The Bitcoin Treasuries Podcast with Tim Kotzman

Mike Alfred, a seasoned investor with a knack for Bitcoin mining and infrastructure, joins Tim for a deep dive into the future of AI and crypto. They explore how these technologies require robust data centers to thrive. Mike predicts that successful mining operations will be determined by infrastructure expertise rather than mere Bitcoin ownership. He also shares insights on social media etiquette and the importance of face-to-face meetings with leadership, while analyzing current market sentiment and the potential for Bitcoin's mainstream adoption.

Jack Mallers, founder of Strike and Twenty One Capital, dives into his Bitcoin journey and its significance in his life since he was 18. He discusses the creation of Twenty One Capital, a hybrid Bitcoin-focused venture backed by major players like Tether. Jack challenges the traditional four-year Bitcoin cycle narrative, linking price movements to broader market dynamics instead. He also shares strategies for connecting with younger Bitcoiners through sincerity and innovation, including a unique Bitcoin life insurance concept.

On this special episode hosted by Dana Howell, CMO of Into The Cryptoverse and Host of Explain Yourself, asks Tim how he got into the Bitcoin Treasuries space, what the future of Bitcoin Treasuries Media will look like, and what are some of the craziest behind-the-scenes stories from the Bitcoin Treasuries NYC Unconference. - 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/TimKotzmanDana Howell on X: https://x.com/thedanahowell0:00 - Intro0:21 - How Tim got into Bitcoin Treasuries6:40 - The Future of Bitcoin Treasuries Media11:53 - The Future of the Bitcoin Treasuries business16:04 - How Tim and Ed put together the Bitcoin Treasuries NYC Unconference#podcast #bitcoin #microstrategy #investing #mstr #btc

Dana Howell, CMO of Into The Cryptoverse and Host of Explain Yourself, joins Tim in studio to discuss her thoughts on the Bitcoin Treasuries ecosystem, what she's learned from working with Gary Cardone, and the impact of media on the Bitcoin business. - 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/TimKotzmanDana Howell on X: https://x.com/thedanahowell0:00 - Intro0:35 - Dana’s background2:09 - Dana’s thoughts on the Bitcoin Treasuries ecosystem 5:58 - How Dana’s MLB Pitcher father impacted her conviction in Bitcoin6:59 - What Dana is doing these days13:20 - Where to find Dana online14:30 - What Tim and Dana have learned from the Cardone Brothers18:20 - Should everybody have a podcast?19:59 - Final thoughts and Dana’s outlook for 2026#podcast #bitcoin #microstrategy #investing #mstr #btc

John Riggins, CEO of Moon Inc, joins the show to discuss building a Bitcoin company in Hong Kong, prepaid Bitcoin cards, and the special reason that brought him to New York. - 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/TimKotzmanJohn Riggins on X: https://x.com/DistRiggs0:00 - Intro0:40 - John’s background3:26 - How John got connected with Jason Fang4:40 - John’s take on how Bitcoin has developed the last 5 years6:53 - Is the US the Wild West compared to other jurisdictions?7:44 - Which strategies will win in the long run?10:17 - Regulatory arbitrage opportunities13:11 - What is the Kimchi Premium?15:10 - The Moon Inc origin story19:55 - How the gift cards work21:16 - Why John is in New York22:12 - What’s the investor landscape like in Hong Kong?25:00 - Retail vs Institutional Investors in Hong Kong26:37 - The best options for Bitcoin Treasury companies30:21 - The regulatory environment in Hong Kong vs US33:27 - How John thinks about the global markets35:54 - What are the challenges outside of regulatory?40:50 - Where to find John and Moon Inc online#podcast #bitcoin #microstrategy #investing #mstr #btc

Mehdi Azodi, the President & CEO of Belgravia Hartford, delves into the company's innovative Bitcoin Standard and its unique convertible debt structure. He addresses the recent stock volatility, highlighting market mispricings and correcting trends. Azodi shares insights on engaging shareholders during uncertain times and discusses exciting press releases revealing plans to enhance the company's financial outlook. He also reflects on Belgravia's resilience and future positioning, confidently stating their holdings of 83 BTC as they look ahead to 2025.

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.

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!

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.

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.