The Bitcoin Treasuries Podcast with Tim Kotzman

Grain of Salt returns to the show to discuss the opposition to Digital Credit, why some people bought at the top, and the significance of this moment in time.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Grain of Salt on X: https://x.com/Z06Z07

0:00 - Intro 
0:12 - The opposition to Digital Credit
5:20 - The next Digital Credit company
13:00 - Buying the top
36:56 - How will we look back on this period in time?
43:03 - Is MNAV based purely on sentiment?
59:49 - Divesting thoughtfully
1:02:58 - Where to find Grain online

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

Lynne Bairstow, Partner at Base Layer Advisors, joins the show to discuss her thoughts on the current Bitcoin ecosystem, Agentic AI, and building on Bitcoin.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Lynne Bairstow on X: https://x.com/lynnerae

0:00 - Intro 
0:21 - How Lynn discovered Bitcoin
3:45 - What Lynn sees in the Bitcoin ecosystem
7:55 - Build on Bitcoin
11:44 - Bitcoin vs other crypto
16:14 - Lynn’s view on Bitcoin Treasuries
31:00 - Venture capital
35:15 - Mita TechTalks
43:40 - Bitcoin, AI, and Energy
47:41 - Agentic AI
50:56 - Closing thoughts and where to find Lynn online

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

Andrew Webley and Jesse Myers of the Smarter Web Company, return to the show to discuss what's going on with Bitcoin right now, Digital Credit, and their takeaways from the inaugural Bitcoin Treasuries UK Unconference.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Andrew Webley on X: https://x.com/asjwebley
Jesse Myers on X: https://x.com/Croesus_BTC

0:00 - Intro 
0:21 - What is going on with Bitcoin right now?
8:30 - Why aren’t more companies DCAing?
14:30 - Why wouldn't Bitcoin Treasury companies put on leverage?
19:10 - Digital Credit
30:20 - Bitcoin Treasuries UK Unconference takeaways
34:00 - Latest with Smarter Web Company
40:10 - Closing thoughts and where to find SWC online

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

Carmen Constenla Baliñas, Director of Investor Relations at Vanadi, joins the show to discuss what Vanadi is doing, Bitcoin in Spain, and her outlook for the rest of 2026.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanCarmen Constenla Baliñas on X: https://x.com/cconstenla_0:00 - Intro 0:11 - Carmen’s background and how she found Bitcoin1:33 - What is Vanadi doing?4:00 - Carmen’s outlook for the rest of 20265:35 - MAD Bitcoin reflections#podcast #bitcoin #microstrategy #investing #mstr #btc

Hunter Albright, Chief Revenue Officer at SALT Lending, joins the show to discuss the convergence of Bitcoin & AI, the latest moves in the Digital Credit space, and how SALT Lending is positioned to help people securely hold and borrow against their crypto assets. 

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Hunter Albright on X: https://x.com/HunterAlbright

0:00 - Intro 
1:13 - Hunter’s background
2:50 - The convergence of Bitcoin & AI
4:47 - Is the media sleeping on the latest Bitcoin activity?
7:16 - The Digital Credit space
10:23 - Executives’ view on Bitcoin and Digital Credit
12:48 - Common questions about SALT Lending
15:56 - Where to connect with Hunter
16:36 - SALT Lending history

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