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Chronicles

The story behind the story

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Kodak's stock spiked as much as 300% on its announcement to launch KODAKCoin, “a photocentric cryptocurrency” for better image rights management

Kodak's latest moment has it joining the cryptocurrency frenzy.  —  Shares in Eastman Kodak Co. jumped as much as 77 percent …

Bloomberg Jeremy Herron

Context & Ripple Effects

Post-bankruptcy Kodak has been monetizing its name rather than making products: it licensed a Bullitt-designed Android phone at CES in 2015 and, per earlier coverage, has been mining its legacy R&D assets while plotting a future beyond film.

This week it went further, announcing two blockchain plays at once — KODAKCoin, a token for image rights management with an ICO planned for Wednesday, and the KashMiner bitcoin-mining rig shown at CES. The market paid attention: a company worth about $135M before the blockchain announcements saw its stock spike as much as 300%, echoing the playbook of consumer apps like Kik, which launched its own Ethereum-based Kin token months earlier.

First-order effects

  • Eastman Kodak's market value briefly multiplied on the announcement alone, meaning the token news moved the equity more than any imaging product in years.
  • Photographers are being sold KODAKCoin as a rights-management tool, though a co-creator already complains the frenzy around the stock has drowned out that use case ahead of Wednesday's ICO.

Second-order effects

  • Other struggling consumer brands now have a template: license the name to a crypto venture and let token speculation do the work of a turnaround, following Kik's Kin as proof an app or brand can float its own currency.
  • The KashMiner rig, already called a scam by critics, drags Kodak's brand credibility into the deal — every future Kodak-branded licensing product gets priced against this episode.

Third-order effects

  • The pattern points toward brand-backed tokens as a distress signal rather than a business line — and the later dissolution of the company behind the Kodak-branded KashMiner mining rig shows how these ventures end when the speculation fades.
  • If brand-name ICOs keep surfacing, regulators face pressure to treat a famous trademark on a token sale as a red flag requiring disclosure, since retail buyers are clearly pricing the brand, not the technology.

The trend: Distressed consumer brands are renting out their trademarks to cryptocurrency ventures, letting token speculation substitute for product strategy until the ventures dissolve.

Discussion

  • @chrisbhoffman Chris Hoffman on x
    Kodak is selling a Bitcoin miner where you pay for a two year contract and “make a profit”. (*at current prices, Kodak gets half of all bitcoin you produce.) This is the dumbest s**t I've ever seen at CES. http://twitter.com/...
  • @lpolovets Leo Polovets on x
    Idea for a private equity fund: 1) Buy cheap companies with familiar names. 2) Have each company immediately issue a coin, or change its name to reference the blockchain. 3) Sell each company after the subsequent price bump. http://twitter.com/...
  • @pt Parker on x
    Who wants to go in on my ICO, to raise money, to launch a 51% stock attack on the smallest public co we can, to change the name to Bitkoin, to generate *way* more money, to pump our token price until it's a top ten crypto, to get CNBC to shill it? http://twitter.com/...
  • @joshelman Josh Elman on x
    I remember when adding .com or “e-” to a company's name did the same thing http://twitter.com/...
  • @haldash Evan Dashevsky on x
    I am announcing a new company: Cryptobit Blockchain Industries. We do things with smart cities probably! Who wants in on the ground floor! Now accepting initial bids via DM. http://twitter.com/...
  • @mgsiegler M.G. Siegler on x
    It's almost like there's a playbook here. Eagerly awaiting EnronCoin. http://twitter.com/...