About this episode
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 Shoutout to our sponsors: River Unchained Zaprite Gradually, Then Suddenly TFTC Merch is Available: Shop Now Join the TFTC Movement: Main YT Channel Clips YT Channel Website Twitter Instagram Follow Marty Bent: Twitter Newsletter Podcast