoin to their treasuries?

45:33 - Will governments become more hostile or accommodative to Bitcoin in the near future?

48:01 - Closing thoughts and where to find Joe online

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

Lyn Alden, Founder & Principal of Lyn Alden Investment Strategy, joins the show to take questions from the Bitcoin X Community on topics such as the US Sovereign Wealth Fund, Bitcoin Power Laws, and where Bitcoin can go during this 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Lyn Alden on X: https://x.com/LynAldenContact

0:00 - Intro

0:10 - What impact could tariffs have on the US Dollar Index as well as Canada and Greenland?

3:06 - How will quantitative tightening coming to an end impact markets?

5:57 - What kind of events could lead to a ‘reset moment’?

10:21 - Is the US National Debt not as large as it looks?

11:03 - Will SAB 122 or US Sovereign Wealth Fund have a bigger impact going forward?

13:24 - What could the US Sovereign Wealth Fund look like?

15:26 - Could Bitbonds lower the 10-Year Treasury rate?

17:07 - Will President Trump negotiate a Plaza Accord 2.0 and revalue Gold?

19:33 - Is a merger of Tether and Strategy a strategically sound idea?

23:18 - Lyn’s thoughts on the Bitcoin Power Laws

25:30 - Is now the perfect time to swap Gold for Bitcoin?

27:47 - What is Lyn most grateful for?

29:55 - What could be Bitcoin’s price range this cycle?

34:05 - Lyn’s thoughts on BlackRock upping its Strategy holding to 5%

35:40 - Difference between monetary debasement and inflation

39:15 - Why doesn’t Ray Dalio get Bitcoin?

42:18 - How does Bitcoin fit into a traditional investment portfolio over the next decade?

45:55 - Does Lyn see any trends in corporate Bitcoin adoption?

49:50 - What advice would Lyn give to someone just starting out in Bitcoin?

52:43 - Where to find Lyn online

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

Friend of the show, PunterJeff, returns to discuss the fallout of the California wildfires, the intricacies of the insurance and reinsurance markets, and how these catastrophes could lead more people to 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Jeff on X: https://x.com/PunterJeff

0:00 - Intro

0:14 - Jeff’s review of the insurance and reinsurance market

3:12 - Deep dive on the California Wildfire insurance market

10:14 - What happens to reinsurers after extreme losses following catastrophic events?

19:25 - Will the federal government step in to help make victims whole?

25:53 - How the Laws of Math and Bitcoin tie into this insurance fiasco

29:07 - What will need to change for insurance companies to get credit for Bitcoin on their balance sheets?

33:25 - What is the solution to this problem of people having most of their wealth being tied to their homes?

40:13 - Will the price of homes in California go down?

47:58 - Will rising inflation cause individuals, companies, states, and the federal government to get into Bitcoin?

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

Chase Palmieri & Mason Carter, Co-Founders of Acropolis, join the show to discuss launching Acropolis, a Bitcoin Treasury Solution built on Multi-Institution Custody, and how they are helping clients implement the Microstrategy 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

Chase Palmieri X: https://x.com/chasepalmieri

Mason Carter X: https://x.com/onchaincowboy

0:00 - Intro

0:10 - Chase & Mason’s backgrounds

4:31 - Chase & Mason’s roles at Acropolis

6:23 - What are the limitations of traditional treasury assets?

9:41 - What makes Bitcoin a better treasury asset?

13:21 - What are the barriers keeping companies from adding Bitcoin to their balance sheets?

16:06 - Mason’s experience on the eBay treasury team

18:19 - Why is multi-institutional custody so important?

21:00 - What is Acropolis’s core mission and what services does it provide to clients?

25:06 - What kind of clients does Acropolis serve?

26:04 - How Chase set up a Bitcoin treasury strategy at his family’s restaurant

29:11 - Why companies hire Acropolis for implementing their Bitcoin treasury strategy

31:47 - Does Acropolis help its clients run the Microstrategy playbook?

33:17 - What’s the advantage of companies holding spot Bitcoin?

36:05 - Why is Acropolis Bitcoin only?

37:36 - How will a Trump Administration Bitcoin Strategic Reserve drive corporate adoption?

39:38 - What are Chase & Mason most looking forward to in 2025?

42:50 - Where to find Chase, Mason, & Acropolis online and closing thoughts

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

Michael Mo, CEO & Co-Founder of KULR, joins the show to discuss KULR's origin story, how Michael Saylor's presentation during a Microstrategy earnings call became his 'orange-pill' moment, and KULR’s strategy moving forward to acquire more Bitcoin for its corporate treasury. - 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 Michael Mo on X: https://x.com/michaelmokulr 0:00 - Intro 0:13 - Michael’s professional background and KULR’s origin story 1:59 - How did Michael first hear about Bitcoin? 3:59 - What was Michael’s orange-pill moment? 8:36 - Michael’s thoughts on the best methods for learning about Bitcoin 13:28 - How the Q3 2024 Microstrategy earnings call influenced Michael to put Bitcoin on KULR’s balance sheet 17:53 - What is KULR’s strategy moving forward to acquire more Bitcoin for its corporate treasury? 19:59 - What would Michael say to other corporate executives considering a Bitcoin treasury strategy? 21:46 - A deep dive on KULR’s operations 25:06 - Where to find Michael and KULR online #podcast #bitcoin #microstrategy #investing #mstr #btc

D.R. Lewis is an attorney, veteran, former economics professor, and co-host of Alpha Insights and The Week That Was. He joins the show to discuss first discovering Bitcoin as he was smoking some ribs for a Super Bowl party, his insights into the Bitcoin mining space, and his Bitcoin content 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

DR Lewis on X: https://x.com/Charge_Stack

0:00 - Intro

3:01 - D.R.’s reaction to companies taking on debt to acquire Bitcoin

5:34 - What is D.R. seeing in the Bitcoin mining space?

9:54 - Why are companies that hold Bitcoin as a commodity attractive to shareholders?

12:41 - D.R.’s view on Microstrategy 

14:10 - How D.R. met Adrian Morris and their Bitcoin content journey together

15:56 - D.R.’s experience on X and filtering through the noise

18:46 - What is D.R. focused on going into 2025?

20:20 - Discussing Bitcoin with D.R.’s friends in the digital world vs. in real life

24:13 - Which resources does D.R. recommend to friends starting out their Bitcoin journey?

27:34 - Where to find D.R. online and closing thoughts

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

Glenn Cameron, the new Head of Institutional at Onramp, joins the show for the first podcast with a UK pension allocator coming into the Bitcoin space! We discuss what about Bitcoin drew Glenn's attention, how he navigates skepticism around institutional and pension fund Bitcoin allocation, and his outlook on Bitcoin adoption by institutions and pensions funds over the next 5 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

0:00 - Intro

0:10 - Glenn’s professional background

2:30 - What about Bitcoin first drew Glenn’s attention?

4:38 - How did Glenn navigate the initial skepticism of being a Bitcoin proponent?

8:46 - Weighing Bitcoin risk/reward vs. traditional assets

13:02 - Glenn’s core investment thesis for Bitcoin

17:22 - How did the first British pension fund to make an allocation in Bitcoin arrive at that conclusion?

23:46 - What objections has Glenn faced when pitching Bitcoin allocation to other pension funds?

27:05 - Why aren’t more institutional investment consultants recommending Bitcoin?

30:15 - Glenn’s outlook on institutional and pension fund Bitcoin adoption over the next 3-5 years

33:07 - What advice would Glenn give to pension funds or institutions considering a Bitcoin allocation?

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

Alan Geik is an author, Grammy nominated music producer, and graduate of the London School of Economics. He joins the show to discuss the impact of the US moving off the Gold Standard, how social media's influence on US economics today is similar to radio's in the past, and how he was first introduced to Bitcoin through playing online poker.

- 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

Alan Geik on X: https://x.com/AlanGeik

0:00 - Intro

0:29 - Alan’s background growing up in NYC and going to the London School of Economics

14:08 - What was the reaction to the US going off the Gold Standard?

25:21 - How does Alan view social media’s impact on Bitcoin adoption?

27:33 - How online poker led to Alan’s discovery of Bitcoin

45:53 - Alan’s thoughts on holding Bitcoin vs. MSTR and other Bitcoin equities

51:38 - Where to find Alan online and a never-before-heard Muhammad Ali quote

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

Reed Horwitz, Co-Founder & CTO of Clik, joins the show to discuss Clik's role in the future of content creation, his experience in the crypto industry, and whether Quantum Computing poses a threat to cryptography and BTC wallets. 

- 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

Reed Horwitz on X: https://x.com/ReedHorwitz

TIMESTAMPS:

0:00 - Intro

0:10 - What is going on at Clik and what is the future of social media?

8:06 - Reed’s background and journey to Bitcoin

17:24 - What is so enticing about investing in Altcoins and NFTs?

20:13 - Investing in Bitcoin vs. mining companies vs. Bitcoin equities

22:18 - What impact will the Trump Administration and a potential Bitcoin Strategic Reserve have moving forward?

24:39 - Where are we in this cycle?

27:02 - What tools and resources does Reed recommend to others?

28:28 - Which social media platforms does Reed use and find value in?

31:37 - Reed’s outlook on Quantum Computing 

34:38 - Where to find Reed online and closing thoughts

#podcast #bitcoin #microstrategy #investing #mstr #btckaisekre

I had the pleasure of sitting down with Eric Semler, Chairman, and Renae Cormier, CFO, of Semler Scientific.  

Semler Scientific is a healthcare technology and 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

Eric on X: https://x.com/SemlerEric

Renae on X: https://x.com/renaecormier

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

I had the opportunity to sit down with Ben Harris and Brad Beauchamp. They are fusing together real property and digital property.

I found this to be thought provoking. #Bitcoin is pristine collateral whereas the traditional market would most likely put real estate closer to that definition.

- this episode is sponsored by Onramp

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: 

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

- this episode is sponsored by Onramp

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: 

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

Joe Consorti, Head of Growth at Theya & Horizon, joins the show to discuss his outlook on Bitcoin price movement for 2025, what could lead banks to custody Bitcoin, and why Bitcoin is 'pristine collateral'. 

- 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

Joe Consorti on X: https://x.com/JoeConsorti

0:00 - Intro

0:14 - How does Joe see global liquidity cycles impacting Bitcoin’s price action?

12:10 - How will the repeal of SAB 121 and US sovereign wealth fund impact banks custodying Bitcoin?

22:40 - Joe’s outlook on Bitcoin’s price movement for 2025

30:00 - What could lead people to multi-custody Bitcoin solutions?

38:02 - Why is Bitcoin ‘pristine collateral’? 

50:48 - What Joe is working on and where to find him online

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

George Bodine does it all.. he's an artist, Ex-oil field worker, cab driver, miner, ex-cop and of course.. a Bitcoiner! In this episode we talk everything Bitcoin and MSTR.

- this episode is sponsored by Onramp

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: 

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

Brandon Quittem is the VP of Revenue at Swan - this episode is sponsored by Onramp 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 Brandon on X: https://x.com/BritishHodl #podcast #bitcoin #microstrategy #investing #mstr #btc

Friend of the show, British HODL, returns to give us his hot takes for Bitcoin and MSTR in 2025.

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

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

Baris Serifsoy is an author and former UBS Managing Director with a PhD in Finance. He joins the show to discuss the regulatory differences between Bitcoin allocation in London vs the US, corporate Bitcoin adoption, and which Bitcoin equities he's most bullish on.

- 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

Baris Serifsoy on X: https://x.com/BSerifsoy

0:00 - Intro

0:13 - Baris’s background and journey to Bitcoin

4:35 - How Baris initially came across Microstrategy

9:15 - Baris’s thoughts on Bitcoin allocation

13:08 - Is Bitcoin allocation in London in line with allocation in the US?

14:44 - Is it easier to get BTC exposure through MSTR in London?

16:20 - What is Baris focused on these days?

17:30 - Baris’s thoughts on Microstrategy vs Semler Scientific

22:02 - Bitcoin adoption over the next decade

28:58 - Corporate Bitcoin adoptions over the next decade

31:03 - Regulatory environment in London vs US

34:29 - Which Bitcoin conferences will Baris be attending this year?

35:42 - Closing thoughts and where to find Baris online

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

Friends of the show, British Hodl & Gladiator, join the program to discuss Bitcoin, Microstrategy, and finally settle the debate of who is more bullish.

- 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

Gladiator on X: https://x.com/cf_trades

0:00 - Intro

1:03 - Thoughts on DeepSeek

5:21 - MSTR’s new Perpetual Preferred Stock offering 

11:39 - Is it surprising that Gold has outperformed Real Estate annualized over the last 4 years?

15:20 - How do AI, Bitcoin, and Energy impact each other?

18:14 - Trump Coin and value of other altcoins

28:24 - Thoughts on Michael Saylor’s messaging about the new ‘Crypto Era’

45:07 - How does the rest of the S&P 500 universe respond to Microstrategy doing what they're doing?

48:17 - Will British buy any other Bitcoin equities?

51:58 - Closing thoughts and where to find British & Gladiator online

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

Chris Gemondo is a Corporate/Securities Attorney providing legal counsel to Fund Management Teams, Accredited Investors, and Entrepreneurs. He joins the show to share his thoughts on Bitcoin and the variety of options for investing in it. - 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 1.27.25 Bitcoin Treasuries - Chris Gemondo 0:00 - Intro 0:07 - Chris’ background 4:58 - Thinking through all of the investing options with Bitcoin 8:01 - Thinking about Bitcoin vs. Microstrategy 10:04 - Where to find Chris online and his favorite resources #podcast #bitcoin #microstrategy #investing #mstr #btc

Friend of the show Chase Furey aka Gladiator joins the show fresh off the Bitcoin 100k Party! He discusses whether he is bullish enough, what the ‘Supercycle’ means for Bitcoin, and takes questions from the crowd.

- 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

Gladiator on X: https://x.com/cf_trades

0:00 - Intro

0:14 - Observations from the Bitcoin 100K Party

3:06 - Diving deep on Gladiator’s lifestyle

9:36 - Are the algorithms accounting for the new fair value accounting?

16:44 - Chase’s thoughts on the 2x levered long ETFs

18:29 - Questions from the crowd

26:50 - Chase’s expectations for the new administration’s first 100 days

28:49 - How Chase views other Bitcoin equities

31:26 - What does the ‘Supercycle’ mean for Bitcoin?

35:06 - Where to find Gladiator online and closing thoughts

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

Brian Cubellis, Chief Strategy Officer at Onramp, joins the show to discuss his journey from traditional finance to crypto, Bitcoin's unique custodial considerations, and thinking of Bitcoin as the hurdle rate when making financial decisions. 

- 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

Brian Cubellis on X: https://x.com/BackslashBTC

0:00 - Intro

0:16 - Brian’s background and journey from TradFi to Bitcoin

15:31 - What has Brian learned from traditional value investing?

18:52 - Why is custody so critical to Bitcoin?

26:47 - The process of in-person verification

30:59 - The tradeoffs and risks of different custodial models

37:41 - The current Bitcoin-centric financial services in the marketplace and what to expect to see moving forward

44:40 - Brian discusses the private client side vs. the institutional side of Onramp’s business

50:52 - How Brian views opportunity cost and thinking of Bitcoin as the hurdle rate

56:50 - Final thoughts and where to find Brian online

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

Matt Cole, CEO of Strive, joins the show to discuss Strive's origin and mission, what he expects from the first 100 days of the new administration, and his thoughts on companies running a Bitcoin Treasury 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Matt Cole on X: https://x.com/ColeMacro

0:00 - Intro

0:08 - What does Matt expect from the first 100 days of the Trump Administration?

5:11 - What is the mission of Strive?

8:15 - Matt’s background and Strive’s origin story

10:04 - What is Strive’s view today on Bitcoin?

13:21 - Matt’s discusses Strive’s ETFs and current products and services

18:29 - Does Matt share Michael Saylor’s view that we are in a Gold Rush?

22:21 - Matt’s thoughts on companies running a Bitcoin Treasury Strategy

24:25 - What other products will the market want as we move forward?

25:49 - What sectors aside from Bitcoin and AI that Strive is bullish on?

26:54 - Closing thoughts and where to find Matt and Strive online

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

Andrew AP Abacus, Co-Founder of Arch Public, joins the show to discuss whether Bitcoin should replace gold, where Bitcoin's price could head in 2025, and what the best play is for someone not levered long like Microstrategy.

- 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 on X: https://x.com/ap_abacus?

0:00 - Intro

0:09 - Andrew’s background

5:04 - Explaining Bitcoin vs crypto

11:26 - Thinking about Bitcoin vs Bitcoin related equities

14:03 - What’s the play for someone not levered long like Microstrategy?

16:06 - Will allocation continue to be between 1-5% and what could change that?

19:35 - Does Andrew still believe Bitcoin ETFs are acting as “always-on demand vacuums that are insatiable”?

24:43 - Where does Andrew see Bitcoin’s price heading in 2025?

27:21 - Should Bitcoin replace gold?

30:01 - Has the MSTR chatter reached wealth management?

31:50 - Where to find Andrew online and closing thoughts

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