Tim Kotzman: Digital Credit, Daily Dividends and Unconference Recap

Yeah.

That's- you teed me up perfectly.

We didn't even talk about this in advance, but it is something that's been on my mind over the past day or so, um, especially when I knew that we would be having this conversation around the conference, around, uh, builders in the space, and I, I was hoping that this would come up.

Because if you just go and look, you just do the analysis on, um, historical media businesses in this space, specifically CoinDesk and the Bitcoin Conference.

Yeah.

Um, they went from reporting the news in different media forums, right? Magazine, um, podcasts, conferences, um, to valuations of $75 million, $250 million.

Um, not overnight-

Yeah

... not in a year or two, but those are real numbers that you can ask your favorite AI tool-

Mm

... to kind of break down for you.

And it just underscores for me that it's, it's time to build.

Uh, to answer your question directly, like, go with your gut, right? Your gut [laughs] maybe other people have different experiences, but I've never had my gut tell me, like, the exact wrong thing, um, to an extent where it was, like, catastrophic.

So I think it's really important to be surrounded by really thoughtful, um, encouraging, optimistic, constructive, thoughtful people.

Um, but, you know, when you look at the leading platforms in the Bitcoin treasuries digital credit space, you have George Mikhal and Alan Helm over at Bitcoin For Corporations.

You have Pete Rizzo and Tyler, uh, over at BitcoinTreasuries.net.

Yeah.

You have myself and Ed Julene at Bitcoin Treasuries Media.

Um, it's like we're back in the 1960s where there's only, like, three broadcast networks.

And y- y- you know, it's like o- obviously there are, are several more and, um, importantly you have some of the, uh, you have the leading Bitcoin Treasury companies, namely Strategy and Strive putting out a lot of, um, educational materials.

I think just this morning Strategy put out a digital credit explainer video.

Um, and it, it's going for more of that corporate institutional investor feel.

Um, Jeff Walton actually did a great job explaining walking through on True North last night that it's a totally different conversation when you walk in to an institutional investor in New York and you have a $3 billion corporation that's publicly traded.

You know, that's totally different than if you walk in and you have $25 million of Bitcoin on a, on a, on a little flash drive, and you're like, "I'm here and I'm rich." [laughs] It's a totally different conversation.

So w- we're early and I would just encourage everyone to, to build and, and, uh, d- this is the time to, to really work.