

The Bitcoin Treasuries Podcast with Tim Kotzman
Timothy Kotzman
Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.
Episodes
Mentioned books

Jun 11, 2025 • 56min
Tim Enneking on the Future of Bitcoin Yield: What Investors Need to Know
Tim Enneking, Founder and Principal of Digital Capital Management, joins the show to discuss launching the first Crypto Trading Fund in history, the intersection of Bitcoin and AI, and everything you need to know about Bitcoin yield.- 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/TimKotzmanTim Enneking on X: https://x.com/ennekingTJ0:00 - Intro0:20 - How Tim got into Bitcoin1:00 - Tim’s background10:49 - Launching the First Crypto Trading Fund in history16:03 - Where will things go in the next 12-36 months?21:14 - Do institutions and governments need Bitcoin’s price to go higher to feel comfortable buying it?25:12 - How AI and Bitcoin will intersect29:00 - Tim’s take on the Lightning Network33:17 - Tim’s view on Bitcoin Treasury companies40:49 - Bitcoin Yield - What is it and how does it work?49:46 - Can you be a fractional owner of a liquidity pool?54:47 - Final thoughts and where to find Tim online#podcast #bitcoin #microstrategy #investing #mstr #btc

Jun 5, 2025 • 38min
Canada's Bitcoin Treasury Company LQWD with Shone Anstey
Shone Anstey, Founder and CEO of LQWD Technologies, dives into the future of Bitcoin with a focus on the Lightning Network. He explains its ability to enable fast, low-cost transactions and the impact of increasing network usage. Shone also discusses his Bitcoin Treasury strategy and the distinct challenges between Canadian and U.S. Bitcoin markets. He provides fascinating insights on pricing bias and how to articulate Bitcoin's value to newcomers, making complex concepts accessible and engaging.

21 snips
Jun 4, 2025 • 34min
Behind Closed Doors: Dan Hillery on Strategy’s STRD
In this discussion, Dan Hillery, a seasoned expert on Bitcoin and corporate treasury strategies, dives into Strategy's latest STRD announcement and its implications. He shares key takeaways from the Bitcoin conference in Vegas, emphasizing the unique risk factors Bitcoin treasury companies face. Dan unpacks how STRD dividends function and explores innovative financial strategies using Bitcoin. Lastly, he discusses cash flow tactics during Bitcoin's volatility and the relevance of leverage ratios in this dynamic market.

May 26, 2025 • 14min
Justin Este on Bitcoin and Strategy
Justin Este, Senior Associate at Equiturn, joins the show to discuss his journey to Bitcoin, his take on Strategy and other Bitcoin Treasury companies, and the Las Vegas Bitcoin Conference.- 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/TimKotzmanJustin Este on X: https://x.com/SatsWithEste0:00 - Intro0:16 - Justin’s background1:01 - Justin’s Bitcoin journey3:36 - Strategy and other Bitcoin Treasury companies 5:04 - Bitcoin community online vs in real life7:06 - AI’s impact on Bitcoin8:16 - Closing thoughts and where to find Justin online#podcast #bitcoin #microstrategy #investing #mstr #btc

May 24, 2025 • 41min
Bitcoin Strategy with Chaitanya Jain
Chaitanya Jain, Bitcoin Strategy Intern at Strategy, sits down with Tim to discuss his role with Strategy, Institutional vs Retail Strategy Investors, and whether MSTR will ever sell its 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/TimKotzmanGuest on X: https://x.com/_chaitanyaj?lang=en0:00 - Intro4:10 - Chaitanya’s role with Strategy11:20 - Bitcoin Treasury companies in the news16:16 - Institutional vs Retail Strategy Investors19:28 - Chaitanya’s time at Blackstone24:50 - How Chaitanya came across the job posting for Strategy28:35 - Bitcoin’s effect on the soul32:00 - What assurances does Strategy have that its Bitcoin isn’t being re-hypothecated32:45 - When does Strategy become a Bitcoin lender?34:20 - How Strategy team generates yield35:40 - Will MSTR ever sell its Bitcoin?#podcast #bitcoin #microstrategy #investing #mstr #btc

May 23, 2025 • 9min
H100 Group is Sweden's first publicly listed Bitcoin Treasury Company
Sander Andersen, CEO of H100 Group, joins the show to discuss becoming Sweden's first Bitcoin Treasury company!- 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/Sanderandersenn0:00 - Intro0:16 - Sander’s background and journey to his position with H100 Group1:05 - Founding Finpeers2:10 - H100 Group’s first Bitcoin purchase2:39 - Sander’s thoughts on Bitcoin equity3:34 - Where to find Sander online#podcast #bitcoin #microstrategy #investing #mstr #btc

May 22, 2025 • 51min
Forza is a Bitcoin Treasury Company with Malcolm Palle and James Van Straten
James Van Straten & Malcolm Palle of Coinsilium return to the show to discuss everything going on at Coinsilium and Forza, increased interest following their first Bitcoin purchase, and how media coverage and regulatory restrictions are impacting 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/TimKotzmanJames Van Straten on X: https://x.com/btcjvsMalcolm Palle on X: https://x.com/malcolmpalle0:00 - Intro0:19 - Where everything is right now with Coinsilium and Forza29:53 - The increase in inbound interest following Coinsilium’s first purchase39:20 - The regulatory restrictions and media coverage of Bitcoin in the UK48:00 - Closing thoughts and where to find Coinsilium and Forza online#podcast #bitcoin #microstrategy #investing #mstr #btc

May 21, 2025 • 50min
Bitcoin Custody Panel with Onramp
Tim is joined by Jackson Mikalic and Brian Cubellis from Onramp for a wide ranging discussion on Bitcoin custody.- 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/TimKotzmanJackson Mikalic on X: https://x.com/macrojack21Brian Cubellis on X: https://x.com/BackslashBTC0:00 - Intro0:13 - Inflation and Bitcoin6:19 - Bitcoin Custody23:54 - The Future of Custody38:31 - What is the risk benefit threshold to use Onramp?42:00 - What is the minimal amount of time needed to move funds?43:31 - Does Onramp do staking behind the scenes?44:19 - Can you have an unknown custodian?46:24 - Do ETFs have lower risk?#podcast #bitcoin #microstrategy #investing #mstr #btc

May 17, 2025 • 37min
Bitcoin Investors Day Paris Panel
From Bitcoin Investors Day in Paris, Tim leads a panel featuring Adam Back (Blockstream), Nicolas Brand (Fulgur Ventures), Alexandre Laizet (The Blockchain Group), and Yves Choueifaty (TOBAM) on a discussion of where Bitcoin Capital Markets are going.- 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/TimKotzmanAdam Back on X: https://x.com/adam3usAlexandre Laizet: https://x.com/AlexandreLaizet0:00 - Intro0:20 - The current state of Bitcoin Capital Markets12:30 - Institutional sentiment towards Bitcoin15:25 - Venture Capital and Bitcoin related startups18:50 - Scaling Bitcoin25:00 - Institutional adoption of Bitcoin33:06 - The Performance of Strategy#podcast #bitcoin #microstrategy #investing #mstr #btc

May 16, 2025 • 22min
Eleanor Terrett: Fox Business and Bitcoin
Eleanor Terrett, Journalist and Co-Host of Crypto in America, joins the show to discuss her time as a Fox Business Producer, where we are now in media and where things are going, and what advice she would give to someone getting into digital media.- 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/TimKotzmanEleanor Terrett on X: https://x.com/EleanorTerrett0:00 - Intro0:20 - Eleanor’s background8:57 - What is a day in the life of a Producer?12:04 - Eleanor’s take on where we are now in media and where things are going16:28 - What advice would Eleanor give to someone getting into digital media?19:42 - Where to find Eleanor online#podcast #bitcoin #microstrategy #investing #mstr #btc