Advertise on podcast: The Bitcoin Treasuries Podcast with Tim Kotzman

Sam Callahan, Director of Bitcoin Strategy & Research at OranjeBTC, joins the show to discuss Digital Credit, Institutional Adoption, and where we are right now. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman Sam Callahan on X: https://x.com/samcallah 0:00 - Intro  0:50 - Sam’s background and take on Digital Credit 3:36 - BlackRock’s PBIT 7:00 - JPMorgan’s Asset Report 10:05 - How important is narrative to Bitcoin adoption? 14:06 - Where to find Sam and OranjeBTC online #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Eric Balchunas, Senior ETF Analyst & Funds Product Specialist at Bloomberg, joins Tim for the inaugural episode of The ETF Playbook to discuss Trump Accounts, Digital Credit, and whether everything is going to be an ETF eventually. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman Eric Balchunas on X: https://x.com/EricBalchunas 0:00 - Intro  0:30 - Trump Accounts 10:50 - Eric’s ETF expertise 16:50 - Is everything going to be an ETF? 21:35 - Tokenized stocks? 23:56 - The Bogle Effect 28:11 - Eric’s take on Digital Credit 39:00 - GBTC 43:43 - The value of liquidity for traders 47:45 - ETF launch prices 49:00 - Eric’s podcast “Trillions” and book “Both Sides Of The Coin” 1:05:45 - Super shares 1:07:15 - Swap lines 1:09:57 - ETF expansion 1:12:00 - The NAV is stale 1:19:44 - Social media vs traditional media 1:27:00 - Eric’s take on live events and conferences 1:29:52 - The Institutional ETF Toolbox 1:32:11 - Non Bitcoin token ETF flows #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Scott Ellam, CEO of XCE, joins the show to discuss the company's latest acquisition, its rapid expansion, and how Bitcoin is fueling an ambitious strategy to scale a global business empire. From doubling revenue through strategic acquisitions to navigating public markets and balancing his professional persona on LinkedIn with his unfiltered Bitcoin convictions on X, Scott reveals what it takes to build a Bitcoin treasury company for the long term. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman Scott Ellam on X: https://x.com/btconlyscott 0:00 - Intro  0:10 - XCE’s M&A Announcement 8:31 - Expanding globally 11:30 - Doing things the right way 14:06 - Running a private firm vs a public one 18:18 - Managing expectations in a bull market 21:48 - Closing thoughts and where to find XCE online #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

British HODL joins The Digital Credit Podcast to discuss Amplified Bitcoin & Digital Credit in a bull market, Institutional Allocation, and his takeaways from the Bitcoin Treasuries Conference. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman British HODL on X: https://x.com/BritishHodl 0:00 - Intro  0:18 - British’s thoughts on Digital Credit 7:41 - What is a Credit Curve? 10:48 - What is a Block Buy? 11:40 - Preferred Products & Spot Bitcoin ETFs 15:27 - MSTR amplification 19:23 - Institutional allocator 21:00 - British’s takeaways from the Bitcoin Treasuries Conference 24:58 - Metaplanet and the Japanese market 27:02 - Amplified Bitcoin & Digital Credit in a bull market 32:35 - Is anything better than the preferred equity and common stock system? 34:55 - Closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Matthew Tuttle, Founder of Tuttle Capital, joins The Digital Credit Podcast to discuss Tuttle Capital's Digital Credit ETF with Strive and his view on the future of Digital Credit. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman Matthew Tuttle on X: https://x.com/TuttleCapital 0:00 - Intro  0:50 - Matthew’s background and journey to Bitcoin 4:10 - BlackRock & IBIT 9:00 - Tuttle Capital & Strive ETF partnership 11:48 - Digital Credit 14:13 - Liquidity in Digital Credit 16:28 - The future of Digital Credit 18:36 - Where to find Matthew online #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Leon Wankum, Author of Digital Real Estate, joins the show to discuss what led him to writing his book, how he sees people diversifying their portfolios in the current market, and where he sees things going in the future. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman Leon Wankum on X: https://x.com/leonwankum 0:00 - Intro  1:23 - Leon’s background and journey to Bitcoin 4:33 - When Leon decided to write his book 13:13 - The publishing process 17:24 - How Leon sees people diversifying their investments 26:34 - Leon’s take on Bitcoin Treasury companies 33:50 - Where is all this going? 36:48 - Where to connect with Leon and buy his book #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Gui Gomes, Founder and CEO of OranjeBTC, joins The Digital Credit Podcast, to discuss the latest with OranjeBTC and its DIGY11 ETF, working in international markets, and where Digital Credit will be in 5 years. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman Gui Gomes on X: https://x.com/GuiAmadoGomes 0:00 - Intro  1:03 - Oranje BTC 6:06 - DIGY11 ETF 11:53 - Oranje BTC availability through international channels 14:41 - How Gui’s traditional finance background has shaped his decision making 16:13 - What will Digital Credit look like in 5 years? #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Borja Martel Seward, Co-Founder and CEO of Roxom, joins the show to discuss Roxom's latest announcements and the current state of the market. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman Borja Martel Seward on X: https://x.com/borjamartels 0:00 - Intro  0:13 - What is Roxom? 3:20 - Roxom’s big announcement 6:00 - Borja’s take on the current state of the market 12:12 - Closing thoughts and where to find Roxom online #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Grain of Salt joins Tim for the second episode of The Digital Credit Podcast, to discuss his excitement for The Bitcoin Treasuries Conference, the current state of Digital Credit, and what to expect in the future.  Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman Grain of Salt on X: https://x.com/GrainofSaltSF 0:00 - Intro  0:13 - What to expect from The Bitcoin Treasuries Conference 0:43 - What is Digital Credit? 3:36 - Retail vs institutional investors 7:01 - Where are we right now? 14:34 - Where will we be in 5 years? 16:09 - Closing thoughts and where to find Grain online #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

In the first episode of The Digital Credit Podcast, Tim is joined by Chaitanya Jain, Head of Bitcoin Product & Investor Strategy at Strategy, for a discussion on STRC's new everyday dividend, how Strategy is building liquidity and trust in the market, and where Digital Credit can go from here. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Chaitanya Jain on X: https://x.com/CJ_Bitcoin 0:00 - Intro  1:13 - What is Digital Credit? 6:16 - How is Strategy thinking about everyday dividends? 10:05 - What is STRC and why should you own it? 15:40 - Why Strategy bought back STRC 20:45 - How Strategy is building liquidity and trust in the market 23:40 - Who is the right owner of STRC? 29:00 - Where can STRC, Digital Credit, and the industry go from here? #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Andrew Webley, CEO of The Smarter Web Company, returns to the show to discuss SWC's new preferred equity offering, the company's updated capital structure, and their weekly dividend offering Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman Andrew Webley on X: https://x.com/asjwebley 0:00 - Intro  0:13 - Andrew’s Background 7:33 - Transitioning from Private to Public 13:53 - Management Compensation in Bitcoin Treasuries 19:48 - Smarter Web Company Capital Structure 27:13 - Best Practices for ATM 32:38 - Smarter Web’s Preferred Equity 40:09 - The UK’s First Preferred Equity with  Weekly Dividend 47:32 - Closing thoughts and where to find Smarter Web Company online #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Sander Andersen, Executive Chairman and Co-Founder of H100 Group, returns to the show to discuss how to finance Bitcoin accumulation, measuring shareholder accretion, and what success will look like for H100 Group over the next decade.  Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com. Tim Kotzman on X: https://x.com/TimKotzman Sander Andersen on X: https://x.com/Sanderandersenn 0:00 - Intro  0:13 - Sander’s journey to Bitcoin 2:40 - H100 Group’s move into Bitcoin Treasuries 5:18 - How Sander views H100’s business today 9:13 - What led to Sander’s transition to Executive Chairman? 10:48 - Financing Bitcoin accumulation 13:50 - Strategy’s pivot to a 2-way trade 16:51 - Measuring accretion 19:50 - Acquiring companies vs buying Bitcoin 23:20 - Managing the downside of Bitcoin 27:05 - What will success for H100 look like? 31:05 - What Bitcoin analysis and research does Sander look at? #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

In this episode, Tim explores the timeless value of the Socratic method, demonstrating how asking deeper questions—rather than rushing to supply answers—can expose hidden assumptions, resolve debate, and improve decision-making across investing, business, and leadership. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today’s episode of The Bitcoin Treasuries Podcast is brought to you by @cakewallet—an open-source, noncustodial wallet making Bitcoin and crypto payments simple. Get started: Download: https://cakewallet.com/install Learn more: https://cakewallet.com Tim Kotzman on X: https://x.com/TimKotzman #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

In this episode, Tim explores the monetary evolution of Bitcoin, examining the scale, adoption, and price milestones required for it to transition from a store of value to everyday global money. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today’s episode of The Bitcoin Treasuries Podcast is brought to you by @cakewallet—an open-source, noncustodial wallet making Bitcoin and crypto payments simple. Get started: Download: https://cakewallet.com/install Learn more: https://cakewallet.com Tim Kotzman on X: https://x.com/TimKotzman #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Tyler Rowe, Head of Video at BitcoinTresuries.net, joins the show to discuss the latest moves by Strategy and Strive, the outlook on preferred products, and whether or not we are in a Supercycle.  Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Today’s episode of The Bitcoin Treasuries Podcast is brought to you by @cakewallet—an open-source, noncustodial wallet making Bitcoin and crypto payments simple. Get started: Download: https://cakewallet.com/install Learn more: https://cakewallet.com Tim Kotzman on X: https://x.com/TimKotzman Tyler Rowe on X: https://x.com/TylerCompiler 0:00 - Intro  0:15 - Tyler’s reaction to latest from Strategy and Strive 2:10 - Are we in a Supercycle? 10:21 - Preferreds outlook 19:10 - Metaplanet latest 28:40 - Tyler’s background and journey to Bitcoin 37:07 - Bitcointreasuries.net 41:55 - Navigating the noise online 45:51 - Tyler’s Tuesday live show 48:08 - Where to find Tyler online #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury