The Bitcoin Treasuries Podcast with Tim Kotzman

Lyn Alden, Founder & Principal of Lyn Alden Investment Strategy, joins the show to take questions from the Bitcoin X Community on topics such as the US Sovereign Wealth Fund, Bitcoin Power Laws, and where Bitcoin can go during this 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/TimKotzmanLyn Alden on X: https://x.com/LynAldenContact0:00 - Intro0:10 - What impact could tariffs have on the US Dollar Index as well as Canada and Greenland?3:06 - How will quantitative tightening coming to an end impact markets?5:57 - What kind of events could lead to a ‘reset moment’?10:21 - Is the US National Debt not as large as it looks?11:03 - Will SAB 122 or US Sovereign Wealth Fund have a bigger impact going forward?13:24 - What could the US Sovereign Wealth Fund look like?15:26 - Could Bitbonds lower the 10-Year Treasury rate?17:07 - Will President Trump negotiate a Plaza Accord 2.0 and revalue Gold?19:33 - Is a merger of Tether and Strategy a strategically sound idea?23:18 - Lyn’s thoughts on the Bitcoin Power Laws25:30 - Is now the perfect time to swap Gold for Bitcoin?27:47 - What is Lyn most grateful for?29:55 - What could be Bitcoin’s price range this cycle?34:05 - Lyn’s thoughts on BlackRock upping its Strategy holding to 5%35:40 - Difference between monetary debasement and inflation39:15 - Why doesn’t Ray Dalio get Bitcoin?42:18 - How does Bitcoin fit into a traditional investment portfolio over the next decade?45:55 - Does Lyn see any trends in corporate Bitcoin adoption?49:50 - What advice would Lyn give to someone just starting out in Bitcoin?52:43 - Where to find Lyn online#podcast #bitcoin #microstrategy #investing #mstr #btc

Joe Consorti, Head of Growth at Theya & Horizon, joins the show to discuss his outlook on Bitcoin price movement for 2025, what could lead banks to custody Bitcoin, and why Bitcoin is 'pristine collateral'. - 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/TimKotzmanJoe Consorti on X: https://x.com/JoeConsorti0:00 - Intro0:14 - How does Joe see global liquidity cycles impacting Bitcoin’s price action?12:10 - How will the repeal of SAB 121 and US sovereign wealth fund impact banks custodying Bitcoin?22:40 - Joe’s outlook on Bitcoin’s price movement for 202530:00 - What could lead people to multi-custody Bitcoin solutions?38:02 - Why is Bitcoin ‘pristine collateral’? 50:48 - What Joe is working on and where to find him online#podcast #bitcoin #microstrategy #investing #mstr #btc

Baris Serifsoy is an author and former UBS Managing Director with a PhD in Finance. He joins the show to discuss the regulatory differences between Bitcoin allocation in London vs the US, corporate Bitcoin adoption, and which Bitcoin equities he's most bullish on. - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Baris Serifsoy on X: https://x.com/BSerifsoy 0:00 - Intro 0:13 - Baris’s background and journey to Bitcoin 4:35 - How Baris initially came across Microstrategy 9:15 - Baris’s thoughts on Bitcoin allocation 13:08 - Is Bitcoin allocation in London in line with allocation in the US? 14:44 - Is it easier to get BTC exposure through MSTR in London? 16:20 - What is Baris focused on these days? 17:30 - Baris’s thoughts on Microstrategy vs Semler Scientific 22:02 - Bitcoin adoption over the next decade 28:58 - Corporate Bitcoin adoptions over the next decade 31:03 - Regulatory environment in London vs US 34:29 - Which Bitcoin conferences will Baris be attending this year? 35:42 - Closing thoughts and where to find Baris online #podcast #bitcoin #microstrategy #investing #mstr #btc

Friends of the show, British Hodl & Gladiator, join the program to discuss Bitcoin, Microstrategy, and finally settle the debate of who is more bullish. - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman British HODL on X: https://x.com/BritishHodl Gladiator on X: https://x.com/cf_trades 0:00 - Intro 1:03 - Thoughts on DeepSeek 5:21 - MSTR’s new Perpetual Preferred Stock offering  11:39 - Is it surprising that Gold has outperformed Real Estate annualized over the last 4 years? 15:20 - How do AI, Bitcoin, and Energy impact each other? 18:14 - Trump Coin and value of other altcoins 28:24 - Thoughts on Michael Saylor’s messaging about the new ‘Crypto Era’ 45:07 - How does the rest of the S&P 500 universe respond to Microstrategy doing what they're doing? 48:17 - Will British buy any other Bitcoin equities? 51:58 - Closing thoughts and where to find British & Gladiator online #podcast #bitcoin #microstrategy #investing #mstr #btc

Chris Gemondo is a Corporate/Securities Attorney providing legal counsel to Fund Management Teams, Accredited Investors, and Entrepreneurs. He joins the show to share his thoughts on Bitcoin and the variety of options for investing in it. - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman 1.27.25 Bitcoin Treasuries - Chris Gemondo 0:00 - Intro 0:07 - Chris’ background 4:58 - Thinking through all of the investing options with Bitcoin 8:01 - Thinking about Bitcoin vs. Microstrategy 10:04 - Where to find Chris online and his favorite resources #podcast #bitcoin #microstrategy #investing #mstr #btc

Friend of the show Chase Furey aka Gladiator joins the show fresh off the Bitcoin 100k Party! He discusses whether he is bullish enough, what the ‘Supercycle’ means for Bitcoin, and takes questions from the crowd. - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Gladiator on X: https://x.com/cf_trades 0:00 - Intro 0:14 - Observations from the Bitcoin 100K Party 3:06 - Diving deep on Gladiator’s lifestyle 9:36 - Are the algorithms accounting for the new fair value accounting? 16:44 - Chase’s thoughts on the 2x levered long ETFs 18:29 - Questions from the crowd 26:50 - Chase’s expectations for the new administration’s first 100 days 28:49 - How Chase views other Bitcoin equities 31:26 - What does the ‘Supercycle’ mean for Bitcoin? 35:06 - Where to find Gladiator online and closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btc

Brian Cubellis, Chief Strategy Officer at Onramp, joins the show to discuss his journey from traditional finance to crypto, Bitcoin's unique custodial considerations, and thinking of Bitcoin as the hurdle rate when making financial decisions.  - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Brian Cubellis on X: https://x.com/BackslashBTC 0:00 - Intro 0:16 - Brian’s background and journey from TradFi to Bitcoin 15:31 - What has Brian learned from traditional value investing? 18:52 - Why is custody so critical to Bitcoin? 26:47 - The process of in-person verification 30:59 - The tradeoffs and risks of different custodial models 37:41 - The current Bitcoin-centric financial services in the marketplace and what to expect to see moving forward 44:40 - Brian discusses the private client side vs. the institutional side of Onramp’s business 50:52 - How Brian views opportunity cost and thinking of Bitcoin as the hurdle rate 56:50 - Final thoughts and where to find Brian online #podcast #bitcoin #microstrategy #investing #mstr #btc

Matt Cole, CEO of Strive, joins the show to discuss Strive's origin and mission, what he expects from the first 100 days of the new administration, and his thoughts on companies running a Bitcoin Treasury 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Matt Cole on X: https://x.com/ColeMacro 0:00 - Intro 0:08 - What does Matt expect from the first 100 days of the Trump Administration? 5:11 - What is the mission of Strive? 8:15 - Matt’s background and Strive’s origin story 10:04 - What is Strive’s view today on Bitcoin? 13:21 - Matt’s discusses Strive’s ETFs and current products and services 18:29 - Does Matt share Michael Saylor’s view that we are in a Gold Rush? 22:21 - Matt’s thoughts on companies running a Bitcoin Treasury Strategy 24:25 - What other products will the market want as we move forward? 25:49 - What sectors aside from Bitcoin and AI that Strive is bullish on? 26:54 - Closing thoughts and where to find Matt and Strive online #podcast #bitcoin #microstrategy #investing #mstr #btc

Andrew AP Abacus, Co-Founder of Arch Public, joins the show to discuss whether Bitcoin should replace gold, where Bitcoin's price could head in 2025, and what the best play is for someone not levered long like Microstrategy. - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Andrew on X: https://x.com/ap_abacus? 0:00 - Intro 0:09 - Andrew’s background 5:04 - Explaining Bitcoin vs crypto 11:26 - Thinking about Bitcoin vs Bitcoin related equities 14:03 - What’s the play for someone not levered long like Microstrategy? 16:06 - Will allocation continue to be between 1-5% and what could change that? 19:35 - Does Andrew still believe Bitcoin ETFs are acting as “always-on demand vacuums that are insatiable”? 24:43 - Where does Andrew see Bitcoin’s price heading in 2025? 27:21 - Should Bitcoin replace gold? 30:01 - Has the MSTR chatter reached wealth management? 31:50 - Where to find Andrew online and closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btc

Friend of the show, PunterJeff, returns to discuss the fallout of the California wildfires, the intricacies of the insurance and reinsurance markets, and how these catastrophes could lead more people to 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Jeff on X: https://x.com/PunterJeff 0:00 - Intro 0:14 - Jeff’s review of the insurance and reinsurance market 3:12 - Deep dive on the California Wildfire insurance market 10:14 - What happens to reinsurers after extreme losses following catastrophic events? 19:25 - Will the federal government step in to help make victims whole? 25:53 - How the Laws of Math and Bitcoin tie into this insurance fiasco 29:07 - What will need to change for insurance companies to get credit for Bitcoin on their balance sheets? 33:25 - What is the solution to this problem of people having most of their wealth being tied to their homes? 40:13 - Will the price of homes in California go down? 47:58 - Will rising inflation cause individuals, companies, states, and the federal government to get into Bitcoin? #podcast #bitcoin #microstrategy #investing #mstr #btc