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.
60episodes
Episodes
Newest firstAll episodes
The Decentralization of Everything | Emily Dempsey
2w ago01:09:52Summary readyEmily Dempsey, Founder of The Brickell Babes and Host of STACKED Podcast, joins the show to discuss building business and community through social media, how getting hacked led her to Bitcoin, and if the numbers are getting too big.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanEmily Dempsey on X: https://x.com/EmilyDempsey0:00 - Intro 0:16 - Emily teaches Tim social media13:48 - How Emily developed the business side of her social media17:47 - Emily’s advice to aspiring creators20:30 - Emily’s journey to Bitcoin and podcasting42:30 - Digital Assets and Bitcoins’s marketing problem47:47 - Emily’s podcasts52:24 - Emily’s thoughts on Bitcoin Treasury companies53:40 - Explaining Bitcoin to a friend57:30 - Are the numbers becoming too big?59:00 - AI top signal?1:03:40 - Telegram’s native non-custodial crypto wallet1:08:50 - Where to find Emily online#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury
SummaryThe "Dirty Little Secret" of Bitcoin | Archie of Bitcoin Archive
3w ago01:59:13Summary readyArchie, Founder of Bitcoin Archive, joins the show to discuss building a brand with 1.8 million followers, reputational risk and vetting business partners, and the "Dirty Little Secret" of Bitcoin.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanBitcoin Archive on X: https://x.com/BitcoinArchive0:00 - Intro 0:43 - Escaping the corporate banking world in Australia6:31 - Discovering Bitcoin9:40 - Building a 1.8M follower brand10:53 - Why bear markets are the absolute best time to start building13:40 - Debunking the myth of "predictable" success17:36 - Finding product-market fit and knowing when to walk away from a failing idea19:34 - The intense daily grinds of Anthony Pompliano and Michael Saylor22:50 - Saylor's perseverance through a 99% MicroStrategy drawdown26:40 - The financial engineering of Strategy’s "Preferreds" and why it clicked31:10 - Navigating the risks of early crypto partnerships33:55 - How to think about reputational risk and vetting business partners43:58 - The pros and cons of Wall Street and institutional Bitcoin adoption48:45 - Jack Dorsey vs. Michael Saylor: Medium of exchange vs. Store of value51:59 - What El Salvador looks like today: A firsthand account of hyper-Bitcoinization56:53 - The dirty little secret of Bitcoin1:02:24 - Inspecting listed Bitcoin Treasury companies that are down 90%+1:10:13 - "Podcasters per share" and why public executives must be visible online1:21:12 - Living in the attention economy1:25:49 - How much money is actually enough?1:30:19 - The true purpose of wealth: Community and helping others1:33:01 - Navigating anonymity and public recognition1:37:09 - The rise of personal media brands and infiltrating the mainstream1:41:10 - Why we must protect and value the independent Bitcoin media ecosystem1:43:41 - Advice for starting a podcast: Finding your purpose and following curiosity1:46:10 - Debating Jeff Booth and Mark Moss on the future of AI and work1:54:25 - The mental toll of spinning plates as a solo creator1:57:53 - The future of Bitcoin Archive: Hiring, sponsorships, and scaling the brand#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury
SummaryWhy This New "Glitch in the Matrix" Will Force Hyper-Bitcoinization | Jon Willbanks
3w ago00:52:31Summary readyJon Willbanks, Founder and CEO at Arterra Pet Science, joins the show to discuss Digital Credit and increasing Bitcoin adoption, capital flows to Bitcoin Treasuries, and how a "glitch in the matrix" will help bring in hyper-bitcoinization. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanJon Willbanks on X: https://x.com/jonwillbanks0:00 - Intro 0:27 - Jon’s background and Arterra Pet Science6:00 - How Bitcoin is involved with Arterra14:30 - Digital Credit and increasing adoption30:00 - Capital flows to Bitcoin and Bitcoin Treasury companies40:40 - The progression of the Bitcoin Treasuries space46:16 - How Jon uses social media personally and professionally49:39 - Closing thoughts and where to find Jon online#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury
SummaryThe $10 Billion Bitcoin "Put Wall" Nobody Is Ready For | Michael Mescher
3w ago00:38:38Summary readyMichael Mescher, Founder and CIO of Gammon Capital, joins the show to discuss the looming $10 billion 2027 "Put Wall" in corporate debt, building a playbook for sideways and down markets, and how Bitcoin treasuries can attract institutional capital.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanMichael Mescher on LinkedIn: https://www.linkedin.com/in/michaelmescher/0:00 - Intro 0:40 – Michael’s background in volatility trading and derivatives3:18 – What a 50% collateral haircut actually means for a corporate balance sheet11:15 – The looming $10 billion 2027 "Put Wall" in corporate debt13:21 – Why Bitcoin treasuries are grossly overpaying for loans15:02 – Derivatives as "balance sheet armor" vs. yield-generation tools16:55 – Building a playbook for sideways and down markets19:05 – Financial engineering: What Michael Saylor gets right22:15 – What separates mid-tier Bitcoin treasury companies from one another24:42 – Why hasn't a free market solution built a better credit facility?26:54 – How Bitcoin treasuries can attract institutional capital29:04 – Managing asset-liability mismatches in corporate reserves32:38 – Capital-efficient strategies to manage downside volatility34:46 – How to pitch a hedging strategy to a "long-only" Bitcoin executive37:17 – What a 90-day engagement with Gammon Capital looks like38:18 - Where to connect with Michael online#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury
SummaryBelgravia 2.0 | Mehdi Azodi
4w ago00:43:10Summary readyMehdi Azodi, President & CEO of Belgravia Hartford, returns to the show to discuss the latest news with Belgravia, the advantages of being a microcap, and where we currently stand with Bitcoin, AI, and predictive technologies.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanMehdi Azodi on X: https://x.com/MehdiAzodiBLGV0:00 - Intro 0:50 - What’s happened in the last year?6:00 - Belgravia’s current investment allocations 9:37 - The team behind gravitio.ai10:55 - Where is Belgravia listed?12:05 - Where are we currently with Bitcoin Treasury companies?18:01 - Where are we with AI and predictive technologies?23:45 - What’s going on with the current capital rotation out of Bitcoin?28:58 - The advantages of a microcap34:47 - Belgravia’s Bitcoin Treasury strategy40:16 - Where to connect with Mehdi and Belgravia online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryHow Strategy Just Changed the Bitcoin Corporate Playbook Forever | Kenny Alves
Jul 300:40:03Summary readyKenny Alves, Co-Founder of West Main Self Storage and Co-Host of The Real Estate Standard podcast, returns to the show to discuss Digital Credit, Bitcoin Treasuries, and reversing the death spiral of Corporate DebtDisclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanKenny Alves on X: https://x.com/kenny_alves0:00 - Intro 0:22 – Real Estate vs. Digital Credit10:04 – The Digital Credit Capital Framework19:19 – Corporate Debt & Reversing the Death Spiral25:50 – Pure Bitcoin Treasury vs. Having an Active Operating Business30:57 – Why Every Industry Will Have a Dominant Bitcoin Treasury Company38:49 – Where to find Kenny and The Real Estate Standard Podcast#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryWe Have The Votes | Eleanor Terrett
Jun 2701:02:54Summary readyEleanor Terrett, Journalist and Host of Crypto In America, returns to the show to discuss the latest developments with the Clarity and Genius Acts and everything else you need to know about the state of cryptocurrency in America. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanEleanor Terrett on X: https://x.com/EleanorTerrett0:00 - Intro 0:44 - The Clarity Act9:09 - What has surprised Eleanor the most about being in DC?11:04 - BRCA22:50 - American ingenuity in crypto29:02 - The Genius Act37:22 - De minimis transactions40:25 - Stakeholders and influence42:45 - Crypto & AI45:55 - What’s at stake with the midterm elections?53:15 What Eleanor expects in policy development over the next year57:13 - Where to find Eleanor online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryThe Art Of The Possible | Ben Werkman
Jun 2500:42:32Summary readyBen Werkman, Chief Investment Officer at Strive, returns to the show to discuss the current state of the Bitcoin market, his role as CIO of Strive, and stress testing Digital Credit in a bear market.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanBen Werkman on X: https://x.com/Werkman0:00 - Intro 0:30 - Ben’s take on the current state of the market4:00 - The base case for the bear market?9:20 - Talking to retail vs institutional investors17:04 - Stress testing Digital Credit in a bear market22:37 - Ben’s day-to-day as CIO of Strive26:27 - Will a bull market lift all Bitcoin Treasury companies?30:44 - Digital Credit while trading below NAV?#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryMeet Them Where They're At, Give Them What They're Used To | Garrett Johnston
Jun 2301:06:58Summary readyGarrett Johnston, Senior Vice President of Digital Assets at Marsh, returns to the show to discuss how institutions evaluate risk, Risk Based Capital, and Institutional Grade Digital Credit.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanGarrett Johnston on X: https://x.com/garrettoj0:00 - Intro 0:10 - Garrett’s career in insurance6:12 - How institutions evaluate risk18:00 - What is Risk Based Capital?25:13 - What would be concerning to an institution?37:05 - Par, peg, and de-peg40:14 - Digital Credit in a bear market45:14 - How do Bitcoin Treasury company executives talk to retail vs institution?54:00 - Why haven’t Bitcoin Treasury executives been more public in their conviction?1:03:19 - Institutional Grade Digital Credit#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryJUST STOP with Grain of Salt
Jun 1901:04:20Summary readyGrain of Salt returns to the show to discuss the opposition to Digital Credit, why some people bought at the top, and the significance of this moment in time.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanGrain of Salt on X: https://x.com/Z06Z070:00 - Intro 0:12 - The opposition to Digital Credit5:20 - The next Digital Credit company13:00 - Buying the top36:56 - How will we look back on this period in time?43:03 - Is MNAV based purely on sentiment?59:49 - Divesting thoughtfully1:02:58 - Where to find Grain online#podcast #bitcoin #microstrategy #investing #mstr #btc
Summary