The Bitcoin Treasuries Podcast with Tim Kotzman

John Riggins, CEO of Moon Inc, joins the show to discuss building a Bitcoin company in Hong Kong, prepaid Bitcoin cards, and the special reason that brought him to New York. - 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/TimKotzmanJohn Riggins on X: https://x.com/DistRiggs0:00 - Intro0:40 - John’s background3:26 - How John got connected with Jason Fang4:40 - John’s take on how Bitcoin has developed the last 5 years6:53 - Is the US the Wild West compared to other jurisdictions?7:44 - Which strategies will win in the long run?10:17 - Regulatory arbitrage opportunities13:11 - What is the Kimchi Premium?15:10 - The Moon Inc origin story19:55 - How the gift cards work21:16 - Why John is in New York22:12 - What’s the investor landscape like in Hong Kong?25:00 - Retail vs Institutional Investors in Hong Kong26:37 - The best options for Bitcoin Treasury companies30:21 - The regulatory environment in Hong Kong vs US33:27 - How John thinks about the global markets35:54 - What are the challenges outside of regulatory?40:50 - Where to find John and Moon Inc online#podcast #bitcoin #microstrategy #investing #mstr #btc

Mehdi Azodi, the President & CEO of Belgravia Hartford, delves into the company's innovative Bitcoin Standard and its unique convertible debt structure. He addresses the recent stock volatility, highlighting market mispricings and correcting trends. Azodi shares insights on engaging shareholders during uncertain times and discusses exciting press releases revealing plans to enhance the company's financial outlook. He also reflects on Belgravia's resilience and future positioning, confidently stating their holdings of 83 BTC as they look ahead to 2025.

Matt McDonagh, a tech investor and managing partner of McDonagh Family Office, dives into the evolving landscape of Bitcoin treasury companies and the importance of holding Bitcoin while maintaining lean operations. He identifies traits essential for building in public—like resilience and consistency—while sharing insights on how to harness AI effectively without relinquishing control. McDonagh also discusses which AI platforms could dominate, the rapid potential of one-person companies, and a fascinating theory on Elon Musk's multifaceted approach to humanity's future.

Tad Smith, a partner at 50T Funds and an NYU Stern lecturer, returns to share his insights on Bitcoin and the stock MicroStrategy (MSTR). He discusses the impact of AI on Bitcoin's scarcity and its market dynamics. Tad reflects on the current liquidity cycle and sentiment from the Bitcoin Alpha Conference, expressing cautious optimism. He also shares thoughts on OGs selling Bitcoin, the challenges in Bitcoin treasury management, and future tech threats posed by quantum computing. It's a deep dive into a rapidly evolving financial landscape!

In a fascinating discussion, Adam Back, co-founder and CEO of Blockstream, shares insights on the evolution of Bitcoin treasury companies and their journey, highlighting lessons from MicroStrategy. He explores expectations for the current cycle's length and how Bitcoin resembles rugby in its resilience. Adam also delves into the necessity for treasury firms to keep pace with code changes and speculates on the future of developers in the Bitcoin space. Plus, discover his first encounter with the Bitcoin Whitepaper and the complexities surrounding the Taproot upgrade.

Mason Foard, Director of Bitcoin Strategy at Méliuz, delves into the fascinating world of Bitcoin adoption in Brazil. He shares surprising insights from his role at Méliuz and the regulatory contrasts between Brazil and the US markets. Mason discusses his company's innovative Bitcoin treasury strategy, including cash-sweeping and derivatives like cash-secured puts. He highlights Brazil's unique embrace of crypto over traditional equities and emphasizes the importance of educating investors about Bitcoin as a serious asset class.

Recorded in Unit 1032 at West Main Storage in Rhode Island, Tim is joined by Kenny and Alex to discuss West Main's operating business and Bitcoin accumulation strategy.- 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/TimKotzmanKenny Alves on X: https://x.com/KennyAlves941330:00 - Intro0:27 - Kenny’s background1:37 - West Main’s operating business 2:25 - West Main’s Bitcoin accumulation strategy4:20 - Alex’s role at West Main and customer service expertise5:25 - The most common inquiries West Main receives#podcast #bitcoin #microstrategy #investing #mstr #btc

Join Michael Saylor, Founder of MicroStrategy and a staunch advocate for Bitcoin treasuries; Brian Dixon, CEO of Off the Chain Capital focusing on Bitcoin strategies; and Mark Moss, Chief Bitcoin Strategist at Satsuma, as they explore the future of finance. They delve into how Bitcoin is transforming financial institutions, the importance of treasury companies, and the evolution of credit products. Discussions include digital ownership and the role of AI agents in future markets. Discover how this new class of finance could redefine investment strategies!

From the Bitcoin Treasuries NYC Unconference, Natalie Brunell, Host of Coin Stories, Mike Germano, President of Pubkey, Comedian TJ Miller, and Eleanor Terrett, Co-Host of Crypto in America, take the stage to discuss Bitcoin's coverage in traditional media.- 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/TimKotzmanNatalie Brunell on X: https://x.com/natbrunellMike Germano on X: https://x.com/mikegermanoEleanor Terrett on X: https://x.com/EleanorTerrett0:00 - Intro4:04 - Why the media has gotten Bitcoin wrong9:49 - The lack of economic education amongst journalism13:20 - Is Bitcoin its own political party?22:06 - Will centralized media sources try to put Bitcoin in a negative light?26:40 - How to implement accountability in all media#podcast #bitcoin #microstrategy #investing #mstr #btc

In an engaging discussion, Jeff Park, CIO at ProCap, Matt Cole, CEO of Strive, and Alexandre Laizet, Director of Bitcoin Strategy at Capital ₿, dive into the intricacies of Bitcoin's scarcity and its implications for treasury companies. They explore the concept of supply shocks in Bitcoin compared to commodities and how stock-and-flow dynamics shape long-term investment strategies. The trio discusses institutional adoption trends and predicts the future landscape for Bitcoin treasury firms, highlighting their role as accumulation engines in this evolving market.