The Bitcoin Treasuries Podcast with Tim Kotzman

Scott Ellam, CEO of XCE, joins the show to discuss the company's latest acquisition, its rapid expansion, and how Bitcoin is fueling an ambitious strategy to scale a global business empire. From doubling revenue through strategic acquisitions to navigating public markets and balancing his professional persona on LinkedIn with his unfiltered Bitcoin convictions on X, Scott reveals what it takes to build a Bitcoin treasury company for the long term.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.

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

Scott Ellam on X: https://x.com/btconlyscott

0:00 - Intro 

0:10 - XCE’s M&A Announcement

8:31 - Expanding globally

11:30 - Doing things the right way

14:06 - Running a private firm vs a public one

18:18 - Managing expectations in a bull market

21:48 - Closing thoughts and where to find XCE online

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

British HODL joins The Digital Credit Podcast to discuss Amplified Bitcoin & Digital Credit in a bull market, Institutional Allocation, and his takeaways from the Bitcoin Treasuries Conference.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.

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

British HODL on X: https://x.com/BritishHodl

0:00 - Intro 

0:18 - British’s thoughts on Digital Credit

7:41 - What is a Credit Curve?

10:48 - What is a Block Buy?

11:40 - Preferred Products & Spot Bitcoin ETFs

15:27 - MSTR amplification

19:23 - Institutional allocator

21:00 - British’s takeaways from the Bitcoin Treasuries Conference

24:58 - Metaplanet and the Japanese market

27:02 - Amplified Bitcoin & Digital Credit in a bull market

32:35 - Is anything better than the preferred equity and common stock system?

34:55 - Closing thoughts

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

Matthew Tuttle, Founder of Tuttle Capital, joins The Digital Credit Podcast to discuss Tuttle Capital's Digital Credit ETF with Strive and his view on the future of Digital Credit.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.

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

Matthew Tuttle on X: https://x.com/TuttleCapital

0:00 - Intro 

0:50 - Matthew’s background and journey to Bitcoin

4:10 - BlackRock & IBIT

9:00 - Tuttle Capital & Strive ETF partnership

11:48 - Digital Credit

14:13 - Liquidity in Digital Credit

16:28 - The future of Digital Credit

18:36 - Where to find Matthew online

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

Leon Wankum, Author of Digital Real Estate, joins the show to discuss what led him to writing his book, how he sees people diversifying their portfolios in the current market, and where he sees things going in the future.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.

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

Leon Wankum on X: https://x.com/leonwankum

0:00 - Intro 

1:23 - Leon’s background and journey to Bitcoin

4:33 - When Leon decided to write his book

13:13 - The publishing process

17:24 - How Leon sees people diversifying their investments

26:34 - Leon’s take on Bitcoin Treasury companies

33:50 - Where is all this going?

36:48 - Where to connect with Leon and buy his book

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

Gui Gomes, Founder and CEO of OranjeBTC, joins The Digital Credit Podcast, to discuss the latest with OranjeBTC and its DIGY11 ETF, working in international markets, and where Digital Credit will be in 5 years.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.

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

Gui Gomes on X: https://x.com/GuiAmadoGomes

0:00 - Intro 

1:03 - Oranje BTC

6:06 - DIGY11 ETF

11:53 - Oranje BTC availability through international channels

14:41 - How Gui’s traditional finance background has shaped his decision making

16:13 - What will Digital Credit look like in 5 years?

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

Borja Martel Seward, Co-Founder and CEO of Roxom, joins the show to discuss Roxom's latest announcements and the current state of the market.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.

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

Borja Martel Seward on X: https://x.com/borjamartels

0:00 - Intro 

0:13 - What is Roxom?

3:20 - Roxom’s big announcement

6:00 - Borja’s take on the current state of the market

12:12 - Closing thoughts and where to find Roxom online

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

Grain of Salt joins Tim for the second episode of The Digital Credit Podcast, to discuss his excitement for The Bitcoin Treasuries Conference, the current state of Digital Credit, and what to expect in the future. 

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.

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

Grain of Salt on X: https://x.com/GrainofSaltSF

0:00 - Intro 

0:13 - What to expect from The Bitcoin Treasuries Conference

0:43 - What is Digital Credit?

3:36 - Retail vs institutional investors

7:01 - Where are we right now?

14:34 - Where will we be in 5 years?

16:09 - Closing thoughts and where to find Grain online

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

In the first episode of The Digital Credit Podcast, Tim is joined by Chaitanya Jain, Head of Bitcoin Product & Investor Strategy at Strategy, for a discussion on STRC's new everyday dividend, how Strategy is building liquidity and trust in the market, and where Digital Credit can go from here.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Chaitanya Jain on X: https://x.com/CJ_Bitcoin

0:00 - Intro 

1:13 - What is Digital Credit?

6:16 - How is Strategy thinking about everyday dividends?

10:05 - What is STRC and why should you own it?

15:40 - Why Strategy bought back STRC

20:45 - How Strategy is building liquidity and trust in the market

23:40 - Who is the right owner of STRC?

29:00 - Where can STRC, Digital Credit, and the industry go from here?

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

Andrew Webley, CEO of The Smarter Web Company, returns to the show to discuss SWC's new preferred equity offering, the company's updated capital structure, and their weekly dividend offering

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.

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

Andrew Webley on X: https://x.com/asjwebley

0:00 - Intro 

0:13 - Andrew’s Background

7:33 - Transitioning from Private to Public

13:53 - Management Compensation in Bitcoin Treasuries

19:48 - Smarter Web Company Capital Structure

27:13 - Best Practices for ATM

32:38 - Smarter Web’s Preferred Equity

40:09 - The UK’s First Preferred Equity with  Weekly Dividend

47:32 - Closing thoughts and where to find Smarter Web Company online

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

Sander Andersen, Executive Chairman and Co-Founder of H100 Group, returns to the show to discuss how to finance Bitcoin accumulation, measuring shareholder accretion, and what success will look like for H100 Group over the next decade. 

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.

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

Sander Andersen on X: https://x.com/Sanderandersenn

0:00 - Intro 

0:13 - Sander’s journey to Bitcoin

2:40 - H100 Group’s move into Bitcoin Treasuries

5:18 - How Sander views H100’s business today

9:13 - What led to Sander’s transition to Executive Chairman?

10:48 - Financing Bitcoin accumulation

13:50 - Strategy’s pivot to a 2-way trade

16:51 - Measuring accretion

19:50 - Acquiring companies vs buying Bitcoin

23:20 - Managing the downside of Bitcoin

27:05 - What will success for H100 look like?

31:05 - What Bitcoin analysis and research does Sander look at?

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