In this conversation, MJ and Jon discuss their backgrounds, the formation of their investment firm DBA, and their investment thesis around bitcoin.

Jon's most recent article: https://dba.xyz/a-bitcoin-l2-thesis/

FOLLOW:

https://x.com/david_seroy

https://x.com/jon_charb

https://x.com/different_mj

Chapters:

00:00 Introduction and Backgrounds

05:01 The Formation of DBA and Its Mission

15:16 Exploring Bitcoin L2s and Their Potential

21:24 Comparing Bitcoin and Ethereum L2s

26:31 Perceptions of Bitcoin in the Broader Crypto Community

37:23 Exploring Layer 2 Solutions and Network Effects

44:23 Building a Sustainable Bitcoin Ecosystem

52:44 The Future of Bitcoin Development and Identity Solutions

01:00:50 Regulatory Challenges and Opportunities for Bitcoin

01:07:21 Predictions for Bitcoin's Future and Community Dynamics