The Bitcoin Treasuries Podcast with Tim Kotzman

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

Isabella Santos, Co-Founder of Get Based, joins the show from Isla Mujeres, Mexico to discuss implementing a Bitcoin Circular Economy on her island, how she is educating islanders on Bitcoin, and her favorite experiences from working in 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/TimKotzmanIsabella on X: https://x.com/isabellasg30:00 - Intro0:35 - Isabella’s background and how she got to Bitcoin5:18 - What Isabella is doing to bring Bitcoin to Isla Mujeres14:23 - How Isabella teaches islanders to transact with Bitcoin17:35 - How Isabella onboards merchants to her Bitcoin Circular Economy21:45 - Why Isabella asks people to save their Bitcoin for 7 days24:20 - How Isabella plans to create Bitcoin jobs26:50 - Isabella’s goal for the next year30:25 - Isabella’s most memorable experiences from working in Bitcoin33:18 - What is Fedimint?36:03 - What’s coming up from Get Based and where to find Isabella online?#podcast #bitcoin #microstrategy #investing #mstr #btc

Joe Bryan, Advisor & Investor at Antillon Capital, joins the show to discuss his popular "What's The Problem?" video, the challenges that the UK regulatory environment present to Bitcoiners, and what is preventing further 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/TimKotzmanJoe Bryan on X: https://x.com/satmojoe0:00 - Intro0:15 - What led Joe to make his “What’s the Problem?” video4:30 - Joe’s background and his introduction to Bitcoin9:02 - Why should corporations consider holding Bitcoin in their treasuries?15:14 - Bitcoin balance sheets for SMEs19:45 - What factors are preventing wider corporate adoption in the UK?23:59 - How does the regulatory environment make it hard to acquire Bitcoin in the UK?27:14 - Joe’s reaction to Christine Lagarde’s recent statement on Bitcoin31:08 - How Joe views allocation of Bitcoin for individuals and small businesses36:53 - Are certain industries better positioned to benefit from adopting Bitcoin to their treasuries?45:33 - Will governments become more hostile or accommodative to Bitcoin in the near future?48:01 - Closing thoughts and where to find Joe online#podcast #bitcoin #microstrategy #investing #mstr #btc

Lyn Alden, Founder & Principal of Lyn Alden Investment Strategy, joins the show to take questions from the Bitcoin X Community on topics such as the US Sovereign Wealth Fund, Bitcoin Power Laws, and where Bitcoin can go during 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/TimKotzmanLyn Alden on X: https://x.com/LynAldenContact0:00 - Intro0:10 - What impact could tariffs have on the US Dollar Index as well as Canada and Greenland?3:06 - How will quantitative tightening coming to an end impact markets?5:57 - What kind of events could lead to a ‘reset moment’?10:21 - Is the US National Debt not as large as it looks?11:03 - Will SAB 122 or US Sovereign Wealth Fund have a bigger impact going forward?13:24 - What could the US Sovereign Wealth Fund look like?15:26 - Could Bitbonds lower the 10-Year Treasury rate?17:07 - Will President Trump negotiate a Plaza Accord 2.0 and revalue Gold?19:33 - Is a merger of Tether and Strategy a strategically sound idea?23:18 - Lyn’s thoughts on the Bitcoin Power Laws25:30 - Is now the perfect time to swap Gold for Bitcoin?27:47 - What is Lyn most grateful for?29:55 - What could be Bitcoin’s price range this cycle?34:05 - Lyn’s thoughts on BlackRock upping its Strategy holding to 5%35:40 - Difference between monetary debasement and inflation39:15 - Why doesn’t Ray Dalio get Bitcoin?42:18 - How does Bitcoin fit into a traditional investment portfolio over the next decade?45:55 - Does Lyn see any trends in corporate Bitcoin adoption?49:50 - What advice would Lyn give to someone just starting out in Bitcoin?52:43 - Where to find Lyn online#podcast #bitcoin #microstrategy #investing #mstr #btc

Joe Consorti, Head of Growth at Theya & Horizon, joins the show to discuss his outlook on Bitcoin price movement for 2025, what could lead banks to custody Bitcoin, and why Bitcoin is 'pristine collateral'. - 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/TimKotzmanJoe Consorti on X: https://x.com/JoeConsorti0:00 - Intro0:14 - How does Joe see global liquidity cycles impacting Bitcoin’s price action?12:10 - How will the repeal of SAB 121 and US sovereign wealth fund impact banks custodying Bitcoin?22:40 - Joe’s outlook on Bitcoin’s price movement for 202530:00 - What could lead people to multi-custody Bitcoin solutions?38:02 - Why is Bitcoin ‘pristine collateral’? 50:48 - What Joe is working on and where to find him online#podcast #bitcoin #microstrategy #investing #mstr #btc