Coin Stories

David Marcus: How Bitcoin Becomes the Internet of Money (and Beats Gold)

79 snips
Oct 21, 2025
David Marcus, Co-founder and CEO of Lightspark, shares insights on why Bitcoin is poised to become the Internet of Money, discussing its undervaluation compared to gold. He elaborates on stablecoins, the Lightning Network's potential, and his new product Spark that enhances Bitcoin payments. Marcus argues that Bitcoin's neutrality and infrastructure could support global commerce, while also predicting its role as a settlement layer for varied currencies. He highlights the adoption landscape and forecasts Bitcoin surpassing gold due to its unique qualities.
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INSIGHT

Bitcoin As The Neutral Internet Money

  • David Marcus argues Bitcoin is the only neutral digital money capable of becoming an open internet for money.
  • The store-of-value phase enabled institutions to legitimize Bitcoin before utility layers like payments could scale.
ADVICE

Make Bitcoin The Settlement Rail

  • Use Bitcoin as an invisible settlement rail between fiat currencies to enable global payments.
  • Route dollar-to-peso (or other fiat) via Bitcoin so users never see Bitcoin volatility.
INSIGHT

Spark Solves Lightning's Liquidity Limits

  • Lightning is fast and trust-minimized but requires channel liquidity and is poor for mass self-custody endpoints.
  • Spark extends Lightning compatibility while removing channel constraints and enabling unilateral exits to L1.
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