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. 5 dgn geleden

    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

    1 u 3 m

  2. 25 jun

    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

    43 min.

  3. 23 jun

    Meet Them Where They're At, Give Them What They're Used To | Garrett Johnston

    Garrett 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/TimKotzman Garrett Johnston on X: https://x.com/garrettoj 0:00 - Intro  0:10 - Garrett’s career in insurance 6:12 - How institutions evaluate risk 18:00 - What is Risk Based Capital? 25:13 - What would be concerning to an institution? 37:05 - Par, peg, and de-peg 40:14 - Digital Credit in a bear market 45:14 - 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

    1 u 7 m

  4. 19 jun

    JUST STOP with Grain of Salt

    Grain 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/TimKotzman Grain of Salt on X: https://x.com/Z06Z07 0:00 - Intro  0:12 - The opposition to Digital Credit 5:20 - The next Digital Credit company 13:00 - Buying the top 36:56 - How will we look back on this period in time? 43:03 - Is MNAV based purely on sentiment? 59:49 - Divesting thoughtfully 1:02:58 - Where to find Grain online #podcast #bitcoin #microstrategy #investing #mstr #btc

    1 u 4 m

  5. 17 jun

    Why AI Agents Will Force Bitcoin to Become Global Money | Lynne Bairstow

    Lynne 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/TimKotzman Lynne Bairstow on X: https://x.com/lynnerae 0:00 - Intro  0:21 - How Lynn discovered Bitcoin 3:45 - What Lynn sees in the Bitcoin ecosystem 7:55 - Build on Bitcoin 11:44 - Bitcoin vs other crypto 16:14 - Lynn’s view on Bitcoin Treasuries 31:00 - Venture capital 35:15 - Mita TechTalks 43:40 - Bitcoin, AI, and Energy 47:41 - Agentic AI 50:56 - Closing thoughts and where to find Lynn online #podcast #bitcoin #microstrategy #investing #mstr #btc

    53 min.

  6. 15 jun

    Are We at the Bitcoin Bottom? | Andrew Webley & Jesse Myers

    Andrew 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/TimKotzman Andrew Webley on X: https://x.com/asjwebley Jesse Myers on X: https://x.com/Croesus_BTC 0:00 - 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 Credit 30:20 - Bitcoin Treasuries UK Unconference takeaways 34:00 - Latest with Smarter Web Company 40:10 - Closing thoughts and where to find SWC online #podcast #bitcoin #microstrategy #investing #mstr #btc

    45 min.

  7. 11 jun

    Spanish Coffee & BITCOIN with Carmen Constenla Baliñas of Vanadi

    Carmen 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

    9 min.

  8. 4 jun

    How Bitcoin Lending Finally Democratizes Wall Street's Best Corporate Trick

    Hunter 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/TimKotzman Hunter Albright on X: https://x.com/HunterAlbright 0:00 - Intro  1:13 - Hunter’s background 2:50 - The convergence of Bitcoin & AI 4:47 - Is the media sleeping on the latest Bitcoin activity? 7:16 - The Digital Credit space 10:23 - Executives’ view on Bitcoin and Digital Credit 12:48 - Common questions about SALT Lending 15:56 - Where to connect with Hunter 16:36 - SALT Lending history #podcast #bitcoin #microstrategy #investing #mstr #btc

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

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