The Bitcoin Treasuries Podcast with Tim Kotzman Big Moves in Bitcoin Treasuries with Pete Rizzo & Steven Lubka
Sep 10, 2025
Steven Lubka, VP of Investor Relations at Nakamoto, and Pete Rizzo, President of BitcoinTreasuries.net, dive into the exciting world of Bitcoin Treasuries. They discuss recent advancements and announcements shaping the marketplace and emphasize the need for innovative financial products linked to Bitcoin. The duo explores the operational strategies necessary for success and the potential pitfalls that Bitcoin treasury companies might face. With insights on navigating challenges and competitive dynamics, their conversation sheds light on the future of Bitcoin in corporate finance.
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Public Leaderboard Plus Deep Analytics
- BitcoinTreasuries.net offers directories, gated advanced analytics, and a newsletter to track corporate Bitcoin strategies.
- The platform plans deeper analytics (MNAV, Bitcoin per share) and a bifurcated product: public leaderboard and back-end analytics.
Nakamoto Joins The Treasury Race
- Nakamoto will deploy most of the capital raised into Bitcoin and begin operating as a treasury company.
- The launch marks the start of a competitive race among corporate treasuries for Bitcoin accumulation.
Plenty Of Room To Buy Bitcoin
- Corporate treasuries have room to scale: current treasury companies hold far fewer coins than the broader market supply suggests.
- Even large corporate buys haven't saturated demand or risked crashing the market yet.