

#1332 John Arnold | Bitcoin Is Eating The World
Mar 25, 2024
John Arnold, Principal at Ten31, discusses the total addressable market for bitcoin, financial returns, capital placement, and industries built around bitcoin. The podcast also explores the innovative concept of PropyKeys, an application minting home addresses on blockchain for affordable homeownership. Various collaborations of Propy, including with Coinbase, are highlighted. Pomp's daily letter and Supra's early integration program for price feeds across blockchains are also mentioned.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Bitcoin's Total Addressable Market and Implications for Investors
03:40 • 21min
Navigating the Shift: Incumbents vs. Challengers in Bitcoin Adoption
24:15 • 4min
Analyzing Risk and Correlation in Bitcoin Investments
28:25 • 4min
Exploring Bitcoin as a Financial System
32:47 • 10min