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TFTC: A Bitcoin Podcast

Bitcoin Alpha E002: Bitcoin on the Ballot

TFTC: A Bitcoin Podcast

Marty Bent

Technology

4.8764 Ratings

🗓️ 10 November 2024

⏱️ 58 minutes

🧾️ Download transcript

Summary

The Ten31 team discusses the monumental 2024 US Presidential Election and what it means for bitcoin moving forward.


0:00 - Intro


0:24 - ETF inflows at ATH


8:27 - How the election affects bitcoin


23:14 - Supercycle debate


34:55 - Companies embracing sound custody


39:39 - Framing advice on allocation


50:35- IBIT and other benchmarks


54:49 - Trump likely to continue debt expansion

Transcript

Click on a timestamp to play from that location

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.

0:24.6

I think we're going to be live.

0:27.1

We're using Restream to do this.

0:31.2

It's the first time I do it for Rabbit Hole Recap.

0:33.0

Typically, Matt does it.

0:36.1

And I didn't tag any of us in the tweet from the TFTC accounts.

0:40.3

So just checking, yep, we're live.

0:42.3

Well, I'm not on Twitter, so you can't tag me.

0:44.3

Didn't tag you.

0:45.3

Gentlemen, we said last week, we're probably going to do this every two weeks.

0:50.3

We don't know exactly what's going to happen.

0:53.3

And here we are a week later. We talk about a very important topic. Bitcoin is on the ballot this year.

1:00.1

Monumental U.S. presidential election. Year of our Lord, 2024, Donald Trump seems to have won

1:08.1

in a pretty impressive fashion, took the White House.

1:12.6

The Republicans took the House of Representatives and the Senate.

1:16.6

A red wave has washed over the United States, and it seems like the orange wave is quickly following it.

1:24.6

In surfing, we call it a set. The first wave is red.

1:28.7

It looks like the second wave could be orange.

1:32.2

John, you put together a nice list for us to go through.

...

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