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00:00:00 Start
00:00:10 Introduction
00:01:37 Inflation
00:02:35 Cameron Winklevoss
00:03:01 Modern economy and inflation
00:04:00 Bitcoin as hedge against inflation
00:04:55 Fixed supply of Bitcoin
00:05:09 “The hardest money in the observable universe”
00:05:34 Bitcoin - Gold 2.0
00:05:50 COVID-19’s effect on public interest in crypto
00:06:20 Wall Street and corporations buying BTC
00:06:53 Are we measuring inflation correctly?
00:07:54 “Digital Gold”
00:08:20 Tyler Winklevoss – Bitcoin is a store of value
00:09:20 A good store of value appreciates over time
00:09:30 Why you don’t buy a cup of coffee with Bitcoin
00:10:10 Anticipated market cap for Bitcoin: $10T
00:10:37 Bitcoin could become global reserve currency
00:11:11 The Winklevoss “Bitcoin pizza” moment
00:12:09 Gold’s declining appeal as an investment
00:13:39 Understanding Bitcoin’s value
00:14:00 Metcalfe’s Law
00:14:40 The exponential value of networks
00:16:10 Cryptocurrency is the Internet of money
00:19:30 Competitive threats to Bitcoin blockchain?
00:20:40 Bitcoin as an investment
00:23:25 Bitcoin vs. Fiat currency
00:24:45 Appeal of Bitcoin’s “monetary policy”
00:25:43 The failure of modern economic institutions
00:27:31 Will Bitcoin’s protocols ever change?
00:28:07 Importance of fixed supply
00:30:04 “To stop it is to stop the Internet”
00:31:36 Bitcoin: crypto’s starting point
00:32:23 Ethereum: crypto’s new frontier
00:32:52 India’s proposed crypto ban
00:35:50 What would happen if a country banned crypto?
00:35:00 The role of P2P exchanges
00:35:54 Countries that don’t embrace crypto risk obsolescence
00:36:32 The ultimate promise of crypto
00:37:53 Bitcoin’s next catalyst
00:38:42 Publicly-traded companies adding Bitcoin to balance sheets
00:39:39 Will central banks add Bitcoin?
00:41:28 Litecoin
00:41:43 Ethereum - “Digital Oil”
00:42:08 Tyler on where to start in crypto investing
00:43:15 Ethereum, DeFi, NFTs, stablecoins
00:45:08 Comparing Bitcoin to Ethereum
00:47:10 Decentralizing everything
00:49:47 Explosion of innovation in money and finance
00:51:50 DeFi, Aave, and understanding Ether’s value
00:53:20 Uniswap, Nexus Mutual, Compound, Yearn Finance
00:55:18 Strategy: buy land, not buildings first
00:56:52 If Bitcoin is Central Park, Ethereum is all of Manhattan
00:58:05 Solana and Cardano: threats to Ethereum?
00:58:29 Ethereum’s first-mover advantage
01:00:10 Challenges to Ether
01:04:21 Cryptofees.info - fees as indicator of engagement
01:05:10 Ethereum’s EIP 1559 upgrade
01:06:07 Transaction fees as proxies for demand and usage
01:07:13 Crypto time is measured in days, not years
01:08:25 Crypto and the arc of innovation in efficiency
01:10:06 Movement to Ethereum 2.0
01:12:54 Price target on Ethereum
01:13:38 Divya’s idea long Ethereum
01:14:04 Ethereum to $5-10000 by July?
01:14:50 Ethereum’s 10x potential
01:16:27 NFTs and Nifty Gateway
01:18:20 Why Gemini bought Nifty Gateway
01:19:26 Success story: Beeple
01:22:51 How NFTs empower artists
01:25:06 Future NFT applications
01:25:53 Tokenizing real-world assets
01:27:53 Crypto universe of new wealth, MetaKovan
01:29:17 Finance and Wall Street becoming decentralized
01:31:04 How blockchain can serve the un- and under-banked
01:34:38 Why banks can’t keep up
01:37:29 Wall Street banks asleep at the wheel
01:37:48 The future of decentralization
01:39:07 Deplatforming and censorship
01:46:37 Future blockchain applications
01:47:01 Decentralized social networks that pay creators
01:47:39 Bitclout: a model of a decentralized social network
01:48:39 Signal vs. WhatsApp
01:51:10 Final comments
01:51:39 $500k Bitcoin and beyond
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