# Inside the Strategy Earnings Call: Why the "Orange Day" Just Got Brighter

Page: https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/inside-the-strategy-earnings-call-why-the-orange-day-just-got-brighter
Text version: https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/inside-the-strategy-earnings-call-why-the-orange-day-just-got-brighter.md
Podcast: [The Bitcoin Treasuries Podcast with Tim Kotzman](https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909)
Published: 2026-05-07T03:02:11+00:00
Episode link: https://podcasters.spotify.com/pod/show/timothy-kotzman/episodes/Inside-the-Strategy-Earnings-Call-Why-the-Orange-Day-Just-Got-Brighter-e3j0ut1
Audio file: https://anchor.fm/s/fd394588/podcast/play/119617889/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-7%2F423654964-44100-2-d41ade7c3ac82.mp3
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Duration seconds: 1901

## Resource

Tim is joined by Tad Smith and Grain of Salt to discuss their reactions to Strategy's Q1 earnings call, the latest moves in the Bitcoin space, and Bitcoin's role in international finance. Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only. Tim Kotzman on X: https://x.com/TimKotzman Tad Smith on X: https://x.com/tadtweets Grain of Salt on X: https://x.com/Z06Z07 0:00 - Intro 00:40 - Strategy Q1 earnings call reaction 09:15 - Public company adoption 12:40 - Dissecting recent Bitcoin purchases and holdings 19:45 - Moving beyond the "least-worst" options in treasury management 23:10 - The accelerating rate of change in corporate Bitcoin strategy 25:50 - Bitcoin’s role in international finance 28:44 - Closing thoughts #podcast #bitcoin #microstrategy #investing #mstr #btc

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## Transcript

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