The Bitcoin Treasuries Podcast with Tim Kotzman

Tim heads down to Miami to visit the headquarters of Buck - The Bitcoin Dollar and talk with founder Travis VanderZanden about building on AI, pivoting from AI to Bitcoin, and everything you need to know about Buck.- 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/TimKotzmanTravis VanderZanden on X: https://x.com/travisv0:00 - Intro0:22 - Travis’ background2:44 - What caused Travis’ pivot to Bitcoin from AI4:00 - Building on AI6:44 - All about Buck - The Bitcoin Dollar7:47 - Where to buy Buck8:29 - Potential additional products11:15 - Where to reach Travis online#podcast #bitcoin #microstrategy #investing #mstr #btc

Tech and Bitcoin Investor Mike Flaum (known on X as Grain of Salt) joins the show to discuss books he's written on Bitcoin Treasuries & AI, how his experience in Silicon Valley informed his decision making in business, and his outlook for 2026.- 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/TimKotzmanGrain on X: https://x.com/Z06Z070:00 - Intro0:32 - Mike’s background3:06 - What Mike saw that others didn’t8:16 - How Mike’s tech experience informed his decision making in business12:48 - Mike’s view on Bitcoin Treasury companies17:00 - Mike’s Bitcoin Treasury book28:25 - Which metrics does Mike think are important?32:12 - Mike’s AI book43:10 - Mike’s view on AI’s impact49:14 - Mike’s outlook for 2026#podcast #bitcoin #microstrategy #investing #mstr #btc

Jaime Leverton, CEO, & Sebastian Bea, CIO, of ReserveOne join Tim in studio to discuss how ReserveOne came together, the importance of liquidity, and if banks are going to have FOMO.- 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/TimKotzmanJaime Leverton on X: https://x.com/JaimeLevertonSebastian Bea on X: https://x.com/sebastianbea0:00 - Intro0:17 - Jaime’s background2:08 - Sebastian’s background3:34 - How ReserveOne came together5:50 - What is ReserveOne?8:56 - Clients of ReserveOne16:08 - Institutional takeaways20:32 - Are banks going to have FOMO?23:56 - Nation states, institutions, banks, and ETFs28:42 - The geopolitical landscape36:38 - How important is liquidity?39:10 - Where to find ReserveOne online#podcast #bitcoin #microstrategy #investing #mstr #btc

Andrew Kang, CFO of Strategy, joins the show to discuss the latest on Strategy's preferred products, conversations with the big banks, and new opportunities in the Bitcoin Treasuries ecosystem. - 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/TimKotzmanStrategy on X: https://x.com/MicroStrategy0:00 - Intro0:21 - How things have changed since Andrew joined Strategy1:31 - What to expect from the upcoming Bitcoin for Corporations Conference3:05 - The process of Strategy’s preferred products5:32 - Strategy’s conversations with the big banks7:55 - The implication of federally chartered crypto banks9:12 - Strategy in the S&P 50011:03 - Strategy’s new opportunities in the ecosystem13:24 - Reasonable timeframes for the common equity15:50 - Final thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc

Mathieu Agee, Founder & CEO of O21 Solutions, joins the show to discuss how his experience at ExxonMobil & Amazon led him to Bitcoin, the importance of corporate leadership, and his Sound Strategy framework. - 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/TimKotzmanO21 Solutions on X: https://x.com/odyssey21s0:00 - Intro2:15 - Matt’s background and launching O21 Solutions5:21 - Matt’s experience at ExxonMobil & Amazon11:25 - What led Matt to Bitcoin and establishing the Sound Strategy framework14:44 - Matt’s thoughts on corporate Bitcoin adoption21:50 - The outlook on Bitcoin adoption by banks over the next 2 years26:43 - Why is leadership more important than the playbook? 28:34 - Matt’s Sound Strategy framework31:57 - The 12 Sound Strategy principles37:38 - Bitcoin based budgeting41:21 - How putting Bitcoin at the center helps companies save43:31 - Where to find Matt online#podcast #bitcoin #microstrategy #investing #mstr #btc