CD170: JOHN ARNOLD - TEN31 AND BITCOIN MARKET DYNAMICS

John is an integral part of our five person team at Ten31 and we dive deep into how we think about deploying funds throughout the ecosystem. We explore topics such as merchant adoption, bitcoin treasury companies such as MSTR, and other trends to watch going forward.

John on Nostr: https://primal.net/john
Ten31: https://ten31.xyz

EPISODE: 160
BLOCK: 897442
PRICE: 954 sats per dollar

Video: https://primal.net/e/nevent1qqsvnz85zs4x8qfzvr67a2c64nurmc88lv6rcwhpgwj7wnxjts9pckq6gshsm

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(00:00:00) OCC Intro Clip

(00:02:17) Happy Bitcoin Monday

(00:03:18) Guest Introduction: John Arnold

(00:04:45) Discussion on Banks Holding Bitcoin

(00:07:22) Bitcoin as Money for Enemies

(00:10:19) John Arnold's Background and Bitcoin Journey

(00:18:09) Steak and Shake Accepting Bitcoin

(00:28:48) Bitcoin Treasury Companies

(00:36:00) MicroStrategy's Bitcoin Strategy

(00:51:58) Investment Strategy at Ten31

(01:02:30) Bitcoin as Shared Equity

(01:10:03) Missing Bitcoin Infrastructure

(01:18:01) Bitcoin's Impact on Small Businesses

(01:29:15) Current Bitcoin Market Analysis

(01:42:01) Retail Demand and Bitcoin's Future

(01:56:55) Final Thoughts and Sats Discussion