The Bitcoin Treasuries Podcast with Tim Kotzman

Paul Giordano, VP of Digital Asset Management at MARA, shares insights on positioning Bitcoin on their balance sheet. He discusses how MARA distinguishes itself in the competitive mining industry, including leveraging stranded energy and navigating regulatory changes. Giordano also explores the future of MARA and its strategy around Bitcoin halving, as well as thoughts on integrating AI in their operations. If you're curious about the intersection of energy and Bitcoin, this conversation is a must-hear!

Jeff Laberge, Head of Capital Market & Strategic Initiatives at Bitdeer Technology Group, shares his journey from traditional finance to the cryptocurrency world. He dives into Bitdeer's strategic shift toward holding Bitcoin for long-term value rather than selling it off. Laberge also discusses innovations in chip design that lead to more efficient mining technology. The impact of AI on the mining landscape and the rise of hyperscalers like Amazon in data center operations are key highlights, showcasing the evolving dynamics of the Bitcoin industry.

Janna Scott, Founder of DeFi Tax, talks about the critical landscape of crypto taxes. She reveals common pitfalls individuals face when filing and mistakes made by CPAs that could lead to costly errors. The conversation dives into the complexity of accurately reporting transactions and highlights the risks of non-compliance. Janna also shares insights on the innovative features of DeFi Tax aimed at ensuring audit-ready reporting and enhancing taxpayer security in the rapidly evolving crypto environment. Tune in for essential tips on navigating these challenges!

Sam Abbassi, Founder and CEO of Hoseki, dives into the world of Bitcoin, discussing its scarcity and how it contrasts with traditional assets. He shares insights on the importance of Proof of Reserves, emphasizing the need for transparency in cryptocurrency. Abbassi also explores Hoseki's innovative solutions that bridge Bitcoin and traditional finance, potentially impacting credit rating agencies. His journey from economics and neuroscience to Bitcoin offers a unique perspective on corporate adoption and security in the evolving crypto landscape.

Dhruv Patel, CEO and Co-founder of Arch Lending, shares his fascinating journey from a fintech startup to revolutionizing Bitcoin-backed loans. He discusses the strategic advantages of using Bitcoin as collateral and how it helps borrowers avoid liquidating assets. The conversation delves into the diverse clientele Arch serves, from individuals to businesses, and the impact of interest rates on lending practices. Dhruv also highlights partnerships, especially with OnRamp, and explores Bitcoin's adoption trends among both private and public companies.

Ben Werkman, a founder and consultant with expertise in commercial banking, shares his insights on the Bitcoin Treasury landscape. He discusses his key takeaways from the past year, what's driving the success of MSTR True North, and offers advice for young investors. Werkman examines the emerging Bitcoin Treasury products and their potential in the market, including the ambitious goal of capturing a slice of the fixed income space. Plus, he reveals the upcoming Bitcoin events he'll be attending, making for an engaging and informative conversation!

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