Episode notes
Marty sits down with John Arnold to discuss his article on Bitcoin's total addressable market.
John on Twitter: https://twitter.com/JohnArnoldTen31
John's Article: https://ten31.vc/insights/tam
0:00 - Intro
7:06 - The real John Arnold
10:26 - John’s background
23:10 - Total addressable market
29:31 - Tech stock returns
34:42 - Best time to jump in
44:04 - Why Bitcoin is eating the world
52:01 - Financial services
1:03:06 - Consumer applications
1:09:06 - Replacing the incumbent system
1:21:48 - Venture capital not recognizing
1:29:57 - Ten31 network
1:35:07 - Bitcoin is fun
1:40:45 - Wrapping up
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