{"podcast":{"title":"The Bitcoin Treasuries Podcast with Tim Kotzman","slug":"the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909","podcast_index_feed_id":7117909,"rss_url":"https://anchor.fm/s/fd394588/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/timothy-kotzman","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/42383890/42383890-1732694048246-2a482e91526f3.jpg","author":"Timothy Kotzman","episode_count":211,"summary":"Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.","last_synced_at":"2026-07-23T08:17:22.811805+00:00","page_url":"https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909"},"episode":{"title":"Inside the Strategy Earnings Call: Why the \"Orange Day\" Just Got Brighter","slug":"inside-the-strategy-earnings-call-why-the-orange-day-just-got-brighter","published_at":"2026-05-07T03:02:11+00:00","page_url":"https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/inside-the-strategy-earnings-call-why-the-orange-day-just-got-brighter","show_page_url":"https://stenobird.com/podcast/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909","url":"https://podcasters.spotify.com/pod/show/timothy-kotzman/episodes/Inside-the-Strategy-Earnings-Call-Why-the-Orange-Day-Just-Got-Brighter-e3j0ut1","audio_url":"https://anchor.fm/s/fd394588/podcast/play/119617889/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-7%2F423654964-44100-2-d41ade7c3ac82.mp3","summary":"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","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1901,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-bitcoin-treasuries-podcast-with-tim-kotzman-7117909/episodes/inside-the-strategy-earnings-call-why-the-orange-day-just-got-brighter/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}