The Last Trade E080: Corporate Catalysts & 2025 Outlook with Tim Kotzman
In the first episode of 2025, Jackson Mikalic, Michael Tanguma, and Brian Cubellis welcome Tim Kotzman, host of the Bitcoin Treasuries podcast and founder of Jubilee Royalty, to discuss the accelerating trend of public companies adopting Bitcoin as a treasury reserve asset. The conversation covers why Tim predicts 10% of public companies will hold Bitcoin within 12 to 24 months, the role of social proof and regulatory clarity in driving corporate adoption, and how MicroStrategy's playbook is being replicated across industries. The team also explores the significance of Bitcoin indexing, the custody landscape, and what it means for active fund managers when Bitcoin enters major indices. Tim's background in oil and gas commodities gives him a unique lens on Bitcoin's scarcity and why energy-oriented investors often come to Bitcoin faster than Wall Street traditionalists.
Show Notes
In the first episode of 2025, Jackson Mikalic, Michael Tanguma, and Brian Cubellis welcome Tim Kotzman, host of the Bitcoin Treasuries podcast and founder of Jubilee Royalty, to discuss the accelerating trend of public companies adopting Bitcoin as a treasury reserve asset. The conversation covers why Tim predicts 10% of public companies will hold Bitcoin within 12 to 24 months, the role of social proof and regulatory clarity in driving corporate adoption, and how MicroStrategy's playbook is being replicated across industries. The team also explores the significance of Bitcoin indexing, the custody landscape, and what it means for active fund managers when Bitcoin enters major indices. Tim's background in oil and gas commodities gives him a unique lens on Bitcoin's scarcity and why energy-oriented investors often come to Bitcoin faster than Wall Street traditionalists.
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