4.8 • 764 Ratings
🗓️ 30 May 2024
⏱️ 70 minutes
🧾️ Download transcript
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 Suddenly & Zaprite
34:12 - Is the level of chaos unprecedented?
39:18 - AI and bitcoin
43:12 - Internet money
46:09 - Energy narratives
50:23 - Converging technologies
57:43 - Ark ETF and bitcoin dev support
1:06:24 - Plugs
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| 0:00.0 | This rip of TFTC was brought to you by River. |
| 0:07.5 | It's the best place to buy Bitcoin. |
| 0:09.7 | Go to river.com slash TFTC and enjoy this episode. You've had a dynamic where money has become freer than free. |
| 0:24.7 | If you talk about a Fed just gone nuts, all the central banks going nuts. |
| 0:30.3 | So it's all acting like safe haven. |
| 0:32.5 | I believe that in a world where central bankers are tripping over themselves to devalue their currency, |
| 0:38.3 | Bitcoin wins. In the world of fiat currencies, Bitcoin is the victor. |
| 0:43.3 | I mean, that's part of the bold case for Bitcoin. |
| 0:45.3 | If you're not paying attention, you probably should be. |
| 0:48.3 | You probably should be. |
| 0:50.3 | Kathy Wood, welcome to the show. |
| 0:52.3 | Oh, I'm happy to be here, Marty. Thank you for inviting me. |
| 0:54.5 | Well, thank you for coming. And I want to start off by complimenting you on forming an incredible team. |
| 1:01.0 | I'm personally good friends with the Yassine and David. |
| 1:05.0 | And to see them end up at Arc has been, it's made me very happy because they're two aces in the Bitcoin |
| 1:12.3 | space, their analysis and everything they've done that helped me better understand Bitcoin |
| 1:17.7 | has really helped me in my trajectory in this space and see them land at Arc and work |
| 1:23.8 | with you. It's been incredible. Oh, thank you. No, we we are the blessed ones, you know, |
| 1:29.8 | to have them. They're they're incredible. We have four four people now working on crypto broadly |
| 1:35.6 | and of course, Yassine and David really leading the charge on Bitcoin. So very blessed, very |
| 1:43.7 | blessed. So smart, so humble, so passionate about the space, |
| 1:49.1 | which is great. And with that in mind, I think one jumping off point I want to start this conversation |
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