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Marty sits down with Théo Mogenet to discuss his piece written for Axiom on the financialization of Bitcoin.
Théo's Twitter: https://twitter.com/theomogenet
Théo's Substack: https://substack.com/@theomogenet
0:00 - Intro
7:00 - Théo’s background
11:06 - Explaining money market funds
16:46 - UK Gilt duration mismatch
22:32 - US bank failures
25:08 - Weaponization of monetary system
39:41 - How Bitcoin fixes this
49:26 - Bitcoin’s increasing demand
52:47 - Through the lens of monetary policy
55:28 - Perpetual markets
1:00:46 - DLCs for futures contracts
1:07:55 - Acquiring liquidity for DLCs
1:18:24 - Nascent companies
1:23:52 - Inciting hyperbitcoinization
1:29:12 - What drives further adoption?
1:40:47 - Théo’s upcoming writing
Shoutout to our sponsors:
Unchained
River
Bitcoin Talent Co
TFTC Merch is Available:
Shop Now
Join the TFTC Movement:
Main YT Channel
Clips YT Channel
Website
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Follow Marty Bent:
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Newsletter
Podcast
4.8
718718 ratings
Marty sits down with Théo Mogenet to discuss his piece written for Axiom on the financialization of Bitcoin.
Théo's Twitter: https://twitter.com/theomogenet
Théo's Substack: https://substack.com/@theomogenet
0:00 - Intro
7:00 - Théo’s background
11:06 - Explaining money market funds
16:46 - UK Gilt duration mismatch
22:32 - US bank failures
25:08 - Weaponization of monetary system
39:41 - How Bitcoin fixes this
49:26 - Bitcoin’s increasing demand
52:47 - Through the lens of monetary policy
55:28 - Perpetual markets
1:00:46 - DLCs for futures contracts
1:07:55 - Acquiring liquidity for DLCs
1:18:24 - Nascent companies
1:23:52 - Inciting hyperbitcoinization
1:29:12 - What drives further adoption?
1:40:47 - Théo’s upcoming writing
Shoutout to our sponsors:
Unchained
River
Bitcoin Talent Co
TFTC Merch is Available:
Shop Now
Join the TFTC Movement:
Main YT Channel
Clips YT Channel
Website
Twitter
Instagram
Follow Marty Bent:
Twitter
Newsletter
Podcast
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