My question. OSTK owns up to 55% of Tzero.
There is a 4-6 hour presentation that OSTK did on Tzero and Grain Chain.
I did a spreadsheet. I'm pessimistic in my spreadsheet. $2.5b in rev in 2025.
I see worst case at $25.
But at $3b in revenues. It is $50 stock with zero attributed to Tzero and Grain Chain.
Marc. I think sales will be big and better than expected. Stock will move fast. And, BTW, Wayfair is no longer promotional.
AMZN never put OSTK out of business. The customers are sticky. When you rebrand, watch your costs.
$30-60 is tradable.
I think I'm right. Porter thinks he is right. Fleck thinks he is right.
Nervous. I'm in TX.
I didn't follow this. BAKT.
Marc. I'm with David Goon. TZero will be the Triple A farm team of NYSE. A way for smaller companies can go public.
It is technology driven. Tokenizing assets. How long to do it? When will real use cases start?
Marc. 1 month to 1 year. (Interesting!!!)
Not going to be sub down to the Titantic. One shot to get this right.
The gate on AI and VR is battery. ENVX.
Rich. Rebranding is key. Weaker companies in downturn get exposed.
I'm excited what OSTK CEO can do.
Q: Heard any talk with Grain Chain re: metals?
Marc: Let's stick with food and agriculture.
Rich did a good podcast re: TZero.
Spence. Reliability is needed in tokenization.