MicroStrategy, Leverage, and the Bullish Waiting Game
The December 08, 2025 episode of the Tim Kotzman Podcast features James Van Straten analyzing MicroStrategy’s leveraged Bitcoin treasury strategy and its current “bullish waiting game.”
Tim Kotzman Podcast
Bitcoin in Tax-Advantaged Retirement Portfolios
The December 03, 2025 episode of the Tim Kotzman podcast features Chris Kline explaining how self-directed IRAs can deliver tax-advantaged exposure to Bitcoin.
ETF Flows, Treasury Finance, and Censorship Resistance
The October 15, 2025 episode of the Tim Kotzman podcast features Adam Back analyzing how institutional flows and treasury strategies are reshaping Bitcoin’s market structure.
Accumulator Model for Public Bitcoin Exposure
The September 20, 2025 episode of the Tim Kotzman Podcast features Matt Prusak explaining an “accumulator” model that fuses mining scale with capital-markets tactics.
European Bitcoin Treasuries and Market Discipline
The September 18, 2025 episode of the Tim Kotzman Podcast features Khing Oei outlining the capital markets strategy behind Treasury, a European Bitcoin treasury company.
Bitcoin's Transition: A New Monetary Era
The April 11, 2025 episode of Tim Kotzman Podcast featuring CJ Konstantinos explores Bitcoin’s evolution from a commodity cycle to a foundational monetary asset.
Bitcoin Treasury Strategies: Balancing Innovation & Risk
On March 27, 2025, the Tim Kotzman Podcast featured Ben Werkman discussing the evolution of Bitcoin treasury products and complex capital structures. The episode details innovative fixed income instruments and robust risk management approaches.