The Bitcoin Treasuries Podcast with Tim Kotzman

Tim heads down to Miami to visit the headquarters of Buck - The Bitcoin Dollar and talk with founder Travis VanderZanden about building on AI, pivoting from AI to Bitcoin, and everything you need to know about Buck.- 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/TimKotzmanTravis VanderZanden on X: https://x.com/travisv0:00 - Intro0:22 - Travis’ background2:44 - What caused Travis’ pivot to Bitcoin from AI4:00 - Building on AI6:44 - All about Buck - The Bitcoin Dollar7:47 - Where to buy Buck8:29 - Potential additional products11:15 - Where to reach Travis online#podcast #bitcoin #microstrategy #investing #mstr #btc

Mike Flaum, known as Grain of Salt, is a seasoned Silicon Valley tech and Bitcoin investor who has authored insightful books on Bitcoin treasuries and AI. In this discussion, he shares how his tech background shapes his investing philosophy and critiques Bitcoin business models' profitability. Flaum highlights the importance of capital efficiency metrics and explains his approach to measuring Bitcoin companies. He also offers a bold outlook for 2026, emphasizing fiscal challenges and Bitcoin's potential rise.

Jaime Leverton, CEO, & Sebastian Bea, CIO, of ReserveOne join Tim in studio to discuss how ReserveOne came together, the importance of liquidity, and if banks are going to have FOMO.- 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/TimKotzmanJaime Leverton on X: https://x.com/JaimeLevertonSebastian Bea on X: https://x.com/sebastianbea0:00 - Intro0:17 - Jaime’s background2:08 - Sebastian’s background3:34 - How ReserveOne came together5:50 - What is ReserveOne?8:56 - Clients of ReserveOne16:08 - Institutional takeaways20:32 - Are banks going to have FOMO?23:56 - Nation states, institutions, banks, and ETFs28:42 - The geopolitical landscape36:38 - How important is liquidity?39:10 - Where to find ReserveOne online#podcast #bitcoin #microstrategy #investing #mstr #btc

Andrew Kang, CFO of Strategy and a finance expert in corporate Bitcoin treasury, dives into the shifting landscape of digital credit and banking. He discusses the upcoming Bitcoin for Corporations Conference, highlighting its focus on high-profile speakers and digital credit. Andrew elaborates on Strategy’s innovative preferred products, evolving conversations with major banks, and the impact of federally chartered crypto banks on mainstream adoption. He shares insights on potential S&P 500 inclusion and outlines future opportunities in the digital credit ecosystem.

Mathieu Agee, Founder & CEO of O21 Solutions, joins the show to discuss how his experience at ExxonMobil & Amazon led him to Bitcoin, the importance of corporate leadership, and his Sound Strategy framework. - 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/TimKotzmanO21 Solutions on X: https://x.com/odyssey21s0:00 - Intro2:15 - Matt’s background and launching O21 Solutions5:21 - Matt’s experience at ExxonMobil & Amazon11:25 - What led Matt to Bitcoin and establishing the Sound Strategy framework14:44 - Matt’s thoughts on corporate Bitcoin adoption21:50 - The outlook on Bitcoin adoption by banks over the next 2 years26:43 - Why is leadership more important than the playbook? 28:34 - Matt’s Sound Strategy framework31:57 - The 12 Sound Strategy principles37:38 - Bitcoin based budgeting41:21 - How putting Bitcoin at the center helps companies save43:31 - Where to find Matt online#podcast #bitcoin #microstrategy #investing #mstr #btc

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.

Jacob Szymik, Account Executive at Square, joins the show to discuss the Bitcoin culture in Block and Square, explaining Bitcoin to family members, and what to expect coming from Square in the near future. - 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/TimKotzmanJacob Szymik on X: https://x.com/JacobSzymik0:00 - Intro0:12 - Jacob’s background1:40 - The Bitcoin culture in Block and Square2:40 - What Jacob of 5 years ago would think about what he’s doing now3:32 - Jacob’s day-to-day role5:22 - Do customers still think of Square as a hardware company?7:05 - What conversations with customers are like8:07 - The experience from the seller’s point of view9:18 - Customer use cases10:20 - Discussions around store of value11:48 - Explaining Bitcoin to family members14:46 - Businesses turning cash into Bitcoin16:16 - Where to reach out to Jacob and Square17:15 - Overview of the different segments of Block19:26 - What to keep an eye out for coming from Square in the near future#podcast #bitcoin #microstrategy #investing #mstr #btc

James Van Straten, Senior Analyst at CoinDesk, joins Tim in studio to discuss his views on MSTR, the Preferred Digital Credit Market, and what will get Bitcoin to the next level.- 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/TimKotzmanJames Van Straten on X: https://x.com/btcjvs0:00 - Intro0:40 - James’ take on MSTR14:01 - The Preferred Digital Credit Market22:03 - Bitcoin vs gold28:56 - What will get Bitcoin to the next level?35:45 - What has Tim learned over the last year?43:08 - Could we be able to buy Bitcoin from banks in 2026?#podcast #bitcoin #microstrategy #investing #mstr #btc

Scott Melker, Host of The Wolf Of All Streets Podcast, joins the show to discuss his views on Bitcoin Treasuries, his favorite part of what he's doing these days, and his background as a DJ.- 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/TimKotzmanScott Melker on X: https://x.com/woIfofaIIstreet0:00 - Intro0:20 - Scott’s background and journey to Bitcoin2:21 - Scott’s take on Bitcoin Treasuries8:22 - Scott’s favorite part of what he’s doing12:10 - How AI is intersecting with Bitcoin#podcast #bitcoin #microstrategy #investing #mstr #btc

Scott Ellam, Founder and CEO of XCE, joins the show to discuss recruiting and capital markets in 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/TimKotzmanScott Ellam on X: https://x.com/btconlyscott0:00 - Intro0:10 - Scott’s background2:23 - Which jurisdiction does XCE operate in?3:20 - The recruiting side of XCE’s business6:04 - What has worked on the capital markets side for XCE?9:02 - Where to reach out to Scott and XCE online#podcast #bitcoin #microstrategy #investing #mstr #btc