Research area
Analysis of financial markets, monetary systems, digital assets, institutional finance, and changing economic conditions
The February 21, 2025 episode of the Tim Kotzman Podcast with Dylan LeClair explores Metaplanet’s pioneering shift into a Bitcoin treasury company in Japan. The discussion highlights innovative capital raising methods, regulatory navigation, and evolving investor dynamics.
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On February 18, 2025, the Tim Kotzman Podcast with Adrian Morris dissected Strategy’s approach to leveraging Bitcoin using convertible notes, derivatives, and ATM equity offerings.
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The October 29, 2024 episode of The Bitcoin Standard featuring Jack Mallers explores Strike’s evolution into a comprehensive Bitcoin financial services platform.
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The January 15, 2024 episode of The Transformation of Value featuring Kishin Kato offers deep insights into Bitcoin in Japan, highlighting unique cultural narratives, regulatory challenges, and emerging technological innovations that shape its future.
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On January 31, 2025, What Bitcoin Did featured Jeff Walton discussing how MicroStrategy’s innovative use of ATM equity, convertible debt, and preferred stock is reshaping corporate balance sheets amid a prolonged Bitcoin scarcity.
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The December 18, 2024 episode of the TFTC podcast features Matthew Mežinskis discussing a proposed U.S. strategic Bitcoin reserve that could disrupt markets and accelerate global monetary competition.
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The December 19, 2024 episode of the Relai Bitcoin podcast features Michael Saylor discussing MicroStrategy’s inclusion in the NASDAQ 100 and its wider implications for Bitcoin adoption in corporate finance.
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The December 10, 2024 episode of The Bitcoin Layer podcast features Jeff Park discussing MicroStrategy’s ongoing and aggressive accumulation of Bitcoin, achieved through convertible debt issuance and strategic capital structure management.
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The December 11, 2024 episode of the Galaxy Brains podcast features Michael Saylor discussing MicroStrategy’s aggressive capital strategies, the interplay between US political changes and Bitcoin adoption, and the evolving narrative of Bitcoin as digital capital rather than currency.
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The December 11, 2024 episode of the Rajat Soni podcast features Ben Werkman explaining explaining how MicroStrategy has redefined corporate finance by integrating Bitcoin into its asset management strategy.
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In the December 7, 2024 episode of The Bitcoin Layer podcast, Nik Bhatia reflects on how Bitcoin’s price breakthrough past $100,000 signals a major shift in how its future market potential is framed.
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In the November 29, 2024, episode of Rajat Soni's podcast, he focuses on on how Bitcoin offers a decentralized alternative to fiat currencies and Central Bank Digital Currencies (CBDCs).
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