#450: Bitcoin Money Market Funds with Théo Mogenet
TFTC: A Bitcoin Podcast · Marty Bent
October 1, 20231h 45m
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Show Notes
<p>Marty sits down with Théo Mogenet to discuss his piece written for Axiom on the financialization of Bitcoin.</p>
<p>Théo's Twitter: https://twitter.com/theomogenet</p>
<p>Théo's Substack: https://substack.com/@theomogenet</p>
<p>0:00 - Intro<br />
7:00 - Théo’s background<br />
11:06 - Explaining money market funds<br />
16:46 - UK Gilt duration mismatch<br />
22:32 - US bank failures<br />
25:08 - Weaponization of monetary system<br />
39:41 - How Bitcoin fixes this<br />
49:26 - Bitcoin’s increasing demand<br />
52:47 - Through the lens of monetary policy<br />
55:28 - Perpetual markets<br />
1:00:46 - DLCs for futures contracts<br />
1:07:55 - Acquiring liquidity for DLCs<br />
1:18:24 - Nascent companies<br />
1:23:52 - Inciting hyperbitcoinization<br />
1:29:12 - What drives further adoption?<br />
1:40:47 - Théo’s upcoming writing </p>
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