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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