Hubertus Hofkirchner, the founder of the Bitcredit Protocol, joins the show to discuss Bitcoin and Austrian Economics, the Bitcredit Protocol, and how Bitcoin Treasury companies can utilize the protocol to deploy capital.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Hubertus Hofkirchner on X: https://x.com/HubertusVIE

0:00 - Intro 

00:21 - Hubertus's background in Vienna and the history of Austrian economics

01:40 - How Hubertus first discovered Bitcoin

04:15 - Deep dive into the fundamentals of the Bitcredit Protocol

13:10 - Why traditional corporate trade finance is broken and the opportunity for Bitcoin

17:45 - How Bitcredit operates without relying on smart contracts or traditional tokens

27:40 - Mitigating risks and establishing trust networks within decentralized trade finance

33:10 - How Bitcoin Treasury companies can utilize the protocol to deploy capital

39:15 - Transitioning from pure financial engineering to real-world economic application

45:10 - Closing thoughts

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

Tim joins Tyler Rowe of Bitcointreasuries.net for a wide ranging discussion of the latest Bitcoin Treasuries news like Strive's SATA daily dividend, Strategy retiring its debt, and the ramifications of the Clarity Act.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Tyler Rowe on X: https://x.com/TylerCompiler

0:00 - Intro 

0:35 - Industry best practices and the move toward clean balance sheets

03:10 - Strive’s SATA moving to daily dividends

04:21 - The impact of a daily news cycle and record dates on capital markets

06:46 - The race to collateralize corporate balance sheets with Bitcoin

09:20 - Impact of the Clarity Act on the stablecoin and yield ecosystem

11:49 - Strategy's debt metrics and early retirement

14:08 - Understanding amplification ratios and tax benefits during drawdowns

18:03 - Future experimentation with digital credit products

21:57 - How daily dividends and attention-based finance accelerate digital cash flow

25:52 - Closing thoughts

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

Eric Semler is founder of TCS Capital and BLZR and a Board Member of Strive. He joins the show to discuss his reaction to SATA's new daily dividend payment, what's going on at BLZR, and how big this current moment in time is. 

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Eric Semler on X: https://x.com/SemlerEric

0:00 - Intro 

0:20 - Eric’s background

1:43 - BLZR

3:10 - Eric’s reaction to SATA’s daily dividend

6:35 - How big is this moment in time?

8:36 - Closing thoughts and where to find Eric online

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

Marc Syz, Managing Partner of BYZ Partners, joins the show to discuss his Bitcoin strategy in Switzerland, what he thinks of the Bitcoin Treasuries space, and how he manages internationalmoperations.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Marc Syz on X: https://x.com/SYZMARC

0:00 - Intro 

0:10 - Marc’s background and journey to Bitcoin

2:24 - Syz Capital’s strategy

4:22 - Marc’s views on Bitcoin Treasury companies

7:14 - Where Marc’s companies operate and where to find them online

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

Cris Reed, Host of the Bitcoin Mindset Podcast, joins the show to discuss his reaction to Strategy's Q1 earnings call, what Saylor selling Bitcoin could mean, and his thoughts on the Bitcoin Treasuries space.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Cris Reed on X: https://x.com/CrisReed

0:00 - Intro 

0:13 - Chris’ background and how he got into Bitcoin

1:36 - What Cris thinks of Bitcoin Treasury companies

3:05 - Cris’ takeaway from Strategy Q1 earnings call

4:40 - Strategy selling Bitcoin?

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

Brian Brookshire, Advisor to Moirai Capital, returns to the show to give his reaction to Strategy's Q1 earnings call, how the rest of the market will respond to Saylor's moves, and the surprising tax benefit MSTR is taking advantage of. 

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

Brian Brookshire on X: https://x.com/btc_overflow

0:00 - Intro 

0:15 - Brian’s takeaways from Strategy’s Q1 earnings call

4:28 - What impact will Strategy’s moves have on other Bitcoin Treasury companies

7:21 - Was Brian surprised to hear about the tax benefit Strategy is utilizing?

8:24 - Where to find Brian online

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

Tim is joined by Tad Smith and Grain of Salt to discuss their reactions to Strategy's Q1 earnings call, the latest moves in the Bitcoin space, and Bitcoin's role in international finance.

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

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

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

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

0:00 - Intro 

00:40 - Strategy Q1 earnings call reaction

09:15 - Public company adoption

12:40 - Dissecting recent Bitcoin purchases and holdings

19:45 - Moving beyond the "least-worst" options in treasury management

23:10 - The accelerating rate of change in corporate Bitcoin strategy

25:50 - Bitcoin’s role in international finance

28:44 - Closing thoughts

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

Chase Furey returns to the show to discuss the intersection between AI, Bitcoin, and MSTR over the next decade, his views on Digital Credit, and the current status of the Bitcoin Treasuries ecosystem. 

- 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

0:00 - Intro

0:13 - How Chase views Digital Credit

1:45 - Bitcoin, AI, & Energy

3:11 - Morgan Stanley’s Bitcoin ETF

6:24 - Can anyone catch up to Strategy and Saylor?

9:43 - What’s left for Bitcoin adoption?

11:44 - STRC and SATA in a bull market

14:21 - AI’s intersection with Bitcoin & MSTR over the next decade

17:21 - The Bitcoin Treasuries ecosystem

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

Kenny Alves, Co-Founder of West Main Self Storage and Co-Host of The Real Estate Standard podcast, joins the show to discuss how launching West Main got him into Bitcoin, the Digital Gold Rush of the next decade, and how Bitcoin can help fight inflation. 

- 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

0:24  Building West Main Self Storage

6:47 - How West Main led Kenny to Bitcoin

19:24 - What led Kenny to being more vocal about Bitcoin?

21:32 - How did customers respond to West Main accepting Bitcoin?

23:05 - Where are we now in Bitcoin?

27:47 - The Digital Gold Rush

32:58 - Common characteristics of Bitcoiners

36:30 - Marketing Bitcoin to fight inflation

42:04 - Where to find Kenny online

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

Evan Horowitz, CEO of Farmhouse, joins the show to discuss the debasement trade, accessing the public markets, and orange-pilling gold bugs.

- 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

Evan Horowitz on X: https://x.com/evanhorowitz

0:00 - Intro

0:12 - Farmhouse and the debasement trade

5:05 - Dollar cost averaging

8:13 - Accessing the public markets

11:26 - Benefits of the Bitcoin and Gold combination

13:16 - Evan’s advice for Gold bugs

14:20 - Where to reach out to Evan and Farmhouse online

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