Tim Kotzman, investor and Bitcoin strategist, joins us to unpack the explosive rise of Bitcoin treasury companies—and why this emerging asset class could reshape how corporations grow, govern, and compete in a post-dollar world. From MicroStrategy’s leveraged playbook to MetaPlanet’s media-first strategy, Tim breaks down how capital markets are being retooled around Bitcoin as pristine collateral. In this episode, we explore why simply “putting Bitcoin on the balance sheet” is no longer enough—and how a new class of public companies is engineering Bitcoin exposure with hedge-fund-like precision. We dig into the nuances of equity valuation in a Bitcoin-native environment, the hidden risks most investors overlook, and how leadership, leverage, and attention are the new trifecta of corporate value creation. Whether you’re a long-term HODLer, equity analyst, or capital allocator, this episode reveals the deeper playbook behind Bitcoin’s corporate revolution.
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