Galaxy Brains Bitcoin Treasury Strategies with Tim Kotzman & Ed Juline
Sep 11, 2025
In this discussion, Bitcoin treasury advisors Tim Kotzman and Ed Juline explore innovative Bitcoin treasury strategies and their impact on the financial landscape. They highlight an upcoming unconference in NYC, emphasizing the evolving interest of corporations in Bitcoin as a strategic asset. Beimnet Abebe from Galaxy Trading adds to the conversation by discussing the implications of current inflation and employment data on monetary policy. Tension in political circles is also revealed through anecdotes about government officials.
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Rapid Emergence Of Diverse Treasury Firms
- Bitcoin treasury companies exploded from a handful to dozens rapidly in 2025, each with different strategies and missions.
- Tim Kotzman and Ed Juline note the space is early and fragmented, making standard definitions and success metrics unclear.
Definitional Blur Around Treasury Companies
- Defining a "Bitcoin treasury company" is tricky because many firms hold some Bitcoin but differ materially in strategy.
- Ed and Tim emphasize the category spans T-bill stacks to full Bitcoin-native business models, complicating comparisons.
Prefer Voluntary Transparency
- Be transparent: companies that disclose metrics like MNAV attract more investor attention.
- Ed and Tim recommend voluntary transparency because markets reward clear reporting even if not required.