@AnthonyPompliano
  @AnthonyPompliano
Anthony Pompliano | Bitcoin Is Eating The World @AnthonyPompliano | Uploaded March 2024 | Updated October 2024, 1 day ago.
John Arnold is the Principal at Ten31, a bitcoin focused investment platform. In this conversation, we talk about the total addressable market for bitcoin, what that means for financial returns, where to place capital, products, services, industries that will get built around bitcoin, and more.

TIMESTAMPS:
0:00 - Intro
0:25 - Addressable market for bitcoin
9:30 - Bitcoin as investment during adoption
16:35 - Companies built around bitcoin
25:59 - Correlation risk in portfolio
30:19 - Fractional reserve, lending, etc.
35:29 - Bitcoin industries in the future

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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at pomp.substack.com

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