Podcast
The Bitcoin Treasuries Podcast with Tim Kotzman
Hosted by Timothy Kotzman · EN
Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.
45episodes
Episodes
Newest firstAll episodes
BTC Prague & Bitcoin Corporate Day: What You Need to Know
Yesterday00:19:16Summary readyMatyas Kuchar, Co-Founder of BTC Prague and Bitcoin Corporate Day, joins the show to discuss everything you need to know about his upcoming events and the current state of Bitcoin corporate adoption. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanMatyas Kuchar on X: https://x.com/Matyas44Cook0:00 - Intro 0:15 - BTC Prague3:07 - Bitcoin Corporate Day9:06 - BTC Prague programming12:44 - Corporate Bitcoin adoption17:16 - Closing thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryThis Austrian Economist Explains the Ultimate Evolution of Bitcoin
1w ago00:47:15Summary readyHubertus Hofkirchner, the founder of the Bitcredit Protocol, joins the show to discuss Bitcoin and Austrian Economics, the Bitcredit Protocol, and how Bitcoin Treasury companies can utilize the protocol to deploy capital.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanHubertus Hofkirchner on X: https://x.com/HubertusVIE0:00 - Intro 00:21 - Hubertus's background in Vienna and the history of Austrian economics01:40 - How Hubertus first discovered Bitcoin04:15 - Deep dive into the fundamentals of the Bitcredit Protocol13:10 - Why traditional corporate trade finance is broken and the opportunity for Bitcoin17:45 - How Bitcredit operates without relying on smart contracts or traditional tokens27:40 - Mitigating risks and establishing trust networks within decentralized trade finance33:10 - How Bitcoin Treasury companies can utilize the protocol to deploy capital39:15 - Transitioning from pure financial engineering to real-world economic application45:10 - Closing thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryStrive & Strategy: The Race to WIPE OUT Corporate Debt
2w ago00:28:45Summary readyTim joins Tyler Rowe of Bitcointreasuries.net for a wide ranging discussion of the latest Bitcoin Treasuries news like Strive's SATA daily dividend, Strategy retiring its debt, and the ramifications of the Clarity Act.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanTyler Rowe on X: https://x.com/TylerCompiler0:00 - Intro 0:35 - Industry best practices and the move toward clean balance sheets03:10 - Strive’s SATA moving to daily dividends04:21 - The impact of a daily news cycle and record dates on capital markets06:46 - The race to collateralize corporate balance sheets with Bitcoin09:20 - Impact of the Clarity Act on the stablecoin and yield ecosystem11:49 - Strategy's debt metrics and early retirement14:08 - Understanding amplification ratios and tax benefits during drawdowns18:03 - Future experimentation with digital credit products21:57 - How daily dividends and attention-based finance accelerate digital cash flow25:52 - Closing thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc
SummarySATA Daily Dividend Reaction with Eric Semler
2w ago00:10:47Summary readyEric Semler is founder of TCS Capital and BLZR and a Board Member of Strive. He joins the show to discuss his reaction to SATA's new daily dividend payment, what's going on at BLZR, and how big this current moment in time is. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanEric Semler on X: https://x.com/SemlerEric0:00 - Intro 0:20 - Eric’s background1:43 - BLZR3:10 - Eric’s reaction to SATA’s daily dividend6:35 - How big is this moment in time?8:36 - Closing thoughts and where to find Eric online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryWhy Every Country Will Soon Have a Massive Bitcoin Treasury Company with Marc Syz
3w ago00:11:21Summary readyMarc Syz, Managing Partner of BYZ Partners, joins the show to discuss his Bitcoin strategy in Switzerland, what he thinks of the Bitcoin Treasuries space, and how he manages internationalmoperations.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanMarc Syz on X: https://x.com/SYZMARC0:00 - Intro 0:10 - Marc’s background and journey to Bitcoin2:24 - Syz Capital’s strategy4:22 - Marc’s views on Bitcoin Treasury companies7:14 - Where Marc’s companies operate and where to find them online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryThe Bitcoin Mindset with Cris Reed
3w ago00:08:21Summary readyCris Reed, Host of the Bitcoin Mindset Podcast, joins the show to discuss his reaction to Strategy's Q1 earnings call, what Saylor selling Bitcoin could mean, and his thoughts on the Bitcoin Treasuries space.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanCris Reed on X: https://x.com/CrisReed0:00 - Intro 0:13 - Chris’ background and how he got into Bitcoin1:36 - What Cris thinks of Bitcoin Treasury companies3:05 - Cris’ takeaway from Strategy Q1 earnings call4:40 - Strategy selling Bitcoin?#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryWhy Selling Bitcoin Might Be the Smartest Move Strategy Ever Makes with Brian Brookshire
3w ago00:10:28Summary readyBrian Brookshire, Advisor to Moirai Capital, returns to the show to give his reaction to Strategy's Q1 earnings call, how the rest of the market will respond to Saylor's moves, and the surprising tax benefit MSTR is taking advantage of. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanBrian Brookshire on X: https://x.com/btc_overflow0:00 - Intro 0:15 - Brian’s takeaways from Strategy’s Q1 earnings call4:28 - What impact will Strategy’s moves have on other Bitcoin Treasury companies7:21 - Was Brian surprised to hear about the tax benefit Strategy is utilizing?8:24 - Where to find Brian online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryInside the Strategy Earnings Call: Why the "Orange Day" Just Got Brighter
3w ago00:31:41Summary readyTim is joined by Tad Smith and Grain of Salt to discuss their reactions to Strategy's Q1 earnings call, the latest moves in the Bitcoin space, and Bitcoin's role in international finance.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanTad Smith on X: https://x.com/tadtweetsGrain of Salt on X: https://x.com/Z06Z070:00 - Intro 00:40 - Strategy Q1 earnings call reaction09:15 - Public company adoption12:40 - Dissecting recent Bitcoin purchases and holdings19:45 - Moving beyond the "least-worst" options in treasury management23:10 - The accelerating rate of change in corporate Bitcoin strategy25:50 - Bitcoin’s role in international finance28:44 - Closing thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryBitcoin, MSTR, and AI with Chase Furey
Apr 2200:21:36Summary readyChase Furey returns to the show to discuss the intersection between AI, Bitcoin, and MSTR over the next decade, his views on Digital Credit, and the current status of the Bitcoin Treasuries ecosystem. - this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzman0:00 - Intro0:13 - How Chase views Digital Credit1:45 - Bitcoin, AI, & Energy3:11 - Morgan Stanley’s Bitcoin ETF6:24 - Can anyone catch up to Strategy and Saylor?9:43 - What’s left for Bitcoin adoption?11:44 - STRC and SATA in a bull market14:21 - AI’s intersection with Bitcoin & MSTR over the next decade17:21 - The Bitcoin Treasuries ecosystem#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryFrom Real Estate to Bitcoin with Kenny Alves of West Main Self Storage
Apr 2000:44:39Summary readyKenny Alves, Co-Founder of West Main Self Storage and Co-Host of The Real Estate Standard podcast, joins the show to discuss how launching West Main got him into Bitcoin, the Digital Gold Rush of the next decade, and how Bitcoin can help fight inflation. - 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/TimKotzmanKenny Alves on X: https://x.com/KennyAlves941330:00 - Intro0:24 Building West Main Self Storage6:47 - How West Main led Kenny to Bitcoin19:24 - What led Kenny to being more vocal about Bitcoin?21:32 - How did customers respond to West Main accepting Bitcoin?23:05 - Where are we now in Bitcoin?27:47 - The Digital Gold Rush32:58 - Common characteristics of Bitcoiners36:30 - Marketing Bitcoin to fight inflation42:04 - Where to find Kenny online#podcast #bitcoin #microstrategy #investing #mstr #btc
Summary