Episode notes
Marc De Mesel talks about on selling BTC for Bitcoin Cash in 2017, funding BCH devs for years, why BCH failed despite being the best big block version of Bitcoin, what's in his privacy coin basket, his Tesla investment & having multiple girlfriends.
0:00 - Intro
0:47 - Welcome: Marc De Mesel, the Guardian Angel of Bitcoin Cash
2:01 - The Trade: Selling BTC for BCH in August 2017
5:00 - $300 Then vs. $300 Now: The Inflation Math
7:39 - From Investor to Benefactor: Funding BCH Development
8:49 - Amaury's IFP: Treasury Model or Dev Tax?
11:54 - Mike Hearn's Prophecy & the Flipstarter Model
14:21 - Bitcoin XT, Bitcoin Classic & the Article That Scared Vlad
16:00 - Sponsors: SideShift & Layer 2 Labs
18:36 - Why Bitcoin Cash Failed: Death by a Thousand Splits
23:03 - Miner Voting vs. Forking Off
25:54 - The Merchant Adoption Mistake
27:39 - Vlad's SegWit Argument: BCH Launched as Only 2x
31:58 - The Spam Attack Theories
34:25 - "Hijacking Bitcoin": The Store of Value Narrative Shift
36:37 - Never Sell, Borrow Against It: The Saylor Doctrine
40:08 - Stablecoins as the Free Market CBDC
41:59 - Saylor's Leverage & the Dot-Com Track Record
45:12 - Weak Hands and Strong Hands
47:30 - Marc's Altcoin Origin: Litecoin, Peercoin & 2012
50:34 - Network Effects: From 90% to 50% Dominance
55:09 - The Bear Market Liquidation Scenario
56:31 - Sponsors: Braiins Hash Power, Orange Rock & Cake Wallet
59:23 - Q&A: If Satoshi Returned and Disowned BCH
1:01:23 - Q&A: A Contrarian Opinion Too Far
1:05:24 - Q&A: Why Hold Tesla Through Five Flat Years
1:09:35 - Giveaway Reveal: The Number Is 69
1:10:55 - CME Bitcoin Cash Futures & the Thesis Update
1:12:22 - Privacy as Crypto's Last USP
1:13:52 - Vlad's Pushback: Transparent Ledgers vs. Bank Privacy
1:20:18 - What BTC Maximalists Missed in 2017
1:25:13 - Marc's First Bitcoin at $13 on Bitcoin-24
1:29:88 - Selling Too Early & Roger's Slower Hand
1:34:21 - Privacy Coins as Today's Bitcoin-at-$1
1:40:06 - The Zcash 40x
1:45:00 - The Privacy Basket: XMR, ZEC, Zano, Firo, ARRR, Dash
1:46:57 - Visiting Roger Ver Under House Arrest in Mayotte
1:51:46 - Zcoin, Firo & the Week Before Zcash
1:54:56 - Cryptonote, Bytecoin & the Monero Lineage
2:03:31 - The Biggest Wrong Assumption: Adoption Speed
2:06:21 - USDT in the Global South
2:10:17 - Conviction vs. Stubbornness
2:16:00 - NFTs on Zcash
2:20:52 - Shielded Zcash Adoption: Vlad Corrects the Record
2:27:03 - Selling Strength: Marc's Zcash Dilemma
2:33:56 - Rebuilding the Portfolio From Zero
2:39:16 - The Holy Grail Portfolio & the 2022 Wipeout
2:44:52 - Bitcoin, Tesla or BCH: Which Taught the Most?
2:47:36 - The Guardian Angel Costume Question
2:50:10 - The Dating Profile Question
2:58:18 - From Dating Sites to Cold Approach
3:07:58 - From Monogamy to Polygamy
3:16:45 - Does Polygamy Go Both Ways?
3:19:00 - Seven Children and Counting
3:20:27 - The Kenya Years & the Court Cases
3:25:42 - What It Costs
3:29:14 - Living Arrangements & Family Structure
3:37:00 - Old-School Fatherhood
3:51:28 - Trust Across Cultures
3:56:02 - The Tesla Model X in Amsterdam
3:58:00 - Buying Tesla in 2019: Sentiment at Rock Bottom
4:02:50 - Robotaxis, Humanoids & Chinese EVs
4:04:30 - Vlad's Toyota Supra Dream
4:08:07 - Eastern European Honesty
4:20:14 - Plan B If Alt Season Never Comes
4:19:37 - The 20% Target & Where to Follow Marc
4:20:00 - Closing Advice: HODL & Spotting the Top
4:24:42 - The Flip Scenario: What If BCH Wins?
4:26:01 - "I Was a Real Whale Once"
4:26:45 - Outro
0:00 - Intro
0:47 - Welcome: Marc De Mesel, the Guardian Angel of Bitcoin Cash
2:01 - The Trade: Selling BTC for BCH in August 2017
5:00 - $300 Then vs. $300 Now: The Inflation Math
7:39 - From Investor to Benefactor: Funding BCH Development
8:49 - Amaury's IFP: Treasury Model or Dev Tax?
11:54 - Mike Hearn's Prophecy & the Flipstarter Model
14:21 - Bitcoin XT, Bitcoin Classic & the Article That Scared Vlad
16:00 - Sponsors: SideShift & Layer 2 Labs
18:36 - Why Bitcoin Cash Failed: Death by a Thousand Splits
23:03 - Miner Voting vs. Forking Off
25:54 - The Merchant Adoption Mistake
27:39 - Vlad's SegWit Argument: BCH Launched as Only 2x
31:58 - The Spam Attack Theories
34:25 - "Hijacking Bitcoin": The Store of Value Narrative Shift
36:37 - Never Sell, Borrow Against It: The Saylor Doctrine
40:08 - Stablecoins as the Free Market CBDC
41:59 - Saylor's Leverage & the Dot-Com Track Record
45:12 - Weak Hands and Strong Hands
47:30 - Marc's Altcoin Origin: Litecoin, Peercoin & 2012
50:34 - Network Effects: From 90% to 50% Dominance
55:09 - The Bear Market Liquidation Scenario
56:31 - Sponsors: Braiins Hash Power, Orange Rock & Cake Wallet
59:23 - Q&A: If Satoshi Returned and Disowned BCH
1:01:23 - Q&A: A Contrarian Opinion Too Far
1:05:24 - Q&A: Why Hold Tesla Through Five Flat Years
1:09:35 - Giveaway Reveal: The Number Is 69
1:10:55 - CME Bitcoin Cash Futures & the Thesis Update
1:12:22 - Privacy as Crypto's Last USP
1:13:52 - Vlad's Pushback: Transparent Ledgers vs. Bank Privacy
1:20:18 - What BTC Maximalists Missed in 2017
1:25:13 - Marc's First Bitcoin at $13 on Bitcoin-24
1:29:88 - Selling Too Early & Roger's Slower Hand
1:34:21 - Privacy Coins as Today's Bitcoin-at-$1
1:40:06 - The Zcash 40x
1:45:00 - The Privacy Basket: XMR, ZEC, Zano, Firo, ARRR, Dash
1:46:57 - Visiting Roger Ver Under House Arrest in Mayotte
1:51:46 - Zcoin, Firo & the Week Before Zcash
1:54:56 - Cryptonote, Bytecoin & the Monero Lineage
2:03:31 - The Biggest Wrong Assumption: Adoption Speed
2:06:21 - USDT in the Global South
2:10:17 - Conviction vs. Stubbornness
2:16:00 - NFTs on Zcash
2:20:52 - Shielded Zcash Adoption: Vlad Corrects the Record
2:27:03 - Selling Strength: Marc's Zcash Dilemma
2:33:56 - Rebuilding the Portfolio From Zero
2:39:16 - The Holy Grail Portfolio & the 2022 Wipeout
2:44:52 - Bitcoin, Tesla or BCH: Which Taught the Most?
2:47:36 - The Guardian Angel Costume Question
2:50:10 - The Dating Profile Question
2:58:18 - From Dating Sites to Cold Approach
3:07:58 - From Monogamy to Polygamy
3:16:45 - Does Polygamy Go Both Ways?
3:19:00 - Seven Children and Counting
3:20:27 - The Kenya Years & the Court Cases
3:25:42 - What It Costs
3:29:14 - Living Arrangements & Family Structure
3:37:00 - Old-School Fatherhood
3:51:28 - Trust Across Cultures
3:56:02 - The Tesla Model X in Amsterdam
3:58:00 - Buying Tesla in 2019: Sentiment at Rock Bottom
4:02:50 - Robotaxis, Humanoids & Chinese EVs
4:04:30 - Vlad's Toyota Supra Dream
4:08:07 - Eastern European Honesty
4:20:14 - Plan B If Alt Season Never Comes
4:19:37 - The 20% Target & Where to Follow Marc
4:20:00 - Closing Advice: HODL & Spotting the Top
4:24:42 - The Flip Scenario: What If BCH Wins?
4:26:01 - "I Was a Real Whale Once"
4:26:45 - Outro
