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.
50episodes
Episodes
Newest firstAll episodes
JUST STOP with Grain of Salt
2d 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
3d 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
5d 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
1w ago00:09:00Summary 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
2w ago00:19:42Summary 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
SummaryBTC Prague & Bitcoin Corporate Day: What You Need to Know
3w ago00:19:16Summary 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
May 2000:47:15Summary 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
May 1800:28:45Summary 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
May 1500:10:47Summary 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
May 1100:11:21Summary 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
Summary