#475: Bitcoin Is Eating The World with John Arnold

TFTC: A Bitcoin Podcast · Jan 24, 2024 · 1h 44m

Marty sits down with John Arnold to discuss his article on Bitcoin's total addressable market.

John on Twitter: https://twitter.com/JohnArnoldTen31

John's Article: https://ten31.vc/insights/tam

0:00 - Intro

7:06 - The real John Arnold

10:26 - John’s background

23:10 - Total addressable market

29:31 - Tech stock returns

34:42 - Best time to jump in

44:04 - Why Bitcoin is eating the world

52:01 - Financial services

1:03:06 - Consumer applications

1:09:06 - Replacing the incumbent system

1:21:48 - Venture capital not recognizing

1:29:57 - Ten31 network

1:35:07 - Bitcoin is fun

1:40:45 - Wrapping…