The Mark Moss Show THIS is the Future of Central Banks | Brian Dixon
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Sep 6, 2025 Brian Dixon, CEO of Off the Chain Capital, discusses how investors are outpacing Bitcoin by focusing on discounted assets. He highlights the prominence of Bitcoin as a foundational protocol and its convergence with AI. The conversation explores institutional interest in BTC, with sovereign funds accumulating it quietly. Dixon dives into the evolving investment landscape, emphasizing the importance of protocol-layer dominance. He also tackles the regulatory shifts in digital assets, suggesting a promising future for cryptocurrencies in global finance.
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Protocol Layer Outperforms Apps
- Bitcoin flips value accrual to the protocol layer, unlike the early internet where apps captured value.
- Buying Bitcoin captures protocol-level growth that outperforms many application-layer businesses.
Buy Discounted Crypto Assets
- Use a value-investing approach to buy discounted crypto companies and assets for asymmetric returns.
- Seek motivated sellers or special situations like Mt. Gox claims to access intrinsic discounts.
Mt. Gox Claims Trade
- Off The Chain originated a way to buy Mt. Gox bankruptcy Bitcoin claims under Japanese law.
- That structure delivered bitcoins' future upside rather than cash at filing value, creating an asymmetric trade.