4.8 • 764 Ratings
🗓️ 1 November 2024
⏱️ 81 minutes
🧾️ Download transcript
Join Marty Bent, John Arnold and Grant Gilliam of Ten31 for the inaugural episode of Bitcoin Alpha.
Ten31: https://ten31.vc/
0:00 - Disclaimer
0:24 - Introductions
9:19 - Comparing underwriting in Bitcoin vs trad banking
13:05 - Minneapolis Fed paper
22:48 - Paul Tudor Jones and Stan Druckenmiller
29:54 - Ten31's unique bitcoin focus
39:25 - Bitcoin's dominance over time
56:04 - Bridge/Stripe deal
1:16:37 - Wrapping up
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0:00.0 | The following is for informational and entertainment purposes only and should not be construed as financial advice. |
0:05.8 | This discussion is a presentation by 1031, the leading institutional investor focused on the Bitcoin ecosystem. |
0:12.8 | 1031 has over 10 years of experience in Bitcoin and has deployed nearly $150 million into the leading opportunities in the space. |
0:21.2 | To learn more, visit 1031.vc. |
0:24.8 | Bitcoin Alpha, episode one, Grant, John. |
0:28.1 | Let's rip the Band-Aid off. |
0:29.5 | We've been talking about this for a few weeks now. |
0:33.0 | This is... |
0:33.9 | Absolutely, let's do it. |
0:35.4 | This is a new show that we're going to do under the 1031 brand. |
0:41.7 | Right now, we're thinking biweekly every two weeks. |
0:44.7 | We're going to do a check-in and dissect the news, some news headlines of the week, |
0:50.9 | maybe a deal or two that have happened recently and try to put forth |
0:58.0 | the case for Bitcoin for the traditional institutional investor who's wondering what the hell |
1:03.7 | is going on here. We've been talking about this. It seems like we're about to head into another |
1:08.8 | bull cycle and as waves and waves of new entrants come, we want to make sure that you're getting the best information. |
1:17.9 | Because you're going to have these questions. |
1:20.1 | And so I'm going to throw it to John now, who is the brains behind this podcast, |
1:24.7 | the man making the list of the topics that we're going to talk about. |
1:28.7 | And I think for the audience, giving a brief intro, how you came to Bitcoin, how you came to 1031, |
1:37.2 | and your overall perspective about what we're doing here. |
1:41.3 | Yeah, for sure. As always, Marty is far too kind. I do what I can, but these guys are the |
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