The Bitcoin Treasuries Podcast with Tim Kotzman

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

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

Leon Wankum, Author of Digital Real Estate, joins the show to discuss what led him to writing his book, how he sees people diversifying their portfolios in the current market, and where he sees things going in the future.

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
Leon Wankum on X: https://x.com/leonwankum

0:00 - Intro 
1:23 - Leon’s background and journey to Bitcoin
4:33 - When Leon decided to write his book
13:13 - The publishing process
17:24 - How Leon sees people diversifying their investments
26:34 - Leon’s take on Bitcoin Treasury companies
33:50 - Where is all this going?
36:48 - Where to connect with Leon and buy his book

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