David Bailey

speaker

131 appearances 1 recordings 1 series first heard Mar 2026 last heard 3 Mar

David Bailey’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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The Pomp Podcast · The Future of Bitcoin Treasury Companies | Phong Le & David Bailey · 3 Mar 2026 podcast

And so there's a lot of appreciation that you have for certain elements that you only get once you're in the battlefield and you're living the experience.

And then I think one thing that's a little bit different and how companies are going to have to find their own way is we're going to have an operating business.

We're in the process of completing a merger with...

The company I've been building the past 13 years, BTC Inc, which owns the conferences and Bitcoin Magazine and UTXO, which is our asset manager.

And so that's going to be something a little bit different about our company.

And like, you have an AI company.

So each of these treasury companies, they're going to be put in a position

If they don't have the inherent strengths that strategy has, how can they create value and differentiate themselves so that they have a compelling thesis for why you should buy that stock and not just put everything into strategy?

Which, frankly, putting everything into strategy is a pretty damn good plan.

So, you know, I think that story is playing out.

There's a lot of capital that's gone into DATs.

which I hate the term DATs, but whatever.

There's a lot of capital that's gone into DATs.

I think half those companies are going to disappear over the next 18 months.

There's going to be a lot of consolidation that's going to occur.

And then I think the other half that sticks around, they're going to have to do more than just sit on a pile of coins.

And so I think you're going to see a lot of operating companies get acquired, I think, not just in Bitcoin, but throughout the crypto landscape.

And we're going to see which models work.

And I think...

One thing that our industry has always been very good at is copying good ideas.

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