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

from The Bitcoin Treasuries Podcast with Tim Kotzman · host Timothy Kotzman

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/TimKotzmanTad Smith on X: https://x.com/tadtweetsGrain of Salt on X: https://x.com/Z06Z070:00 - Intro 00:40 - Strategy Q1 earnings call reaction09:15 - Public company adoption12:40 - Dissecting recent Bitcoin purchases and holdings19:45 - Moving beyond the "least-worst" options in treasury management23:10 - The accelerating rate of change in corporate Bitcoin strategy25:50 - Bitcoin’s role in international finance28:44 - Closing thoughts#podcast #bitcoin #microstrategy #investing #mstr #btc

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This episode is 31 minutes long.

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This episode was published on May 7, 2026.

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