The Bitcoin Treasuries Podcast with Tim Kotzman

Samir Jane, Managing Director at Orange Group Advisors, joins the show to discuss what Orange Group does, how it started, and the importance of investor relations.- 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/TimKotzmanOrange Group: https://www.orangegroupadvisors.com/0:00 - Intro0:30 - Samir’s background1:35 - What is Orange Group?4:44 - What is under appreciated about investor relations?8:40 - Where to find Samir online9:16 - How CEO Yujia Zhia started the firm#podcast #bitcoin #microstrategy #investing #mstr #btc

Matt Prusak, President of American Bitcoin, joins the show to discuss what is an accumulator, the three layers of American Bitcoin, and what Eric Trump has brought to the company as Chief Strategy Officer.- 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/TimKotzmanMatt Prusak on X: https://x.com/MattPrusak0:00 - Intro0:08 - Recapping the past week for Matt1:45 - What is an accumulator?3:08 - Breaking down American Bitcoin Co vs Hut 88:17 - American Bitcoin’s public disclosures9:29 - Eric Trump’s contributions to American Bitcoin11:31 - The three layers of American Bitcoin14:12 - What to expect from American Bitcoin for the rest of 202515:28 - Matt’s background and journey to Bitcoin17:09 - Closing thoughts and where to find Matt online#podcast #bitcoin #microstrategy #investing #mstr #btc

Sander Andersen, Executive Chairman and Co-Founder of H100 Group, Andrew Webley, CEO of The Smarter Web Company, and Jesse Myers, Head of Bitcoin Strategy at The Smarter Web Company, join Tim in studio for a special discussion on their takeaways from the Bitcoin Treasuries Unconferece, the surprises of running a Bitcoin Treasury company, and what has led them to success on this journey.- 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/TimKotzmanSander Andersen on X: https://x.com/SanderandersennAndrew Webley on X: https://x.com/asjwebleyJesse Myers on X: https://x.com/Croesus_BTC0:00 - Intro0:21 - Sander’s H100 Group Announcement1:05 - How Andrew & Sander connected over X4:00 - Takeaways from the Bitcoin Treasuries Unconference24:56 - The surprises of running a Bitcoin Treasury company34:28 - Discussing DATs with Investors44:55 - What did Andrew do right?56:07 - What has been the hardest part of this journey?1:04:16 - Discussing volatility with employees1:07:41 - Where to find Andrew, Sander, and Jesse online#podcast #bitcoin #microstrategy #investing #mstr #btc

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