#510: Bitcoin and Market Anomalies with Cathie Wood

TFTC: A Bitcoin Podcast · May 30, 2024 · 1h 9m

Marty sits down with Cathie Wood to discuss bitcoin in the context of historic trends and convergent technology.

Cathie on Twitter: https://x.com/cathiedwood

Bitcoin Brainstorm: https://www.youtube.com/@ARKInvest2015

Bitcoin Monthly: https://www.ark-invest.com/the-bitcoin-monthly/

0:00 - Intro

0:50 - Bitcoin’s monetization compared to past trends

3:59 - Sovereign bitcoin funds

9:35 - River & Unchained

10:50 - Why is bitcoin outpacing gold

14:55 - Sharpe ratio convinces institutional investors

17:26 - Elections and consumer sentiment

25:56 - Inflation and money velocity

32:35 - Gradually, Then…