You're Not Ready For Wall Street To Figure Out Bitcoin

5 days ago
103

Ryan Gentry returns to the show after five years to announce his new Bitcoin Infrastructure Acquisition Corp, a $220 million SPAC focused on taking Bitcoin operating companies public. The conversation covers how the Lightning Network has grown from single-digit millions to potentially $10 billion in annual payment volume, Block's move to bring Lightning to US merchants, and why public markets are hungry for Bitcoin company exposure. Ryan and Marty also reflect on Bitcoin's journey from $15K to nearly $90K and the maturing ecosystem of Bitcoin businesses ready for the next level.

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0:00 - Intro
0:43 - New SPAC launch
6:14 - Retrospective on 5 years
18:16 - Bitkey & SLNT
20:04 - Bitcoin fin service firms
28:29 - Bitcoin co-option
31:07 - Token SPAC noise
36:47 - Obscura & Unchained
38:33 - Market timing
43:35 - 17 years in
48:49 - Ryan’s unique pitch
58:19 - LN infrastructure

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