Mehdi Azodi, President & CEO of Belgravia Hartford, joins the show to discuss the latest on Belgravia Hartford, implementing a Bitcoin Standard, and the future outlook on the company. 

- 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 wide

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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 - The latest news on Belgravia Hartford

2:07 - The structure of the Bitcoin Standard debt

4:28 - The highlights of today’s press release

6:01 - Where Belgravia is as of October 2025

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

Matt McDonagh, Tech Investor and Managing Partner of McDonagh Family Office, returns to the show to discuss the best play for Bitcoin Treasury companies, who is the Dom Toretto of the Fast & Furious AI Race, and Building in Public.

- 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Matt McDonagh on X: https://x.com/McDonaghMatthew

0:00 - Intro

0:10 - What’s going on with Bitcoin Treasury companies?

7:13 - What is the best play for Bitcoin Treasury companies?

11:01 - What’s up with the US buying Argentine pesos before Bitcoin?

12:30 - What’s going on with the 4 year cycle?

16:10 - Building in Public

21:48 - What personal characteristics does someone need to build in public?

26:07 - How to use AI but not let it think for you

29:18 - Which AI platforms Matt uses and who will win the AI race

37:22 - When will a single person company reach $1 billion?

39:18 - Matt’s background and what he’s working on now

46:04 - Where to connect with Matt online

AFTER HOURS

48:15 - Matt’s most fantastical theory combining everything Elon is working on

51:18 - The most effective way for a creator to build an audience starting from zero

56:37 - One thing Matt learned in 2025 that surprised him

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

Tad Smith, Partner & Co-Founder of 50T Funds, returns to the Bitcoin Treasuries studio one year after his first interview with Tim to discuss OGs selling Bitcoin, the relationship between AI & Bitcoin, and whether he still likes the MSTR stock.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/kotzman

- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Tad Smith on X: https://x.com/tadtweets

0:00 - Intro

0:21 - Does Tad still like the stock (MSTR)?

2:11 - Are we in a bear market?

4:17 - The Bitcoin Alpha Conference and how Tad describes the sentiment right now

6:19 - The relationship between AI and Bitcoin

9:45 - What has the last year of teaching at NYU Stern been like for Tad?

15:16 - What is going on with Bitcoin Treasury companies?

20:24 - Gold, Bitcoin, & “Voltober”

23:29 - Does Tad hold any S&P or Mag 7 stocks?

27:17 - OGs selling Bitcoin?

30:54 - Is Tad concerned about Quantum computing?

32:50 - What is the impact of the recent Louvre heist?

35:25 - Tad’s thoughts on the Bitcoin Power Law

36:13 - Where will we be 1 year from now?

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

From The Bitcoin Treasuries Digital Conference, Tim is joined by Adam Back, Co-Founder and CEO of Blockstream, (with special appearances from Ed Juline & Soleil) for a discussion of how long this cycle will be, the journey of Bitcoin Treasury companies to date, and whether everyone will become developers in the future. 

- 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Adam Back on X: https://x.com/adam3us

0:00 - Intro

0:18 - If Bitcoin were a sport, which one would it be?

2:10 - How long will this cycle be?

7:00 - The journey of Bitcoin Treasury companies to date

19:41 - How does Adam allocate his time these days?

23:23 - When Adam first saw the Bitcoin Whitepaper

28:23 - Do Bitcoin Treasury companies need to be aware of code changes?

38:01 - Will everyone be developers in the future?

41:37 - Can the taproot upgrade be patched?

51:10 - Can all nodes be prunable?

55:00 - Is there any hope for Treasury companies building on Altcoins?

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

Mason Foard, Director of Bitcoin Strategy at Méliuz, joins the show to discuss Bitcoin adoption in Brazil, what has been most surprising since joining Méliuz, and the regulatory differences between the Brazilian and US markets. 

- 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Mason Foard on X: https://x.com/masonfoard

0:00 - Intro

0:30 - Mason’s background and journey to Bitcoin

8:36 - Méliuz’s history and Bitcoin Strategy

12:43 - What has been surprising about Mason’s role at Méliuz

14:50 - Have Mason’s conversations with Bitcoiners changed since getting his role?

16:30 - Regulatory differences between Brazilian and US markets

18:27 - Brazilians’ understanding of Bitcoin as an asset class

21:41 - Closing thoughts and where to find Mason online

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

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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Kenny Alves on X: https://x.com/KennyAlves94133

0:00 - Intro

0:27 - Kenny’s background

1:37 - West Main’s operating business 

2:25 - West Main’s Bitcoin accumulation strategy

4:20 - Alex’s role at West Main and customer service expertise

5:25 - The most common inquiries West Main receives

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

From the Bitcoin Treasuries NYC Unconference, Michael Saylor, Founder and Chairman of Strategy, Brian Dixon, CEO of Off the Chain Capital, and Mark Moss, Chief Bitcoin Strategist at Satsuma, take the stage to discuss bitcoin-backed credit and how they think about risk in the digital economy.

- 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Michael Saylor on X: https://x.com/saylor

Brian Dixon on X: https://x.com/briandixon06

Mark Moss on X: https://x.com/1MarkMoss

0:00 - Intro

0:11 - What is a Treasury company?

10:15 - Bitcoin is the protocol

14:10 - What is the next use case that transforms Bitcoin?

17:49 - How to address questions about preferred products

21:57 - What should Strategy do?

24:42 - What does media and entertainment look like in 10 years?

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

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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Natalie Brunell on X: https://x.com/natbrunell

Mike Germano on X: https://x.com/mikegermano

Eleanor Terrett on X: https://x.com/EleanorTerrett

0:00 - Intro

4:04 - Why the media has gotten Bitcoin wrong

9:49 - The lack of economic education amongst journalism

13:20 - 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

From the Bitcoin Treasuries NYC Unconference, Jeff Park, Chief Investment Officer at ProCap BTC, Matt Cole, Chairman and CEO of Strive, and Alexandre Laizet, Board Director of Bitcoin Strategy at Capital ₿, take the stage to discuss how Bitcoin's scarcity will impact the outlook of Bitcoin Treasury companies in the future. 

- 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Jeff Park on X: https://x.com/dgt10011

Matt Cole on X: https://x.com/ColeMacro

Alexandre Laizet on X: https://x.com/AlexandreLaizet

0:00 - Intro

0:55 - Thinking about scarcity in a supply shock

3:40 - Stock and Flow

6:19 - Are there enough Bitcoin Treasury companies?

11:23 - Supply shock in commodities vs Bitcoin

17:16 - Business model for Bitcoin Treasury companies in 3-5 years

21:34 - How long can Bitcoin Treasury companies stack in big volume?

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

From the Bitcoin Treasuries NYC Unconference, Ben Werkman, Chief Investment Officer at Swan Bitcoin, Chaitanya Jain, Bitcoin Strategy Manager at Strategy, and Adrian Morris of True North take the stage to discuss whether operating businesses of Bitcoin Treasury companies are ultimately a differentiator or a distraction. 

- 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 wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Ben Werkman on X: https://x.com/BenWerkman

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

Adrian Morris on X: https://x.com/Adrian_R_Morris

0:00 - Intro

0:30 - Chaitanya Jain on the true measure of success for a Bitcoin Treasury company

5:48 - Adrian Morris on the counterintuitiveness of mNAV 

9:26 - Ben Werkman on the separation of metrics as a strategy grows

15:18 - How should companies communicate about their mNAV with the market?

20:53 - Bitcoin derivatives and applying leverage

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