
 The Pomp Podcast
 The Pomp Podcast #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 

