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The STRF, STRK Strategy of MSTR with Dan Hillery

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Manage episode 472606244 series 3624135
Content provided by Timothy Kotzman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Timothy Kotzman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Friend of the show Dan Hillery returns to breakdown STRF & STRK.

- 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

Dan Hillery on X: https://x.com/hillery_dan

#podcast #bitcoin #microstrategy #investing #mstr #btc

  continue reading

124 episodes

Artwork
iconShare
 
Manage episode 472606244 series 3624135
Content provided by Timothy Kotzman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Timothy Kotzman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Friend of the show Dan Hillery returns to breakdown STRF & STRK.

- 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

Dan Hillery on X: https://x.com/hillery_dan

#podcast #bitcoin #microstrategy #investing #mstr #btc

  continue reading

124 episodes

All episodes

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Mike Germano, President of Pubkey, joins the show to discuss everything you need to know about Pubkey, the festivities planned for Tim's Bitcoin Treasuries Unconference, and the branding power of Bitcoin. - 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 Mike Germano on X: https://x.com/mikegermano 0:00 - Intro 1:50 - Mike’s background and journey to Bitcoin 13:23 - Everything you need to know about Pubkey 20:00 - The Bitcoin Treasuries Unconference 21:51 - The Brand of Bitcoin #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Matt McDonagh, Managing Partner of McDonagh Family Office, joins the show to discuss his journey from Wall Street Banker to Bitcoiner, the ladder of investor segments, and how he uses AI. - 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 Matt McDonagh on X: https://x.com/McDonaghMatthew 0:00 - Intro 0:40 - Matt’s background and journey to Bitcoin 2:39 - What Matt’s been working on recently 7:12 - What is the ladder of investor segments? 12:17 - Where we are with Bitcoin adoption 15:16 - Matt’s insights from working on Wall Street 18:31 - Where to find Matt online 20:37 - BONUS QUESTION - How does Matt use AI? #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Brian Brookshire, the newly appointed Head of Bitcoin Strategy at H100 Group, joins the show to breakdown his new role, update us on where H100 Group stands today, and walk us through the steps of OTC trading. - 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 Brian Brookshire on X: https://x.com/btc_overflow 0:00 - Intro 0:31 - Brian’s Big Announcement 2:26 - What a Head of Bitcoin Strategy role looks like 3:45 - Where H100 Group stands today 5:04 - Where to reach out to Brian and H100 Group online 6:51 - How to trade OTC and H100 Group #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Larry Lepard, Author of The Big Print, joins the show to discuss the process of writing his book, the numbers behind Michael Saylor's projections, and his takeaways from the Bitcoin conferences of 2025 so far. - 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 Larry Lepard on X: https://x.com/LawrenceLepard 0:00 - Intro 0:16 - Larry’s background, book, and Bitcoin journey 1:43 - Where we are in Bitcoin Land 3:33 - Larry’s takeaways from this year’s Bitcoin conferences 8:33 - Breaking down Saylor’s projections 13:43 - Larry’s process for writing The Big Print 19:44 - Larry’s experience meeting his readers 21:01 - Where to buy The Big Print and interact with Larry online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Richard Byworth, Partner at Syz Capital, joins the show to discuss Strategy’s latest earnings call, the themes around the conversations he's been having lately, and how he would run a Bitcoin Treasury company operationally. - 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 Richard Byworth on X: https://x.com/RichardByworth 0:00 - Intro 0:50 - Richard’s background 2:50 - Richard’s reaction to Strategy’s latest earnings call 5:36 - Should Bitcoin Treasury companies be running towards preferred products? 7:36 - How Richard would create a Bitcoin Treasury company operationally? 9:56 - What are the themes of the conversations Richard is having? 11:58 - Where to find Richard online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Natalie Brunell, Host of the Coin Stories podcast, joins the show to discuss launching her book Bitcoin is for Everyone, joining Semler Scientific, and where she sees Bitcoin going in the next year. - 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 Natalie Brunell on X: https://x.com/natbrunell 0:00 - Intro 2:20 - Natalie’s experience growing her Coin Stories podcast 8:24 - Where Natalie sees Bitcoin going in the next year 11:32 - Natalie’s upcoming Bitcoin is for Everyone book launch 14:57 - Natalie’s journey since joining Semler Scientific 18:55 - The “God Bless Bitcoin” documentary that Natalie narrated 21:32 - Where to find Natalie and her book online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Anthony Pompliano, CEO at Professional Capital Management, joins the show to discuss where we are currently with Bitcoin, what led him to launching ProCap Financial, and where he sees things going moving forward. - 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/TimKotzmanAnthony Pompliano on X: https://x.com/APompliano0:00 - Intro0:23 - Pomp’s background in Bitcoin2:08 - Where are we in Bitcoin?4:52 - What led Pomp to launching ProCap Financial9:05 - What Jeff Park is bringing to ProCap11:22 - How Pomp sees things moving forward#podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Garrett Johnston, Senior Vice President at Marsh, joins Tim in studio to discuss the hottest categories in insurance, what he's been seeing in the Bitcoin Treasuries space, and his Bitcoin journey. - 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 Garrett Johnston on X: https://x.com/garrettoj 0:00 - Intro 0:10 - What is Marsh? 1:20 - What are the largest and hottest categories in insurance? 2:53 - DNO Insurance 3:40 - What has Garrett seen in the Bitcoin Treasuries space? 9:58 - Which common questions does Garrett receive about Bitcoin Treasuries? 30:29 - Institutional clients and institutional investors 22:37 - What was the business like prior to 2020? 32:23 - Garrett’s Bitcoin journey 40:26 - Garrett’s keys to working remote 44:14 - Closing thoughts and where to find Garrett online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
The legendary Ed Juline joins Tim in studio to discuss the Bitcoin Treasuries Unconference, the different personality types in Bitcoin, and where Bitcoin Treasuries are going. - 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 Ed Juline on X: https://x.com/ejuline 0:00 - Intro 0:20 - Looking back on 10 months of the Bitcoin Treasuries Podcast 3:50 - What has Tim learned in the past year? 6:16 - Ed’s background 11:40 - The Bitcoin Treasuries Unconference 19:47 - Why hasn’t everyone adopted Bitcoin already? 23:55 - Explaining Bitcoin to others 33:01 - Different personality types in Bitcoin 36:34 - Marketing Bitcoin 40:03 - Social Media and Bitcoin 44:37 - At what point will the Bitcoin Treasuries dam break? 47:46 - Ed’s favorite podcasts 49:15 - Where is Bitcoin Treasuries going? #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Eddy Travia, CEO and Co-Founder of Coinsilium, joins the show to discuss being in Bitcoin since 2012, the early days of Coinsilium, and following the Strategy playbook. - 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 Eddy Travia on X: https://x.com/eddybitcoin 0:00 - Intro 0:13 - Eddy’s background and how he found Bitcoin in 2012 3:48 - Eddy’s 2013 Singapore Conference 22:13 - Early days of Coinsilium 29:10 - Coinsilium and Forza’s first few Bitcoin purchases 32:53 - Following the Strategy playbook 39:34 - Closing thoughts and where to find Eddy online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Meet the team behind Belgravia Hartford - Mehdi Azodi, the President & CEO, and Joey Cacciatore, the Director of Bitcoin Strategy. They join the show to discuss a Big Announcement, where they think Bitcoin and their company will be in the future, and meeting Phong Le with an assist from Tim. - 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 Mehdi Azodi: https://x.com/MehdiAzodiBLGV Joey Cacciatore on X: https://x.com/joey_cacciatore 0:00 - Intro 0:50 - What is Belgravia Hartford? 5:42 - BLGVF’s Big Announcement 8:10 - Has there been any surprises with the business so far? 9:00 - Does retail understand accretive dilution? 10:50 - Mehdi’s background and journey to Bitcoin 13:58 - Joey’s background and journey to Bitcoin 20:23 - What did Joey first think when he saw the mining? 25:40 - Did the guys’ families understand Bitcoin? 41:19 - What conversations have they had with other Bitcoin Treasury companies? 50:05 - Where is all of this in a couple years? 58:30 - Where to find BLGVF online and Joey’s story of meeting Phong Le #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Juri Watanabe, Community Engagement Manager at Metaplanet, joins Tim in studio to discuss the community aspect of Bitcoin, how fashion led her to Metaplanet, and what Bitcoin Treasury companies are missing in the media. - 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 Juri Watanabe on X: https://x.com/juriwatanabe_ 0:00 - Intro 1:15 - Juri’s move back to Japan 3:00 - Pop Culture and Bitcoin Treasury Companies 6:08 - The community aspect of Bitcoin 8:30 - How fashion led Juri to meeting the Metaplanet team 13:14 - Metaplanet’s small but mighty team 14:42 - Managing community engagement around the world 17:13 - Juri’s experience vs her expectations joining Metaplanet 21:26 - Metaplanet’s share holder meeting 28:05 - Juri’s background 29:16 - Juri’s time in Los Angeles 32:19 - What are Bitcoin Treasury companies missing in the media? 33:58 - The story behind Juri’s outfit 36:03 - Juri’s time in New York and comparing it to Tokyo 39:23 - Which conferences will Juri be attending? 41:20 - Juri’s podcast #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Luke Broyles of The Bitcoin Advisor flew into New York to join Tim in studio and discuss Camp Nakamoto, The Bitcoin Advisor, and Bitcoin Treausry loans. - 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 Luke Broyles on X: https://x.com/luke_broyles https://www.loanmycoins.com/luke 0:00 - Intro 0:11 - Luke’s New York experience 1:25 - Luke’s background 12:46 - Camp Nakamoto 21:34 - Bitcoin Advisor 30:13 - Bitcoin Treasury Loans 38:29 - Where to find Luke online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Sue Ennis, Head of Investor Relations and Government Affairs at Hut 8, joins the show to discuss surviving the jungle then joining Hut 8, what has surprised her about working in IR, and American Bitcoin. - 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 Sue Ennis on X: https://x.com/bigsuey 0:00 - Intro 0:24 - Sue’s background and journey to Bitcoin 4:56 - How Sue got into Investor and Government Relations 6:37 - Has anything surprised Sue about working in IR? 8:44 - Where does Sue think this is going? 14:25 - Hut 8 and American Bitcoin 19:45 - Bitcoin on the Hut 8 Balance Sheet 21:00 - Closing thoughts and where to find Sue online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Friend of the show British HODL is in New York and joins Tim in the studio to discuss the Great Flood of Bitcoin Treasury Companies, what the Saturation Moment be for Bitcoin, and if Strategy is taking over the world. - 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 British HODL on X: https://x.com/BritishHodl 0:00 - Intro 0:15 - Recapping British’s first time in New York City 4:45 - The Great Flood of Bitcoin Treasury Companies 7:18 - Will Bitcoin just grind higher over the next year or two? 10:26 - $21 Million Bitcoin in 21 years? 11:16 - What will be the Saturation Moment? 12:55 - British’s thoughts on the Bitcoin Treasuries Digital Conference 14:54 - Have any conversations changed in British’s circle? 19:52 - Will Strategy take over the world? 22:33 - Closing thoughts and where to find British online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
In an exclusive interview from the Bitcoin Treasuries Digital Conference, Jeff Park, Head of Alpha Strategies at Bitwise, discusses how his predictions for the year are panning out so far, the outlook of Bitcoin adoption in this current environment, and his favorite takeaway from the digital conference with a special appearance from Julie Moulard, Associate Professor of Marketing at Louisiana Tech University, as she breaks down the 3 different Authenticity Types. - 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 Jeff Park on X: https://x.com/dgt10011 Julie Moulard: https://x.com/Julie_Moulard #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Alexandre Laizet, Deputy CEO & Director of Bitcoin Strategy at The Blockchain Group, joins the show to discuss the opportunities available for Bitcoin Treasury companies, managing Bitcoin's volatility, and what can take Bitcoin to the next level of adoption. - 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 Alexandre Laizet on X: https://x.com/AlexandreLaizet 0:00 - Intro 0:12 - Alexandre’s background 7:56 - Alexandre’s short-medium term Bitcoin target 9:29 - Challenges and opportunities for Bitcoin Treasury companies 12:08 - Alexandre’s takeaways from conversations with investors 15:48 - Managing Bitcoin’s volatility and security risks 18:00 - The evolution of the regulatory environment around Bitcoin 25:00 - Alexandre’s thoughts on custody solutions 29:09 - Products and services that a Bitcoin Treasury company could develop 42:56 - Alexandre’s view on Quantum Computing 49:23 - What is holding back more companies from adopting a Bitcoin Treasury strategy? 56:37 - How Alexandre educates others on Bitcoin 1:03:04 - US Strategic Bitcoin Reserve and Sovereign Wealth Fund 1:09:30 - How AI and Bitcoin will work together 1:14:55 - What can take Bitcoin to the next level of adoption? 1:21:21 - Closing thoughts and where to find Alexandre online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Siddarth Bharwani, CFO of Jetking, joins the show to discuss adopting a Bitcoin Treasury strategy, how frequently Jetking buys Bitcoin, and where he sees Bitcoin evolving over the next 5-10 years. - 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 Guest on X: 0:00 - Intro 0:15 - Siddarth’s background 1:54 - Why Jetking is adopting a Bitcoin Treasury strategy 5:14 - How frequently does Jetking buy Bitcoin? 7:54 - How Siddarth sees Bitcoin evolving over the next 5-10 years? 10:11 - How Siddarth approaches Bitcoin education 13:39 - Where to find Siddarth & Jetking online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Matt McBride, known as Beeftoshi on X, joins the show to discuss his views on Bitcoin Treasury companies, his real life experience with Bitcoin, and rucking for a Bitcoin job. - 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 Matt McBride on X: https://x.com/beeftoshi 0:00 - Intro 0:09 - Matt’s background and journey to Bitcoin 2:00 - Matt’s view on Bitcoin Treasury companies 3:53 - What helped Matt understand Bitcoin 5:30 - Which aspect of the Bitcoin business is Matt most interested in? 7:32 - Which resources does Matt recommend to others? 9:06 - Ethereum and Solana Treasury companies vs Bitcoin treasury companies 10:24 - Matt’s real life experience with Bitcoin 12:07 - What are the top reasons people are not open to Bitcoin? 13:52 - Is the comparison to gold helpful for Bitcoin? 14:44 - Closing thoughts and where to find Matt online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Torbjørn Bull Jenssen, CEO of K33, joins the show to discuss what made Bitcoin click for him, his thoughts on the last decade in Bitcoin, and how his time in the space has shaped him. - 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 Guest on X: 0:00 - Intro 0:12 - Torbjørn’s background and journey to Bitcoin 1:45 - What made Bitcoin click for Torbjørn 4:05 - What Torbjørn thinks of the last decade of Bitcoin 7:33 - Will this be a longer cycle? 9:06 - When did Torbjørn start thinking about corporate Bitcoin adoption? 12:13 - Torbjørn’s dual engine for stacking Bitcoin 15:47 - How Torbjørn’s time in the industry has shaped him 18:58 - Torbjørn’s strategy for Bitcoin accumulation 23:43 - How Torbjørn thinks about being a Bitcoin financial services company 24:59 - Closing thoughts and where to find Torbjørn online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Elizabeth Olson, Head of Marketing at Magic Eden, joins the show to discuss Ordinals, the Degen side of Bitcoin, and what is the most exciting thing about working in this space. - 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 Elizabeth Olson on X: https://x.com/ElizabethOls0n 0:00 - Intro 0:17 - Orange Tie Tutorial 2:31 - Elizabeth’s background and how she got into Bitcoin 8:40 - The Degen side of Bitcoin 13:00 - Elizabeth’s thoughts on Bitcoin Treasury companies 15:30 - The challenges of building with Bitcoin 18:40 - Which L2s is Elizabeth excited about? 22:22 - Stablecoins 23:06 - What is the most exciting thing about working in this space to Elizabeth? 25:44 - Closing thoughts and where to find Elizabeth online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Norma Chu, CEO & Chairwoman of DDC, joins the show to discuss incorporating a Bitcoin Treasury strategy, her medium to long term Bitcoin framework, and being the first female Bitcoin Treasury strategy CEO. - 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 Norma Chu on X: https://x.com/DayDayCook 0:00 - Intro 1:00 - Norma’s background and journey to Bitcoin 3:13 - How Norma thought about incorporating a Bitcoin Treasury 7:06 - How Norma educated her board and stakeholders on Bitcoin 11:21 - Norma’s medium to long term Bitcoin framework 14:21 - What being the first female Bitcoin Treasury CEO means to Norma 19:29 - Which markets DDC is currently listed on 20:48 - Will DDC be following the Strategy playbook? 22:27 - How Norma thinks through the media and marketing side of this business? 26:18 - Norma’s framework for debt-to-equity ratio 28:42 - Closing thoughts and where to find Norma online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Nathan McCauley, Co-founder and CEO of Anchorage Digital, joins the show to discuss everything going on at Anchorage Digital, Bitcoin Treasuries, and whether Bitcoin is the best digital reserve asset. - 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 Nathan McCauley on X: https://x.com/nathanmccauley 0:00 - Intro 0:10 - Nathan’s background and journey to Bitcoin 1:46 - What questions do institutional clients ask Nathan? 3:37 - What services do Anchorage offer clients? 5:57 - Which countries is Anchorage active in? 6:52 - How has the increased Bitcoin Treasury company activity hitting Anchorage? 8:33 - Where does Nathan see things going over the next 6 months? 11:14 - Which assets does Anchorage deal in? 17:21 - Is Bitcoin the best digital reserve asset? 19:35 - Is there a minimum size for Anchorage’s prospective clients? 20:52 - Anchorage’s onboarding process 23:36 - Are clients asking for strategies around yield on Bitcoin? 26:26 - How Anchorage became the only bank in the space 29:10 - Borrowing against Bitcoin 31:14 - Closing thoughts and where to find Nathan and Anchorage online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Andrew Webley, CEO of The Smarter Web Company, returns to the show to discuss The Smarter Web Company's big Bitcoin purchase, who's investing in the company, and how he sees Bitcoin Treasury companies driving the price of Bitcoin forward. - 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 Andrew Webley on X: https://x.com/asjwebley 0:00 - Intro 0:11 - Smarter Web Company’s Big Bitcoin Move 2:57 - Institutional Investors in Smarter Web Company 6:21 - What tickers is Smarter Web Company trading under? 7:50 - What is the mNAV months to cover metric? 11:32 - What has surprised Andrew about the community around Smarter Web Company? 15:03 - Smarter Web Company’s Bitcoin buying process 19:45 - What questions does Andrew get from investors? 22:37 - How Andrew thinks through the media side of the business 26:18 - How Andrew thinks about investor relations 30:03 - Where does Andrew see the most amount of inbound and activity coming from? 32:29 - What is the ratio of Smarter Web’s investor base US vs UK? 36:28 - Andrew’s takeaways from Metaplanet still being the only Bitcoin Treasury company in Japan 42:08 - Where does Andrew see the Smarter Web Company going operational and with its treasury going forward? 45:09 - Will Bitcoin Treasury companies be the main driver of Bitcoin from $100K upwards? 49:17 - Closing thoughts and where to find Andrew online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Sander Andersen, CEO and Co-Founder of H100 Group, returns to the show to provide an update on H100 Group's Bitcoin Treasury adoption, what questions he's receiving from investors, and his outlook on the rest of 2025 and beyond. - 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 Sander Andersen on X: https://x.com/Sanderandersenn 0:00 - Intro 0:12 - Updates on H100 Group’s Bitcoin Treasury adoption 1:00 - Who was involved in H100’s financing 3:04 - What questions and feedback has Sander received from investors? 5:30 - How media plays into a Bitcoin Treasury strategy 7:30 - What is Sander’s process for educating investors on Bitcoin? 10:03 - H100 Group’s Bitcoin buying methodology 11:06 - The regulatory environment in Europe 12:34 - Sander’s outlook on the rest of this year and next 15:21 - Closing thoughts and where to find Sander online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Adam Livingston, Author of The Bitcoin Age and The Great Harvest, joins the show to discuss what risks he sees, Metaplanet and other Bitcoin Treasury companies, and how to get your mNAV above 1.5. - 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 Adam Livingston on X: https://x.com/AdamBLiv 0:00 - Intro 0:28 - Adam’s background and Bitcoin journey 5:38 - Adam’s take on Bitcoin Treasury companies 7:57 - What risks does Adam see? 15:09 - Is Metaplanet orchestrating something? 17:09 - Do Bitcoin Treasury companies need to have a preferred product? 19:02 - How to get your mNAV above 1.5 21:50 - Closing thoughts and where to find Adam online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Tim Enneking, Founder and Principal of Digital Capital Management, joins the show to discuss launching the first Crypto Trading Fund in history, the intersection of Bitcoin and AI, and everything you need to know about Bitcoin yield. - 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 Tim Enneking on X: https://x.com/ennekingTJ 0:00 - Intro 0:20 - How Tim got into Bitcoin 1:00 - Tim’s background 10:49 - Launching the First Crypto Trading Fund in history 16:03 - Where will things go in the next 12-36 months? 21:14 - Do institutions and governments need Bitcoin’s price to go higher to feel comfortable buying it? 25:12 - How AI and Bitcoin will intersect 29:00 - Tim’s take on the Lightning Network 33:17 - Tim’s view on Bitcoin Treasury companies 40:49 - Bitcoin Yield - What is it and how does it work? 49:46 - Can you be a fractional owner of a liquidity pool? 54:47 - Final thoughts and where to find Tim online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Shone Anstey, Founder & CEO at LQWD Technologies, joins the show to discuss building on the Lightning Network, implementing a Bitcoin Treasury strategy, and the differences between operating in the US and Canadian markets. - 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 Shone Anstey on X: https://x.com/shoneanstey 0:00 - Intro 0:16 - Shone’s background and journey to Bitcoin 1:19 - What led Shoen to LQwD? 3:42 - What is the Lightning Network? 7:34 - Do transactions get cheaper with more volume on the Lightning Network? 12:57 - Shone’s Bitcoin Treasury strategy 21:06 - How Shone explains Bitcoin to someone 23:52 - How Shone approaches the price bias of Bitcoin 27:40 - Canadian market vs US Market 31:26 - How Shone sees things playing out over the next few years 33:49 - Shone’s take Michael Saylor’s framework on digital currencies 37:34 - Closing thoughts and where to find Shone online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Friend of the show Dan Hillery returns to discuss Strategy's STRD announcement, his takeaways from the Bitcoin conference in Vegas, and the biggest risks Bitcoin Treasury companies are facing. - 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 Dan Hllery on X: https://x.com/hillery_dan 0:00 - Intro 0:08 - What is STRD and how does it compare to Strategy’s other preferred offerings? 5:09 - How STRD dividends work 6:29 - Can STRD ATM help MSTR get above mNAV? 10:20 - Leverage ratios analyzation 13:03 - What other companies offer something like STRD? 13:48 - What other products can Strategy offer? 16:00 - What do currency swaps mean? 19:58 - Dan’s takeaways from the Vegas Bitcoin Conference 22:28 - What are the biggest risks to Bitcoin Treasury companies during a drawdown? 28:44 - Could a company ATM cash onto its balance sheet if Bitcoin is falling? 32:57 - Closing thoughts and where to find Dan online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Justin Este, Senior Associate at Equiturn, joins the show to discuss his journey to Bitcoin, his take on Strategy and other Bitcoin Treasury companies, and the Las Vegas Bitcoin Conference.- 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/TimKotzmanJustin Este on X: https://x.com/SatsWithEste0:00 - Intro0:16 - Justin’s background1:01 - Justin’s Bitcoin journey3:36 - Strategy and other Bitcoin Treasury companies 5:04 - Bitcoin community online vs in real life7:06 - AI’s impact on Bitcoin8:16 - Closing thoughts and where to find Justin online#podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Chaitanya Jain, Bitcoin Strategy Intern at Strategy, sits down with Tim to discuss his role with Strategy, Institutional vs Retail Strategy Investors, and whether MSTR will ever sell its Bitcoin.- 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/TimKotzmanGuest on X: https://x.com/_chaitanyaj?lang=en0:00 - Intro4:10 - Chaitanya’s role with Strategy11:20 - Bitcoin Treasury companies in the news16:16 - Institutional vs Retail Strategy Investors19:28 - Chaitanya’s time at Blackstone24:50 - How Chaitanya came across the job posting for Strategy28:35 - Bitcoin’s effect on the soul32:00 - What assurances does Strategy have that its Bitcoin isn’t being re-hypothecated32:45 - When does Strategy become a Bitcoin lender?34:20 - How Strategy team generates yield35:40 - Will MSTR ever sell its Bitcoin?#podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Sander Andersen, CEO of H100 Group, joins the show to discuss becoming Sweden's first Bitcoin Treasury 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Sander Andersen on X: https://x.com/Sanderandersenn 0:00 - Intro 0:16 - Sander’s background and journey to his position with H100 Group 1:05 - Founding Finpeers 2:10 - H100 Group’s first Bitcoin purchase 2:39 - Sander’s thoughts on Bitcoin equity 3:34 - Where to find Sander online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
James Van Straten & Malcolm Palle of Coinsilium return to the show to discuss everything going on at Coinsilium and Forza, increased interest following their first Bitcoin purchase, and how media coverage and regulatory restrictions are impacting Bitcoin adoption in the UK. - 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 James Van Straten on X: https://x.com/btcjvs Malcolm Palle on X: https://x.com/malcolmpalle 0:00 - Intro 0:19 - Where everything is right now with Coinsilium and Forza 29:53 - The increase in inbound interest following Coinsilium’s first purchase 39:20 - The regulatory restrictions and media coverage of Bitcoin in the UK 48:00 - Closing thoughts and where to find Coinsilium and Forza online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Tim is joined by Jackson Mikalic and Brian Cubellis from Onramp for a wide ranging discussion on Bitcoin custody. - 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 Jackson Mikalic on X: https://x.com/macrojack21 Brian Cubellis on X: https://x.com/BackslashBTC 0:00 - Intro 0:13 - Inflation and Bitcoin 6:19 - Bitcoin Custody 23:54 - The Future of Custody 38:31 - What is the risk benefit threshold to use Onramp? 42:00 - What is the minimal amount of time needed to move funds? 43:31 - Does Onramp do staking behind the scenes? 44:19 - Can you have an unknown custodian? 46:24 - Do ETFs have lower risk? #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
From Bitcoin Investors Day in Paris, Tim leads a panel featuring Adam Back (Blockstream), Nicolas Brand (Fulgur Ventures), Alexandre Laizet (The Blockchain Group), and Yves Choueifaty (TOBAM) on a discussion of where Bitcoin Capital Markets are going. - 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 Adam Back on X: https://x.com/adam3us Alexandre Laizet: https://x.com/AlexandreLaizet 0:00 - Intro 0:20 - The current state of Bitcoin Capital Markets 12:30 - Institutional sentiment towards Bitcoin 15:25 - Venture Capital and Bitcoin related startups 18:50 - Scaling Bitcoin 25:00 - Institutional adoption of Bitcoin 33:06 - The Performance of Strategy #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Eleanor Terrett, Journalist and Co-Host of Crypto in America, joins the show to discuss her time as a Fox Business Producer, where we are now in media and where things are going, and what advice she would give to someone getting into digital media. - 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 Eleanor Terrett on X: https://x.com/EleanorTerrett 0:00 - Intro 0:20 - Eleanor’s background 8:57 - What is a day in the life of a Producer? 12:04 - Eleanor’s take on where we are now in media and where things are going 16:28 - What advice would Eleanor give to someone getting into digital media? 19:42 - Where to find Eleanor online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Nick Neuman, CEO and Co-Founder of Casa, joins the show to discuss his "To Catch a Scammer" video, Bitcoin self custody, and the security risks facing executives in the crypto space. - 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 Nick Neuman on X: https://x.com/Nneuman 0:00 - Intro 0:30 - Nick’s “To Catch a Scammer” video 11:33 - What are the biggest concerns that customers have? 18:09 - Nick’s background and forming Casa 19:22 - How did Nick first hear about Bitcoin? 22:58 - How does self custody work? 30:03 - Who has the Bitcoin when you self custody? 36:02 - How would Nick think through custody if he was a public CEO? 40:46 - Could there be other custody processes put in place to prevent risk to executives? 48:55 - How does Nick and Casa get people up to speed on custody? 51:34 - Closing thoughts and where to find Nick online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Matt McDonagh, former Wall Street banker turned Bitcoiner, data engineer, and tech investor, joins the show to discuss discovering Bitcoin at the Princeton Club, AI's impact on Bitcoin and social media, and Bitcoin as the Hurdle Rate. - 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 Matt McDonagh on X: https://x.com/McDonaghMatthew 0:00 - Intro 0:38 - Matt’s background 2:19 - How Matt got into Bitcoin 8:30 - What is Matt doing these days? 12:58 - How does Matt think about Bitcoin as the Hurdle Rate? 15:48 - Matt’s view on social media and AI 18:41 - Matt’s view on Bitcoin Treasury companies 26:05 - How can the market understand Strike and Strife faster? 27:52 - Was there a moment that solidified Bitcoin’s storage value to Matt? 29:40 - Would Matt take a private company public as a Bitcoin Treasury company? 31:57 - Bitcoin and AI 34:28 - What tools or resources would Matt recommend to others? 36:16 - Closing thoughts and where to find Matt online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
A special bonus preview of Tim's conversation with Matt McDonagh, former Wall Street banker turned Bitcoiner, data engineer, and tech investor. - 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/TimKotzmanGuest on X: https://x.com/mcdonaghmatthew0:00 - Intro0:07 - How Elon Musk will have the best real-time understanding of what humanity is thinking about2:42 - If Elon could start or acquire one additional company, what would it be?4:52 - Matt’s experience with social media9:21 - Matt’s takeaways from MSTR True North’s Fireside Chat at Strategy World13:21 - Retail investors vs institutional investors#podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Michael Tanguma, Founder and CEO of Onramp, joins the show to discuss his journey to Bitcoin, Onramp's Early Riders venture firm, and a big Onramp announcement. - 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 Michael Tanguma on X: https://x.com/MTanguma 0:00 - Intro 0:45 - Recapping MSTR earnings 7:00 - Michael’s take on the announcement of 21 Capital 11:54 - Michael’s journey to Bitcoin and founding Onramp 21:56 - Where Onramp is today and its flagship product 27:26 - How Onramp educates consumers on its offerings 38:30 - Onramp’s venture firm Early Riders 49:25 - Where Onramp is going from here 53:04 - Where to find Michael online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Pierre Rochard, CEO of the Bitcoin Bond Company, joins the show to discuss starting the Bitcoin Bond Company, Bitcoin's role in global fixed income, and what success look like for the Bitcoin Bond Company in the next 5 years. - 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 Pierre Rochard on X: https://x.com/BitcoinPierre 0:00 - Intro 0:18 - Pierre’s background 4:20 - Starting the Bitcoin Bond Company 5:54 - What are the Bitcoin Bond Company’s products and services? 11:50 - Who are the Bitcoin Bond Company’s target customers? 15:19 - What is Bitcoin’s role in global fixed income markets? 21:43 - Will nation states issue debt in Bitcoin in the next decade? 24:30 - How would a Bitcoin bond differ from El Salvador’s volcano bond? 26:31 - Are there any regulatory barriers to launching Bitcoin bonds in the US? 28:52 - Are there any other jurisdictions Pierre is looking at? 30:20 - Pierre’s thoughts on custody and risk management 33:30 - What would Pierre say to executives considering a Bitcoin Treasury strategy? 38:39 - Pierre’s views on Strategy’s financial instrument offerings 49:26 - What does success look like for the Bitcoin Bond Company in the next 5 years? 52:24 - Final thoughts and where to find Pierre online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Eleanor Terrett, Co-Host of the Crypto in America podcast and newsletter, joins the show to interview Tim and discuss how Tim has gotten to where he is now, who has had the biggest impact on him in the Bitcoin space, and where companies looking into Bitcoin Treasury strategies should get started. - 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 Eleanor Terrett on X: https://x.com/eleanorterrett 0:00 - Intro 0:30 - How Tim got into Bitcoin 1:35 - How has Tim gotten to where he is now? 5:08 - Who has had the biggest influence on Tim in the Bitcoin space? 6:48 - Where companies looking into Bitcoin Treasury strategies should get started 14:09 - Was the Wall Street Bitcoin Spot ETF adoption the accelerator behind Bitcoin Treasury Strategy? 16:15 - Tim’ thoughts on Bitcoin’s evolution 18:30 - Will we ever find out who Satoshi is? 19:40 - Does Saylor own enough Bitcoin to centralize it? 17:30 - Why is Bitcoin not a giant Ponzi scheme? 20:32 - Tim’s advice for people thinking about buying Bitcoin #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Tyler Evans, Co-Founder of BTC Inc. and Chief Investment Officer at UTXO Management, joins the show to discuss launching BTC Inc., UTXO Management's investment strategy, and what company executives need to be thinking about when considering a Bitcoin Treasury strategy. - 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 Tyler Evans on X: https://x.com/tylev 0:00 - Intro 0:21 - Tyler’s takeaways from Bitcoin Standard Corporations Investor Day 2:34 - Tyler’s background and journey to Bitcoin 5:47 - Launching BTC Inc. 14:41 - How did UTXO Management get started and what is it doing now? 17:46 - The early days of the fund and its initial investment strategy 28:58 - What impact are larger-than-life figures in Bitcoin like Michael Saylor and Dylan Leclair having? 32:42 - What should public and private company executives be thinking about when considering a Bitcoin Treasury strategy? 39:19 - What is Tyler focused on these days? 41:27 - Closing thoughts and where to find Tyler online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Matthew Montgomery, Founder and Managing Director at Maevlo Company, joins the show to discuss his time as a Landman, his journey to Bitcoin, and the similarities between mineral royalty funds and Bitcoin. - 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 Matthew Montgomery on X: https://x.com/MaevloCompany 0:00 - Intro 1:06 - What is a Landman? 4:08 - How Matthew got into the oil business 30:48 - Matthew’s move from Landman to Maevlo 37:08 - How much does it cost to drill a well? 46:21 - Matthew’s journey to Bitcoin 1:01:50 - Similarities and differences between mineral royalty funds and Bitcoin 1:12:00 - Where to find Matthew and Maevlo online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
Andrew Webley, Founder and CEO of The Smarter Web Company, joins the show to discuss his journey to Bitcoin, bringing his company public in the UK, and the impact Bitcoin Treasury companies have had on the operations of The Smarter Web 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Guest on X: https://x.com/asjwebley 0:00 - Intro 0:31 - Recapping Andrew’s recent trip to New York 1:35 - Andrew’s background and journey to Bitcoin 15:51 - Taking The Smarter Web Company public 22:00 - How Strategy and Metaplanet’s Bitcoin Treasuries have impacted The Smarter Web Company 29:28 - The Smarter Web Company’s operations, products, and services 32:32 - Where to find Andrew and The Smarter Web Company online #podcast #bitcoin #microstrategy #investing #mstr #btc…
 
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