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.
55episodes
Episodes
Newest firstAll episodes
Belgravia 2.0 | Mehdi Azodi
3d 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
1w ago00:40:03Summary 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
2w ago01:02:54Summary 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
2w ago00:42:32Summary 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
3w ago01:06:58Summary 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
3w ago01:04:20Summary 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
SummaryWhy AI Agents Will Force Bitcoin to Become Global Money | Lynne Bairstow
4w ago00:52:42Summary readyLynne Bairstow, Partner at Base Layer Advisors, joins the show to discuss her thoughts on the current Bitcoin ecosystem, Agentic AI, and building on Bitcoin.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanLynne Bairstow on X: https://x.com/lynnerae0:00 - Intro 0:21 - How Lynn discovered Bitcoin3:45 - What Lynn sees in the Bitcoin ecosystem7:55 - Build on Bitcoin11:44 - Bitcoin vs other crypto16:14 - Lynn’s view on Bitcoin Treasuries31:00 - Venture capital35:15 - Mita TechTalks43:40 - Bitcoin, AI, and Energy47:41 - Agentic AI50:56 - Closing thoughts and where to find Lynn online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryAre We at the Bitcoin Bottom? | Andrew Webley & Jesse Myers
4w ago00:45:12Summary readyAndrew Webley and Jesse Myers of the Smarter Web Company, return to the show to discuss what's going on with Bitcoin right now, Digital Credit, and their takeaways from the inaugural Bitcoin Treasuries UK Unconference.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanAndrew Webley on X: https://x.com/asjwebleyJesse Myers on X: https://x.com/Croesus_BTC0:00 - Intro 0:21 - What is going on with Bitcoin right now?8:30 - Why aren’t more companies DCAing?14:30 - Why wouldn't Bitcoin Treasury companies put on leverage?19:10 - Digital Credit30:20 - Bitcoin Treasuries UK Unconference takeaways34:00 - Latest with Smarter Web Company40:10 - Closing thoughts and where to find SWC online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummarySpanish Coffee & BITCOIN with Carmen Constenla Baliñas of Vanadi
Jun 1100:09:00Summary readyCarmen Constenla Baliñas, Director of Investor Relations at Vanadi, joins the show to discuss what Vanadi is doing, Bitcoin in Spain, and her outlook for the rest of 2026.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanCarmen Constenla Baliñas on X: https://x.com/cconstenla_0:00 - Intro 0:11 - Carmen’s background and how she found Bitcoin1:33 - What is Vanadi doing?4:00 - Carmen’s outlook for the rest of 20265:35 - MAD Bitcoin reflections#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryHow Bitcoin Lending Finally Democratizes Wall Street's Best Corporate Trick
Jun 400:19:42Summary readyHunter Albright, Chief Revenue Officer at SALT Lending, joins the show to discuss the convergence of Bitcoin & AI, the latest moves in the Digital Credit space, and how SALT Lending is positioned to help people securely hold and borrow against their crypto assets. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanHunter Albright on X: https://x.com/HunterAlbright0:00 - Intro 1:13 - Hunter’s background2:50 - The convergence of Bitcoin & AI4:47 - Is the media sleeping on the latest Bitcoin activity?7:16 - The Digital Credit space10:23 - Executives’ view on Bitcoin and Digital Credit12:48 - Common questions about SALT Lending15:56 - Where to connect with Hunter16:36 - SALT Lending history#podcast #bitcoin #microstrategy #investing #mstr #btc
Summary