The Bitcoin Treasuries Podcast with Tim Kotzman

Garrett Johnston, Senior Vice President of Digital Assets at Marsh, returns to the show to discuss how institutions evaluate risk, Risk Based Capital, and Institutional Grade Digital Credit.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Garrett Johnston on X: https://x.com/garrettoj

0:00 - Intro 
0:10 - Garrett’s career in insurance
6:12 - How institutions evaluate risk
18:00 - What is Risk Based Capital?
25:13 - What would be concerning to an institution?
37:05 - Par, peg, and de-peg
40:14 - Digital Credit in a bear market
45:14 - How do Bitcoin Treasury company executives talk to retail vs institution?
54:00 - Why haven’t Bitcoin Treasury executives been more public in their conviction?
1:03:19 - Institutional Grade Digital Credit

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

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