The Bitcoin Treasuries Podcast with Tim Kotzman

Timothy Kotzman
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Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.

  1. vor 5 Tagen

    The Decentralization of Everything | Emily Dempsey

    Emily 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/TimKotzman Emily Dempsey on X: https://x.com/EmilyDempsey 0:00 - Intro  0:16 - Emily teaches Tim social media 13:48 - How Emily developed the business side of her social media 17:47 - Emily’s advice to aspiring creators 20:30 - Emily’s journey to Bitcoin and podcasting 42:30 - Digital Assets and Bitcoins’s marketing problem 47:47 - Emily’s podcasts 52:24 - Emily’s thoughts on Bitcoin Treasury companies 53:40 - Explaining Bitcoin to a friend 57:30 - Are the numbers becoming too big? 59:00 - AI top signal? 1:03:40 - Telegram’s native non-custodial crypto wallet 1:08:50 - Where to find Emily online #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

  2. 16. Juli

    The "Dirty Little Secret" of Bitcoin | Archie of Bitcoin Archive

    Archie, 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/TimKotzman Bitcoin Archive on X: https://x.com/BitcoinArchive 0:00 - Intro  0:43 - Escaping the corporate banking world in Australia 6:31 - Discovering Bitcoin 9:40 - Building a 1.8M follower brand 10:53 - Why bear markets are the absolute best time to start building 13:40 - Debunking the myth of "predictable" success 17:36 - Finding product-market fit and knowing when to walk away from a failing idea 19:34 - The intense daily grinds of Anthony Pompliano and Michael Saylor 22:50 - Saylor's perseverance through a 99% MicroStrategy drawdown 26:40 - The financial engineering of Strategy’s "Preferreds" and why it clicked 31:10 - Navigating the risks of early crypto partnerships 33:55 - How to think about reputational risk and vetting business partners 43:58 - The pros and cons of Wall Street and institutional Bitcoin adoption 48:45 - Jack Dorsey vs. Michael Saylor: Medium of exchange vs. Store of value 51:59 - What El Salvador looks like today: A firsthand account of hyper-Bitcoinization 56:53 - The dirty little secret of Bitcoin 1:02:24 - Inspecting listed Bitcoin Treasury companies that are down 90%+ 1:10:13 - "Podcasters per share" and why public executives must be visible online 1:21:12 - Living in the attention economy 1:25:49 - How much money is actually enough? 1:30:19 - The true purpose of wealth: Community and helping others 1:33:01 - Navigating anonymity and public recognition 1:37:09 - The rise of personal media brands and infiltrating the mainstream 1:41:10 - Why we must protect and value the independent Bitcoin media ecosystem 1:43:41 - Advice for starting a podcast: Finding your purpose and following curiosity 1:46:10 - Debating Jeff Booth and Mark Moss on the future of AI and work 1:54:25 - The mental toll of spinning plates as a solo creator 1:57:53 - The future of Bitcoin Archive: Hiring, sponsorships, and scaling the brand #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

  3. 15. Juli

    Why This New "Glitch in the Matrix" Will Force Hyper-Bitcoinization | Jon Willbanks

    Jon 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/TimKotzman Jon Willbanks on X: https://x.com/jonwillbanks 0:00 - Intro  0:27 - Jon’s background and Arterra Pet Science 6:00 - How Bitcoin is involved with Arterra 14:30 - Digital Credit and increasing adoption 30:00 - Capital flows to Bitcoin and Bitcoin Treasury companies 40:40 - The progression of the Bitcoin Treasuries space 46:16 - How Jon uses social media personally and professionally 49:39 - Closing thoughts and where to find Jon online #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

  4. 13. Juli

    The $10 Billion Bitcoin "Put Wall" Nobody Is Ready For | Michael Mescher

    Michael 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/TimKotzman Michael Mescher on LinkedIn: https://www.linkedin.com/in/michaelmescher/ 0:00 - Intro  0:40 – Michael’s background in volatility trading and derivatives 3:18 – What a 50% collateral haircut actually means for a corporate balance sheet 11:15 – The looming $10 billion 2027 "Put Wall" in corporate debt 13:21 – Why Bitcoin treasuries are grossly overpaying for loans 15:02 – Derivatives as "balance sheet armor" vs. yield-generation tools 16:55 – Building a playbook for sideways and down markets 19:05 – Financial engineering: What Michael Saylor gets right 22:15 – What separates mid-tier Bitcoin treasury companies from one another 24:42 – Why hasn't a free market solution built a better credit facility? 26:54 – How Bitcoin treasuries can attract institutional capital 29:04 – Managing asset-liability mismatches in corporate reserves 32:38 – Capital-efficient strategies to manage downside volatility 34:46 – How to pitch a hedging strategy to a "long-only" Bitcoin executive 37:17 – What a 90-day engagement with Gammon Capital looks like 38:18 - Where to connect with Michael online #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

  5. 9. Juli

    Belgravia 2.0 | Mehdi Azodi

    Mehdi 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/TimKotzman Mehdi Azodi on X: https://x.com/MehdiAzodiBLGV 0:00 - Intro  0:50 - What’s happened in the last year? 6:00 - Belgravia’s current investment allocations  9:37 - The team behind gravitio.ai 10:55 - 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 microcap 34:47 - Belgravia’s Bitcoin Treasury strategy 40:16 - Where to connect with Mehdi and Belgravia online #podcast #bitcoin #microstrategy #investing #mstr #btc

  6. 3. Juli

    How Strategy Just Changed the Bitcoin Corporate Playbook Forever | Kenny Alves

    Kenny 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 Debt Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Kenny Alves on X: https://x.com/kenny_alves 0:00 - Intro  0:22 – Real Estate vs. Digital Credit 10:04 – The Digital Credit Capital Framework 19:19 – Corporate Debt & Reversing the Death Spiral 25:50 – Pure Bitcoin Treasury vs. Having an Active Operating Business 30:57 – Why Every Industry Will Have a Dominant Bitcoin Treasury Company 38:49 – Where to find Kenny and The Real Estate Standard Podcast #podcast #bitcoin #microstrategy #investing #mstr #btc

  7. 27. Juni

    We Have The Votes | Eleanor Terrett

    Eleanor 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/TimKotzman Eleanor Terrett on X: https://x.com/EleanorTerrett 0:00 - Intro  0:44 - The Clarity Act 9:09 - What has surprised Eleanor the most about being in DC? 11:04 - BRCA 22:50 - American ingenuity in crypto 29:02 - The Genius Act 37:22 - De minimis transactions 40:25 - Stakeholders and influence 42:45 - Crypto & AI 45:55 - What’s at stake with the midterm elections? 53:15 What Eleanor expects in policy development over the next year 57:13 - Where to find Eleanor online #podcast #bitcoin #microstrategy #investing #mstr #btc

  8. 25. Juni

    The Art Of The Possible | Ben Werkman

    Ben 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/TimKotzman Ben Werkman on X: https://x.com/Werkman 0:00 - Intro  0:30 - Ben’s take on the current state of the market 4:00 - The base case for the bear market? 9:20 - Talking to retail vs institutional investors 17:04 - Stress testing Digital Credit in a bear market 22:37 - Ben’s day-to-day as CIO of Strive 26:27 - Will a bull market lift all Bitcoin Treasury companies? 30:44 - Digital Credit while trading below NAV? #podcast #bitcoin #microstrategy #investing #mstr #btc

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Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.

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