The Bitcoin Treasuries Podcast with Tim Kotzman

Matt McClintock, CEO and Co-founder of Bespoke Group, joins the show to discuss how a 2017 introduction to a family with about $150 million in Bitcoin pulled an estate planning attorney into a new kind of family office, and why he closed his law practice in 2024 to build it. He talks about early clients who held about 90% of their wealth in Bitcoin, why most of them are net sellers today, and the four places he says wealth can go: consumption, inheritance, taxes, and philanthropy. He also explains why those clients aren't interested in Bitcoin treasury companies or digital credit — they already have the asset — and walks through the Sovereignty Paradox: why "not your keys, not your coins" breaks down under the weight of generational wealth, and how qualified custody and legal structures help shift that risk.

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
Matt McClintock on X: https://x.com/mcclintock_m

0:00 - Intro
0:29 - From estate lawyer to a $150 million Bitcoin family
3:16 - Founding Bespoke and leaving the law practice
5:06 - Early clients with 90% of their wealth in Bitcoin
8:22 - What a family office actually is
13:14 - "We sell no products" — Bespoke's fiduciary model
14:49 - How much money is enough, and the four buckets of wealth
19:21 - Why his clients skip Bitcoin treasury companies
21:28 - Philanthropy, meaning, and tax-advantaged exits
24:19 - How clients find Bespoke, and the $50 million to $2.5 billion range
28:31 - When a dedicated family office starts to make sense
32:27 - The Sovereignty Paradox: when "not your keys" breaks down
38:49 - Hacks, hardware failures, and shifting risk
42:53 - Where to find Matt online

#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

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