The Bitcoin Treasuries Podcast with Tim Kotzman

Episodios disponibles

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British Hodl VS Gladiator On Bitcoin & MSTR
Friends of the show, British Hodl & Gladiator, join the program to discuss Bitcoin, Microstrategy, and finally settle the debate of who is more bullish. - 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 British HODL on X: https://x.com/BritishHodl Gladiator on X: https://x.com/cf_trades 0:00 - Intro 1:03 - Thoughts on DeepSeek 5:21 - MSTR’s new Perpetual Preferred Stock offering 11:39 - Is it surprising that Gold has outperformed Real Estate annualized over the last 4 years? 15:20 - How do AI, Bitcoin, and Energy impact each other? 18:14 - Trump Coin and value of other altcoins 28:24 - Thoughts on Michael Saylor’s messaging about the new ‘Crypto Era’ 45:07 - How does the rest of the S&P 500 universe respond to Microstrategy doing what they're doing? 48:17 - Will British buy any other Bitcoin equities? 51:58 - Closing thoughts and where to find British & Gladiator online #podcast #bitcoin #microstrategy #investing #mstr #btc
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57:58
Bitcoin and MSTR with Chris Gemondo
Chris Gemondo is a Corporate/Securities Attorney providing legal counsel to Fund Management Teams, Accredited Investors, and Entrepreneurs. He joins the show to share his thoughts on Bitcoin and the variety of options for investing in it. - 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 1.27.25 Bitcoin Treasuries - Chris Gemondo 0:00 - Intro 0:07 - Chris’ background 4:58 - Thinking through all of the investing options with Bitcoin 8:01 - Thinking about Bitcoin vs. Microstrategy 10:04 - Where to find Chris online and his favorite resources #podcast #bitcoin #microstrategy #investing #mstr #btc
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11:14
Gladiator on Double Parabolic MicroStrategy & Bitcoin
Friend of the show Chase Furey aka Gladiator joins the show fresh off the Bitcoin 100k Party! He discusses whether he is bullish enough, what the ‘Supercycle’ means for Bitcoin, and takes questions from the crowd. - 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 Gladiator on X: https://x.com/cf_trades 0:00 - Intro 0:14 - Observations from the Bitcoin 100K Party 3:06 - Diving deep on Gladiator’s lifestyle 9:36 - Are the algorithms accounting for the new fair value accounting? 16:44 - Chase’s thoughts on the 2x levered long ETFs 18:29 - Questions from the crowd 26:50 - Chase’s expectations for the new administration’s first 100 days 28:49 - How Chase views other Bitcoin equities 31:26 - What does the ‘Supercycle’ mean for Bitcoin? 35:06 - Where to find Gladiator online and closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btc
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36:21
Bitcoin in Secure Custody with Brian Cubellis
Brian Cubellis, Chief Strategy Officer at Onramp, joins the show to discuss his journey from traditional finance to crypto, Bitcoin's unique custodial considerations, and thinking of Bitcoin as the hurdle rate when making financial decisions. - 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 Brian Cubellis on X: https://x.com/BackslashBTC 0:00 - Intro 0:16 - Brian’s background and journey from TradFi to Bitcoin 15:31 - What has Brian learned from traditional value investing? 18:52 - Why is custody so critical to Bitcoin? 26:47 - The process of in-person verification 30:59 - The tradeoffs and risks of different custodial models 37:41 - The current Bitcoin-centric financial services in the marketplace and what to expect to see moving forward 44:40 - Brian discusses the private client side vs. the institutional side of Onramp’s business 50:52 - How Brian views opportunity cost and thinking of Bitcoin as the hurdle rate 56:50 - Final thoughts and where to find Brian online #podcast #bitcoin #microstrategy #investing #mstr #btc
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57:39
A Golden Age for Bitcoin in America with Matt Cole
Matt Cole, CEO of Strive, joins the show to discuss Strive's origin and mission, what he expects from the first 100 days of the new administration, and his thoughts on companies running a Bitcoin Treasury Strategy. - 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 Matt Cole on X: https://x.com/ColeMacro 0:00 - Intro 0:08 - What does Matt expect from the first 100 days of the Trump Administration? 5:11 - What is the mission of Strive? 8:15 - Matt’s background and Strive’s origin story 10:04 - What is Strive’s view today on Bitcoin? 13:21 - Matt’s discusses Strive’s ETFs and current products and services 18:29 - Does Matt share Michael Saylor’s view that we are in a Gold Rush? 22:21 - Matt’s thoughts on companies running a Bitcoin Treasury Strategy 24:25 - What other products will the market want as we move forward? 25:49 - What sectors aside from Bitcoin and AI that Strive is bullish on? 26:54 - Closing thoughts and where to find Matt and Strive online #podcast #bitcoin #microstrategy #investing #mstr #btc
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27:44