John Arnold is a colleague of mine at Ten31, we are five man team focused on investing in and supporting the best bitcoin businesses globally. This is our second quarterly update where we cover current market dynamics and our outlook.

More info on Ten31: https://www.ten31.xyz

John on Nostr: https://primal.net/john
John on X: https://x.com/JohnArnoldTen31
Ten31 on X: https://x.com/ten31funds

EPISODE: 173
BLOCK: 909206
PRICE: 858 sats per dollar

(00:00:01) Bloomberg Intro

(00:02:10) Happy Bitcoin Friday

(00:04:08) Gold vs. Bitcoin

(00:09:14) Institutional Bitcoin Adoption

(00:15:37) Potential Gold Revaluation and Implications

(00:24:32) Strategy's Bitcoin Strategy

(00:43:12) Strategy's Preferred Equities

(01:05:04) Bitcoin in 401(k)s and Market Dynamics

(01:10:16) Fannie Mae IPO and Economic Impact

(01:15:16) Federal Reserve Chair and Economic Policy

(01:22:24) Bitcoin Market Cycles and Predictions

Video: https://primal.net/e/nevent1qqs0afzqdu46khzv4j8yz0r6m3yxs0l4sdhr4crsrx6a9l57wgh72yqx08pf8

more info on the show: https://citadeldispatch.com
learn more about me: https://odell.xyz

CD173: JOHN ARNOLD - TEN31 QUARTERLY MARKET UPDATE