Episode 6 of the Conor Chepenik Podcast featuring Sean Dudgeon. 

Time codes

00:07 intro.

01:00 Is the risk-free rate actually risk free?

04:50 Gold Vs Bitcoin.

11:00 Humanity wrestling with security and scarcity at the base layer.

13:30 How nation-states are different than companies.

19:00 Cash is trash.

24:30 Property rights for everyone in the world.

25:10 Arbitrage favors the biggest balance sheet.

31:15 Bankruptcy is a healthy thing.

34:45 Reality matters.

40:10 Will stable coins serve as the next buyer of treasuries?

44:40 Fiat hysteria vs. Bitcoin builders. Choose wisely.

46:30 Inflation vs Deflation.

50:30 The more liquid a market the more optimal the price discovery.

54:55 The banality of evil.

59:15 What scares us the most about Bitcoin.