The Bitcoin Treasuries Podcast with Tim Kotzman

Nathan McCauley, Co-founder and CEO of Anchorage Digital, dives into the fascinating world of Bitcoin custody and institutional investing. He shares insights into the concerns institutions have about security and compliance when choosing a Bitcoin service provider. McCauley discusses Anchorage's services, including trading and borrowing against Bitcoin, and evaluates whether Bitcoin stands as the ultimate digital reserve asset. He also highlights the growing trend of corporate treasury strategies surrounding Bitcoin and the onboarding process for prospective clients.

Andrew Webley, CEO of The Smarter Web Company, dives into the company's groundbreaking Bitcoin acquisition and its implications for investors. He shares insights on securing institutional support and the importance of equitable opportunities for retail investors. Webley also discusses innovative custody solutions and the dynamic media landscape crucial for investor relations. With a keen eye on Bitcoin’s future, he highlights emerging opportunities and the role Bitcoin treasury companies will play in propelling the cryptocurrency market.

Sander Andersen, CEO and Co-Founder of H100 Group, shares insights on the adoption of Bitcoin Treasuries and the growing interest from investors. He discusses the evolving media landscape around Bitcoin and the strategies for effectively educating potential investors. Sander also outlines H100's innovative financing methods and their approach to Bitcoin acquisition. Notably, he offers his outlook for the future of Bitcoin treasury companies, including potential growth trends and regulatory challenges in Europe.

Adam Livingston,  Author of The Bitcoin Age and The Great Harvest, joins the show to discuss what risks he sees, Metaplanet and other Bitcoin Treasury companies, and how to get your mNAV above 1.5.- 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/TimKotzmanAdam Livingston on X: https://x.com/AdamBLiv0:00 - Intro0:28 - Adam’s background and Bitcoin journey5:38 - Adam’s take on Bitcoin Treasury companies7:57 - What risks does Adam see?15:09 - Is Metaplanet orchestrating something?17:09 - Do Bitcoin Treasury companies need to have a preferred product?19:02 - How to get your mNAV above 1.521:50 - Closing thoughts and where to find Adam online #podcast #bitcoin #microstrategy #investing #mstr #btc

Tim Enneking, Founder and Principal of Digital Capital Management, joins the show to discuss launching the first Crypto Trading Fund in history, the intersection of Bitcoin and AI, and everything you need to know about Bitcoin yield.- 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/TimKotzmanTim Enneking on X: https://x.com/ennekingTJ0:00 - Intro0:20 - How Tim got into Bitcoin1:00 - Tim’s background10:49 - Launching the First Crypto Trading Fund in history16:03 - Where will things go in the next 12-36 months?21:14 - Do institutions and governments need Bitcoin’s price to go higher to feel comfortable buying it?25:12 - How AI and Bitcoin will intersect29:00 - Tim’s take on the Lightning Network33:17 - Tim’s view on Bitcoin Treasury companies40:49 - Bitcoin Yield - What is it and how does it work?49:46 - Can you be a fractional owner of a liquidity pool?54:47 - Final thoughts and where to find Tim online#podcast #bitcoin #microstrategy #investing #mstr #btc

Shone Anstey, Founder and CEO of LQWD Technologies, dives into the future of Bitcoin with a focus on the Lightning Network. He explains its ability to enable fast, low-cost transactions and the impact of increasing network usage. Shone also discusses his Bitcoin Treasury strategy and the distinct challenges between Canadian and U.S. Bitcoin markets. He provides fascinating insights on pricing bias and how to articulate Bitcoin's value to newcomers, making complex concepts accessible and engaging.

In this discussion, Dan Hillery, a seasoned expert on Bitcoin and corporate treasury strategies, dives into Strategy's latest STRD announcement and its implications. He shares key takeaways from the Bitcoin conference in Vegas, emphasizing the unique risk factors Bitcoin treasury companies face. Dan unpacks how STRD dividends function and explores innovative financial strategies using Bitcoin. Lastly, he discusses cash flow tactics during Bitcoin's volatility and the relevance of leverage ratios in this dynamic market.

Justin Este, Senior Associate at Equiturn, joins the show to discuss his journey to Bitcoin, his take on Strategy and other Bitcoin Treasury companies, and the Las Vegas Bitcoin Conference.- 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/TimKotzmanJustin Este on X: https://x.com/SatsWithEste0:00 - Intro0:16 - Justin’s background1:01 - Justin’s Bitcoin journey3:36 - Strategy and other Bitcoin Treasury companies 5:04 - Bitcoin community online vs in real life7:06 - AI’s impact on Bitcoin8:16 - Closing thoughts and where to find Justin online#podcast #bitcoin #microstrategy #investing #mstr #btc

Chaitanya Jain, Bitcoin Strategy Intern at Strategy, sits down with Tim to discuss his role with Strategy, Institutional vs Retail Strategy Investors, and whether MSTR will ever sell its Bitcoin.- 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/TimKotzmanGuest on X: https://x.com/_chaitanyaj?lang=en0:00 - Intro4:10 - Chaitanya’s role with Strategy11:20 - Bitcoin Treasury companies in the news16:16 - Institutional vs Retail Strategy Investors19:28 - Chaitanya’s time at Blackstone24:50 - How Chaitanya came across the job posting for Strategy28:35 - Bitcoin’s effect on the soul32:00 - What assurances does Strategy have that its Bitcoin isn’t being re-hypothecated32:45 - When does Strategy become a Bitcoin lender?34:20 - How Strategy team generates yield35:40 - Will MSTR ever sell its Bitcoin?#podcast #bitcoin #microstrategy #investing #mstr #btc

Sander Andersen, CEO of H100 Group, joins the show to discuss becoming Sweden's first Bitcoin Treasury company!- 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/TimKotzmanSander Andersen on X: https://x.com/Sanderandersenn0:00 - Intro0:16 - Sander’s background and journey to his position with H100 Group1:05 - Founding Finpeers2:10 - H100 Group’s first Bitcoin purchase2:39 - Sander’s thoughts on Bitcoin equity3:34 - Where to find Sander online#podcast #bitcoin #microstrategy #investing #mstr #btc