#475: Bitcoin Is Eating The World with John Arnold
TFTC: A Bitcoin Podcast · Marty Bent
January 24, 20241h 44m
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Show Notes
<p>Marty sits down with John Arnold to discuss his article on Bitcoin's total addressable market.</p>
<p>John on Twitter: https://twitter.com/JohnArnoldTen31</p>
<p>John's Article: https://ten31.vc/insights/tam</p>
<p>0:00 - Intro<br />
7:06 - The real John Arnold<br />
10:26 - John’s background<br />
23:10 - Total addressable market<br />
29:31 - Tech stock returns<br />
34:42 - Best time to jump in<br />
44:04 - Why Bitcoin is eating the world<br />
52:01 - Financial services<br />
1:03:06 - Consumer applications<br />
1:09:06 - Replacing the incumbent system<br />
1:21:48 - Venture capital not recognizing<br />
1:29:57 - Ten31 network<br />
1:35:07 - Bitcoin is fun<br />
1:40:45 - Wrapping up</p>
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