Bitcoin, every mention
208 scenes, the whole family · ← back to Bitcoin
tap a year for its mentions
every year anyone Ted Seides 225Ari Paul 45Michael Sonnenshein 41Eric Peters 24Seth Ginns 23Olaf Carlson-Wee 22Ben Forman 17Chris Dixon 16Mike Novogratz 14John Pfeffer 13
Verbatim, from the transcripts: the passages where Bitcoin comes up
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 45:23 Alex Sacerdote We're not going to buy Bitcoin in the fund. 2 times in the scene
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 51:49 Adrian Meli And it doesn't mean you should give it to Eagle, or private equity, or private credit, or Bitcoin, or whatever.
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 6:37 Ted Seides AI, private credit, Bitcoin, Scott Besant, Warren Buffett's retirement, and kids going to college. 2 times in the scene
- ▶ 56:06 Meredith Jenkins Some people say it's Bitcoin and whatever.
Ben Forman – Unlocking Blockchain's Potential (EP.441)
- ▶ 5:03 Ted Seides We discuss Bitcoin, meme coins, the rise of stable coins as blockchain's killer app, tokenized assets, prediction markets, credit, and the intersection of AI and blockchain technologies.
- ▶ 11:48 Ted Seides The tip of the iceberg for institutional interest always seems to be Bitcoin. 14 times in the scene
- ▶ 14:21 Ted Seides The extent that Bitcoin is that institutional asset, on the other end of the spectrum, it's baffling to me that you still have these meme coins. 6 times in the scene
- ▶ 46:09 Ben Forman The game theory around nation states adopting Bitcoin is one of the most interesting things I've ever studied or observed. 2 times in the scene
- ▶ 50:29 Ben Forman That can mean just investing in Bitcoin, or you can invest in all of the other 22,000 tokens that are listed on exchanges globally. 2 times in the scene
- ▶ 1:00:50 Ben Forman Bitcoin was created by this guy, or gal, or group of people called Satoshi Nakamoto, and the fact that this is a two trillion dollar asset that started in an obscure corner of the internet, focused on cryptography, and no one knows who…
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
- ▶ 22:31 Anthony Pompliano I started to talk a lot more about Bitcoin, and I always wonder, was it because I thought Bitcoin was something, or was it because every time I talked about it, it went super viral, and so then I got pulled by the audience. 3 times in the scene
- ▶ 31:06 Anthony Pompliano So long story short is we built it up, and about 18 months into the business, business was profitable, but I also, putting my investor hat back on, knew that we were in the start of a Bitcoin and crypto bull market.
- ▶ 47:26 Anthony Pompliano Now, Bitcoin investors. 2 times in the scene
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
- ▶ 4:39 Ted Seides Eric's twice been a guest on the show, discussing his bespoke macro investment strategy four years ago, and case for Bitcoin three years ago. 2 times in the scene
- ▶ 26:54 Ted Seides Why don't you talk about your trajectory of that initial focus on trading this big Bitcoin trade to where you are today? 2 times in the scene
- ▶ 28:47 Ted Seides Bitcoin in the ecosystem. 15 times in the scene
- ▶ 31:33 Ted Seides So part of the case, at least a couple of years ago, in that store of value was an inflation hedge because of the scarcity of Bitcoin itself. 3 times in the scene
- ▶ 33:41 Ted Seides As you think about building a crypto asset manager, most of what we talk about in Bitcoin is now readily available at low cost.
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 54:52 David Salem Came out generally skeptical of Bitcoin and really, really bullish on the longer term potential for the Ethereum network as a technology to help people transfer things of value in coming decades and beyond.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 7:57 Chris Dixon The mainstream world, I think, understands Bitcoin, for the most part, as digital gold. 2 times in the scene
- ▶ 22:33 Chris Dixon The popular view of Bitcoin is probably pretty accurate. 2 times in the scene
- ▶ 46:38 Ted Seides A lot of recent excitement has come with this approval of Bitcoin ETFs, and we'd love to hear how that renewed interest has sort of diswayed through the entire ecosystem of the things that you're looking at in blockchain world. 6 times in the scene
- ▶ 53:26 Chris Dixon It's become tribal and political, unfortunately, where some people say things like the energy use, which is true of Bitcoin. 2 times in the scene
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 30:16 Blythe Masters I had watched with interest and some skepticism, I might add the cryptocurrency movement, if you want to call it that, but was very interested in the technology behind Bitcoin and its potential for revolutionizing the way that banking and…
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 49:47 Stan Miranda If you look at the value of Bitcoin, it bears no resemblance to any value proposition or utility that Bitcoin has. 3 times in the scene
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 13:02 Richard Craib And we had another piece, which was we were paying people in Bitcoin. 2 times in the scene
- ▶ 19:51 Richard Craib Can you please just send us Bitcoin?
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 12:24 Ted Seides And I'd love to hear, how did you get to crypto and Bitcoin to make it such an important part of your investment program? 9 times in the scene
- ▶ 39:11 Anthony Scaramucci So if you said to me, okay, listen, you're gonna make your first Bitcoin investment at 17,000. 6 times in the scene
- ▶ 54:34 Anthony Scaramucci I wrote a book on Bitcoin.
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 39:25 Louis-Vincent Gave I'm the guy who buys Bitcoin at three dollars and sells it at six, thinking sucker to the next guy as I sell it on.
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 37:24 Hayden Brain Maybe not for cryptocurrency or Bitcoin in particular, but just digital assets in general. 3 times in the scene
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 11:53 Avichal Garg For us now, having been building Electric for four years, having been investing in the space personally for six or seven years, if you count our Bitcoin investments, 10 years plus, people are starting to say, okay, well, maybe there's…
- ▶ 13:46 Avichal Garg I look at things like how many young people believe in Bitcoin? 2 times in the scene
- ▶ 27:55 Avichal Garg And all the way on the far right would be Bitcoin and Ethereum.
- ▶ 46:05 Avichal Garg We tend to think Bitcoin and Ethereum will be really big. 2 times in the scene
- ▶ 51:43 Avichal Garg The Uber or Lyft example is kind of like the Bitcoin ETH example, which is, you're not buying a particular Bitcoin, you just want to buy some Bitcoin. 2 times in the scene
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 4:51 Ted Seides Along the way, Ashvin shares the story of interviewing with Jim Simons, his critique of endowment management, manager selection, and perspectives on interest rates and Bitcoin.
- ▶ 59:01 Ashvin Chhabra And the second is crypto, Bitcoin. 3 times in the scene
Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Jins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading…
- ▶ 7:18 Diogo Monica And so I was doing consulting on my free time while at Talker, and there was a fund that reached out to me that had lost the passphrase to a 1.5 million dollar Bitcoin wallet and offered me 20% if I could break into it.
- ▶ 10:04 Ted Seides So before we get into what Nathan and you decided to do, you have to answer for me, what happened with that private key customer with the million and a half dollars they couldn't access in Bitcoin? 2 times in the scene
- ▶ 13:19 Diogo Monica Owning the private key of Bitcoin is ultimately owning the ability to own the asset and settle the asset. 4 times in the scene
- ▶ 16:14 Diogo Monica And I have a very hard time answering questions while not trying to be too technical, but at the most fundamental level in core, think about Bitcoin and other crypto assets 3 times in the scene
- ▶ 29:38 Diogo Monica And then after that, clients started coming to us and said, hey, Bitcoin is proof of work, but there's all these new networks that do this thing called proof of stake in which if we don't do something actively, we're actually being diluted…
- ▶ 42:18 Diogo Monica So Bitcoin is completely different from Ethereum, that is completely different from Solana, that is completely different from Flow. 2 times in the scene
- ▶ 45:38 Diogo Monica So if you have a wallet on crypto.com, and you have a bunch of Bitcoin and a bunch of USDC and stablecoins, and you swipe a card to buy a coffee, wouldn't it be great if you could pay for that coffee with the crypto on your wallet?
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Jins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading…
- ▶ 17:22 Ted Seides What are you seeing in terms of retail and institutional adoption of everything from Bitcoin to different protocols and projects? 2 times in the scene
Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Jins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading…
- ▶ 5:41 Olaf Carlson-Wee It was the summer of 2011, and I read a Gawker article about Silk Road, and it mentioned Bitcoin as being the catalyzing technology that made that possible. 4 times in the scene
- ▶ 9:14 Ted Seides So at that point in time, led by Bitcoin, you could trade, but how did you think about leaving college and working in the field when it really wasn't built up to the ecosystem it is today? 4 times in the scene
- ▶ 15:42 Olaf Carlson-Wee It's not unique to Coinbase per se, but Bitcoin is a particularly nice target because of course, once you get it, relatively speaking, you can sort of just vanish with it.
- ▶ 17:43 Olaf Carlson-Wee They wanted to buy more Bitcoin. 7 times in the scene
- ▶ 26:48 Olaf Carlson-Wee So the way Bitcoin hashing leads to a block reward, it's basically what other types of behaviors could you coordinate people around using like a protocol block reward type system. 2 times in the scene
- ▶ 30:49 Olaf Carlson-Wee And for the capital, you also have instant grassroots bottom-up coordination of the engineering instead of this top-down, like, oh, we have to interview people, and it's terribly inefficient, relative to, say, the bottom-up market-based… 3 times in the scene
- ▶ 41:18 Olaf Carlson-Wee For example, Ethereum has substantially more use than Bitcoin on an on-chain kind of way. 2 times in the scene
- ▶ 41:58 Ted Seides Question to answer as an investor than value accretion, and I'd love to get your thoughts on, in that great example you used with Bitcoin versus Ethereum, but across the different chains, where you think conceptually value will accrete?
- ▶ 43:53 Olaf Carlson-Wee This is, okay, we want to move from Bitcoin to ETH. 3 times in the scene
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Gins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading… 2 times in the scene
- ▶ 9:24 Ben Forman And he had some of his coworkers over for dinner, and they were talking about Bitcoin. 6 times in the scene
- ▶ 32:26 Ben Forman There are things like Bitcoin, which are stores of value. 2 times in the scene
- ▶ 1:10:28 Ben Forman People kind of wrote off Bitcoin and crypto at large. 2 times in the scene
- ▶ 1:12:47 Ben Forman I remember when I learned about Bitcoin, I was immediately dismissive. 2 times in the scene
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Jins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading…
- ▶ 50:13 Ted Seides So in that path to adoption, obviously, there's been a lot of volatility in crypto asset prices led by Bitcoin, Ethereum, and everything down the line.
- ▶ 56:01 Stephen McKeon What is Bitcoin? 2 times in the scene
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Gins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading… 2 times in the scene
- ▶ 5:45 Marcos Veremis Number one, clients had started noticing what's going on with Bitcoin and Ethereum and the price appreciation and so on, so they were asking questions about it. 4 times in the scene
- ▶ 13:09 Marcos Veremis There are some who during the years have said, should I put Bitcoin in my real assets allocation, or should I put some of this stuff in the hedge fund bucket?
- ▶ 25:16 unnamed speaker There's direct exposure through Bitcoin, ETH, large cap DeFi, etc. 2 times in the scene
- ▶ 38:34 Marcos Veremis Bitcoin is one thing. 2 times in the scene
- ▶ 42:59 Ted Seides Now that Bitcoin has stayed at a strong price, even, you know, if it's volatile for a long time, a lot of people would say the longer that Bitcoin isn't zero, the less likely it is that it will ever be zero. 3 times in the scene
Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
- ▶ 23:05 Leigh Drogen So back in 2013, I got interested in Bitcoin. 5 times in the scene
- ▶ 25:21 Ted Seides So where did you take it from owning some Bitcoin to Starkiller today? 3 times in the scene
- ▶ 34:24 Leigh Drogen We look at them on a couple of different time horizons, and we're really looking at the top handful of assets, because this entire market is still incredibly highly correlated to Bitcoin and Ethereum. 2 times in the scene
- ▶ 43:36 Leigh Drogen And what usually happens is we'll hedge with some super liquid assets that we can do very cheaply, specifically perpetual futures contracts in Ethereum, Bitcoin, and a couple others.
- ▶ 52:38 Leigh Drogen And that is, it's not how Bitcoin started, but it is the thing that launched Bitcoin for sure. 2 times in the scene
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 29:10 Billy Libby I'm like, if NFTs and Bitcoin works, I want to be the equity of that.
- ▶ 40:24 unnamed speaker He's getting effectively paid to take the natural gas and he's powering these on-prem data centers to mine Bitcoin. 3 times in the scene
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 26:48 Louis-Vincent Gave 3040, fifty million bucks in gold bars, and that you probably had 30, 40, fifty million bucks in bitcoins on a USB key somewhere. 3 times in the scene
- ▶ 30:48 Louis-Vincent Gave And you saw this very clearly this past summer, when China had to shut down steel mills, shut down naval shipyards, ban Bitcoin, all of which because it was too energy intensive and China didn't have enough energy.
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 34:38 James Aitken Now, the other thing, just on crypto, that I'm wondering about, as the popularity of Bitcoin and Ethereum has gained, unsurprising the number of participants has exploded.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 41:08 Josh Wolfe Everybody will say, well, you know, I don't know about Bitcoin or Ethereum, but I know about blockchain. 5 times in the scene
Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
- ▶ 50:55 Joelle Kayden And I teased the team that somehow or another our success seemed correlated to the rise in the price of Bitcoin when it went from 5000 to 60,000.
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
- ▶ 40:02 Sean O'Sullivan Actually, we backed the leading Bitcoin futures trading company through our China Accelerator program.
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 40:42 Chas Cocke Bitcoin and PayPal are going to take over the world.
- ▶ 49:57 Chas Cocke You know, I don't have to pick whether Ethereum's going to beat Bitcoin.
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- ▶ 5:30 Michael Liddy So Evanston's history with the space goes back to mid 2017, I'd say, when some of our existing managers, friends of the firm, started coming to us and telling us about Bitcoin and Ethereum and 5 times in the scene
- ▶ 12:04 Tushar Jain We had both seen Bitcoin earlier, like in 2013, but weren't that excited because you couldn't do anything with the Bitcoin.
- ▶ 20:22 Tushar Jain It didn't work, and like, you could never really build anything on Bitcoin. 2 times in the scene
- ▶ 51:08 Kyle Samani Bitcoin was digital payments or like digital gold, depending on your perspective, but it really only can send money from point A to point B. 3 times in the scene
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 32:52 Jordi Visser Sector for the old growth crowd, because I think it'll be steady Eddie, but also because I'm a blockchain believer and Bitcoin believer.
- ▶ 35:54 Jordi Visser I did write a paper at the end of last year, basically titled Bitcoin is finally an asset and it should be thought of as a part of allocators portfolios. 7 times in the scene
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 43:36 Savneet Singh 10, 11 bucks kind of with Bitcoin. 3 times in the scene
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 50:00 Barry Sternlicht So my great hedge is my Bitcoin position, right?
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 21:28 Ted Seides I can't really, because I can't like justify what the price of Bitcoin is, but it's easier to talk about cash flow generative assets. 2 times in the scene
Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
- ▶ 36:44 Katie Hall We also have for where it's appropriate, which get, it's a definitely a subset of our clients, small, but I would call index, quasi index positions, Bitcoin, Ethereum,
Leda Braga – Systematica Investments (Manager Meetings, EP.10)
- ▶ 39:33 Mario Therrien We're seeing the emergence of many new markets, asset classes around the world, so from between Asia, China, new types of commodities, Bitcoin.
Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)
- ▶ 15:57 Jenny Heller That interested the team a lot more than thinking about crypto as a store of value and thinking about the Bitcoin case, which I think is where everyone started.
page 1 of 3 · 100 scenes per page · newest episode first next →