The Bitcoin Treasuries Podcast with Tim Kotzman

Timothy Kotzman
  • 4.7 (13)
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Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.

  1. 1D AGO

    Strive & Strategy: The Race to WIPE OUT Corporate Debt

    Tim 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/TimKotzman Tyler Rowe on X: https://x.com/TylerCompiler 0:00 - Intro  0:35 - Industry best practices and the move toward clean balance sheets 03:10 - Strive’s SATA moving to daily dividends 04:21 - The impact of a daily news cycle and record dates on capital markets 06:46 - The race to collateralize corporate balance sheets with Bitcoin 09:20 - Impact of the Clarity Act on the stablecoin and yield ecosystem 11:49 - Strategy's debt metrics and early retirement 14:08 - Understanding amplification ratios and tax benefits during drawdowns 18:03 - Future experimentation with digital credit products 21:57 - How daily dividends and attention-based finance accelerate digital cash flow 25:52 - Closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btc

    29 min

  2. 4D AGO

    SATA Daily Dividend Reaction with Eric Semler

    Eric 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/TimKotzman Eric Semler on X: https://x.com/SemlerEric 0:00 - Intro  0:20 - Eric’s background 1:43 - BLZR 3:10 - Eric’s reaction to SATA’s daily dividend 6:35 - How big is this moment in time? 8:36 - Closing thoughts and where to find Eric online #podcast #bitcoin #microstrategy #investing #mstr #btc

    11 min

  3. MAY 11

    Why Every Country Will Soon Have a Massive Bitcoin Treasury Company with Marc Syz

    Marc 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/TimKotzman Marc Syz on X: https://x.com/SYZMARC 0:00 - Intro  0:10 - Marc’s background and journey to Bitcoin 2:24 - Syz Capital’s strategy 4:22 - Marc’s views on Bitcoin Treasury companies 7:14 - Where Marc’s companies operate and where to find them online #podcast #bitcoin #microstrategy #investing #mstr #btc

    11 min

  4. MAY 8

    The Bitcoin Mindset with Cris Reed

    Cris Reed, Host of the Bitcoin Mindset Podcast, joins the show to discuss his reaction to Strategy's Q1 earnings call, what Saylor selling Bitcoin could mean, and his thoughts on the Bitcoin Treasuries space. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Cris Reed on X: https://x.com/CrisReed 0:00 - Intro  0:13 - Chris’ background and how he got into Bitcoin 1:36 - What Cris thinks of Bitcoin Treasury companies 3:05 - Cris’ takeaway from Strategy Q1 earnings call 4:40 - Strategy selling Bitcoin? #podcast #bitcoin #microstrategy #investing #mstr #btc

    8 min

  5. MAY 7

    Why Selling Bitcoin Might Be the Smartest Move Strategy Ever Makes with Brian Brookshire

    Brian 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/TimKotzman Brian Brookshire on X: https://x.com/btc_overflow 0:00 - Intro  0:15 - Brian’s takeaways from Strategy’s Q1 earnings call 4:28 - What impact will Strategy’s moves have on other Bitcoin Treasury companies 7:21 - 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

    10 min

  6. MAY 7

    Inside the Strategy Earnings Call: Why the "Orange Day" Just Got Brighter

    Tim 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/TimKotzman Tad Smith on X: https://x.com/tadtweets Grain of Salt on X: https://x.com/Z06Z07 0:00 - Intro  00:40 - Strategy Q1 earnings call reaction 09:15 - Public company adoption 12:40 - Dissecting recent Bitcoin purchases and holdings 19:45 - Moving beyond the "least-worst" options in treasury management 23:10 - The accelerating rate of change in corporate Bitcoin strategy 25:50 - Bitcoin’s role in international finance 28:44 - Closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btc

    32 min

  7. APR 22

    Bitcoin, MSTR, and AI with Chase Furey

    Chase 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman 0:00 - Intro 0:13 - How Chase views Digital Credit 1:45 - Bitcoin, AI, & Energy 3:11 - Morgan Stanley’s Bitcoin ETF 6:24 - Can anyone catch up to Strategy and Saylor? 9:43 - What’s left for Bitcoin adoption? 11:44 - STRC and SATA in a bull market 14:21 - AI’s intersection with Bitcoin & MSTR over the next decade 17:21 - The Bitcoin Treasuries ecosystem #podcast #bitcoin #microstrategy #investing #mstr #btc

    22 min

  8. APR 20

    From Real Estate to Bitcoin with Kenny Alves of West Main Self Storage

    Kenny 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Kenny Alves on X: https://x.com/KennyAlves94133 0:00 - Intro 0:24  Building West Main Self Storage 6:47 - How West Main led Kenny to Bitcoin 19:24 - 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 Rush 32:58 - Common characteristics of Bitcoiners 36:30 - Marketing Bitcoin to fight inflation 42:04 - Where to find Kenny online #podcast #bitcoin #microstrategy #investing #mstr #btc

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

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