The Bitcoin Treasuries Podcast with Tim Kotzman

Matt McClintock, CEO and Co-founder of Bespoke Group, joins the show to discuss how a 2017 introduction to a family with about $150 million in Bitcoin pulled an estate planning attorney into a new kind of family office, and why he closed his law practice in 2024 to build it. He talks about early clients who held about 90% of their wealth in Bitcoin, why most of them are net sellers today, and the four places he says wealth can go: consumption, inheritance, taxes, and philanthropy. He also explains why those clients aren't interested in Bitcoin treasury companies or digital credit — they already have the asset — and walks through the Sovereignty Paradox: why "not your keys, not your coins" breaks down under the weight of generational wealth, and how qualified custody and legal structures help shift that risk.Matt's Sovereignty Paradox white paper: https://bespokegroup.io/resource/the-sovereignty-paradox/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.Tim Kotzman on X: https://x.com/TimKotzmanMatt McClintock on X: https://x.com/mcclintock_m0:00 - Intro0:29 - From estate lawyer to a $150 million Bitcoin family3:16 - Founding Bespoke and leaving the law practice5:06 - Early clients with 90% of their wealth in Bitcoin8:22 - What a family office actually is13:14 - "We sell no products" — Bespoke's fiduciary model14:49 - How much money is enough, and the four buckets of wealth19:21 - Why his clients skip Bitcoin treasury companies21:28 - Philanthropy, meaning, and tax-advantaged exits24:19 - How clients find Bespoke, and the $50 million to $2.5 billion range28:31 - When a dedicated family office starts to make sense32:27 - The Sovereignty Paradox: when "not your keys" breaks down38:49 - Hacks, hardware failures, and shifting risk42:53 - Where to find Matt online#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Sam Callahan, Director of Bitcoin Strategy & Research at OranjeBTC, joins the show to discuss Digital Credit, Institutional Adoption, and where we are right now.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.Tim Kotzman on X: https://x.com/TimKotzmanSam Callahan on X: https://x.com/samcallah0:00 - Intro 0:50 - Sam’s background and take on Digital Credit3:36 - BlackRock’s PBIT7:00 - JPMorgan’s Asset Report10:05 - How important is narrative to Bitcoin adoption?14:06 - Where to find Sam and OranjeBTC online#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Eric Balchunas, Senior ETF Analyst & Funds Product Specialist at Bloomberg, joins Tim for the inaugural episode of The ETF Playbook to discuss Trump Accounts, Digital Credit, and whether everything is going to be an ETF eventually.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.Tim Kotzman on X: https://x.com/TimKotzmanEric Balchunas on X: https://x.com/EricBalchunas0:00 - Intro 0:30 - Trump Accounts10:50 - Eric’s ETF expertise16:50 - Is everything going to be an ETF?21:35 - Tokenized stocks?23:56 - The Bogle Effect28:11 - Eric’s take on Digital Credit39:00 - GBTC43:43 - The value of liquidity for traders47:45 - ETF launch prices49:00 - Eric’s podcast “Trillions” and book “Both Sides Of The Coin”1:05:45 - Super shares1:07:15 - Swap lines1:09:57 - ETF expansion1:12:00 - The NAV is stale1:19:44 - Social media vs traditional media1:27:00 - Eric’s take on live events and conferences1:29:52 - The Institutional ETF Toolbox1:32:11 - Non Bitcoin token ETF flows#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Scott Ellam, CEO of XCE, joins the show to discuss the company's latest acquisition, its rapid expansion, and how Bitcoin is fueling an ambitious strategy to scale a global business empire. From doubling revenue through strategic acquisitions to navigating public markets and balancing his professional persona on LinkedIn with his unfiltered Bitcoin convictions on X, Scott reveals what it takes to build a Bitcoin treasury company for the long term.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.Tim Kotzman on X: https://x.com/TimKotzmanScott Ellam on X: https://x.com/btconlyscott0:00 - Intro 0:10 - XCE’s M&A Announcement8:31 - Expanding globally11:30 - Doing things the right way14:06 - Running a private firm vs a public one18:18 - Managing expectations in a bull market21:48 - Closing thoughts and where to find XCE online#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

British HODL joins The Digital Credit Podcast to discuss Amplified Bitcoin & Digital Credit in a bull market, Institutional Allocation, and his takeaways from the Bitcoin Treasuries Conference.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.Tim Kotzman on X: https://x.com/TimKotzmanBritish HODL on X: https://x.com/BritishHodl0:00 - Intro 0:18 - British’s thoughts on Digital Credit7:41 - What is a Credit Curve?10:48 - What is a Block Buy?11:40 - Preferred Products & Spot Bitcoin ETFs15:27 - MSTR amplification19:23 - Institutional allocator21:00 - British’s takeaways from the Bitcoin Treasuries Conference24:58 - Metaplanet and the Japanese market27:02 - Amplified Bitcoin & Digital Credit in a bull market32:35 - Is anything better than the preferred equity and common stock system?34:55 - Closing thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Matthew Tuttle, Founder of Tuttle Capital, joins The Digital Credit Podcast to discuss Tuttle Capital's Digital Credit ETF with Strive and his view on the future of Digital Credit.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.Tim Kotzman on X: https://x.com/TimKotzmanMatthew Tuttle on X: https://x.com/TuttleCapital0:00 - Intro 0:50 - Matthew’s background and journey to Bitcoin4:10 - BlackRock & IBIT9:00 - Tuttle Capital & Strive ETF partnership11:48 - Digital Credit14:13 - Liquidity in Digital Credit16:28 - The future of Digital Credit18:36 - Where to find Matthew online#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Leon Wankum, Author of Digital Real Estate, joins the show to discuss what led him to writing his book, how he sees people diversifying their portfolios in the current market, and where he sees things going in the future.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.Tim Kotzman on X: https://x.com/TimKotzmanLeon Wankum on X: https://x.com/leonwankum0:00 - Intro 1:23 - Leon’s background and journey to Bitcoin4:33 - When Leon decided to write his book13:13 - The publishing process17:24 - How Leon sees people diversifying their investments26:34 - Leon’s take on Bitcoin Treasury companies33:50 - Where is all this going?36:48 - Where to connect with Leon and buy his book#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Gui Gomes, Founder and CEO of OranjeBTC, joins The Digital Credit Podcast, to discuss the latest with OranjeBTC and its DIGY11 ETF, working in international markets, and where Digital Credit will be in 5 years.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.Tim Kotzman on X: https://x.com/TimKotzmanGui Gomes on X: https://x.com/GuiAmadoGomes0:00 - Intro 1:03 - Oranje BTC6:06 - DIGY11 ETF11:53 - Oranje BTC availability through international channels14:41 - How Gui’s traditional finance background has shaped his decision making16:13 - What will Digital Credit look like in 5 years?#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Borja Martel Seward, Co-Founder and CEO of Roxom, joins the show to discuss Roxom's latest announcements and the current state of the market.Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.Tim Kotzman on X: https://x.com/TimKotzmanBorja Martel Seward on X: https://x.com/borjamartels0:00 - Intro 0:13 - What is Roxom?3:20 - Roxom’s big announcement6:00 - Borja’s take on the current state of the market12:12 - Closing thoughts and where to find Roxom online#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury

Grain of Salt joins Tim for the second episode of The Digital Credit Podcast, to discuss his excitement for The Bitcoin Treasuries Conference, the current state of Digital Credit, and what to expect in the future. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Today's episode is brought to you by www.cakewallet.com/install and www.quantifyfunds.com.Tim Kotzman on X: https://x.com/TimKotzmanGrain of Salt on X: https://x.com/GrainofSaltSF0:00 - Intro 0:13 - What to expect from The Bitcoin Treasuries Conference0:43 - What is Digital Credit?3:36 - Retail vs institutional investors7:01 - Where are we right now?14:34 - Where will we be in 5 years?16:09 - Closing thoughts and where to find Grain online#podcast #bitcoin #microstrategy #investing #mstr #btc #treasury