The Bitcoin Treasuries Podcast with Tim Kotzman

Archie, Founder of Bitcoin Archive, joins the show to discuss building a brand with 1.8 million followers, reputational risk and vetting business partners, and the "Dirty Little Secret" of Bitcoin.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Bitcoin Archive on X: https://x.com/BitcoinArchive

0:00 - Intro 
0:43 - Escaping the corporate banking world in Australia
6:31 - Discovering Bitcoin
9:40 - Building a 1.8M follower brand
10:53 - Why bear markets are the absolute best time to start building
13:40 - Debunking the myth of "predictable" success
17:36 - Finding product-market fit and knowing when to walk away from a failing idea
19:34 - The intense daily grinds of Anthony Pompliano and Michael Saylor
22:50 - Saylor's perseverance through a 99% MicroStrategy drawdown
26:40 - The financial engineering of Strategy’s "Preferreds" and why it clicked
31:10 - Navigating the risks of early crypto partnerships
33:55 - How to think about reputational risk and vetting business partners
43:58 - The pros and cons of Wall Street and institutional Bitcoin adoption
48:45 - Jack Dorsey vs. Michael Saylor: Medium of exchange vs. Store of value
51:59 - What El Salvador looks like today: A firsthand account of hyper-Bitcoinization
56:53 - The dirty little secret of Bitcoin
1:02:24 - Inspecting listed Bitcoin Treasury companies that are down 90%+
1:10:13 - "Podcasters per share" and why public executives must be visible online
1:21:12 - Living in the attention economy
1:25:49 - How much money is actually enough?
1:30:19 - The true purpose of wealth: Community and helping others
1:33:01 - Navigating anonymity and public recognition
1:37:09 - The rise of personal media brands and infiltrating the mainstream
1:41:10 - Why we must protect and value the independent Bitcoin media ecosystem
1:43:41 - Advice for starting a podcast: Finding your purpose and following curiosity
1:46:10 - Debating Jeff Booth and Mark Moss on the future of AI and work
1:54:25 - The mental toll of spinning plates as a solo creator
1:57:53 - The future of Bitcoin Archive: Hiring, sponsorships, and scaling the brand

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

Jon Willbanks, Founder and CEO at Arterra Pet Science, joins the show to discuss Digital Credit and increasing Bitcoin adoption, capital flows to Bitcoin Treasuries, and how a "glitch in the matrix" will help bring in hyper-bitcoinization. 

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Jon Willbanks on X: https://x.com/jonwillbanks

0:00 - Intro 
0:27 - Jon’s background and Arterra Pet Science
6:00 - How Bitcoin is involved with Arterra
14:30 - Digital Credit and increasing adoption
30:00 - Capital flows to Bitcoin and Bitcoin Treasury companies
40:40 - The progression of the Bitcoin Treasuries space
46:16 - How Jon uses social media personally and professionally
49:39 - Closing thoughts and where to find Jon online

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

Michael Mescher, Founder and CIO of Gammon Capital, joins the show to discuss the looming $10 billion 2027 "Put Wall" in corporate debt, building a playbook for sideways and down markets, and how Bitcoin treasuries can attract institutional capital.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Michael Mescher on LinkedIn: https://www.linkedin.com/in/michaelmescher/

0:00 - Intro 
0:40 – Michael’s background in volatility trading and derivatives
3:18 – What a 50% collateral haircut actually means for a corporate balance sheet
11:15 – The looming $10 billion 2027 "Put Wall" in corporate debt
13:21 – Why Bitcoin treasuries are grossly overpaying for loans
15:02 – Derivatives as "balance sheet armor" vs. yield-generation tools
16:55 – Building a playbook for sideways and down markets
19:05 – Financial engineering: What Michael Saylor gets right
22:15 – What separates mid-tier Bitcoin treasury companies from one another
24:42 – Why hasn't a free market solution built a better credit facility?
26:54 – How Bitcoin treasuries can attract institutional capital
29:04 – Managing asset-liability mismatches in corporate reserves
32:38 – Capital-efficient strategies to manage downside volatility
34:46 – How to pitch a hedging strategy to a "long-only" Bitcoin executive
37:17 – What a 90-day engagement with Gammon Capital looks like
38:18 - Where to connect with Michael online

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

Mehdi Azodi, President & CEO of Belgravia Hartford, returns to the show to discuss the latest news with Belgravia, the advantages of being a microcap, and where we currently stand with Bitcoin, AI, and predictive technologies.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Mehdi Azodi on X: https://x.com/MehdiAzodiBLGV

0:00 - Intro 
0:50 - What’s happened in the last year?
6:00 - Belgravia’s current investment allocations 
9:37 - The team behind gravitio.ai
10:55 - Where is Belgravia listed?
12:05 - Where are we currently with Bitcoin Treasury companies?
18:01 - Where are we with AI and predictive technologies?
23:45 - What’s going on with the current capital rotation out of Bitcoin?
28:58 - The advantages of a microcap
34:47 - Belgravia’s Bitcoin Treasury strategy
40:16 - Where to connect with Mehdi and Belgravia online

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

Kenny Alves, Co-Founder of West Main Self Storage and Co-Host of The Real Estate Standard podcast, returns to the show to discuss Digital Credit, Bitcoin Treasuries, and reversing the death spiral of Corporate Debt

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Kenny Alves on X: https://x.com/kenny_alves

0:00 - Intro 
0:22 – Real Estate vs. Digital Credit
10:04 – The Digital Credit Capital Framework
19:19 – Corporate Debt & Reversing the Death Spiral
25:50 – Pure Bitcoin Treasury vs. Having an Active Operating Business
30:57 – Why Every Industry Will Have a Dominant Bitcoin Treasury Company
38:49 – Where to find Kenny and The Real Estate Standard Podcast

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