The Bitcoin Treasuries Podcast with Tim Kotzman

Chaitanya Jain, Bitcoin Strategy Intern at Strategy, sits down with Tim to discuss his role with Strategy, Institutional vs Retail Strategy Investors, and whether MSTR will ever sell its 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/TimKotzmanGuest on X: https://x.com/_chaitanyaj?lang=en0:00 - Intro4:10 - Chaitanya’s role with Strategy11:20 - Bitcoin Treasury companies in the news16:16 - Institutional vs Retail Strategy Investors19:28 - Chaitanya’s time at Blackstone24:50 - How Chaitanya came across the job posting for Strategy28:35 - Bitcoin’s effect on the soul32:00 - What assurances does Strategy have that its Bitcoin isn’t being re-hypothecated32:45 - When does Strategy become a Bitcoin lender?34:20 - How Strategy team generates yield35:40 - Will MSTR ever sell its Bitcoin?#podcast #bitcoin #microstrategy #investing #mstr #btc

Sander Andersen, CEO of H100 Group, joins the show to discuss becoming Sweden's first 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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanSander Andersen on X: https://x.com/Sanderandersenn0:00 - Intro0:16 - Sander’s background and journey to his position with H100 Group1:05 - Founding Finpeers2:10 - H100 Group’s first Bitcoin purchase2:39 - Sander’s thoughts on Bitcoin equity3:34 - Where to find Sander online#podcast #bitcoin #microstrategy #investing #mstr #btc

James Van Straten & Malcolm Palle of Coinsilium return to the show to discuss everything going on at Coinsilium and Forza, increased interest following their first Bitcoin purchase, and how media coverage and regulatory restrictions are impacting 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/TimKotzmanJames Van Straten on X: https://x.com/btcjvsMalcolm Palle on X: https://x.com/malcolmpalle0:00 - Intro0:19 - Where everything is right now with Coinsilium and Forza29:53 - The increase in inbound interest following Coinsilium’s first purchase39:20 - The regulatory restrictions and media coverage of Bitcoin in the UK48:00 - Closing thoughts and where to find Coinsilium and Forza online#podcast #bitcoin #microstrategy #investing #mstr #btc

Tim is joined by Jackson Mikalic and Brian Cubellis from Onramp for a wide ranging discussion on Bitcoin custody.- 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/macrojack21Brian Cubellis on X: https://x.com/BackslashBTC0:00 - Intro0:13 - Inflation and Bitcoin6:19 - Bitcoin Custody23:54 - The Future of Custody38:31 - What is the risk benefit threshold to use Onramp?42:00 - What is the minimal amount of time needed to move funds?43:31 - Does Onramp do staking behind the scenes?44:19 - Can you have an unknown custodian?46:24 - Do ETFs have lower risk?#podcast #bitcoin #microstrategy #investing #mstr #btc

From Bitcoin Investors Day in Paris, Tim leads a panel featuring Adam Back (Blockstream), Nicolas Brand (Fulgur Ventures), Alexandre Laizet (The Blockchain Group), and Yves Choueifaty (TOBAM) on a discussion of where Bitcoin Capital Markets are going.- 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 Back on X: https://x.com/adam3usAlexandre Laizet: https://x.com/AlexandreLaizet0:00 - Intro0:20 - The current state of Bitcoin Capital Markets12:30 - Institutional sentiment towards Bitcoin15:25 - Venture Capital and Bitcoin related startups18:50 - Scaling Bitcoin25:00 - Institutional adoption of Bitcoin33:06 - The Performance of Strategy#podcast #bitcoin #microstrategy #investing #mstr #btc

Eleanor Terrett, Journalist and Co-Host of Crypto in America, joins the show to discuss her time as a Fox Business Producer, where we are now in media and where things are going, and what advice she would give to someone getting into digital media.- 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/TimKotzmanEleanor Terrett on X: https://x.com/EleanorTerrett0:00 - Intro0:20 - Eleanor’s background8:57 - What is a day in the life of a Producer?12:04 - Eleanor’s take on where we are now in media and where things are going16:28 - What advice would Eleanor give to someone getting into digital media?19:42 - Where to find Eleanor online#podcast #bitcoin #microstrategy #investing #mstr #btc

Nick Neuman, CEO and Co-Founder of Casa, delves into the world of Bitcoin self-custody and security, sharing insights from his engaging "To Catch a Scammer" video. He highlights the rampant issue of cryptocurrency scams and the vital importance of protecting oneself through education and awareness. Neuman discusses the risks faced by executives in the crypto realm and explores innovative custody strategies that leverage multi-institution security. He also outlines how Casa aids users in navigating the complexities of self-custody to ensure their Bitcoin remains secure.

Matt McDonagh, former Wall Street banker turned Bitcoiner, data engineer, and tech investor, joins the show to discuss discovering Bitcoin at the Princeton Club, AI's impact on Bitcoin and social media, and Bitcoin as the Hurdle Rate. - 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/TimKotzmanMatt McDonagh on X: https://x.com/McDonaghMatthew0:00 - Intro0:38 - Matt’s background2:19 - How Matt got into Bitcoin8:30 - What is Matt doing these days?12:58 - How does Matt think about Bitcoin as the Hurdle Rate?15:48 - Matt’s view on social media and AI18:41 - Matt’s view on Bitcoin Treasury companies26:05 - How can the market understand Strike and Strife faster?27:52 - Was there a moment that solidified Bitcoin’s storage value to Matt?29:40 - Would Matt take a private company public as a Bitcoin Treasury company?31:57 - Bitcoin and AI34:28 - What tools or resources would Matt recommend to others?36:16 - Closing thoughts and where to find Matt online#podcast #bitcoin #microstrategy #investing #mstr #btc

In this engaging segment, Matt McDonagh, a former Wall Street banker turned Bitcoiner and tech investor, dives into how AI transforms our understanding of human behavior. He discusses the potential of strategic acquisitions, like Elon Musk potentially buying Google, and their implications for tech advancements. Matt also highlights the importance of genuine engagement on social media versus mere follower counts. Lastly, he sheds light on the generational divide in views on fiat currency and the critical role of in-person Bitcoin networking.

Michael Tanguma, Founder and CEO of Onramp, shares his inspiring journey into the Bitcoin world and the creation of Onramp's innovative financial services. He discusses a major announcement regarding Onramp's flagship product and the venture firm Early Riders, focusing on the dynamic landscape of Bitcoin investments. Tanguma emphasizes the importance of secure custody solutions and education for consumers navigating this complex financial environment, highlighting challenges and strategies for success in a bear market.