The Bitcoin Treasuries Podcast with Tim Kotzman

Elizabeth Olson, Head of Marketing at Magic Eden, joins the show to discuss Ordinals, the Degen side of Bitcoin, and what is the most exciting thing about working in this 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/TimKotzmanElizabeth Olson on X: https://x.com/ElizabethOls0n0:00 - Intro0:17 - Orange Tie Tutorial2:31 - Elizabeth’s background and how she got into Bitcoin8:40 - The Degen side of Bitcoin13:00 - Elizabeth’s thoughts on Bitcoin Treasury companies15:30 - The challenges of building with Bitcoin18:40 - Which L2s is Elizabeth excited about?22:22 - Stablecoins23:06 - What is the most exciting thing about working in this space to Elizabeth?25:44 - Closing thoughts and where to find Elizabeth online#podcast #bitcoin #microstrategy #investing #mstr #btc

Norma Chu, CEO & Chairwoman of DDC, joins the show to discuss incorporating a Bitcoin Treasury strategy, her medium to long term Bitcoin framework, and being the first female Bitcoin Treasury strategy CEO.- 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/TimKotzmanNorma Chu on X: https://x.com/DayDayCook0:00 - Intro1:00 - Norma’s background and journey to Bitcoin3:13 - How Norma thought about incorporating a Bitcoin Treasury7:06 - How Norma educated her board and stakeholders on Bitcoin11:21 - Norma’s medium to long term Bitcoin framework14:21 - What being the first female Bitcoin Treasury CEO means to Norma19:29 - Which markets DDC is currently listed on20:48 - Will DDC be following the Strategy playbook?22:27 - How Norma thinks through the media and marketing side of this business?26:18 - Norma’s framework for debt-to-equity ratio28:42 - Closing thoughts and where to find Norma online#podcast #bitcoin #microstrategy #investing #mstr #btc

Nathan McCauley, Co-founder and CEO of Anchorage Digital, dives into the fascinating world of Bitcoin custody and institutional investing. He shares insights into the concerns institutions have about security and compliance when choosing a Bitcoin service provider. McCauley discusses Anchorage's services, including trading and borrowing against Bitcoin, and evaluates whether Bitcoin stands as the ultimate digital reserve asset. He also highlights the growing trend of corporate treasury strategies surrounding Bitcoin and the onboarding process for prospective clients.

Andrew Webley, CEO of The Smarter Web Company, dives into the company's groundbreaking Bitcoin acquisition and its implications for investors. He shares insights on securing institutional support and the importance of equitable opportunities for retail investors. Webley also discusses innovative custody solutions and the dynamic media landscape crucial for investor relations. With a keen eye on Bitcoin’s future, he highlights emerging opportunities and the role Bitcoin treasury companies will play in propelling the cryptocurrency market.

Sander Andersen, CEO and Co-Founder of H100 Group, shares insights on the adoption of Bitcoin Treasuries and the growing interest from investors. He discusses the evolving media landscape around Bitcoin and the strategies for effectively educating potential investors. Sander also outlines H100's innovative financing methods and their approach to Bitcoin acquisition. Notably, he offers his outlook for the future of Bitcoin treasury companies, including potential growth trends and regulatory challenges in Europe.

Adam Livingston,  Author of The Bitcoin Age and The Great Harvest, joins the show to discuss what risks he sees, Metaplanet and other Bitcoin Treasury companies, and how to get your mNAV above 1.5.- 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 Livingston on X: https://x.com/AdamBLiv0:00 - Intro0:28 - Adam’s background and Bitcoin journey5:38 - Adam’s take on Bitcoin Treasury companies7:57 - What risks does Adam see?15:09 - Is Metaplanet orchestrating something?17:09 - Do Bitcoin Treasury companies need to have a preferred product?19:02 - How to get your mNAV above 1.521:50 - Closing thoughts and where to find Adam online #podcast #bitcoin #microstrategy #investing #mstr #btc

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

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.

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.

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