Skip to content
Radio Logo
PodcastsBusinessThe Bitcoin Treasuries Podcast with Tim Kotzman

The Bitcoin Treasuries Podcast with Tim Kotzman

Timothy Kotzman
The Bitcoin Treasuries Podcast with Tim Kotzman
Latest episode

228 episodes

  • The Bitcoin Treasuries Podcast with Tim Kotzman

    "We Are in the Very Early Innings": Sam Callahan on Bitcoin, ETFs & Institutional Adoption

    23/10/2026 | 15 mins.
    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
  • The Bitcoin Treasuries Podcast with Tim Kotzman

    The ETF Playbook Episode 1 | Eric Balchunas

    20/10/2026 | 1h 36 mins.
    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
  • The Bitcoin Treasuries Podcast with Tim Kotzman

    "Diluted on LinkedIn, Concentrated on X": The CEO Scaling a Bitcoin Empire

    09/10/2026 | 24 mins.
    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
  • The Bitcoin Treasuries Podcast with Tim Kotzman

    The Digital Credit Podcast Episode 5 | British HODL

    07/10/2026 | 39 mins.
    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
  • The Bitcoin Treasuries Podcast with Tim Kotzman

    The Digital Credit Podcast Episode 4 | Matthew Tuttle

    05/10/2026 | 20 mins.
    Matthew Tuttle, Founder of Tuttle Capital, joins The Digital Credit Podcast to discuss Tuttle Capital's Digital Credit ETF with Strive and his view on the future of Digital Credit.

    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
    Matthew Tuttle on X: https://x.com/TuttleCapital

    0:00 - Intro 
    0:50 - Matthew’s background and journey to Bitcoin
    4:10 - BlackRock & IBIT
    9:00 - Tuttle Capital & Strive ETF partnership
    11:48 - Digital Credit
    14:13 - Liquidity in Digital Credit
    16:28 - The future of Digital Credit
    18:36 - Where to find Matthew online

    #podcast #bitcoin #microstrategy #investing #mstr #btc #treasury
More Business podcasts
About The Bitcoin Treasuries Podcast with Tim Kotzman
Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.
Podcast website

Listen to The Bitcoin Treasuries Podcast with Tim Kotzman, Think Fast Talk Smart: Communication Techniques and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features