The Bitcoin Treasuries Podcast with Tim Kotzman

Friend of the show Adrian Morris returns to discuss Strategy's strategy moving forward, how Semler Scientific's strategy differs, and his predictions for Bitcoin for the rest of 2025.- 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_Morris0:00 - Intro0:22 - Adrian’s thoughts on a recent Michael Saylor quote5:18 - How Strategy is using convertible notes to acquire more Bitcoin10:23 - Adrian’s thoughts on STRK14:30 - Adrian’s thoughts on the MSTR ATM23:09 - Are the accusations of a Ponzi scheme growing louder or going away?32:24 - Differences between Strategy’s strategy and Semler Scientific’s strategy37:23 - Adrian’s reaction to Semler’s “zombie zone”45:01 - Adrian’s thoughts on the Strategic Bitcoin Reserve and US Sovereign Wealth Fund49:41 - Adrian’s predictions for Bitcoin in 202550:49 - Remembering D.R. Lewis#podcast #bitcoin #microstrategy #investing #mstr #btc

Richard Haas, Founder & Managing Director at O'Hara Partners, joins the show to discuss if the narrative around Bitcoin is shifting, how scarcity of Bitcoin will come into play, and if the valuation of Strategy will change 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/TimKotzmanRichard Haas on X: https://x.com/RichardAHaas0:00 - Intro1:12 - Richard’s background6:27 - Richard’s outlook for Strategy and Bitcoin12:49 - Is BlackRock shifting the narrative on Bitcoin and could this be a longer cycle?16:44 - How does the scarcity of Bitcoin come into play?19:59 - Will banks being able to custody Bitcoin affect HODL rates?21:43 - Richard’s thoughts on the reverse repo being drained and possible restart of Quantitative Easing?36:15 - Are stablecoins and the appreciation of Bitcoin’s price tools that can be used to help out the treasury market?39:53 - How does everything apply to Bitcoin treasuries like MSTR?43:30 - How long could a liquidity gap last?46:38 - Will the valuation of Strategy change moving forward?51:06 - Closing thoughts and where to find Richard online#podcast #bitcoin #microstrategy #investing #mstr #btc

Isabella Santos, Co-Founder of Get Based, joins the show from Isla Mujeres, Mexico to discuss implementing a Bitcoin Circular Economy on her island, how she is educating islanders on Bitcoin, and her favorite experiences from working 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/TimKotzmanIsabella on X: https://x.com/isabellasg30:00 - Intro0:35 - Isabella’s background and how she got to Bitcoin5:18 - What Isabella is doing to bring Bitcoin to Isla Mujeres14:23 - How Isabella teaches islanders to transact with Bitcoin17:35 - How Isabella onboards merchants to her Bitcoin Circular Economy21:45 - Why Isabella asks people to save their Bitcoin for 7 days24:20 - How Isabella plans to create Bitcoin jobs26:50 - Isabella’s goal for the next year30:25 - Isabella’s most memorable experiences from working in Bitcoin33:18 - What is Fedimint?36:03 - What’s coming up from Get Based and where to find Isabella online?#podcast #bitcoin #microstrategy #investing #mstr #btc

Joe Bryan, Advisor & Investor at Antillon Capital, joins the show to discuss his popular "What's The Problem?" video, the challenges that the UK regulatory environment present to Bitcoiners, and what is preventing further Bitcoin adoption in the UK. - 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 Bryan on X: https://x.com/satmojoe0:00 - Intro0:15 - What led Joe to make his “What’s the Problem?” video4:30 - Joe’s background and his introduction to Bitcoin9:02 - Why should corporations consider holding Bitcoin in their treasuries?15:14 - Bitcoin balance sheets for SMEs19:45 - What factors are preventing wider corporate adoption in the UK?23:59 - How does the regulatory environment make it hard to acquire Bitcoin in the UK?27:14 - Joe’s reaction to Christine Lagarde’s recent statement on Bitcoin31:08 - How Joe views allocation of Bitcoin for individuals and small businesses36:53 - Are certain industries better positioned to benefit from adopting Bitcoin to their treasuries?45:33 - Will governments become more hostile or accommodative to Bitcoin in the near future?48:01 - Closing thoughts and where to find Joe online#podcast #bitcoin #microstrategy #investing #mstr #btc

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