The Bitcoin Treasuries Podcast with Tim Kotzman

Timothy Kotzman
undefined
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
undefined
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!
undefined
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
undefined
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.
undefined
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
undefined
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
undefined
Sep 29, 2025 • 25min

Deploying Bitcoin: Yield Opportunities with Tim Enneking, Boris Alergant, & Gordon Grant

From the Bitcoin Treasuries NYC Unconference, Tim Enneking, Managing Partner at Psalion, Boris Alergant, Head of Strategic Initiatives at Babylon Labs, & Gordon Grant, Portfolio Manager and Head of Derivatives at Bitwise, take the stage to discuss the best practices for deploying Bitcoin for yield opportunities with a long-term mindset.- 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/ennekingTJBoris Alergant on X: https://x.com/Borissimo_Gordon Grant on X: https://x.com/BcAT7GZEXWWo5yA0:00 - Intro2:00 - How to mitigate risk with Bitcoin7:20 - Capacity constraints14:30 - Does taking Bitcoin off chain hurt the mining model?17:50 - What is the biggest barrier to Bitcoin Treasury companies going on chain?#podcast #bitcoin #microstrategy #investing #mstr #btc
undefined
13 snips
Sep 27, 2025 • 53min

Bitcoin-Backed Credit: Rethinking Risk with Michael Saylor, Matt Cole, & Jeff Walton

Michael Saylor, Founder of MicroStrategy, leads a captivating discussion with Matt Cole, CEO of Strive, and Jeff Walton, Chief Risk Officer at Strive. They explore the potential of Bitcoin-backed credit and its implications for existing credit markets. The guests analyze how perpetual preferred equity aligns with Bitcoin's structure, assess risks in insurance markets, and speculate on the future of digital credit as an asset class. They also discuss the likelihood of traditional indices needing to outperform Bitcoin amid evolving financial landscapes.
undefined
Sep 26, 2025 • 33min

Proof of Reserves: Necessity or Distraction with Adrian Morris, Pierre Rochard, & Alex Thorn

From the Bitcoin Treasuries NYC Unconference, Adrian Morris of True North, Pierre Rochard, CEO of The Bitcoin Bond Company, and Alex Thorn, Head of Firmwide Research at Galaxy, take the stage to discuss the opportunities and risks of expanding in new markets.- 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/TimKotzmanAdrian Morris on X: https://x.com/Adrian_R_MorrisPierre Rochard on X: https://x.com/BitcoinPierreAlex Thorn on X: https://x.com/intangiblecoins0:00 - Intro0:16 - Pierre Rochard2:00 - Adrian Morris5:38 - Alex Thorn18:45 - Are there established processes for attestation? 22:02 - Implementing Bitcoin education in colleges25:25 - Bitcoin custody in the UK#podcast #bitcoin #microstrategy #investing #mstr #btc
undefined
Sep 25, 2025 • 34min

New Market Expansion: Opportunities & Risks with Paul Lee, Andrew Webley, and Boyd Cohen

From the Bitcoin Treasuries NYC Unconference, Paul Lee, Co-CEO of Bitplanet, Andrew Webley, CEO of Smarter Web Company, and Boyd Cohen, and Boyd Cohen, Chief Strategy Officer at Arcadia Bitcoin, take the stage to discuss the opportunities and risks of expanding in new markets.- 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/TimKotzmanPaul Lee on X: https://x.com/paulslee84Andrew Webley on X: https://x.com/asjwebleyBoyd Cohen on X: https://x.com/boydcohen0:00 - Intro0:18 - Paul Lee - Bitplanet in Korea6:45 - Andrew Webley - Smarter Web Company in UK13:20 - Boyd Cohen - Arcadia Bitcoin in Mexico22:00 - Growth opportunities to acquire profitable operating business in the UK26:38 - Bitcoin as a tool for financial inclusion throughout Latin America#podcast #bitcoin #microstrategy #investing #mstr #btc

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app