Bitcoin Is Eating The World

John Arnold is the Principal at Ten31, a bitcoin focused investment platform. In this conversation, we talk about the total addressable market for bitcoin, what that means for financial returns, where to place capital, products, services, industries that will get built around bitcoin, and more.

TIMESTAMPS:
0:00 - Intro
0:25 - Addressable market for bitcoin
9:30 - Bitcoin as investment during adoption
16:35 - Companies built around bitcoin
25:59 - Correlation risk in portfolio
30:19 - Fractional reserve, lending, etc.
35:29 - Bitcoin industries in the future

"Base is making it their mission to bring a billion people onchain. But what exactly is Base? It's an Ethereum L2 offering a seamless experience for both builders and users. With near-zero gas fees and rapid transaction speeds, Base is shaping the future of the onchain world. Base is a canvas for everyone, with hundreds of apps in the Base ecosystem, whether you're an emerging creator, a seasoned developer, or someone exploring the onchain space for the first time, Base is designed to bring your ideas to life. So, if you're looking for a platform where the future of onchain is being built daily, Base is your destination. Join in and make onchain the next online. Learn more at base.org and follow along on Twitter at @BuildOnBase to see cool things to do onchain, everyday."

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