Podcast Summary: The Bitcoin Treasuries Podcast with Tim Kotzman

Episode Title: It's Still EARLY with Ed Juline: Bitcoin Treasuries Media 2026 Outlook
Date: February 12, 2026
Host: Tim Kotzman
Guest: Ed Juline, President of Bitcoin Treasuries Media

Episode Overview

In this engaging episode, Tim Kotzman sits down with Ed Juline, President of Bitcoin Treasuries Media, to discuss the ambitious 2026 event slate for Bitcoin Treasuries Media, the evolution and global expansion of Bitcoin-related conferences, and the ever-shifting landscape of Bitcoin treasury management. Key insights revolve around emerging markets, the value of in-person gatherings, market cycles, digital credit innovation, and Ed’s philosophical reflections on what it means to be "early" in Bitcoin.

Key Discussion Points & Insights

1. Ambitious 2026 Event Calendar & Strategy

• Bitcoin Treasuries Media's Expanded Slate:
  After the success of the 2025 Bitcoin Treasury Zone conference, Tim and Ed decided to go all-in for 2026, organizing 21 (largely in-person) events across the globe.
  • "Somebody in the room saying, we're going to do 21 events and me not having the fortitude to say no. So it became 21 events." (Ed, 00:54)
• Multiple Audiences & Event Types:
  Events target investors, treasury companies, and service providers, essentially acting as a marketplace for connections and knowledge sharing.
  • Digital Conferences: Monthly, 21-minute interview marathons, drawing 20,000-100,000 viewers per event (01:44).
  • Investor-Focused Gatherings: Emerging Markets Investor Day, Bitcoin for Corporations, and others serve as entry points for both retail and institutional investors.

2. Spotlight on International Events

• Emerging Markets Focus:
  The "Emerging Markets Bitcoin Treasuries Investor Day" in NYC offers companies from South Africa, Mexico, and Brazil the chance to present why Bitcoin matters in their contexts (01:44–03:00).
• Las Vegas & Poolside Networking:
  Pre-Bitcoin Conference pool party ("Front Run" at Stadium Swim) encourages early arrival and networking (04:13–04:57).
• Madrid’s First Major Bitcoin Summit:
  MAD Bitcoin Summit in May will have programming in English and Spanish, workshops, local cuisine, and unique cultural activities like flamenco dancing (05:00–06:59).
• UK & Norway Events:
  • Bristol, UK "Unconference": High demand, capped attendance, Europe-focused (07:03–08:12).
  • Bodø, Norway ("Bitcoin Beyond 66"): North of the Arctic Circle, mid-August, blending adventure and Bitcoin ([10:00]).
    • "Come for the bitcoin, stay for the adventure." (Ed, 11:21)
    • "Probably the only opportunity you’ll ever get to go into the Arctic Circle to a bitcoin conference." (Ed, 11:51)
    • Event name is a nod to the 66th parallel—“the catch of, well, they see Bitcoin Beyond 66 and... probably think it’s 66,000 or something. But no, it’s because it’s the 66th parallel.” (12:36)

3. Value of In-Person, "Transformative" Events

• Feedback from prior events was overwhelmingly positive, with participants citing meaningful connections and even mid-event portfolio adjustments (08:15–09:16).
• Focus on crafting "transformative events":
  • "People are getting tired of panels... bad presentations... we're going to be doing things that are different and mix it up." (Ed, 09:16)
• Intentionally smaller gatherings (sub-400):
  • "400 and below is a sweet number because it’s the amount of people where you can walk around the room and meet 50, 60 people." (Ed, 18:30)

4. Reflections on the Market & Bitcoin Adoption

• Cycles & Sentiment:
  Ed likens Bitcoin’s cycles to a roller coaster, emphasizing resilience and the need for community:
  • "No matter how long you've been in it, you know, you can't get over that. Oh, my God, is. Is this time different?... Once we're back up to 100 or 120 or 250 or whatever, we forget." (15:11–17:07)
  • "Being a bitcoiner is tough. And it is the roller coaster... instead of waiting in line for the roller coaster... now it's like, here, get in this box. We're putting a blindfold on you, and I'm not going to give you a seatbelt." (17:09)
• The “Early” Debate:
  Ed discusses what it means to be early to Bitcoin, both for individuals and corporations, using analogies to technology adoption cycles (27:34–31:06).
  • "Is Bitcoin more like a technology? Is it more like a protocol? Is it more like sound money?... Bitcoin is a concept that has technological implications, political ramifications and overall philosophical disruptions." (30:02)
  • "Will we still have the Gen Zers and the Gen Aers, like, when they're 90 years old, going, we're still early?" (30:43)

5. Evolution of Bitcoin Treasuries and Digital Credit

• ETFs and Institutional Products:
  Growing list of publicly listed treasury products, but Ed notes, "It's still early," citing just four preferreds in the space (26:51–27:34).
• Digital Credit Market Boom:
  Ed describes the explosion of innovation following the first "Bitcoin as pristine collateral" plays:
  • "What Saylor really unlocked was this ability to use Bitcoin as this new pristine asset to just let innovation go wild on digital credit... no, no, no, no, those are just the tip of the iceberg." (24:26–26:51)

6. Community and Optimism

• Personality of Bitcoiners:
  • "They're typically introverts, typically analytic thinkers... but when we get... the roundtable... it’s the optimism. No matter what happens, they're just always optimistic." (20:37)
• Events as Energizers:
  • "One other reason to come to events is because you get around that energy, you get around that positivity, and it just helps you with your own personal conviction..." (22:09)

Notable Quotes & Memorable Moments

• "Somebody in the room saying, we're going to do 21 events and me not having the fortitude to say no. So it became 21 events." —Ed Juline (00:54)
• "Come for the bitcoin, stay for the adventure." —Ed Juline (11:21)
• "Being a bitcoiner is tough. And it is the roller coaster... Instead of waiting in line for the roller coaster... now it's like, here, get in this box. We're putting a blindfold on you, and I'm not going to give you a seatbelt." —Ed Juline (17:09)
• "Is Bitcoin more like a technology? Is it more like a protocol? Is it more like sound money?... Bitcoin is a concept that has technological implications, political ramifications and overall philosophical disruptions." —Ed Juline (30:02)
• "We're just touching the tip of the iceberg here. So if nothing else, you and I are going to continue to have busy months, busy years, realizing that a year and a half ago, when there was one bitcoin treasury company... now there's hundreds, if not thousands." —Ed Juline (26:44)
• "Will we still have Gen Zers and Gen Aers, like, when they're 90 years old, going, we're still early?" —Ed Juline (30:43)

Important Timestamps

• 00:20: Overview of 21-event schedule for 2026
• 01:44: Differentiation between digital and in-person events
• 03:00–06:59: Madrid event details (summit, food, flamenco, and soccer)
• 07:03: Bristol, UK "unconference" announcement
• 10:00–12:53: Norway event, Bitcoin Beyond 66 concept
• 13:05: Preview of flagship September NYC unconference
• 17:09: Roller coaster analogy for Bitcoin cycles
• 20:37–22:09: Discussion of Bitcoin roundtable, optimism, and community
• 24:26: Trends in digital credit and product innovation
• 27:34–31:06: Philosophical riff on "it's still early" in Bitcoin

Episode Tone & Style

Informal but insightful, candid and optimistic, with a strong focus on fostering community and innovation. Ed Juline brings warmth, wisdom, and humor, openly discussing challenges, personal anxieties, and the enduring sense of adventure—and opportunity—that permeates the Bitcoin space.

Closing Thoughts

This episode is a comprehensive look at how the Bitcoin Treasuries Media team is shaping the future of events and education in the Bitcoin treasury industry. Ed Juline’s deep experience and optimism shine throughout the conversation, offering context for both veterans and newcomers. The message is clear: It’s still early, Bitcoin is a perpetual adventure, and the best way to participate is to dive into the community, connect at events, and keep learning.

Learn more about events at: bitcointreasuries.media