Episode notes
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
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Gradually, Then Suddenly
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