

The Bitcoin Treasuries Podcast with Tim Kotzman
Timothy Kotzman
Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.
Episodes
Mentioned books

Oct 24, 2025 • 1h 1min
Building in Public and Who's Going to Win the Fast & Furious AI Race with Matt McDonagh
 Matt McDonagh, a tech investor and managing partner of McDonagh Family Office, dives into the evolving landscape of Bitcoin treasury companies and the importance of holding Bitcoin while maintaining lean operations. He identifies traits essential for building in public—like resilience and consistency—while sharing insights on how to harness AI effectively without relinquishing control. McDonagh also discusses which AI platforms could dominate, the rapid potential of one-person companies, and a fascinating theory on Elon Musk's multifaceted approach to humanity's future. 

Oct 23, 2025 • 37min
Tad Smith One Year Later: Does He Still Like the Stock (MSTR)?
 Tad Smith, a partner at 50T Funds and an NYU Stern lecturer, returns to share his insights on Bitcoin and the stock MicroStrategy (MSTR). He discusses the impact of AI on Bitcoin's scarcity and its market dynamics. Tad reflects on the current liquidity cycle and sentiment from the Bitcoin Alpha Conference, expressing cautious optimism. He also shares thoughts on OGs selling Bitcoin, the challenges in Bitcoin treasury management, and future tech threats posed by quantum computing. It's a deep dive into a rapidly evolving financial landscape! 

Oct 15, 2025 • 1h 3min
The Bitcoin Journey with Adam Back
 In a fascinating discussion, Adam Back, co-founder and CEO of Blockstream, shares insights on the evolution of Bitcoin treasury companies and their journey, highlighting lessons from MicroStrategy. He explores expectations for the current cycle's length and how Bitcoin resembles rugby in its resilience. Adam also delves into the necessity for treasury firms to keep pace with code changes and speculates on the future of developers in the Bitcoin space. Plus, discover his first encounter with the Bitcoin Whitepaper and the complexities surrounding the Taproot upgrade. 

Oct 13, 2025 • 27min
Brazilian Bitcoin with Mason Foard of Méliuz
 Mason Foard, Director of Bitcoin Strategy at Méliuz, delves into the fascinating world of Bitcoin adoption in Brazil. He shares surprising insights from his role at Méliuz and the regulatory contrasts between Brazil and the US markets. Mason discusses his company's innovative Bitcoin treasury strategy, including cash-sweeping and derivatives like cash-secured puts. He highlights Brazil's unique embrace of crypto over traditional equities and emphasizes the importance of educating investors about Bitcoin as a serious asset class. 

Oct 6, 2025 • 11min
Stacking Bitcoin in the Storage Business with Kenny & Alex of West Main Storage
 Recorded in Unit 1032 at West Main Storage in Rhode Island, Tim is joined by Kenny and Alex to discuss West Main's operating business and Bitcoin accumulation strategy.- 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanKenny Alves on X: https://x.com/KennyAlves941330:00 - Intro0:27 - Kenny’s background1:37 - West Main’s operating business 2:25 - West Main’s Bitcoin accumulation strategy4:20 - Alex’s role at West Main and customer service expertise5:25 - The most common inquiries West Main receives#podcast #bitcoin #microstrategy #investing #mstr #btc 

9 snips
Oct 5, 2025 • 30min
Bitcoin Treasury Companies: The New Class in Finance with Michael Saylor, Brian Dixon, and Mark Moss
 Join Michael Saylor, Founder of MicroStrategy and a staunch advocate for Bitcoin treasuries; Brian Dixon, CEO of Off the Chain Capital focusing on Bitcoin strategies; and Mark Moss, Chief Bitcoin Strategist at Satsuma, as they explore the future of finance. They delve into how Bitcoin is transforming financial institutions, the importance of treasury companies, and the evolution of credit products. Discussions include digital ownership and the role of AI agents in future markets. Discover how this new class of finance could redefine investment strategies! 

Oct 4, 2025 • 34min
TradFi Media & Bitcoin: Why the Disconnect with Natalie Brunell, Mike Germano, & Eleanor Terrett
 From the Bitcoin Treasuries NYC Unconference, Natalie Brunell, Host of Coin Stories, Mike Germano, President of Pubkey, Comedian TJ Miller, and Eleanor Terrett, Co-Host of Crypto in America, take the stage to discuss Bitcoin's coverage in traditional media.- 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanNatalie Brunell on X: https://x.com/natbrunellMike Germano on X: https://x.com/mikegermanoEleanor Terrett on X: https://x.com/EleanorTerrett0:00 - Intro4:04 - Why the media has gotten Bitcoin wrong9:49 - The lack of economic education amongst journalism13:20 - Is Bitcoin its own political party?22:06 - Will centralized media sources try to put Bitcoin in a negative light?26:40 - How to implement accountability in all media#podcast #bitcoin #microstrategy #investing #mstr #btc 

14 snips
Oct 3, 2025 • 30min
Scarcity, Hidden Forces:Where is the Supply Shock? with Jeff Park, Matt Cole, & Alexandre Laizet
 In an engaging discussion, Jeff Park, CIO at ProCap, Matt Cole, CEO of Strive, and Alexandre Laizet, Director of Bitcoin Strategy at Capital ₿, dive into the intricacies of Bitcoin's scarcity and its implications for treasury companies. They explore the concept of supply shocks in Bitcoin compared to commodities and how stock-and-flow dynamics shape long-term investment strategies. The trio discusses institutional adoption trends and predicts the future landscape for Bitcoin treasury firms, highlighting their role as accumulation engines in this evolving market. 

Oct 2, 2025 • 29min
Driving mNAV: Integrating New KPIs with Ben Werkman, Chaitanya Jain, & Adrian Morris
 From the Bitcoin Treasuries NYC Unconference, Ben Werkman, Chief Investment Officer at Swan Bitcoin, Chaitanya Jain, Bitcoin Strategy Manager at Strategy, and Adrian Morris of True North take the stage to discuss whether operating businesses of Bitcoin Treasury companies are ultimately a differentiator or a distraction. - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanBen Werkman on X: https://x.com/BenWerkmanChaitanya Jain on X: https://x.com/_ChaitanyaJAdrian Morris on X: https://x.com/Adrian_R_Morris0:00 - Intro0:30 - Chaitanya Jain on the true measure of success for a Bitcoin Treasury company5:48 - Adrian Morris on the counterintuitiveness of mNAV 9:26 - Ben Werkman on the separation of metrics as a strategy grows15:18 - How should companies communicate about their mNAV with the market?20:53 - Bitcoin derivatives and applying leverage#podcast #bitcoin #microstrategy #investing #mstr #btc 

Oct 1, 2025 • 25min
Operating Business: Differentiator or Temporary Distraction with Norma Chu, Dean Callas, & Jim Dorra
 From the Bitcoin Treasuries NYC Unconference, Norma Chu, Founder & CEO of DDC Enterprise, Dean Callas, Co-Founder, Managing Director, and General Partner of Next Layer Capital, and Jim Dorra, General Manager at Tractial, take the stage to discuss whether operating businesses of Bitcoin Treasury companies are ultimately a differentiator or a distraction. - 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanDean Callas on X: https://x.com/deangcallasJim Dorra on X: https://x.com/jimdorraNorma Chu on X: https://x.com/DayDayCook0:00 - Intro7:52 - The different types of operating businesses in Bitcoin Treasuries10:00 - Is M&A a distraction in Bitcoin Treasuries?11:57 - How to make capital allocation decisions13:39 - Do companies with an activated investor base have an advantage?17:37 - Which Fortune 100 company will be the first to implement Bitcoin Treasury?#podcast #bitcoin #microstrategy #investing #mstr #btc 


