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
Why Selling Bitcoin Might Be the Smartest Move Strategy Ever Makes with Brian Brookshire
May 700:10:28Summary 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
May 700:31:41Summary 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
SummaryBreaking Down the Debasement Trade with Evan Horowitz of Farmhouse
Apr 1300:16:56Summary readyEvan Horowitz, CEO of Farmhouse, joins the show to discuss the debasement trade, accessing the public markets, and orange-pilling gold bugs.- 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/TimKotzmanEvan Horowitz on X: https://x.com/evanhorowitz0:00 - Intro0:12 - Farmhouse and the debasement trade5:05 - Dollar cost averaging8:13 - Accessing the public markets11:26 - Benefits of the Bitcoin and Gold combination13:16 - Evan’s advice for Gold bugs14:20 - Where to reach out to Evan and Farmhouse online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryBreaking Down the Debasement Trade with Evan Horowitz of Farmhouse
Apr 1300:16:56Summary readyEvan Horowitz, CEO of Farmhouse, joins the show to discuss the debasement trade, accessing the public markets, and orange-pilling gold bugs.- 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/TimKotzmanEvan Horowitz on X: https://x.com/evanhorowitz0:00 - Intro0:12 - Farmhouse and the debasement trade5:05 - Dollar cost averaging8:13 - Accessing the public markets11:26 - Benefits of the Bitcoin and Gold combination13:16 - Evan’s advice for Gold bugs14:20 - Where to reach out to Evan and Farmhouse online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryThe Latest Hiring Trends in Bitcoin with Scott Ellam of XCE
Apr 1000:29:40Summary readyScott Ellam, Founder & CEO of XCE - Connecting Excellence Group, returns to the show to discuss what trends he saw in Q1 of this year, the latest developments in executive recruiting within Bitcoin, and whether XCE investor Adam Back is the real Satoshi Nakamoto.- 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/TimKotzmanScott Ellam on X: https://x.com/btconlyscott0:00 - Intro0:19 - XCE Q1 Update7:55 - Executive Recruitment in Bitcoin15:15 - How cyclical is executive recruiting? 23:30 - Is Adam Back Satoshi Nakamoto?27:10 - Closing thoughts and where to find XCE online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryAI, Oil, and Bitcoin with True North's Adrian Morris
Apr 300:51:00Summary readyAdrian Morris is an investor and founding member of True North. He returns to the show to discuss becoming an AI Super-User, what to expect from the ongoing Iranian oil crisis, and what he is seeing in the Bitcoin Treasuries space 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanAdrian Morris on X: https://x.com/_Adrian0:00 - Intro0:30 - What is an AI Super-User?1:05 - Where does AI intersect with Bitcoin?6:35 - AI Adoption12:28 - The competitive moat in AI18:38 - Oil volatility26:01 - Could an energy crisis lead to more money printing?35:35 - What other effects of the oil crisis are we going to see?38:53 - Could this situation break fiat currency?43:43 - Where are we with Quantum computing?46:40 - What Adrian is seeing with Bitcoin Treasury companies#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryBuilding AI Agents & Bitcoin Entertainment with Adrian Pruett
Apr 200:32:09Summary readyAdrian Pruett is an American cinematographer, photographer, and director. He is the Founder & Executive Producer of ONEBIGPARTY and recently launched The Bitcoin Entertainment Company. Adrian returns to the show to discuss how fast things are moving in AI, building AI agents with soul files, and what to expect from The Bitcoin Entertainment 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanAdrian Pruett on X: https://x.com/LosAngelesHODL0:00 - Intro0:30 - Claude Code leak3:05 - How fast are things moving in AI?4:38 - How Adrian gets his news10:37 - AI agents and soul files15:15 - The Bitcoin Entertainment Company19:10 - Where are we now in Bitcoin Treasuries and AI?27:04 - Where to find Adrian online#podcast #bitcoin #microstrategy #investing #mstr #btc
SummaryUsing Home Equity to Acquire Bitcoin with Sovana's Sanjay Mavinkurve and Chase Palmieri
Mar 2300:29:38Summary readySanjay Mavinkurve, CEO, and Chase Palmieri, COO, of Sovana join the show to discuss the inspiration of Sovana, what gave them the idea to go after real estate equity, and everything else you need to know about the company.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanSanjay Mavinkurve on X: https://x.com/sgmavinkurveChase Palmieri on X: https://x.com/chasepalmieri0:00 - Intro0:21 - Sanjay’s background2:25 - Chase’s background3:54 - The inspiration for Sovana10:21 - What gave Sanjay the idea to go after real estate equity?16:28 - Early feedback on Sovana20:30 - Where to learn more about Sovana22:16 - The Closing Process at Sovana26:35 - Additional details on Sovana#podcast #bitcoin #microstrategy #investing #mstr #btc
Summary