Emily Dempsey, Founder of The Brickell Babes and Host of STACKED Podcast, joins the show to discuss building business and community through social media, how getting hacked led her to Bitcoin, and if the numbers are getting too big.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Emily Dempsey on X: https://x.com/EmilyDempsey

0:00 - Intro 

0:16 - Emily teaches Tim social media

13:48 - How Emily developed the business side of her social media

17:47 - Emily’s advice to aspiring creators

20:30 - Emily’s journey to Bitcoin and podcasting

42:30 - Digital Assets and Bitcoins’s marketing problem

47:47 - Emily’s podcasts

52:24 - Emily’s thoughts on Bitcoin Treasury companies

53:40 - Explaining Bitcoin to a friend

57:30 - Are the numbers becoming too big?

59:00 - AI top signal?

1:03:40 - Telegram’s native non-custodial crypto wallet

1:08:50 - Where to find Emily online

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

Archie, Founder of Bitcoin Archive, joins the show to discuss building a brand with 1.8 million followers, reputational risk and vetting business partners, and the "Dirty Little Secret" of Bitcoin.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Bitcoin Archive on X: https://x.com/BitcoinArchive

0:00 - Intro 

0:43 - Escaping the corporate banking world in Australia

6:31 - Discovering Bitcoin

9:40 - Building a 1.8M follower brand

10:53 - Why bear markets are the absolute best time to start building

13:40 - Debunking the myth of "predictable" success

17:36 - Finding product-market fit and knowing when to walk away from a failing idea

19:34 - The intense daily grinds of Anthony Pompliano and Michael Saylor

22:50 - Saylor's perseverance through a 99% MicroStrategy drawdown

26:40 - The financial engineering of Strategy’s "Preferreds" and why it clicked

31:10 - Navigating the risks of early crypto partnerships

33:55 - How to think about reputational risk and vetting business partners

43:58 - The pros and cons of Wall Street and institutional Bitcoin adoption

48:45 - Jack Dorsey vs. Michael Saylor: Medium of exchange vs. Store of value

51:59 - What El Salvador looks like today: A firsthand account of hyper-Bitcoinization

56:53 - The dirty little secret of Bitcoin

1:02:24 - Inspecting listed Bitcoin Treasury companies that are down 90%+

1:10:13 - "Podcasters per share" and why public executives must be visible online

1:21:12 - Living in the attention economy

1:25:49 - How much money is actually enough?

1:30:19 - The true purpose of wealth: Community and helping others

1:33:01 - Navigating anonymity and public recognition

1:37:09 - The rise of personal media brands and infiltrating the mainstream

1:41:10 - Why we must protect and value the independent Bitcoin media ecosystem

1:43:41 - Advice for starting a podcast: Finding your purpose and following curiosity

1:46:10 - Debating Jeff Booth and Mark Moss on the future of AI and work

1:54:25 - The mental toll of spinning plates as a solo creator

1:57:53 - The future of Bitcoin Archive: Hiring, sponsorships, and scaling the brand

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

Jon Willbanks, Founder and CEO at Arterra Pet Science, joins the show to discuss Digital Credit and increasing Bitcoin adoption, capital flows to Bitcoin Treasuries, and how a "glitch in the matrix" will help bring in hyper-bitcoinization. 

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Jon Willbanks on X: https://x.com/jonwillbanks

0:00 - Intro 

0:27 - Jon’s background and Arterra Pet Science

6:00 - How Bitcoin is involved with Arterra

14:30 - Digital Credit and increasing adoption

30:00 - Capital flows to Bitcoin and Bitcoin Treasury companies

40:40 - The progression of the Bitcoin Treasuries space

46:16 - How Jon uses social media personally and professionally

49:39 - Closing thoughts and where to find Jon online

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

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

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

Grain of Salt returns to the show to discuss the opposition to Digital Credit, why some people bought at the top, and the significance of this moment in time.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Grain of Salt on X: https://x.com/Z06Z07

0:00 - Intro 

0:12 - The opposition to Digital Credit

5:20 - The next Digital Credit company

13:00 - Buying the top

36:56 - How will we look back on this period in time?

43:03 - Is MNAV based purely on sentiment?

59:49 - Divesting thoughtfully

1:02:58 - Where to find Grain online

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