The Bitcoin Treasuries Podcast with Tim Kotzman

Andrew Kang, CFO of Strategy, joins the show to discuss the latest on Strategy's preferred products, conversations with the big banks, and new opportunities in the Bitcoin Treasuries ecosystem. - this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanStrategy on X: https://x.com/MicroStrategy0:00 - Intro0:21 - How things have changed since Andrew joined Strategy1:31 - What to expect from the upcoming Bitcoin for Corporations Conference3:05 - The process of Strategy’s preferred products5:32 - Strategy’s conversations with the big banks7:55 - The implication of federally chartered crypto banks9:12 - Strategy in the S&P 50011:03 - Strategy’s new opportunities in the ecosystem13:24 - Reasonable timeframes for the common equity15:50 - Final thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc

Mathieu Agee, Founder & CEO of O21 Solutions, joins the show to discuss how his experience at ExxonMobil & Amazon led him to Bitcoin, the importance of corporate leadership, and his Sound Strategy framework. - this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanO21 Solutions on X: https://x.com/odyssey21s0:00 - Intro2:15 - Matt’s background and launching O21 Solutions5:21 - Matt’s experience at ExxonMobil & Amazon11:25 - What led Matt to Bitcoin and establishing the Sound Strategy framework14:44 - Matt’s thoughts on corporate Bitcoin adoption21:50 - The outlook on Bitcoin adoption by banks over the next 2 years26:43 - Why is leadership more important than the playbook? 28:34 - Matt’s Sound Strategy framework31:57 - The 12 Sound Strategy principles37:38 - Bitcoin based budgeting41:21 - How putting Bitcoin at the center helps companies save43:31 - Where to find Matt online#podcast #bitcoin #microstrategy #investing #mstr #btc

Roland Talalas, CEO of GIGA, joins the show to discuss launching GIGA, Conviction and Consistency, and who will succeed in Bitcoin Treasuries.- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanRoland Talalas on X: https://x.com/RolandTalalas0:00 - Intro0:12 - What led Roland to launching GIGA3:00 - Conviction & Consistency7:05 - GIGA’s Opportunistic BTC Purchases13:55 - Who will succeed in Bitcoin Treasuries?#podcast #bitcoin #microstrategy #investing #mstr #btc

Jacob Szymik, Account Executive at Square, joins the show to discuss the Bitcoin culture in Block and Square, explaining Bitcoin to family members, and what to expect coming from Square in the near future. - this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanJacob Szymik on X: https://x.com/JacobSzymik0:00 - Intro0:12 - Jacob’s background1:40 - The Bitcoin culture in Block and Square2:40 - What Jacob of 5 years ago would think about what he’s doing now3:32 - Jacob’s day-to-day role5:22 - Do customers still think of Square as a hardware company?7:05 - What conversations with customers are like8:07 - The experience from the seller’s point of view9:18 - Customer use cases10:20 - Discussions around store of value11:48 - Explaining Bitcoin to family members14:46 - Businesses turning cash into Bitcoin16:16 - Where to reach out to Jacob and Square17:15 - Overview of the different segments of Block19:26 - What to keep an eye out for coming from Square in the near future#podcast #bitcoin #microstrategy #investing #mstr #btc

James Van Straten, Senior Analyst at CoinDesk, joins Tim in studio to discuss his views on MSTR, the Preferred Digital Credit Market, and what will get Bitcoin to the next level.- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.https://onrampbitcoin.com/- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanJames Van Straten on X: https://x.com/btcjvs0:00 - Intro0:40 - James’ take on MSTR14:01 - The Preferred Digital Credit Market22:03 - Bitcoin vs gold28:56 - What will get Bitcoin to the next level?35:45 - What has Tim learned over the last year?43:08 - Could we be able to buy Bitcoin from banks in 2026?#podcast #bitcoin #microstrategy #investing #mstr #btc