The Bitcoin Treasuries Podcast with Tim Kotzman

Khing Oei, Founder & CEO of Treasury, joins the show to discuss operating business for Bitcoin Treasury companies, how companies can get their NAV back up, and surviving the downside volatility of a Bitcoin cycle. - 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/TimKotzmanKhing Oei on X: https://x.com/khingoei0:00 - Intro0:12 - Khing’s background3:16 - How Khing thinks about operating business, conferences, and mNAV9:06 - The last quarter for Bitcoin Treasuries compared to the last 5 years of Strategy12:34 - What can other crypto treasury companies do over the next 12 months?15:55 - How companies will be able to get their NAV back up18:54 - Walking through Treasury’s operations and options in capital markets25:28 - How to survive the downside volatility of a Bitcoin cycle29:08 - Should Bitcoin Treasury companies use a line of credit to buy back shares?31:44 - Would Khing consider a US Listing for Treasury?33:03 - Khing’s closing thoughts34:35 - Where to find Khing and Treasury online#podcast #bitcoin #microstrategy #investing #mstr #btc

Steven Lubka, VP of Investor Relations at Nakamoto, and Pete Rizzo, President of BitcoinTreasuries.net, dive into the exciting world of Bitcoin Treasuries. They discuss recent advancements and announcements shaping the marketplace and emphasize the need for innovative financial products linked to Bitcoin. The duo explores the operational strategies necessary for success and the potential pitfalls that Bitcoin treasury companies might face. With insights on navigating challenges and competitive dynamics, their conversation sheds light on the future of Bitcoin in corporate finance.

In this engaging discussion, Adrian Pruett, the creative mind behind ONEBIGPARTY, dives into the art of storytelling in the Bitcoin space. He explores the significance of compelling narratives in attracting interest and building community. Adrian shares his insights on what truly makes a great story, the vital role of authenticity, and the evolution of modern communication. With a vision for innovative formats like The Tim Kotzman Show, he highlights how storytelling can unite and inspire within the crypto community.

Mike Germano, President of Pubkey and former media executive, shares his journey from media to the Bitcoin community. He reveals the unique vision behind Pubkey, a Bitcoin bar in NYC designed for fostering connections among enthusiasts. Germano discusses the exciting plans for the Bitcoin Treasuries Unconference and delves into the branding potential of Bitcoin. The conversation highlights the importance of trust within the Bitcoin community and how creating spaces for dialogue can elevate the crypto experience.

Matt McDonagh, Managing Partner of McDonagh Family Office and tech investor, shares his transition from Wall Street to Bitcoin enthusiast. He discusses how AI can revolutionize investment strategies and the importance of understanding the investor landscape, especially regarding Bitcoin's appeal as an inflation hedge for family offices. McDonagh also explores effective AI strategies, emphasizing concise prompts for better engagement. His insights reveal the transformative potential of integrating AI with Bitcoin and the future of security innovations in digital assets.

Brian Brookshire, the newly appointed Head of Bitcoin Strategy at H100 Group, joins the show to breakdown his new role, update us on where H100 Group stands today, and walk us through the steps of OTC trading. - 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/TimKotzmanBrian Brookshire on X: https://x.com/btc_overflow0:00 - Intro0:31 - Brian’s Big Announcement2:26 - What a Head of Bitcoin Strategy role looks like3:45 - Where H100 Group stands today5:04 - Where to reach out to Brian and H100 Group online6:51 - How to trade OTC and H100 Group#podcast #bitcoin #microstrategy #investing #mstr #btc

Larry Lepard, Author of The Big Print, joins the show to discuss the process of writing his book, the numbers behind Michael Saylor's projections, and his takeaways from the Bitcoin conferences of 2025 so far.- 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/TimKotzmanLarry Lepard on X: https://x.com/LawrenceLepard0:00 - Intro0:16 - Larry’s background, book, and Bitcoin journey1:43 - Where we are in Bitcoin Land3:33 - Larry’s takeaways from this year’s Bitcoin conferences8:33 - Breaking down Saylor’s projections13:43 - Larry’s process for writing The Big Print19:44 - Larry’s experience meeting his readers21:01 - Where to buy The Big Print and interact with Larry online#podcast #bitcoin #microstrategy #investing #mstr #btc

Richard Byworth, Partner at Syz Capital and host of Seize the Future, dives into the financial landscape of Bitcoin treasuries. He shares insights on navigating recent earnings calls, the urgency for treasury companies to adopt aggressive growth strategies, and the operational models for Bitcoin treasury firms. Byworth emphasizes Bitcoin's role in protecting wealth amid AI disruptions and discusses innovative investment and custody solutions for secure asset management in the crypto world.

Natalie Brunell, Host of the Coin Stories podcast, joins the show to discuss launching her book Bitcoin is for Everyone, joining Semler Scientific, and where she sees Bitcoin going in the next year. - 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/natbrunell0:00 - Intro2:20 - Natalie’s experience growing her Coin Stories podcast8:24 - Where Natalie sees Bitcoin going in the next year11:32 - Natalie’s upcoming Bitcoin is for Everyone book launch14:57 - Natalie’s journey since joining Semler Scientific18:55 - The “God Bless Bitcoin” documentary that Natalie narrated21:32 - Where to find Natalie and her book online#podcast #bitcoin #microstrategy #investing #mstr #btc

Anthony Pompliano, CEO at Professional Capital Management, joins the show to discuss where we are currently with Bitcoin, what led him to launching ProCap Financial, and where he sees things going moving forward. - 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/TimKotzmanAnthony Pompliano on X: https://x.com/APompliano0:00 - Intro0:23 - Pomp’s background in Bitcoin2:08 - Where are we in Bitcoin?4:52 - What led Pomp to launching ProCap Financial9:05 - What Jeff Park is bringing to ProCap11:22 - How Pomp sees things moving forward#podcast #bitcoin #microstrategy #investing #mstr #btc