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Bitcoin Treasury Strategies with Tim Kotzman & Ed Juline

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Manage episode 505726504 series 3446685
Content provided by Galaxy Digital and Galaxy Digital Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Galaxy Digital and Galaxy Digital Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Galaxy Brains, Alex Thorn welcomes Tim Kotzman and Ed Juline of Bitcoin Treasuries Advisory to discuss the surge of Bitcoin treasury companies. They explore why adoption has accelerated in 2025, how strategies differ from MicroStrategy’s playbook, and what qualifies as a “Bitcoin treasury.”

The conversation covers MNAV premiums and discounts, transparency in disclosures, systemic risks, and whether these firms could evolve into a new class of financial institution. They also touch on corporate career risk, declining Bitcoin volatility, and why investor relations are critical for success.

Plus, Beimnet Abebe (Galaxy Trading) joins to break down how credibility, politics, and inflation dynamics are shaping markets.

This episode was recorded on Wednesday, September 10, 2025.

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Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/

  continue reading

193 episodes

Artwork
iconShare
 
Manage episode 505726504 series 3446685
Content provided by Galaxy Digital and Galaxy Digital Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Galaxy Digital and Galaxy Digital Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Galaxy Brains, Alex Thorn welcomes Tim Kotzman and Ed Juline of Bitcoin Treasuries Advisory to discuss the surge of Bitcoin treasury companies. They explore why adoption has accelerated in 2025, how strategies differ from MicroStrategy’s playbook, and what qualifies as a “Bitcoin treasury.”

The conversation covers MNAV premiums and discounts, transparency in disclosures, systemic risks, and whether these firms could evolve into a new class of financial institution. They also touch on corporate career risk, declining Bitcoin volatility, and why investor relations are critical for success.

Plus, Beimnet Abebe (Galaxy Trading) joins to break down how credibility, politics, and inflation dynamics are shaping markets.

This episode was recorded on Wednesday, September 10, 2025.

++

Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/

  continue reading

193 episodes

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