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Tim Kotzman

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Bitcoin Treasuries Media | https://t.co/e5EU61fh6j @HurdleRatePod | @MSTRTrueNorth | https://t.co/OOKUBCktxG

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Welcome back to The Bitcoin Treasuries Podcast. Presented by Onramp. Today's guest is Phong Le, President and Chief Executive Officer of Strategy, the world's first and largest Bitcoin Treasury Company. We recorded this episode in Phong's office at Strategy Headquarters in Tysons, VA. A huge thank you to the Strategy team for their assistance in coordinating this project. Here's my conversation with Phong Le. 0:00 - Intro 0:32 - Phong’s background and experience at Strategy 2:40 - Serving on Strategy’s Board of Directors and how the Executive Team and Board work together 5:30 - Strategy’s international operations and headcount 6:57 - Strategy’s present day Business Intelligence operations 14:30 - Are Strategy employees Intrapreneurs? 20:44 - What did Phong learn from the last Crypto Winter? 28:35 - If Phong could choose the narrative for Bitcoin, what would it be? 44:34 - Does Phong push back on Treasurers that don’t adopt a Bitcoin Treasury Strategy? 47:39 - Talking KPIs and 53:43 - Should there be more Strategy replicas? 57:06 - Is STRK as successful as initially thought? 1:05:42 - Was the ATM of shares in the Fall too fast? 1:09:04 - Could it make sense for Strategy to buy its own shares back? 1:10:15 - How many people work on the Bitcoin Strategy team? 1:12:30 - How does Strategy measure success for its new Bitcoin advocacy role? 1:15:12 - Will Strategy become the largest and most profitable company in the world?

Tim Kotzman

1,193,074 просмотров • 1 год назад

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Welcome back to The Bitcoin Treasuries Podcast. Presented by Onramp. Today's guest is Dylan LeClair. Dylan is the Director of #Bitcoin Strategy at Metaplanet Inc.. In 2024, Metaplanet Inc., a Tokyo-based company, experienced a remarkable stock price increase of approximately 2,629%. This unparalleled surge can be attributed to the company's strategic pivot toward #Bitcoin acquisition, transforming it into Asia's largest public Bitcoin holder. Here's my conversation with Dylan LeClair. 0:00 - Intro 0:11 - What’s going on at Metaplanet 5:50 - Moving strike warrants 12:36 - Dylan’s takeaways from visiting Japan 21:11 - Metaplanet’s partnership with Bitcoin Magazine 25:03 - What was buying Bitcoin like in Japan before Metaplanet? 30:18 - Is Metaplanet still the only Bitcoin Treasury company in Japan? 35:06 - Dilution vs Accretive Dilution 39:58 - Limit Up-Limit Down 43:20 - What does Dylan’s day-to-day look like? 44:34 - How does Dylan think about the volatility of Metaplanet stock? 49:11 - Could Metaplanet list in the US? 51:14 - Dylan’s thoughts on mNAV for Bitcoin Treasury companies 1:02:04 - The mechanics of issuing shares and then buying Bitcoin 1:08:12 - How long until the next Japanese Bitcoin-leveraged company comes around? 1:11:02 - What does Dylan see on the horizon for financial services products? 1:16:49 - How could this cycle play out differently? 1:24:46 - Dylan’s thoughts on the US Sovereign Wealth Fund

Tim Kotzman

206,926 просмотров • 1 год назад

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The Smarter Web Company is currently the fastest growing Bitcoin Treasury Company in the world. The Smarter Web Company is also currently the best performing UK equity. Welcome back to The Bitcoin Treasuries Podcast. Powered by Onramp. Today's guest is Andrew Webley, CEO of The Smarter Web Company. We discuss the company's institutional investors, the tickers, mNAV months to cover, the firm's Bitcoin buying process, and more. Here's my conversation with Andrew Webley. 0:00 - Intro 0:11 - Smarter Web Company’s Big Bitcoin Move 2:57 - Institutional Investors in Smarter Web Company 6:21 - What are the tickers Smarter Web Company is trading under? 7:50 - What is the mNAV months to cover metric? 11:32 - What has surprised Andrew about the community around Smarter Web Company? 15:03 - Smarter Web Company’s Bitcoin buying process 19:45 - What questions does Andrew get from investors? 22:37 - How Andrew thinks through the media side of the business 26:18 - How Andrew thinks about investor relations 30:03 - Where does Andrew see the most amount of inbound and activity coming from? 32:29 - What is the ratio of Smarter Web’s investor base in the US vs UK? 36:28 - Andrew’s takeaways from Metaplanet still being the only Bitcoin Treasury company in Japan 42:08 - Where does Andrew see the Smarter Web Company going both operationally and with its treasury going forward? 45:09 - Will Bitcoin Treasury companies be the main driver of Bitcoin from $100K upwards? 49:17 - Closing thoughts and where to find Andrew online

Tim Kotzman

166,075 просмотров • 1 год назад

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What’s the best idea 💡 for a Bitcoin Treasury Company?

Tim Kotzman

93,761 просмотров • 8 месяцев назад