The Bitcoin Treasuries Podcast with Tim Kotzman

Malcolm Palle, Co-Founder + Chairman at Coinsilium, and James Van Straten, Advisory Board Member at Coinsilium and Senior Analyst at CoinDesk, join the show to discuss what they are doing at Coinsilium, the challenges of implementing a Bitcoin Treasury Strategy in the UK, and what Bitcoin adoption in the UK could look like. - 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/TimKotzmanMalcolm Palle on X: https://x.com/malcolmpalleJames Van Straten on X: https://x.com/btcjvs0:00 - Intro0:40 - Malcolm’s background1:58 - James’ background2:57 - What Coinsilium and Forza are doing with Bitcoin10:54 - How close will they follow Strategy’s strategy?18:02 - The landscape of crypto exchanges in the UK33:32 - Bitcoin adoption and education in the UK37:15 - What feedback are they getting from shareholders?41:42 - Closing thoughts and where to find Malcolm and James online#podcast #bitcoin #microstrategy #investing #mstr #btc

Bitcoin Pilot, former Marine Corps aviator and Founder & CEO of the Cider Mill Fund, joins the show to discuss his "Ask Me About Bitcoin" T Shirt, talking Bitcoin in Gladiator's parents' kitchen, and how high he sees Bitcoin flying in 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/TimKotzmanBitcoin Pilot on X: https://x.com/BitcoinPilot210:00 - Intro0:12 - Bitcoin Pilot’s background and journey to Bitcoin6:13 - Bitcoin Pilot’s “Ask Me About Bitcoin” T Shirt10:43 - Talking Bitcoin with Gladiator in his parents’ kitchen26:22 - How does Bitcoin Pilot approach Bitcoin conversations with different types of personalities?48:18 - What Bitcoin events does Bitcoin Pilot attend?54:20 - Where to find Bitcoin Pilot online#podcast #bitcoin #microstrategy #investing #mstr #btc

Brian Brookshire, Head of Growth at Brookshire Marketing, joins the show to discuss his outlook on MSTR and other Bitcoin Treasury stocks, what Strategy is doing now and in the future, and where we are with Bitcoin adoption in the US. - 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 - Intro0:12 - Brian’s background1:55 - How Brian first learned about Strategy4:11 - Brian’s take on mNAV8:01 - What will volatility look like in the near term?10:48 - How Brian would describe the price action recently12:30 - Brian’s thoughts on the US Crypto Reserve16:11 - Will States adopt a Strategic Reserve?18:16 - What is Strategy doing?22:10 - Brian’s views on other Bitcoin Treasury stocks23:42 - Expectations for additional announcements of Bitcoin Treasury companies25:40 - Could Semler Scientific become the Pepsi to Strategy’s Coca Cola?26:58 - Owning MSTR vs Bitcoin28:44 - What to make of new Bitcoin-related financial metrics30:22 - What could cause mNAV to run?34:12 - What new business lines could Strategy potentially open?37:50 - Where are we with individual adoption?42:24 - What to make of Tesla’s Bitcoin Treasury strategy44:22 - Brian’s approach to social media#podcast #bitcoin #microstrategy #investing #mstr #btc

Jackson Mikalic, Director of Institutional & Private Client Sales at Onramp, joins the show to discuss his journey to Bitcoin and Onramp, the different types of Bitcoin custody, and how multi-institutional custody enables financial services on 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/TimKotzmanJackson Mikalic on X: https://x.com/macrojack210:00 - Intro0:11 - Jackson’s journey to Bitcoin and Onramp3:56 - What is the importance of multi-institutional custody?9:46 - What is the process of setting up an Onramp account?11:44 - What options do customers have for verification before assets move?13:48 - How does multi-institutional custody enable financial services on Bitcoin?19:16 - Diving deep on the different types of Bitcoin custody25:45 - Where to find Jackson and Onramp online#podcast #bitcoin #microstrategy #investing #mstr #btc

Friend of the show Tad Smith returns to interview Tim on his professional background, how he got into Bitcoin and podcasting, and why he wears the orange tie.- 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/TimKotzmanTad Smith on X: https://x.com/tadtweets0:00 - Intro1:00 - What is Tim doing?5:36 - What is the utility of interviewing leaders in Bitcoin?6:58 - When did Tim switch to wearing the orange tie?10:30 - What does Bitcoin represent in Tim’s life?14:12 - Is there a universal life principle people can learn from Tim’s experience?24:15 - What does financial freedom feel like?29:52 - When was Tim orange-pilled?32:59 - What has changed about Tim professionally over the last 4 years?36:14 - Tim’s trip to El Salvador for a Bitcoin event40:35 - What turned the Bitcoin light bulb on for Tim?42:38 - Why the orange tie?45:36 - What does a meme mean to Tim?47:39 - How does Tim view what he is bringing to the Bitcoin community?49:13 - What word would Tim use to characterize his contribution?#podcast #bitcoin #microstrategy #investing #mstr #btc

Dylan LeClair, Director of Bitcoin Strategy at Metaplanet, joins the show to discuss what's going on at Metaplanet, his takeaways from living in Japan, and what the future of Bitcoin looks like in Japan and beyond. - 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/TimKotzmanDylan LeClair on X: https://x.com/DylanLeClair_0:00 - Intro0:11 - What’s going on at Metaplanet5:50 - Moving strike warrants12:36 - Dylan’s takeaways from living in Japan21:11 - Metaplanet’s partnership with Bitcoin Magazine25:03 - What was buying Bictoin like in Japan before Metaplanet?30:18 - Is Metaplanet still the only Bitcoin Treasury company in Japan?35:06 - Dilution vs Accretive Dilution39:58 - Limit Up-Limit Down43:20 - What does Dylan’s day-to-day look like?44:34 - How does Dylan think about the volatility of Metaplanet stock?49:11 - Could Metaplanet list in the US?51:14 - Dylan’s thoughts on mNAV for Bitcoin Treasury companies1:02:04 - The mechanics of issuing shares and then buying Bitcoin1:08:12 - How long until the next Japanese Bitcoin-leveraged company comes around?1:11:02 - What does Dylan see on the horizon for financial services products?1:16:49 - How could this cycle play out differently?1:24:46 - Dylan’s thoughts on the US Sovereign Wealth Fund#podcast #bitcoin #microstrategy #investing #mstr #btc

Gary Cardone, Managing Partner of Cardone Digital Ventures, joins the show to discuss what led him to Bitcoin, his thoughts on all the recent activity surrounding Bitcoin, and what advice he would give to entrepreneurs looking to build in the Bitcoin space. - 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/TimKotzmanGary Cardone on X: https://x.com/GaryCardone0:00 - Intro0:08 - What led Gary to Bitcoin6:40 - What Gary thinks of all the activity surrounding Bitcoin11:36 - What advice would Gary give to entrepreneurs looking to build in the Bitcoin space?18:47 - When did Gary start being more public with his Bitcoin advocacy?28:30 - Gary’s reaction to Bitcoin’s value already being half the value of the oil & gas complex40:16 - Gary’s take on how the Lightning Network could disrupt traditional finance#podcast #bitcoin #microstrategy #investing #mstr #btc

LaDoger, a creator of Bitcoin art and many of Michael Saylor's amazing online portraits, joins the show to discuss where his name comes from, his outlook on Strategy and other Bitcoin treasury companies, and who was the first Bitcoiner to start rocking an orange tie. - 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/TimKotzmanLaDoger on X: https://x.com/LaDoger210:00 - Intro0:06 - Where does the LaDoger name come from and what does it mean?1:34 - How did LaDoger start creating Michael Saylor portraits?6:43 - The process behind making LaDoger’s Bitcoin art14:15 - LaDoger’s background and how he got into Bitcoin29:05 - How the Quant Bros helped shape the narrative for LaDoger34:00 - What is the biggest challenge preventing more companies from holding Bitcoin on their balance sheets?40:08 - LaDoger’s predictions for Semler Scientific, KULR, and other Bitcoin treasury companies45:12 - What other factors besides memes can drive Bitcoin treasury companies?48:50 - Closing thoughts and where to find LaDoger online#podcast #bitcoin #microstrategy #investing #mstr #btc

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