#450: Bitcoin Money Market Funds with Théo Mogenet

TFTC: A Bitcoin Podcast · Oct 1, 2023 · 1h 45m

Marty sits down with Théo Mogenet to discuss his piece written for Axiom on the financialization of Bitcoin.

Théo's Twitter: https://twitter.com/theomogenet

Théo's Substack: https://substack.com/@theomogenet

0:00 - Intro

7:00 - Théo’s background

11:06 - Explaining money market funds

16:46 - UK Gilt duration mismatch

22:32 - US bank failures

25:08 - Weaponization of monetary system

39:41 - How Bitcoin fixes this

49:26 - Bitcoin’s increasing demand

52:47 - Through the lens of monetary policy

55:28 - Perpetual markets

1:00:46 - DLCs for futures contracts

1:07:55 - Acquiring liquidity for DLCs…