Tim Kotzman

Jeff Walton, founder of True North, and Ben Werkman, CIO of Swan, join Tim Kotzman, host of The Bitcoin Treasuries Podcast, to discuss the revolutionary impact of Bitcoin on corporate treasury strategies. They highlight how companies are enhancing transparency and investor relations by integrating Bitcoin into their balance sheets. The trio dives into long-term investment strategies, the importance of market net asset value, and innovative solutions for wealth management, emphasizing Bitcoin's role in shaping the future of finance and community engagement.

In this captivating discussion, Tim Kotzman, host of the Bitcoin Treasuries podcast and founder of energy-focused firms, delves into the evolving role of Bitcoin in institutional finance. He highlights how corporate entities, like MicroStrategy, are reshaping their treasuries with Bitcoin and the challenges they face in adoption. The conversation touches on strategic allocation and the implications of a Bitcoin reserve on corporate balance sheets. Kotzman also emphasizes the critical need for robust security measures as the landscape of digital asset ownership continues to change.

Tim Kotzman, an investor and Bitcoin strategist, shares insights on the rise of Bitcoin treasury companies reshaping corporate strategies. He explains the difference between simply holding Bitcoin and using capital markets for Bitcoin treasury management. Kotzman discusses how leverage and precision in Bitcoin exposure can define corporate value. The conversation also delves into risks, misconceptions about treasury strategies, and how leadership impacts Bitcoin-native companies' success in a post-dollar economy.

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.

Tim Kotzman, co-host of the Bitcoin Treasuries podcast, dives into the burgeoning world of Bitcoin treasury companies. He explores innovative financial strategies, highlighting the shift from traditional to crypto-centric approaches. Kotzman discusses new valuation metrics like forward mNAV and the importance of education for investors. He also addresses challenges for retail investors and the cautious adoption of Bitcoin by larger firms, suggesting a significant expansion in this sector in the near future.