Is The Global Bitcoin Treasury Boom Just Starting? Tim Kotzman

In this episode, co-host of the Bitcoin Treasuries podcast Tim Kotzman breaks down the rapid rise of Bitcoin treasury companies beyond MicroStrategy, highlighting the opportunities in untapped global markets, the emergence of new investor metrics like Bitcoin-per-share and forward mNAV, and the challenges for retail investors navigating risk and jurisdictional complexity. He discusses company differentiation, the potential for M&A, the influence of institutional adoption, and why he expects significant expansion in the sector through year-end. Enjoy!
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Timestamps:
00:00 Introduction
02:28 Bitcoin Treasury Boom
04:36 Are We Still Early?
06:12 Increasing BTC Per Share
09:36 Valuation Metrics
10:29 Ledn Ad
11:11 Valuation Metrics
14:58 Role of mNAV
17:34 Challenges for Retail
22:29 Ledn Ad
23:10 How Do You Maximize Your BTC?
26:03 Differentiating From Other Companies
30:36 Bitcoin vs Digital Asset Treasuries
33:39 Treasury Boom Expansion or Contraction?
35:42 When Will Mag7 Buy Bitcoin?
41:43 Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

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