The Bitcoin Treasuries Podcast with Tim Kotzman

Dan Hillery returns to share his insights on MicroStrategy's evolving treasury strategy focused on Bitcoin. He discusses how market dynamics and Bitcoin price fluctuations could impact shareholder value. Additionally, the conversation covers the importance of multi-institution custody solutions to enhance Bitcoin security, reducing risks associated with self-custody. The episode also touches on exciting sponsorship opportunities that can foster greater engagement in the cryptocurrency space.

Dan Hillery returns to discuss MicroStrategy's exciting financial innovations! He breaks down the STRF and STRK preferred shares, emphasizing their benefits for investors, including a solid 10% annualized dividend yield. Hillery explains the unique compounding dividend structures and the implications for risk management. Plus, he dives into advancements in Bitcoin custody, showcasing how multiple institutions enhance security. It's a treasure trove of insights for both veterans and newcomers in the crypto space!

Adrian Morris, a frequent expert on MicroStrategy's financial maneuvers, returns to share insights into the company’s Bitcoin strategies. He discusses the intricacies of the STRF offering and its connection to fixed income. Morris dives into the benefits of multi-institution custody over traditional methods and how MicroStrategy navigates the fluctuating Bitcoin landscape. Listeners gain an understanding of the various levers the company can pull and the role it plays in the evolving Bitcoin ecosystem.

Friend of the show Dan Hillery returns to discuss what happened on Pie Day, what trends he's seeing in the Bitcoin space, and the best place to build a Bitcoin network.- 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/TimKotzmanDan Hillery on X: https://x.com/hillery_dan0:00 - Intro0:22 - What happened on March 14?2:12 - What’s going on with Dan?5:14 - What opportunities and trends is Dan seeing in the Bitcoin space?9:06 - What’s the best way to build a network in Bitcoin?11:37 - Which cities is Dan interested in living in?#podcast #bitcoin #microstrategy #investing #mstr #btc

Phong Le, President and CEO of Strategy, shares insights from his extensive background in finance and software. He discusses the company's commitment to Bitcoin treasury management and how they navigate corporate governance challenges. Phong highlights the importance of innovation and a culture of intrapreneurship among their global team. He also reflects on lessons learned from past market volatility and advocates for Bitcoin's strategic role in enhancing corporate value, emphasizing the need for more companies to adopt similar approaches.

Dan Wagner, CEO of Rezolve AI, joins the show to discuss how Rezolve AI is leveling up e-commerce, implementing a Bitcoin Treasury Strategy, and the future of digital payments. - 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/TimKotzmanDan Wagner on X: https://x.com/realDanWagner0:00 - Intro0:38 - Dan’s background 06:33 - How Rezolve AI is leveling up e-commerce8:52 - When did Dan first hear about Bitcoin and digital assets?14:23 - How Dan thinks about Bitcoin allocation moving forward?17:42 - What was the process to start a Bitcoin Treasury Strategy?18:55 - What happens when other cryptos are added to the wallet?21:03 - How is Rezolve’s strategy similar to the US Bitcoin Strategic Reserve and Digital Asset Stockpile?25:32 - Which cryptocurrencies will people use for purchases in the future?27:23 - Will people have Bitcoin for saving and Bitcoin for purchases?31:32 - Rezolve’s plan to create a new way to pay for everyday goods and services33:14 - Could Rezolve expand its Bitcoin Treasury?34:22 - Which markets is Rezolve active in?35:16 - Closing thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc

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