The Belgravia Hartford State of the Union with President & CEO Mehdi Azodi
Mehdi Azodi, President & CEO of Belgravia Hartford, joins the show to discuss the latest on Belgravia Hartford, implementing a Bitcoin Standard, and the future outlook on the 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/TimKotzmanMehdi Azodi on X: https://x.com/MehdiAzodiBLGV0:00 - The latest news on Belgravia Hartford2:07 - The structure of the Bitcoin Standard debt4:28 - The highlights of today’s press release6:01 - Where Belgravia is as of October 2025#podcast #bitcoin #microstrategy #investing #mstr #btc
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11:46
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11:46
Building in Public and Who's Going to Win the Fast & Furious AI Race with Matt McDonagh
Matt McDonagh, Tech Investor and Managing Partner of McDonagh Family Office, returns to the show to discuss the best play for Bitcoin Treasury companies, who is the Dom Toretto of the Fast & Furious AI Race, and Building in Public.- 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 - Intro0:10 - What’s going on with Bitcoin Treasury companies?7:13 - What is the best play for Bitcoin Treasury companies?11:01 - What’s up with the US buying Argentine pesos before Bitcoin?12:30 - What’s going on with the 4 year cycle?16:10 - Building in Public21:48 - What personal characteristics does someone need to build in public?26:07 - How to use AI but not let it think for you29:18 - Which AI platforms Matt uses and who will win the AI race37:22 - When will a single person company reach $1 billion?39:18 - Matt’s background and what he’s working on now46:04 - Where to connect with Matt onlineAFTER HOURS48:15 - Matt’s most fantastical theory combining everything Elon is working on51:18 - The most effective way for a creator to build an audience starting from zero56:37 - One thing Matt learned in 2025 that surprised him#podcast #bitcoin #microstrategy #investing #mstr #btc
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1:00:49
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1:00:49
Tad Smith One Year Later: Does He Still Like the Stock (MSTR)?
Tad Smith, Partner & Co-Founder of 50T Funds, returns to the Bitcoin Treasuries studio one year after his first interview with Tim to discuss OGs selling Bitcoin, the relationship between AI & Bitcoin, and whether he still likes the MSTR stock.- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/kotzman- 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/TimKotzmanTad Smith on X: https://x.com/tadtweets0:00 - Intro0:21 - Does Tad still like the stock (MSTR)?2:11 - Are we in a bear market?4:17 - The Bitcoin Alpha Conference and how Tad describes the sentiment right now6:19 - The relationship between AI and Bitcoin9:45 - What has the last year of teaching at NYU Stern been like for Tad?15:16 - What is going on with Bitcoin Treasury companies?20:24 - Gold, Bitcoin, & “Voltober”23:29 - Does Tad hold any S&P or Mag 7 stocks?27:17 - OGs selling Bitcoin?30:54 - Is Tad concerned about Quantum computing?32:50 - What is the impact of the recent Louvre heist?35:25 - Tad’s thoughts on the Bitcoin Power Law36:13 - Where will we be 1 year from now?#podcast #bitcoin #microstrategy #investing #mstr #btc
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37:18
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37:18
The Bitcoin Journey with Adam Back
From The Bitcoin Treasuries Digital Conference, Tim is joined by Adam Back, Co-Founder and CEO of Blockstream, (with special appearances from Ed Juline & Soleil) for a discussion of how long this cycle will be, the journey of Bitcoin Treasury companies to date, and whether everyone will become developers in the future. - 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/adam3us0:00 - Intro0:18 - If Bitcoin were a sport, which one would it be?2:10 - How long will this cycle be?7:00 - The journey of Bitcoin Treasury companies to date19:41 - How does Adam allocate his time these days?23:23 - When Adam first saw the Bitcoin Whitepaper28:23 - Do Bitcoin Treasury companies need to be aware of code changes?38:01 - Will everyone be developers in the future?41:37 - Can the taproot upgrade be patched?51:10 - Can all nodes be prunable?55:00 - Is there any hope for Treasury companies building on Altcoins?#podcast #bitcoin #microstrategy #investing #mstr #btc
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1:03:03
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1:03:03
Brazilian Bitcoin with Mason Foard of Méliuz
Mason Foard, Director of Bitcoin Strategy at Méliuz, joins the show to discuss Bitcoin adoption in Brazil, what has been most surprising since joining Méliuz, and the regulatory differences between the Brazilian and US markets. - 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/TimKotzmanMason Foard on X: https://x.com/masonfoard0:00 - Intro0:30 - Mason’s background and journey to Bitcoin8:36 - Méliuz’s history and Bitcoin Strategy12:43 - What has been surprising about Mason’s role at Méliuz14:50 - Have Mason’s conversations with Bitcoiners changed since getting his role?16:30 - Regulatory differences between Brazilian and US markets18:27 - Brazilians’ understanding of Bitcoin as an asset class21:41 - Closing thoughts and where to find Mason online#podcast #bitcoin #microstrategy #investing #mstr #btc
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