The Bitcoin Treasuries Podcast with Tim Kotzman

Andrew AP Abacus, Co-Founder of Arch Public, joins the show to discuss whether Bitcoin should replace gold, where Bitcoin's price could head in 2025, and what the best play is for someone not levered long like Microstrategy. - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Andrew on X: https://x.com/ap_abacus? 0:00 - Intro 0:09 - Andrew’s background 5:04 - Explaining Bitcoin vs crypto 11:26 - Thinking about Bitcoin vs Bitcoin related equities 14:03 - What’s the play for someone not levered long like Microstrategy? 16:06 - Will allocation continue to be between 1-5% and what could change that? 19:35 - Does Andrew still believe Bitcoin ETFs are acting as “always-on demand vacuums that are insatiable”? 24:43 - Where does Andrew see Bitcoin’s price heading in 2025? 27:21 - Should Bitcoin replace gold? 30:01 - Has the MSTR chatter reached wealth management? 31:50 - Where to find Andrew online and closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btc

Friend of the show, PunterJeff, returns to discuss the fallout of the California wildfires, the intricacies of the insurance and reinsurance markets, and how these catastrophes could lead more people to 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Jeff on X: https://x.com/PunterJeff 0:00 - Intro 0:14 - Jeff’s review of the insurance and reinsurance market 3:12 - Deep dive on the California Wildfire insurance market 10:14 - What happens to reinsurers after extreme losses following catastrophic events? 19:25 - Will the federal government step in to help make victims whole? 25:53 - How the Laws of Math and Bitcoin tie into this insurance fiasco 29:07 - What will need to change for insurance companies to get credit for Bitcoin on their balance sheets? 33:25 - What is the solution to this problem of people having most of their wealth being tied to their homes? 40:13 - Will the price of homes in California go down? 47:58 - Will rising inflation cause individuals, companies, states, and the federal government to get into Bitcoin? #podcast #bitcoin #microstrategy #investing #mstr #btc

Chase Palmieri & Mason Carter, Co-Founders of Acropolis, join the show to discuss launching Acropolis, a Bitcoin Treasury Solution built on Multi-Institution Custody, and how they are helping clients implement the Microstrategy playbook.  - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Chase Palmieri X: https://x.com/chasepalmieri Mason Carter X: https://x.com/onchaincowboy 0:00 - Intro 0:10 - Chase & Mason’s backgrounds 4:31 - Chase & Mason’s roles at Acropolis 6:23 - What are the limitations of traditional treasury assets? 9:41 - What makes Bitcoin a better treasury asset? 13:21 - What are the barriers keeping companies from adding Bitcoin to their balance sheets? 16:06 - Mason’s experience on the eBay treasury team 18:19 - Why is multi-institutional custody so important? 21:00 - What is Acropolis’s core mission and what services does it provide to clients? 25:06 - What kind of clients does Acropolis serve? 26:04 - How Chase set up a Bitcoin treasury strategy at his family’s restaurant 29:11 - Why companies hire Acropolis for implementing their Bitcoin treasury strategy 31:47 - Does Acropolis help its clients run the Microstrategy playbook? 33:17 - What’s the advantage of companies holding spot Bitcoin? 36:05 - Why is Acropolis Bitcoin only? 37:36 - How will a Trump Administration Bitcoin Strategic Reserve drive corporate adoption? 39:38 - What are Chase & Mason most looking forward to in 2025? 42:50 - Where to find Chase, Mason, & Acropolis online and closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btc

Michael Mo, CEO & Co-Founder of KULR, joins the show to discuss KULR's origin story, how Michael Saylor's presentation during a Microstrategy earnings call became his 'orange-pill' moment, and KULR’s strategy moving forward to acquire more Bitcoin for its corporate treasury. - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Michael Mo on X: https://x.com/michaelmokulr 0:00 - Intro 0:13 - Michael’s professional background and KULR’s origin story 1:59 - How did Michael first hear about Bitcoin? 3:59 - What was Michael’s orange-pill moment? 8:36 - Michael’s thoughts on the best methods for learning about Bitcoin 13:28 - How the Q3 2024 Microstrategy earnings call influenced Michael to put Bitcoin on KULR’s balance sheet 17:53 - What is KULR’s strategy moving forward to acquire more Bitcoin for its corporate treasury? 19:59 - What would Michael say to other corporate executives considering a Bitcoin treasury strategy? 21:46 - A deep dive on KULR’s operations 25:06 - Where to find Michael and KULR online #podcast #bitcoin #microstrategy #investing #mstr #btc

D.R. Lewis is an attorney, veteran, former economics professor, and co-host of Alpha Insights and The Week That Was. He joins the show to discuss first discovering Bitcoin as he was smoking some ribs for a Super Bowl party, his insights into the Bitcoin mining space, and his Bitcoin content 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman DR Lewis on X: https://x.com/Charge_Stack 0:00 - Intro 3:01 - D.R.’s reaction to companies taking on debt to acquire Bitcoin 5:34 - What is D.R. seeing in the Bitcoin mining space? 9:54 - Why are companies that hold Bitcoin as a commodity attractive to shareholders? 12:41 - D.R.’s view on Microstrategy  14:10 - How D.R. met Adrian Morris and their Bitcoin content journey together 15:56 - D.R.’s experience on X and filtering through the noise 18:46 - What is D.R. focused on going into 2025? 20:20 - Discussing Bitcoin with D.R.’s friends in the digital world vs. in real life 24:13 - Which resources does D.R. recommend to friends starting out their Bitcoin journey? 27:34 - Where to find D.R. online and closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btc

Glenn Cameron, the new Head of Institutional at Onramp, joins the show for the first podcast with a UK pension allocator coming into the Bitcoin space! We discuss what about Bitcoin drew Glenn's attention, how he navigates skepticism around institutional and pension fund Bitcoin allocation, and his outlook on Bitcoin adoption by institutions and pensions funds over the next 5 years. - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman 0:00 - Intro 0:10 - Glenn’s professional background 2:30 - What about Bitcoin first drew Glenn’s attention? 4:38 - How did Glenn navigate the initial skepticism of being a Bitcoin proponent? 8:46 - Weighing Bitcoin risk/reward vs. traditional assets 13:02 - Glenn’s core investment thesis for Bitcoin 17:22 - How did the first British pension fund to make an allocation in Bitcoin arrive at that conclusion? 23:46 - What objections has Glenn faced when pitching Bitcoin allocation to other pension funds? 27:05 - Why aren’t more institutional investment consultants recommending Bitcoin? 30:15 - Glenn’s outlook on institutional and pension fund Bitcoin adoption over the next 3-5 years 33:07 - What advice would Glenn give to pension funds or institutions considering a Bitcoin allocation? #podcast #bitcoin #microstrategy #investing #mstr #btc

Alan Geik is an author, Grammy nominated music producer, and graduate of the London School of Economics. He joins the show to discuss the impact of the US moving off the Gold Standard, how social media's influence on US economics today is similar to radio's in the past, and how he was first introduced to Bitcoin through playing online poker. - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Alan Geik on X: https://x.com/AlanGeik 0:00 - Intro 0:29 - Alan’s background growing up in NYC and going to the London School of Economics 14:08 - What was the reaction to the US going off the Gold Standard? 25:21 - How does Alan view social media’s impact on Bitcoin adoption? 27:33 - How online poker led to Alan’s discovery of Bitcoin 45:53 - Alan’s thoughts on holding Bitcoin vs. MSTR and other Bitcoin equities 51:38 - Where to find Alan online and a never-before-heard Muhammad Ali quote #podcast #bitcoin #microstrategy #investing #mstr #btc

Reed Horwitz, Co-Founder & CTO of Clik, joins the show to discuss Clik's role in the future of content creation, his experience in the crypto industry, and whether Quantum Computing poses a threat to cryptography and BTC wallets.  - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Reed Horwitz on X: https://x.com/ReedHorwitz TIMESTAMPS: 0:00 - Intro 0:10 - What is going on at Clik and what is the future of social media? 8:06 - Reed’s background and journey to Bitcoin 17:24 - What is so enticing about investing in Altcoins and NFTs? 20:13 - Investing in Bitcoin vs. mining companies vs. Bitcoin equities 22:18 - What impact will the Trump Administration and a potential Bitcoin Strategic Reserve have moving forward? 24:39 - Where are we in this cycle? 27:02 - What tools and resources does Reed recommend to others? 28:28 - Which social media platforms does Reed use and find value in? 31:37 - Reed’s outlook on Quantum Computing  34:38 - Where to find Reed online and closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btckaisekre

I had the pleasure of sitting down with Eric Semler, Chairman, and Renae Cormier, CFO, of Semler Scientific.   Semler Scientific is a healthcare technology and Bitcoin Treasury Company.  - 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 wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Eric on X: https://x.com/SemlerEric Renae on X: https://x.com/renaecormier #podcast #bitcoin #microstrategy #investing #mstr #btc

I had the opportunity to sit down with Ben Harris and Brad Beauchamp. They are fusing together real property and digital property. I found this to be thought provoking. #Bitcoin is pristine collateral whereas the traditional market would most likely put real estate closer to that definition. - this episode is sponsored by Onramp https://onrampbitcoin.com/ - This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide https://www.stampseed.com/ Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Guest on X:  #podcast #bitcoin #microstrategy #investing #mstr #btc