

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

Sep 26, 2025 • 33min
Proof of Reserves: Necessity or Distraction with Adrian Morris, Pierre Rochard, & Alex Thorn
From the Bitcoin Treasuries NYC Unconference, Adrian Morris of True North, Pierre Rochard, CEO of The Bitcoin Bond Company, and Alex Thorn, Head of Firmwide Research at Galaxy, take the stage to discuss the opportunities and risks of expanding in new markets.- 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_MorrisPierre Rochard on X: https://x.com/BitcoinPierreAlex Thorn on X: https://x.com/intangiblecoins0:00 - Intro0:16 - Pierre Rochard2:00 - Adrian Morris5:38 - Alex Thorn18:45 - Are there established processes for attestation? 22:02 - Implementing Bitcoin education in colleges25:25 - Bitcoin custody in the UK#podcast #bitcoin #microstrategy #investing #mstr #btc

Sep 25, 2025 • 34min
New Market Expansion: Opportunities & Risks with Paul Lee, Andrew Webley, and Boyd Cohen
From the Bitcoin Treasuries NYC Unconference, Paul Lee, Co-CEO of Bitplanet, Andrew Webley, CEO of Smarter Web Company, and Boyd Cohen, and Boyd Cohen, Chief Strategy Officer at Arcadia Bitcoin, take the stage to discuss the opportunities and risks of expanding in new markets.- 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/TimKotzmanPaul Lee on X: https://x.com/paulslee84Andrew Webley on X: https://x.com/asjwebleyBoyd Cohen on X: https://x.com/boydcohen0:00 - Intro0:18 - Paul Lee - Bitplanet in Korea6:45 - Andrew Webley - Smarter Web Company in UK13:20 - Boyd Cohen - Arcadia Bitcoin in Mexico22:00 - Growth opportunities to acquire profitable operating business in the UK26:38 - Bitcoin as a tool for financial inclusion throughout Latin America#podcast #bitcoin #microstrategy #investing #mstr #btc

16 snips
Sep 24, 2025 • 30min
Custody Models: Key Practices & Tradeoffs with Joe Consorti, Jackson Mikalic, & Joe Burnett
Join Joe Consorti, Head of Growth at Horizon, Jackson Mikalic from Onramp, and Joe Burnett of Semler Scientific as they dive into the intricacies of Bitcoin custody models. They discuss the critical risks of single points of failure and trade-offs between self-custody and relying on third-party services. Hear insights on minimizing insider threats and counterparty failures while exploring non-custodial ownership. They even touch on the future of time locks and the limitations of insurance in the Bitcoin custody landscape.

Sep 22, 2025 • 52min
Bitcoin Gift Cards and Poker Chips with Sora Ventures Founder Jason Fang
Jason Fang, Founder of Sora Ventures, joins the show to discuss Bitcoin gift cards, the best operating business for a Bitcoin treasury company, and what people are missing on the Southeast Asian market.- 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/TimKotzmanJason Fang on X: https://x.com/JasonSoraVC0:00 - Intro0:15 - Jason’s view on preferreds in the US and international markets2:40 - Jason’s background and journey to Bitcoin19:40 - What is the best operating business for a Bitcoin treasury company?23:23 - Bitcoin gift cards27:41 - Are there jurisdictions in the Asian market that are too restrictive to operate in?32:23 - Is there an education component to Bitcoin gift cards?35:05 - What are people missing on Southeast Asia?40:50 - Raising capital in Asia46:40 - Project Orange47:46 - Where to find Jason online and closing thoughts48:50 - Jason’s takeaways from being in New York#podcast #bitcoin #microstrategy #investing #mstr #btc

Sep 21, 2025 • 15min
Investor Relations in Bitcoin with Orange Group's Samir Jain
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

Sep 20, 2025 • 22min
Bitcoin Accumulating with American Bitcoin's Matt Prusak
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

Sep 19, 2025 • 1h 9min
Building Europe's Biggest Bitcoin Treasuries with Sander Andersen, Andrew Webley, and Jesse Myers
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

Sep 18, 2025 • 39min
Scaling Capital Markets Strategy with Treasury's Khing Oei
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

Sep 10, 2025 • 52min
Big Moves in Bitcoin Treasuries with Pete Rizzo & Steven Lubka
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.

Sep 8, 2025 • 40min
Storytelling in Bitcoin with ONEBIGPARTY's Adrian Pruett
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.


