Explore every episode of the podcast The Bitcoin Treasuries Podcast with Tim Kotzman

Nathan McCauley, Co-founder and CEO of Anchorage Digital, joins the show to discuss everything going on at Anchorage Digital, Bitcoin Treasuries, and whether Bitcoin is the best digital reserve asset.

- 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

Nathan McCauley on X: https://x.com/nathanmccauley

0:00 - Intro

0:10 - Nathan’s background and journey to Bitcoin

1:46 - What questions do institutional clients ask Nathan?

3:37 - What services do Anchorage offer clients?

5:57 - Which countries is Anchorage active in?

6:52 - How has the increased Bitcoin Treasury company activity hitting Anchorage?

8:33 - Where does Nathan see things going over the next 6 months?

11:14 - Which assets does Anchorage deal in?

17:21 - Is Bitcoin the best digital reserve asset?

19:35 - Is there a minimum size for Anchorage’s prospective clients?

20:52 - Anchorage’s onboarding process

23:36 - Are clients asking for strategies around yield on Bitcoin?

26:26 - How Anchorage became the only bank in the space

29:10 - Borrowing against Bitcoin

31:14 - Closing thoughts and where to find Nathan and Anchorage online

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

Andrew Webley, CEO of The Smarter Web Company, returns to the show to discuss The Smarter Web Company's big Bitcoin purchase, who's investing in the company, and how he sees Bitcoin Treasury companies driving the price of 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Andrew Webley on X: https://x.com/asjwebley

0:00 - Intro

0:11 - Smarter Web Company’s Big Bitcoin Move

2:57 - Institutional Investors in Smarter Web Company

6:21 - What tickers is Smarter Web Company trading under?

7:50 - What is the mNAV months to cover metric?

11:32 - What has surprised Andrew about the community around Smarter Web Company? 

15:03 - Smarter Web Company’s Bitcoin buying process

19:45 - What questions does Andrew get from investors?

22:37 - How Andrew thinks through the media side of the business

26:18 - How Andrew thinks about investor relations

30:03 - Where does Andrew see the most amount of inbound and activity coming from?

32:29 - What is the ratio of Smarter Web’s investor base US vs UK?

36:28 - Andrew’s takeaways from Metaplanet still being the only Bitcoin Treasury company in Japan

42:08 - Where does Andrew see the Smarter Web Company going operational and with its treasury going forward?

45:09 - Will Bitcoin Treasury companies be the main driver of Bitcoin from $100K upwards?

49:17 - Closing thoughts and where to find Andrew online

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

Sander Andersen, CEO and Co-Founder of H100 Group, returns to the show to provide an update on H100 Group's Bitcoin Treasury adoption, what questions he's receiving from investors, and his outlook on the rest of 2025 and beyond. 

- 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

Sander Andersen on X: https://x.com/Sanderandersenn

0:00 - Intro

0:12 - Updates on H100 Group’s Bitcoin Treasury adoption

1:00 - Who was involved in H100’s financing

3:04 - What questions and feedback has Sander received from investors?

5:30 - How media plays into a Bitcoin Treasury strategy

7:30 - What is Sander’s process for educating investors on Bitcoin?

10:03 - H100 Group’s Bitcoin buying methodology

11:06 - The regulatory environment in Europe

12:34 - Sander’s outlook on the rest of this year and next

15:21 - Closing thoughts and where to find Sander online

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

Adam Livingston,  Author of The Bitcoin Age and The Great Harvest, joins the show to discuss what risks he sees, Metaplanet and other Bitcoin Treasury companies, and how to get your mNAV above 1.5.

- 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

Adam Livingston on X: https://x.com/AdamBLiv

0:00 - Intro

0:28 - Adam’s background and Bitcoin journey

5:38 - Adam’s take on Bitcoin Treasury companies

7:57 - What risks does Adam see?

15:09 - Is Metaplanet orchestrating something?

17:09 - Do Bitcoin Treasury companies need to have a preferred product?

19:02 - How to get your mNAV above 1.5

21:50 - Closing thoughts and where to find Adam online

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

Tim Enneking, Founder and Principal of Digital Capital Management, joins the show to discuss launching the first Crypto Trading Fund in history, the intersection of Bitcoin and AI, and everything you need to know about Bitcoin yield.

- 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

Tim Enneking on X: https://x.com/ennekingTJ

0:00 - Intro

0:20 - How Tim got into Bitcoin

1:00 - Tim’s background

10:49 - Launching the First Crypto Trading Fund in history

16:03 - Where will things go in the next 12-36 months?

21:14 - Do institutions and governments need Bitcoin’s price to go higher to feel comfortable buying it?

25:12 - How AI and Bitcoin will intersect

29:00 - Tim’s take on the Lightning Network

33:17 - Tim’s view on Bitcoin Treasury companies

40:49 - Bitcoin Yield - What is it and how does it work?

49:46 - Can you be a fractional owner of a liquidity pool?

54:47 - Final thoughts and where to find Tim online

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

Shone Anstey, Founder & CEO at LQWD Technologies, joins the show to discuss building on the Lightning Network, implementing a Bitcoin Treasury strategy, and the differences between operating in the US and Canadian markets.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

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

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Shone Anstey on X: https://x.com/shoneanstey

0:00 - Intro

0:16 - Shone’s background and journey to Bitcoin

1:19 - What led Shoen to LQwD?

3:42 - What is the Lightning Network?

7:34 - Do transactions get cheaper with more volume on the Lightning Network?

12:57 - Shone’s Bitcoin Treasury strategy

21:06 - How Shone explains Bitcoin to someone

23:52 - How Shone approaches the price bias of Bitcoin

27:40 - Canadian market vs US Market

31:26 - How Shone sees things playing out over the next few years

33:49 - Shone’s take Michael Saylor’s framework on digital currencies

37:34 - Closing thoughts and where to find Shone online

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

Friend of the show Dan Hillery returns to discuss Strategy's STRD announcement, his takeaways from the Bitcoin conference in Vegas, and the biggest risks Bitcoin Treasury companies are facing.

- 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

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

0:00 - Intro

0:08 - What is STRD and how does it compare to Strategy’s other preferred offerings?

5:09 - How STRD dividends work

6:29 - Can STRD ATM help MSTR get above mNAV?

10:20 - Leverage ratios analyzation 

13:03 - What other companies offer something like STRD?

13:48 - What other products can Strategy offer?

16:00 - What do currency swaps mean?

19:58 - Dan’s takeaways from the Vegas Bitcoin Conference

22:28 - What are the biggest risks to Bitcoin Treasury companies during a drawdown?

28:44 - Could a company ATM cash onto its balance sheet if Bitcoin is falling?

32:57 - Closing thoughts and where to find Dan online

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

Justin Este, Senior Associate at Equiturn, joins the show to discuss his journey to Bitcoin, his take on Strategy and other Bitcoin Treasury companies, and the Las Vegas Bitcoin Conference.- 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/TimKotzmanJustin Este on X: https://x.com/SatsWithEste0:00 - Intro0:16 - Justin’s background1:01 - Justin’s Bitcoin journey3:36 - Strategy and other Bitcoin Treasury companies 5:04 - Bitcoin community online vs in real life7:06 - AI’s impact on Bitcoin8:16 - Closing thoughts and where to find Justin online#podcast #bitcoin #microstrategy #investing #mstr #btc

Chaitanya Jain, Bitcoin Strategy Intern at Strategy, sits down with Tim to discuss his role with Strategy, Institutional vs Retail Strategy Investors, and whether MSTR will ever sell its 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/TimKotzmanGuest on X: https://x.com/_chaitanyaj?lang=en0:00 - Intro4:10 - Chaitanya’s role with Strategy11:20 - Bitcoin Treasury companies in the news16:16 - Institutional vs Retail Strategy Investors19:28 - Chaitanya’s time at Blackstone24:50 - How Chaitanya came across the job posting for Strategy28:35 - Bitcoin’s effect on the soul32:00 - What assurances does Strategy have that its Bitcoin isn’t being re-hypothecated32:45 - When does Strategy become a Bitcoin lender?34:20 - How Strategy team generates yield35:40 - Will MSTR ever sell its Bitcoin?#podcast #bitcoin #microstrategy #investing #mstr #btc

Sander Andersen, CEO of H100 Group, joins the show to discuss becoming Sweden's first 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

Sander Andersen on X: https://x.com/Sanderandersenn

0:00 - Intro

0:16 - Sander’s background and journey to his position with H100 Group

1:05 - Founding Finpeers

2:10 - H100 Group’s first Bitcoin purchase

2:39 - Sander’s thoughts on Bitcoin equity

3:34 - Where to find Sander online

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

James Van Straten & Malcolm Palle of Coinsilium return to the show to discuss everything going on at Coinsilium and Forza, increased interest following their first Bitcoin purchase, and how media coverage and regulatory restrictions are impacting 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

James Van Straten on X: https://x.com/btcjvs

Malcolm Palle on X: https://x.com/malcolmpalle

0:00 - Intro

0:19 - Where everything is right now with Coinsilium and Forza

29:53 - The increase in inbound interest following Coinsilium’s first purchase

39:20 - The regulatory restrictions and media coverage of Bitcoin in the UK

48:00 - Closing thoughts and where to find Coinsilium and Forza online

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

Tim is joined by Jackson Mikalic and Brian Cubellis from Onramp for a wide ranging discussion on Bitcoin custody.

- 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

Jackson Mikalic on X: https://x.com/macrojack21

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

0:00 - Intro

0:13 - Inflation and Bitcoin

6:19 - Bitcoin Custody

23:54 - The Future of Custody

38:31 - What is the risk benefit threshold to use Onramp?

42:00 - What is the minimal amount of time needed to move funds?

43:31 - Does Onramp do staking behind the scenes?

44:19 - Can you have an unknown custodian?

46:24 - Do ETFs have lower risk?

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

From Bitcoin Investors Day in Paris, Tim leads a panel featuring Adam Back (Blockstream), Nicolas Brand (Fulgur Ventures), Alexandre Laizet (The Blockchain Group), and Yves Choueifaty (TOBAM) on a discussion of where Bitcoin Capital Markets are going.

- 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

Adam Back on X: https://x.com/adam3us

Alexandre Laizet: https://x.com/AlexandreLaizet

0:00 - Intro

0:20 - The current state of Bitcoin Capital Markets

12:30 - Institutional sentiment towards Bitcoin

15:25 - Venture Capital and Bitcoin related startups

18:50 - Scaling Bitcoin

25:00 - Institutional adoption of Bitcoin

33:06 - The Performance of Strategy

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

Eleanor Terrett, Journalist and Co-Host of Crypto in America, joins the show to discuss her time as a Fox Business Producer, where we are now in media and where things are going, and what advice she would give to someone getting into digital media.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

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

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Eleanor Terrett on X: https://x.com/EleanorTerrett

0:00 - Intro

0:20 - Eleanor’s background

8:57 - What is a day in the life of a Producer?

12:04 - Eleanor’s take on where we are now in media and where things are going

16:28 - What advice would Eleanor give to someone getting into digital media?

19:42 - Where to find Eleanor online

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

Nick Neuman, CEO and Co-Founder of Casa, joins the show to discuss his "To Catch a Scammer" video, Bitcoin self custody, and the security risks facing executives in the crypto space. 

- 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

Nick Neuman on X: https://x.com/Nneuman

0:00 - Intro

0:30 - Nick’s “To Catch a Scammer” video

11:33 - What are the biggest concerns that customers have?

18:09 - Nick’s background and forming Casa

19:22 - How did Nick first hear about Bitcoin?

22:58 - How does self custody work?

30:03 - Who has the Bitcoin when you self custody?

36:02 - How would Nick think through custody if he was a public CEO?

40:46 - Could there be other custody processes put in place to prevent risk to executives?

48:55 - How does Nick and Casa get people up to speed on custody?

51:34 - Closing thoughts and where to find Nick online

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

Matt McDonagh, former Wall Street banker turned Bitcoiner, data engineer, and tech investor, joins the show to discuss discovering Bitcoin at the Princeton Club, AI's impact on Bitcoin and social media, and Bitcoin as the Hurdle Rate. 

- 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 McDonagh on X: https://x.com/McDonaghMatthew

0:00 - Intro

0:38 - Matt’s background

2:19 - How Matt got into Bitcoin

8:30 - What is Matt doing these days?

12:58 - How does Matt think about Bitcoin as the Hurdle Rate?

15:48 - Matt’s view on social media and AI

18:41 - Matt’s view on Bitcoin Treasury companies

26:05 - How can the market understand Strike and Strife faster?

27:52 - Was there a moment that solidified Bitcoin’s storage value to Matt?

29:40 - Would Matt take a private company public as a Bitcoin Treasury company?

31:57 - Bitcoin and AI

34:28 - What tools or resources would Matt recommend to others?

36:16 - Closing thoughts and where to find Matt online

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

A special bonus preview of Tim's conversation with Matt McDonagh, former Wall Street banker turned Bitcoiner, data engineer, and tech investor. - 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: https://x.com/mcdonaghmatthew0:00 - Intro0:07 - How Elon Musk will have the best real-time understanding of what humanity is thinking about2:42 - If Elon could start or acquire one additional company, what would it be?4:52 - Matt’s experience with social media9:21 - Matt’s takeaways from MSTR True North’s Fireside Chat at Strategy World13:21 - Retail investors vs institutional investors#podcast #bitcoin #microstrategy #investing #mstr #btc

Michael Tanguma, Founder and CEO of Onramp, joins the show to discuss his journey to Bitcoin, Onramp's Early Riders venture firm, and a big Onramp announcement. 

- 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 Tanguma on X: https://x.com/MTanguma

0:00 - Intro

0:45 - Recapping MSTR earnings 

7:00 - Michael’s take on the announcement of 21 Capital

11:54 - Michael’s journey to Bitcoin and founding Onramp

21:56 - Where Onramp is today and its flagship product

27:26 - How Onramp educates consumers on its offerings

38:30 - Onramp’s venture firm Early Riders

49:25 - Where Onramp is going from here

53:04 - Where to find Michael online

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

Pierre Rochard, CEO of the Bitcoin Bond Company, joins the show to discuss  starting the Bitcoin Bond Company, Bitcoin's role in global fixed income, and what success look like for the Bitcoin Bond Company in 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

Pierre Rochard on X: https://x.com/BitcoinPierre

0:00 - Intro

0:18 - Pierre’s background

4:20 - Starting the Bitcoin Bond Company

5:54 - What are the Bitcoin Bond Company’s products and services?

11:50 - Who are the Bitcoin Bond Company’s target customers?

15:19 - What is Bitcoin’s role in global fixed income markets?

21:43 - Will nation states issue debt in Bitcoin in the next decade?

24:30 - How would a Bitcoin bond differ from El Salvador’s volcano bond?

26:31 - Are there any regulatory barriers to launching Bitcoin bonds in the US?

28:52 - Are there any other jurisdictions Pierre is looking at?

30:20 - Pierre’s thoughts on custody and risk management

33:30 - What would Pierre say to executives considering a Bitcoin Treasury strategy? 

38:39 - Pierre’s views on Strategy’s financial instrument offerings 

49:26 - What does success look like for the Bitcoin Bond Company in the next 5 years?

52:24 - Final thoughts and where to find Pierre online

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

Eleanor Terrett, Co-Host of the Crypto in America podcast and newsletter, joins the show to interview Tim and discuss how Tim has gotten to where he is now, who has had the biggest impact on him in the Bitcoin space, and where companies looking into Bitcoin Treasury strategies should get started.

- 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

Eleanor Terrett on X: https://x.com/eleanorterrett

0:00 - Intro

0:30 - How Tim got into Bitcoin

1:35 - How has Tim gotten to where he is now?

5:08 - Who has had the biggest influence on Tim in the Bitcoin space?

6:48 - Where companies looking into Bitcoin Treasury strategies should get started

14:09 - Was the Wall Street Bitcoin Spot ETF adoption the accelerator behind Bitcoin Treasury Strategy?

16:15 - Tim’ thoughts on Bitcoin’s evolution 

18:30 - Will we ever find out who Satoshi is?

19:40 - Does Saylor own enough Bitcoin to centralize it?

17:30 - Why is Bitcoin not a giant Ponzi scheme?

20:32 - Tim’s advice for people thinking about buying Bitcoin

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

Tyler Evans, Co-Founder of BTC Inc. and Chief Investment Officer at UTXO Management, joins the show to discuss launching BTC Inc., UTXO Management's investment strategy, and what company executives need to be thinking about when considering 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

Tyler Evans on X: https://x.com/tylev

0:00 - Intro

0:21 - Tyler’s takeaways from Bitcoin Standard Corporations Investor Day

2:34 - Tyler’s background and journey to Bitcoin

5:47 - Launching BTC Inc.

14:41 - How did UTXO Management get started and what is it doing now?

17:46 - The early days of the fund and its initial investment strategy

28:58 - What impact are larger-than-life figures in Bitcoin like Michael Saylor and Dylan Leclair having?

32:42 - What should public and private company executives be thinking about when considering a Bitcoin Treasury strategy?

39:19 - What is Tyler focused on these days?

41:27 - Closing thoughts and where to find Tyler online

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

Matthew Montgomery, Founder and Managing Director at Maevlo Company, joins the show to discuss his time as a Landman, his journey to Bitcoin, and the similarities between mineral royalty funds and 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

Matthew Montgomery on X: https://x.com/MaevloCompany

0:00 - Intro

1:06 - What is a Landman?

4:08 - How Matthew got into the oil business

30:48 - Matthew’s move from Landman to Maevlo

37:08 - How much does it cost to drill a well?

46:21 - Matthew’s journey to Bitcoin

1:01:50 - Similarities and differences between mineral royalty funds and Bitcoin

1:12:00 - Where to find Matthew and Maevlo online

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

Andrew Webley, Founder and CEO of The Smarter Web Company, joins the show to discuss his journey to Bitcoin, bringing his company public in the UK, and the impact Bitcoin Treasury companies have had on the operations of The Smarter Web 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

Guest on X: https://x.com/asjwebley

0:00 - Intro

0:31 - Recapping Andrew’s recent trip to New York

1:35 - Andrew’s background and journey to Bitcoin

15:51 - Taking The Smarter Web Company public

22:00 - How Strategy and Metaplanet’s Bitcoin Treasuries have impacted The Smarter Web Company

29:28 - The Smarter Web Company’s operations, products, and services

32:32 - Where to find Andrew and The Smarter Web Company online

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

Matyas Kuchar, Co-Founder of BTC Prague, joins the show to discuss his takeaways from Paris Blockchain Week, how BTC Prague got started, and growing Bitcoin across Europe.- 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/TimKotzmanMatyas Kuchar on X: https://x.com/Matyas44Cook4.22.25 Bitcoin Treasuries - Matyas Kuchar0:00 - Intro0:16 - How BTC Prague got started6:44 - Matyas’ takeaways from Paris Blockchain Week7:49 - Where to find Matyas and BTC Prague online#podcast #bitcoin #microstrategy #investing #mstr #btc

Alexandre Laizet, Deputy CEO of The Blockchain Group, joins the show to discuss implementing the Bitcoin Treasury strategy, what types of investors and companies are reaching out to him, and how The Blockchain Group thinks about Bitcoin acquisition.

- 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

Alexandre Laizet on X: https://x.com/AlexandreLaizet

0:00 - Intro

0:09 - Alexandre’s takeaways from the Paris Blockchain Week conference

1:31 - What types of investors and companies are reaching out to Alexandre?

8:53 - What questions does Alexandre receive most often about the Bitcoin Treasury strategy?

11:55 - How does The Blockchain Group think about Bitcoin acquisition?

14:14 - Where to find Alexandre and The Blockchain Group online

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

JM Mognetti, CEO of CoinShares, joins the show to discuss the origin CoinShares, launching Europe's largest ETP, and what's on the horizon for CoinShares.

- 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/TimKotzmanJM Mognetti on X: https://x.com/jmmognetti#podcast #bitcoin #microstrategy #investing #mstr #btc

Adam Back, CEO and Co-Founder of Blockstream, joins the show to discuss Bitcoin treasury, the bond market, and what Blockstream is focused on these days.

- 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

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Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Guest on X: https://x.com/adam3us

0:00 - Intro

0:30 - What is the current media landscape?

1:11 - What messaging surrounding Bitcoin is changing?

6:20 - How are ETFs positioned to handle nations buying Bitcoin?

13:25 - Can a small number of corporates really attack the bond market?

15:54 - Will the new structured products coming out be another road to Bitcoin?

21:20 - Adam’s take on tariffs

27:25 - What is Adam focused on these days?

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

CJ Konstantinos, Founder of Peoples Reserve, joins the show to discuss the power of the meme, the current state of Bitcoin Treasury adoption, and what led him to launching Peoples Reserve. 

- 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

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Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

CJ Konstantinos on X: https://x.com/CJKonstantinos

0:00 - Intro

1:08 - CJ’s take on what Gamestop is doing and Bitcoin Treasury companies

8:21 - The power of the meme

19:40 - Where are we in Bitcoin Treasury adoption?

35:23 - Where does all of this go under the current administration?

53:28 - What is Peoples Reserve?

1:00:09 - Where to find CJ and People’s Reserve online 

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

Paul Giordano, VP of Digital Asset Management at MARA, joins the show to discuss Bitcoin on the balance sheet, how MARA differentiates itself in the Bitcoin mining industry, and where MARA could be 5 years from now.- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanPaul Giordano on X: https://x.com/pgio2404260:00 - Intro0:15 - Paul’s background in Finance and Hedge Funds and journey to Bitcoin4:36 - MARA’s Bitcoin Strategy6:28 - How does MARA differentiate itself in the Bitcoin mining industry?10:37 - Are there certain geographies where MARA partners with the grid more often?12:40 - How does Stranded Energy factor in?14:29 - MARA’s strategy around Bitcoin halving16:11 - How MARA is viewing the new regulatory environment19:29 - MARA’s approach to Bitcoin custodian partners22:13 - What MARA is doing in the RWA space23:15 - Where does Paul see MARA in the next 5 years?24:20 - How does MARA think about AI and hyperscalers?26:17 - MARA’s outlook on M&A27:00 - Closing thoughts and where to find MARA online#podcast #bitcoin #microstrategy #investing #mstr #btc

Jeff Laberge, Head of Capital Market & Strategic Initiatives at Bitdeer Technology Group, joins the show to discuss Bitdeer's origin story, having Bitcoin on the balance sheet, and making the most efficient chip on the market. - this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanJeff Laberge on X: x.com/jefflaberge40:00 - Intro0:13 - Jeff’s background and journey to Bitcoin2:02 - How does Bitdeer think about Bitcoin on the balance sheet?2:59 - Bitdeer’s origin story4:17 - The moment when Jeff was introduced to Bitcoin5:14 - Bitdeer’s present day operations10:52 - Breaking down how Bitdeer makes the most efficient chip on the market15:00 - High Performance Computing opportunities for Bitdeer18:13 - How has AI’s development impacted Bitdeer?21:02 - What is a hyperscaler?24:01 - Closing thoughts and where to find Jeff and Bitdeer online#podcast #bitcoin #microstrategy #investing #mstr #btc

Janna Scott, Founder of DeFi Tax, joins the show to discuss the biggest risks individuals face when filing crypto taxes, what mistakes are CPAs making when filing crypto tax returns, and what DeFi Tax will look like when it hits the market.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

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

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

DeFi Tax on X: https://x.com/defitax_us

0:00 - Intro

0:11 - Janna’s background and journey to Bitcoin

10:55 - What is the wildest question Janna’s received from a client?

16:05 - Tax write offs for crypto and stocks

 18:11 - What are the biggest risks individuals face when filing crypto taxes?

23:51 - Audit-ready crypto tax reporting

28:49 - What mistakes are CPAs making when filing crypto tax returns?

31:08 - How does DeFi Tax ensure the accuracy of blockchain data?

33:32 - What role did the SEC and IRS collaboration play in shaping DeFi Tax?

37:17 - What will DeFi Tax look like when it hits the market?

42:02 - Where to find Janna and DeFi Tax online

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

Sam Abbassi, Founder & CEO of Hoseki, joins the show to discuss the scarcity of Bitcoin, what's new at Hoseki, and the importance of Proof of Reserves. 

- 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

Sam Abbassi on X: https://x.com/samabbassi

0:00 - Intro

0:10 - Sam’s background in economics and neuroscience research

3:46 - How Sam learned about Bitcoin and how he explains it to others

9:39 - Focusing on the scarcity aspect of Bitcoin

15:49 - What Bitcoin resources does Sam point people to?

22:31 - What is Hoseki doing?

27:20 - How Hoseki could impact credit rating agencies

29:08 - Sam’s take on Bitcoin corporate adoption

31:24 - What is Proof of Reserves and why is it important?

42:30 - Sam’s take on security with public companies and public wallets

47:00 - What is Sam and Hoseki coming out with next?

49:36 - Taking a closer look at Sam’s time with the “Fidelity Mafia”

52:57 - Where to find Sam online and closing thoughts

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

Dhruv Patel, CEO & Co-Founder of Arch Lending, joins the show to discuss launching Arch Lending, their partnership with Onramp, and what trends he is seeing in the Bitcoin space.

- 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

Dhruv Patel on X: https://x.com/dpatel_34

0:00 - Intro

0:32 - Dhruv’s background and journey to Bitcoin

1:55 - Were other people into Bitcoin when Dhruv discovered it?

2:59 - Going from Bridgewater to founding Arch Lending

4:13 - What were the conversations like when launching Arch?

6:16 - What is a CLO facility?

6:50 - Buying and borrowing

9:40 - Could Arch lower its interest rates over time?

11:08 - The range of Arch Lending clientele

13:07 - What questions does Dhruv and Arch most often get?

15:47 - Arch’s partnership with Onramp

17:52 - Will there be more customer growth on the individual or corporate side?

19:25 - Public vs private companies adopting Bitcoin Treasury strategy 

22:34 - If Bitcoin volatility decreases, would the loan-to-value increase?

23:24 - Where to learn more about Arch Lending

23:52 - Final thoughts and a question for Tim

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

Friend of the show Ben Werkman returns to discuss his takeaways from the last year, what's going on at Strategy, and what's new in the Bitcoin Treasury space.

- 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

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

0:00 - Intro

1:00 - Ben’s takeaways from the last year

12:35 - Why has MSTR True North taken off?

20:10 - What advice would Ben give to young people?

23:37 - Breaking down what’s going on at Strategy

38:35 - Can Saylor capture 1% of the Fixed Income market?

44:25 - Ben’s take on the Bitcoin Treasury products that have come to market

49:00 - Which Bitcoin events will Ben be attending this year and where to find him online

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

Friend of the show Dan Hillery returns to discuss his updated model for Strategy including STRK & STRF.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

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

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Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

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

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

Friend of the show Dan Hillery returns to breakdown STRF & STRK.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

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

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Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

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

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

Friend of the show Adrian Morris returns to discuss what's going on with Strategy's strategy, STRF, and what to make of all the different levers MSTR has at its disposal. 

- 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

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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

0:00 - Intro

0:17 - Where are we now with Strategy’s strategy?

5:02 - Is STRF Fixed Income focused?

7:19 - What to make of the different levers Strategy has available

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

Friend of the show Dan Hillery returns to discuss what happened on Pie Day, what trends he's seeing in the Bitcoin space, and the best place to build a Bitcoin network.

- 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

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

0:00 - Intro

0:22 - What happened on March 14?

2:12 - What’s going on with Dan?

5:14 - What opportunities and trends is Dan seeing in the Bitcoin space?

9:06 - What’s the best way to build a network in Bitcoin?

11:37 - Which cities is Dan interested in living in?

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

Phong Le, CEO of Strategy, joins the show to discuss what's going on at Strategy, Bitcoin advocacy, and whether Strategy will become the largest and most profitable company in the world.

- 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

https://www.strategy.com/

0:00 - Intro

0:32 - Phong’s background and experience at Strategy

2:40 - Serving on Strategy’s Board of Directors and how the Executive Team and Board work together

5:30 - Strategy’s international operations and headcount

6:57 - Strategy’s present day Business Intelligence operations

14:30 - Are Strategy employees Intrapreneurs? 

20:44 - What did Phong learn from the last Crypto Winter?

28:35 - If Phong could choose the narrative for Bitcoin, what would it be?

44:34 - Does Phong pushback on Treasurers that don’t adopt a Bitcoin Treasury Strategy?

47:39 - Talking KPIs and Strategy.com

53:43 - Should there be more Strategy replicas?

57:06 - Is STRK as successful as initially thought?

1:05:42 - Was the ATM of shares in the Fall too fast?

1:09:04 - Could it make sense for Strategy to buy its own shares back?

1:10:15 - How many people work on the Bitcoin Strategy team?

1:12:30 - How does Strategy measure success for its new Bitcoin advocacy role?

1:15:12 - Will Strategy become the largest and most profitable company in the world?

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

Dan Wagner, CEO of Rezolve AI, joins the show to discuss how Rezolve AI is leveling up e-commerce, implementing a Bitcoin Treasury Strategy, and the future of digital payments. 

- 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

Dan Wagner on X: https://x.com/realDanWagner

0:00 - Intro

0:38 - Dan’s background 

06:33 - How Rezolve AI is leveling up e-commerce

8:52 - When did Dan first hear about Bitcoin and digital assets?

14:23 - How Dan thinks about Bitcoin allocation moving forward?

17:42 - What was the process to start a Bitcoin Treasury Strategy?

18:55 - What happens when other cryptos are added to the wallet?

21:03 - How is Rezolve’s strategy similar to the US Bitcoin Strategic Reserve and Digital Asset Stockpile?

25:32 - Which cryptocurrencies will people use for purchases in the future?

27:23 - Will people have Bitcoin for saving and Bitcoin for purchases?

31:32 - Rezolve’s plan to create a new way to pay for everyday goods and services

33:14 - Could Rezolve expand its Bitcoin Treasury?

34:22 - Which markets is Rezolve active in?

35:16 - Closing thoughts

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

Malcolm Palle, Co-Founder + Chairman at Coinsilium, and James Van Straten, Advisory Board Member at Coinsilium and Senior Analyst at CoinDesk, join the show to discuss what they are doing at Coinsilium, the challenges of implementing a Bitcoin Treasury Strategy in the UK, and what Bitcoin adoption in the UK could look like. 

- 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

Malcolm Palle on X: https://x.com/malcolmpalle

James Van Straten on X: https://x.com/btcjvs

0:00 - Intro

0:40 - Malcolm’s background

1:58 - James’ background

2:57 - What Coinsilium and Forza are doing with Bitcoin

10:54 - How close will they follow Strategy’s strategy?

18:02 - The landscape of crypto exchanges in the UK

33:32 - Bitcoin adoption and education in the UK

37:15 - What feedback are they getting from shareholders?

41:42 - Closing thoughts and where to find Malcolm and James online

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

Bitcoin Pilot, former Marine Corps aviator and Founder & CEO of the Cider Mill Fund, joins the show to discuss his "Ask Me About Bitcoin" T Shirt, talking Bitcoin in Gladiator's parents' kitchen, and how high he sees Bitcoin flying in 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

Bitcoin Pilot on X: https://x.com/BitcoinPilot21

0:00 - Intro

0:12 - Bitcoin Pilot’s background and journey to Bitcoin

6:13 - Bitcoin Pilot’s “Ask Me About Bitcoin” T Shirt

10:43 - Talking Bitcoin with Gladiator in his parents’ kitchen

26:22 - How does Bitcoin Pilot approach Bitcoin conversations with different types of personalities?

48:18 - What Bitcoin events does Bitcoin Pilot attend?

54:20 - Where to find Bitcoin Pilot online

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

Brian Brookshire, Head of Growth at Brookshire Marketing, joins the show to discuss his outlook on MSTR and other Bitcoin Treasury stocks, what Strategy is doing now and in the future, and where we are with Bitcoin adoption in the US. 

- 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 Brookshire on X: https://x.com/btc_overflow

0:00 - Intro

0:12 - Brian’s background

1:55 - How Brian first learned about Strategy

4:11 - Brian’s take on mNAV

8:01 - What will volatility look like in the near term?

10:48 - How Brian would describe the price action recently

12:30 - Brian’s thoughts on the US Crypto Reserve

16:11 - Will States adopt a Strategic Reserve?

18:16 - What is Strategy doing?

22:10 - Brian’s views on other Bitcoin Treasury stocks

23:42 - Expectations for additional announcements of Bitcoin Treasury companies

25:40 - Could Semler Scientific become the Pepsi to Strategy’s Coca Cola?

26:58 - Owning MSTR vs Bitcoin

28:44 - What to make of new Bitcoin-related financial metrics

30:22 - What could cause mNAV to run?

34:12 - What new business lines could Strategy potentially open?

37:50 - Where are we with individual adoption?

42:24 - What to make of Tesla’s Bitcoin Treasury strategy

44:22 - Brian’s approach to social media

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

Jackson Mikalic, Director of Institutional & Private Client Sales at Onramp, joins the show to discuss his journey to Bitcoin and Onramp, the different types of Bitcoin custody, and how multi-institutional custody enables financial services on 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

Jackson Mikalic on X: https://x.com/macrojack21

0:00 - Intro

0:11 - Jackson’s journey to Bitcoin and Onramp

3:56 - What is the importance of multi-institutional custody?

9:46 - What is the process of setting up an Onramp account?

11:44 - What options do customers have for verification before assets move?

13:48 - How does multi-institutional custody enable financial services on Bitcoin?

19:16 - Diving deep on the different types of Bitcoin custody

25:45 - Where to find Jackson and Onramp online

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

Friend of the show Tad Smith returns to interview Tim on his professional background, how he got into Bitcoin and podcasting, and why he wears the orange tie.

- 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

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

0:00 - Intro

1:00 - What is Tim doing?

5:36 - What is the utility of interviewing leaders in Bitcoin?

6:58 - When did Tim switch to wearing the orange tie?

10:30 - What does Bitcoin represent in Tim’s life?

14:12 - Is there a universal life principle people can learn from Tim’s experience?

24:15 - What does financial freedom feel like?

29:52 - When was Tim orange-pilled?

32:59 - What has changed about Tim professionally over the last 4 years?

36:14 - Tim’s trip to El Salvador for a Bitcoin event

40:35 - What turned the Bitcoin light bulb on for Tim?

42:38 - Why the orange tie?

45:36 - What does a meme mean to Tim?

47:39 - How does Tim view what he is bringing to the Bitcoin community?

49:13 - What word would Tim use to characterize his contribution?

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

Dylan LeClair, Director of Bitcoin Strategy at Metaplanet, joins the show to discuss what's going on at Metaplanet, his takeaways from living in Japan, and what the future of Bitcoin looks like in Japan and beyond. 

- 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

Dylan LeClair on X: https://x.com/DylanLeClair_

0:00 - Intro

0:11 - What’s going on at Metaplanet

5:50 - Moving strike warrants

12:36 - Dylan’s takeaways from living in Japan

21:11 - Metaplanet’s partnership with Bitcoin Magazine

25:03 - What was buying Bictoin like in Japan before Metaplanet?

30:18 - Is Metaplanet still the only Bitcoin Treasury company in Japan?

35:06 - Dilution vs Accretive Dilution

39:58 - Limit Up-Limit Down

43:20 - What does Dylan’s day-to-day look like?

44:34 - How does Dylan think about the volatility of Metaplanet stock?

49:11 - Could Metaplanet list in the US?

51:14 - Dylan’s thoughts on mNAV for Bitcoin Treasury companies

1:02:04 - The mechanics of issuing shares and then buying Bitcoin

1:08:12 - How long until the next Japanese Bitcoin-leveraged company comes around?

1:11:02 - What does Dylan see on the horizon for financial services products?

1:16:49 - How could this cycle play out differently?

1:24:46 - Dylan’s thoughts on the US Sovereign Wealth Fund

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

Gary Cardone, Managing Partner of Cardone Digital Ventures, joins the show to discuss what led him to Bitcoin, his thoughts on all the recent activity surrounding Bitcoin, and what advice he would give to entrepreneurs looking to build in the Bitcoin space. 

- 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

Gary Cardone on X: https://x.com/GaryCardone

0:00 - Intro

0:08 - What led Gary to Bitcoin

6:40 - What Gary thinks of all the activity surrounding Bitcoin

11:36 - What advice would Gary give to entrepreneurs looking to build in the Bitcoin space?

18:47 - When did Gary start being more public with his Bitcoin advocacy?

28:30 - Gary’s reaction to Bitcoin’s value already being half the value of the oil & gas complex

40:16 - Gary’s take on how the Lightning Network could disrupt traditional finance

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

LaDoger, a creator of Bitcoin art and many of Michael Saylor's amazing online portraits, joins the show to discuss where his name comes from, his outlook on Strategy and other Bitcoin treasury companies, and who was the first Bitcoiner to start rocking an orange tie. 

- 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

LaDoger on X: https://x.com/LaDoger21

0:00 - Intro

0:06 - Where does the LaDoger name come from and what does it mean?

1:34 - How did LaDoger start creating Michael Saylor portraits?

6:43 - The process behind making LaDoger’s Bitcoin art

14:15 - LaDoger’s background and how he got into Bitcoin

29:05 - How the Quant Bros helped shape the narrative for LaDoger

34:00 - What is the biggest challenge preventing more companies from holding Bitcoin on their balance sheets?

40:08 - LaDoger’s predictions for Semler Scientific, KULR, and other Bitcoin treasury companies

45:12 - What other factors besides memes can drive Bitcoin treasury companies?

48:50 - Closing thoughts and where to find LaDoger online

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

Friend of the show Adrian Morris returns to discuss Strategy's strategy moving forward, how Semler Scientific's strategy differs, and his predictions for Bitcoin for the rest of 2025.

- 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

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

0:00 - Intro

0:22 - Adrian’s thoughts on a recent Michael Saylor quote

5:18 - How Strategy is using convertible notes to acquire more Bitcoin

10:23 - Adrian’s thoughts on STRK

14:30 - Adrian’s thoughts on the MSTR ATM

23:09 - Are the accusations of a Ponzi scheme growing louder or going away?

32:24 - Differences between Strategy’s strategy and Semler Scientific’s strategy

37:23 - Adrian’s reaction to Semler’s “zombie zone”

45:01 - Adrian’s thoughts on the Strategic Bitcoin Reserve and US Sovereign Wealth Fund

49:41 - Adrian’s predictions for Bitcoin in 2025

50:49 - Remembering D.R. Lewis

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

Richard Haas, Founder & Managing Director at O'Hara Partners, joins the show to discuss if the narrative around Bitcoin is shifting, how scarcity of Bitcoin will come into play, and if the valuation of Strategy will change moving 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Richard Haas on X: https://x.com/RichardAHaas

0:00 - Intro

1:12 - Richard’s background

6:27 - Richard’s outlook for Strategy and Bitcoin

12:49 - Is BlackRock shifting the narrative on Bitcoin and could this be a longer cycle?

16:44 - How does the scarcity of Bitcoin come into play?

19:59 - Will banks being able to custody Bitcoin affect HODL rates?

21:43 - Richard’s thoughts on the reverse repo being drained and possible restart of Quantitative Easing?

36:15 - Are stablecoins and the appreciation of Bitcoin’s price tools that can be used to help out the treasury market?

39:53 - How does everything apply to Bitcoin treasuries like MSTR?

43:30 - How long could a liquidity gap last?

46:38 - Will the valuation of Strategy change moving forward?

51:06 - Closing thoughts and where to find Richard online

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