The Bitcoin Treasuries Podcast with Tim Kotzman

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

Eleanor Terrett, Journalist and Host of Crypto In America, returns to the show to discuss the latest developments with the Clarity and Genius Acts and everything else you need to know about the state of cryptocurrency in America. 

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Eleanor Terrett on X: https://x.com/EleanorTerrett

0:00 - Intro 
0:44 - The Clarity Act
9:09 - What has surprised Eleanor the most about being in DC?
11:04 - BRCA
22:50 - American ingenuity in crypto
29:02 - The Genius Act
37:22 - De minimis transactions
40:25 - Stakeholders and influence
42:45 - Crypto & AI
45:55 - What’s at stake with the midterm elections?
53:15 What Eleanor expects in policy development over the next year
57:13 - Where to find Eleanor online

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

Ben Werkman, Chief Investment Officer at Strive, returns to the show to discuss the current state of the Bitcoin market, his role as CIO of Strive, and stress testing Digital Credit in a bear market.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman
Ben Werkman on X: https://x.com/Werkman

0:00 - Intro 
0:30 - Ben’s take on the current state of the market
4:00 - The base case for the bear market?
9:20 - Talking to retail vs institutional investors
17:04 - Stress testing Digital Credit in a bear market
22:37 - Ben’s day-to-day as CIO of Strive
26:27 - Will a bull market lift all Bitcoin Treasury companies?
30:44 - Digital Credit while trading below NAV?

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