The Bitcoin Treasuries Podcast with Tim Kotzman cover image

The Bitcoin Treasuries Podcast with Tim Kotzman

Wall Street Buying Bitcoin with Andrew

Jan 22, 2025
35:10

Andrew AP Abacus, Co-Founder of Arch Public, joins the show to discuss whether Bitcoin should replace gold, where Bitcoin's price could head in 2025, and what the best play is for someone not levered long like Microstrategy.


- 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 on X: https://x.com/ap_abacus?


0:00 - Intro

0:09 - Andrew’s background

5:04 - Explaining Bitcoin vs crypto

11:26 - Thinking about Bitcoin vs Bitcoin related equities

14:03 - What’s the play for someone not levered long like Microstrategy?

16:06 - Will allocation continue to be between 1-5% and what could change that?

19:35 - Does Andrew still believe Bitcoin ETFs are acting as “always-on demand vacuums that are insatiable”?

24:43 - Where does Andrew see Bitcoin’s price heading in 2025?

27:21 - Should Bitcoin replace gold?

30:01 - Has the MSTR chatter reached wealth management?

31:50 - Where to find Andrew online and closing thoughts



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

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