The Bitcoin Treasuries Podcast with Tim Kotzman

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

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