# How Strategy Just Changed the Bitcoin Corporate Playbook Forever | Kenny Alves Page: https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/how-strategy-just-changed-the-bitcoin-corporate-playbook-forever-kenny-alves Text version: https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/how-strategy-just-changed-the-bitcoin-corporate-playbook-forever-kenny-alves.md Podcast: [The Bitcoin Treasuries Podcast with Tim Kotzman](https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909) Published: 2026-07-03T15:53:13+00:00 Episode link: https://podcasters.spotify.com/pod/show/timothy-kotzman/episodes/How-Strategy-Just-Changed-the-Bitcoin-Corporate-Playbook-Forever--Kenny-Alves-e3lk8mm Audio file: https://anchor.fm/s/fd394588/podcast/play/122347670/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-3%2F427304104-44100-2-4a7a22b54ca67.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/episodes/how-strategy-just-changed-the-bitcoin-corporate-playbook-forever-kenny-alves Duration seconds: 2403 ## Resource Kenny Alves, Co-Founder of West Main Self Storage and Co-Host of The Real Estate Standard podcast, returns to the show to discuss Digital Credit, Bitcoin Treasuries, and reversing the death spiral of Corporate Debt Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Kenny Alves on X: https://x.com/kenny_alves 0:00 - Intro 0:22 – Real Estate vs. Digital Credit 10:04 – The Digital Credit Capital Framework 19:19 – Corporate Debt & Reversing the Death Spiral 25:50 – Pure Bitcoin Treasury vs. Having an Active Operating Business 30:57 – Why Every Industry Will Have a Dominant Bitcoin Treasury Company 38:49 – Where to find Kenny and The Real Estate Standard Podcast #podcast #bitcoin #microstrategy #investing #mstr #btc ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/episodes/how-strategy-just-changed-the-bitcoin-corporate-playbook-forever-kenny-alves/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/how-strategy-just-changed-the-bitcoin-corporate-playbook-forever-kenny-alves.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.