4.8 • 764 Ratings
🗓️ 11 September 2024
⏱️ 107 minutes
🧾️ Download transcript
Matt on Twitter: https://x.com/buildcio
Build: https://t.co/GN8C8AhVGf
0:00 - Intro
1:28 - Is the bear over?
11:19 - Bitcoin-backed credit market
19:21 - River & Unchained
20:37 - Ukraine bonds vs Unchained loans
30:11 - Why Unchained loans work
37:45 - Gradually, Then Suddenly & Zaprite
39:22 - Predicting capital markets
54:39 - Swaying minds with a good track record
1:07:05 - Venture fund perspective, Fold IPO
1:13:13 - Bitcoin vs stablecoin strategies
1:34:36 - OpenSats and HRF
1:44:13 - Plugging the Bitcoin Lunch
Shoutout to our sponsors:
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Unchained
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https://zaprite.com/tftc
Gradually, Then Suddenly
https://thesaifhouse.com/gradually
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Click on a timestamp to play from that location
0:00.0 | September is that key bottleneck. You've got to get through that period. Now you're going to see |
0:04.4 | competing tokenized money market funds going head to head with, let's say, Tether. What you're |
0:09.3 | really just doing is amplifying the existing bubble. It doesn't have to look like 2008 or 2020 either. |
0:14.6 | It's just we've been trained to brace ourselves for those type of things. You're not going to hear any |
0:18.9 | candidate make these points on the ballot in November, even if Donald Trump was up at the conference. I think this IPO |
0:25.3 | at fold, it's going to be a huge proof point for CIOs out there. Bitcoin focus funds have not |
0:30.7 | return any capital to investors. And so the fact that we're getting these first companies out |
0:35.1 | the door, that's a big thing. |
0:45.6 | This rip of TFTC was brought to you by River. |
0:47.7 | It's the best place to buy Bitcoin. |
0:51.9 | Go to river.com slash TFTC and enjoy this episode. You've had a dynamic where money has become freer than free. |
1:02.0 | If you talk about a Fed just gone nuts, all the central banks going nuts. |
1:08.0 | So it's all acting like safe haven. I believe that in a world where central bankers are tripping over themselves to devalue their currency, Bitcoin wins. |
1:17.6 | In the world of fiat currencies, Bitcoin is the victor. |
1:20.6 | I mean, that's part of the bold case for Bitcoin. |
1:23.6 | If you're not paying attention, you probably should be. |
1:26.6 | Probably should be. |
1:31.3 | Oh, it's just going. We're going, Matt. Live rip. |
1:32.3 | Welcome back to the show. |
1:34.3 | Thanks, Marty. Pleasure to be back with you. |
1:37.3 | It's been about 16 months since we caught up on this show. |
1:41.3 | As you were saying, deep bear market. Are we still in a bear market? |
... |
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