The Bitcoin Treasuries Podcast with Tim Kotzman Authenticity and The Future of Bitcoin Treasuries with Jeff Park and Julie Moulard
Jul 11, 2025
In this engaging discussion, Jeff Park, Head of Alpha Strategies at Bitwise, shares his insights on Bitcoin adoption and reflects on his predictions for the year. He discusses the evolution of Bitcoin treasury companies and their strategies in the face of changing regulations. Julie Moulard, an Associate Professor of Marketing, adds depth by exploring three types of authenticity in the Bitcoin space, emphasizing the importance of transparency and motivation. Their conversation reveals the intricate relationship between digital assets and genuine engagement in the market.
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Shift to Bitcoin Utility Focus
- Bitcoin treasury companies' growth is shifting focus from buying Bitcoin cheaply to leveraging utility for network productivity.
- This internal arbitrage approach is becoming mainstream, fueling yield opportunities and broader industry adoption.
Global Push Spurs Regulatory Race
- Globalization of Bitcoin treasury companies sparks regulatory competition among jurisdictions.
- This creates a 'race to the top' fostering capital formation despite some countries restricting activities.
Indexing Bitcoin Treasury Exposure
- Bitcoin treasury adoption is a mega trend with hundreds of companies entering rapidly.
- Investors increasingly need indexed approaches to effectively manage global Bitcoin treasury exposure.