The Bitcoin Treasuries Podcast with Tim Kotzman Conviction & Consistency with Roland Talalas of GIGA
Dec 12, 2025
Roland Talalas, CEO of GIGA, dives into the intersection of AI, robotics, and Bitcoin treasury management. He shares insights on his Eastern European roots that fueled his Bitcoin adoption. Discussing 'Conviction and Consistency,' he emphasizes the importance of steady buying during market dips. Roland also explores the difference between pure Bitcoin treasuries and operating businesses, underlining the role of cash flow. GIGA’s innovative strategies aim to build more efficiently while stacking Bitcoin, setting an ambitious roadmap for the future.
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Childhood Inflation Shaped BTC Conviction
- Roland recounts his Eastern European childhood during high inflation as a formative reason he values Bitcoin.
- He connects that experience to personal conviction in buying and holding BTC since 2017 and GIGA buying since 2021.
Buy Dips With Conviction And No Leverage
- Do buy during dips if you have conviction, cash, and no dangerous leverage, as Roland says he's been adding this week.
- He warns leverage kills many investors and stresses consistency in buying through cycles.
GIGA's Steady Stack Since 2021
- Roland compares MicroStrategy's aggressive early buys to GIGA's later, steady accumulation beginning around $46k.
- He reports GIGA's cost basis near $66k and that they hold ~1,202 BTC after recent purchases.