Founder, @btctmedia | @HurdleRatePod | Founding Member, @TNorth | https://xitter.cf/t.co/OOKUBCktxG
New York, NY
Joined December 2008
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The Inaugural Digital Credit Digital Conference xitter.cf/i/broadcasts/1yJAPwZzk…
Tim Kotzman retweeted
It you bought the stocks that got a 2x ETF and made an equal weighted basket it would crush active and benchmark and the 2x ETFs. Really interesting study from @syouth1 kinda makes sense the issuers are scouring names for up and comers turns out they better group than almost ever PM
Tim Kotzman retweeted
The CODE is KOTZ Click link below Bitcoin for Corporations 2027 Tickets xitter.cf/i/broadcasts/1DGLdZlRd…
Tim Kotzman retweeted
Yesterday, I joined @TimKotzman for his inaugural Digital Credit Digital Conference to discuss Bitcoin's next bull run, why Digital Credit sometimes trades below par, and how Digital Credit could unleash massive new demand for Bitcoin.
Timestamps:
00:49 - Aliens and Amplified Bitcoin
02:57 - Is The Bull Back?
07:49 - BlackRock's PBIT
10:59 - Why Digital Credit Trades Below Par
16:00 - Strive's 18-Month Dividend Reserve
19:18 - What Smart Money Is Buying
23:18 - Digital Credit's Killer App
31:03 - A Day At Strive
Tim Kotzman retweeted
🚨 SAYLOR'S GRAND BITCOIN VISION..?!?!?!
- What has @saylor been trying to tell us..?
- Why NOT selling Bitcoin is efficient..?
- How @Strategy will get us to a $5m Bitcoin..?
My presentation at @TimKotzman's Digital Credit Digital Conference.
Let's discuss:
Tim Kotzman retweeted
An 18-month dividend reserve doesn’t have to become 17 months next month.
@IIICapital says continued access to capital markets can keep the reserve funded while the company keeps adding $BTC.
“You can actually be fortifying the balance sheet through the bear market.”
$ASST $SATA $SATS
Tim Kotzman retweeted
NEW: 🇺🇸 U.S. publicly traded company Alpha Modus acquired 3,170 Bitcoin worth $258 million in Q3! 🚀
Tim Kotzman retweeted
The Social Security Administration is tasked with helping new parents set up Trump accounts for babies and will be adding info about the accounts on the SS cards issued. Further evidence that these things are going to replace Social Security (which is running out of reserves) before long..Latest from @nypost which has done great job covering this
Tim Kotzman retweeted
Smarter Web Livestream #9 - Adrian Morris & Miller Cole xitter.cf/i/broadcasts/1rGmqpMeg…
Tim Kotzman retweeted
Allard Peng says Digital Credit investors are being overcompensated for the risk they’re taking right now.
@stonychambers is back on The Income Show with @IIICapital to break down what’s holding STRC below par, where digital credit goes next, and why he’s still very bullish on Bitcoin.
Timestamps:
0:00 - Intro
1:21 - Why STRC Isn’t at Par
4:09 - Is Leverage Back?
7:14 - Buybacks vs. Dividends
11:05 - Too Many Buybacks?
15:55 - When Yield Is Too High
18:51 - The Future of Digital Credit
21:29 - Digital Money and Digital Yield
30:37 - Fixed vs. Variable
40:13 - Measuring Digital Credit Risk
46:02 - Bitcoin Outlook
51:09 - Closing Thoughts
$BTC $MSTR $STRC $ASST $SATA $SATS
Tim Kotzman retweeted
What a blast this was to listen to!
Fantastic questions from @chasepalmieri and so many valuable insights from @ColeMacro into how Strive $ASST is thinking about the market, its strategy, and its priorities.
High signal right there 👇🏼
Strive doesn't want to be the next @Strategy.
I sat down with @ColeMacro, CEO of @Strive, for a candid conversation about bitcoin amplification, $ASST vs. $MSTR, $SATA vs. $SATS vs. $STRC , digital credit yields, dividend innovation, and Strive's aggressive approach to maximizing total returns.
I learned a ton, and one thing became clear: Strive and Strategy are on very different paths.
New episode of RE:Bitcoin 👇
🎥 YouTube: youtu.be/cCnvVTbfDC8
The CODE is KOTZ Click link below Bitcoin for Corporations 2027 Tickets xitter.cf/i/broadcasts/1DGLdZlRd…
Tim Kotzman retweeted
It’s about to get Bullish.
Me and @PunterJeff back to back on Bitcoin Backed Digital Credit today on @DailyStackHQ.
Bitcoin on the balance sheet. But what happens next? 👀
Tomorrow, we're getting into Bitcoin Treasuries with @punterjeff and @BritishHODL.
Looking forward to having everyone together again. 🧡
Thursday | 12:30 ET
Live on X. See you there! 🫡
Tim Kotzman retweeted
Bitcoin on the balance sheet. But what happens next? 👀
Tomorrow, we're getting into Bitcoin Treasuries with @punterjeff and @BritishHODL.
Looking forward to having everyone together again. 🧡
Thursday | 12:30 ET
Live on X. See you there! 🫡
Tim Kotzman retweeted
The CODE is KOTZ Click link below Bitcoin for Corporations 2027 Tickets xitter.cf/i/broadcasts/1DGLdZlRd…
Tim Kotzman retweeted
Fresh numbers on enhanced digital credit yield. 🔍
$apyUSD 30D APY: 13.79%
Think $STRC makes its way back to par?
Implied yield with $apxUSD recovery: 14.73%
DeFi yield is good. Enhanced digital credit yield is even better. 🫡
ALT Bar chart, DeFi Yield Comparison, 2026-10-22. apyUSD 30-day APY 13.79%. Hypothetical implied yield with apxUSD recovery: 14.73%. 10Y U.S. Treasury 5.13%, sUSDe 4.83%, USDC on Aave v3 3.79%, sUSDS 3.80%. Yields are variable and not guaranteed.