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GameStop vs. MicroStrategy: The Meme Stock Battle for Bitcoin!
Coming at you from Mining Disrupt 2025, Dante Cook sits down with Tim Kotzman to dive into the crossover between traditional land-based wealth—like oil, gas, and mineral rights—and Bitcoin’s new monetary rails. They explore how legacy cash-flow models are starting to intersect with digital assets, the shocking similarities between natural resource accounting and Bitcoin math, and whether Bitcoin can evolve into a productive, cash-flow-generating asset. Tim also shares insight into the rise of meme-stock energy behind MicroStrategy and GameStop, and how their respective communities are redefining capital allocation in the age of Bitcoin. From land to liquidity, this one’s all signal, no fluff.
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CHAPTERS:
00:00 - Introduction at Mining Disrupt 2025
00:29 - Networking at Pubkey
00:51 - Bridging Land Acquisition and Bitcoin
01:39 - Cash Flow in Bitcoin vs. Oil and Gas
02:29 - Bitcoin as Money in Motion
03:51 - Entering the Bitcoin Space
04:39 - MicroStrategy and GameStop Dynamics
05:27 - Community and Leadership in Bitcoin
06:55 - Ledn Bitcoin-Backed Lending
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