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Bitcoin Treasuries Newsletter

Tim Kotzman

Markets, Business and Travel. \ud83e\uddf3

Platform
Substack
PricingFreemiumPublishesDaily
Issues171Founded5 years agoLast Issue4 days ago
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Latest Issues

Deirdre Bosa made an announcement this week that I believe is much bigger than one journalist leaving CNBC.

Every Major New Industry Will Eventually Build Its Own Media Layer

AI and Bitcoin are showing us what happens when industries become large enough to create their own information economies.

Deirdre Bosa made an announcement this week...

4 days ago
1

Should a CEO’s Audience Be Valued on the Balance Sheet?

For decades, investors have valued companies based on tangible assets, financial performance, intellectual property, customer relationships, and brand equity. While those factors remain fundamental, I believe another asset is emerging that...

5 days ago

Every Public Company Will Eventually Have an AI Workforce

For decades, investors have evaluated public companies using familiar metrics. How many employees does the company have? How quickly is it hiring? What is its revenue per employee? How productive is its workforce?

Those questions aren’t go...

6 days ago
2

The Mosaic Company

For decades, companies competed by accumulating assets.

Factories.

Bitcoin Treasuries Newsletter is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Real estate.

Pate...

7 days ago
2

Own the Audience. Don’t Rent It.

For decades, marketing was largely about buying attention.

Companies purchased television commercials, magazine advertisements, billboards, search ads, and social media campaigns. They rented audiences that belonged to someone else.

Bitco...

7 days ago

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Authors

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  • Tim Kotzman

    The Tim Kotzman Podcast Host covering Bitcoin & Strategy.

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