Tim Kotzman

Bitcoin Treasuries Digital Conference - March 2026 x.com/i/broadcasts/1…

Most enjoyable Saylor interview. Must listen for every Strategist.

Thank you to our sponsor, @SALTLending.

Bitcoin Treasuries Digital Conference - March 2026 x.com/i/broadcasts/1…

Goldman Sachs just dropped a bombshell: Oil could stay above $100 for YEARS. Here’s why you need to pay attention 🧵👇

Crypto.com cuts around 12% of staff as CEO pushes enterprise-wide AI integration theblock.co/post/394318/cr…

Everyone wants to get in on the fun.

Saylor: "We're headed toward a world where there's a billion people that just want a bank account that pays them 8%... what they're gonna know is that digital money is powered by Bitcoin."

Another week, another stack. 🟠 +200 BTC acquired 🟠 Total holdings: 2,383 BTC 💰 Avg cost per holding: $79,969 📈 BTC Yield (YTD): +44.9% 📊 BTC per 1,000 shares: 0.057626 @ddcbtc_ @ddcnorma

“Even if Bitcoin goes down to $35,000… Our interest covered would still be around 10 years…” @ColeMacro

Every difference in opinion is a difference in experience.

Podcasters. Bitcoin. AI. 🤖 USA capital markets. 🇺🇸 Anything is possible. The future is built with Bitcoin using AI.

As much as I flip flop on @chamath, He is right in that the trend on the returning pendulum swing will be transparency, agency, and decentralization. Of everything. Everywhere. Digitally and Globally. But not without a fight from the old guard. They stand to lose a lot.

Throwing our first IRL event tonight.

Layoffs are hitting crypto: • Algorand: 25% • Crypto dot com: -12% workforce • Op Labs: ~20 roles • Gemini: up to 30% (per Bloomberg) • Messari: leadership shakeup + cuts

After attending today’s hearing, we reviewed the Fed’s proposal and Bitcoin’s risk weighting remains unchanged for now. That being said, the proposal is a huge step in the right direction and opens the door for further reform. BPI will be submitting a comment to the Federal Reserve shortly on why changing Bitcoin’s treatment is necessary for the long term success of America’s capital markets and free and fair access to the banking system. This is a multi-trillion dollar question that we have to get right. Full proposal can be found online here: federalreserve.gov/newsevents/pre…

"As the price of Bitcoin goes up, Strategy's ability to buy Bitcoin goes up…" — @Z06Z07

Had an absolute rip pre-gaming with @tpacchia covering everything from Bitcoin to Pokémon, Korean culture to generational liquidity traps. Chaos, alpha, and a few unexpected turns and takes Give it a listen–and crack a cold one for @PubKey 🍻 youtube.com/watch?v=Gld8uL…

I'm sorry if you bought $ASST before the PIPE unlock, Semler acquistion and reverse split, but that's not my fault. A big part of investing is choosing your entries wisely. My investment thesis for Strive has changed dramatically since summer last year. The company is in a completely different place now. This does not make me a shill. They do not pay me. I was aggressively warning against taking a position in any of these companies prior to any PIPE unlocking event. It was obvious to anyone what would happen. We watched it play out with Sequans, Nakamoto and then Strive. It doesn't take a genius to work out that investors were going to immediately dump as soon as they received their shares. They were up 10-20x and this sort of capital only wanted a quick win. Like I said, it was obvious. It took many months for the company to dig themselves out of a hole but they eventually did and I started to see some value. I only became a shareholder on Feb 13th with an average price of $7.92. Whatever happened before that is largely irrelevant to me. Now, some will say "but it's the same people running the ship"... yes, I know. I like the CEO and the rest of the team. Many lessons were learned but I didn't see any malice. I actually recall one of them indicate that the PIPE unlock would "bring about volatility". Couldn't get a more explicit heads up imo. Anyway, I'm choosing to be bullish based on the facts today. If you want to be bearish based on the facts of yesteryear that's up to you. Based on my judgement, Strive is the most attractive US Small Cap equity.