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Bitcoin

part of Bitcoin And Cryptocurrencies

6 statements across 4 episodes · 5 bullish · 0 bearish · 4 people on the record · first statement May 3, 2023 by Emad Mostaque · said 25 times in 7 episodes since 2023 · across every show →

Mentions by year

brought up most by Jeremy Allaire (8), Elad Gil (6), Brian Armstrong (6), Amjad Masad (3), Matthew Prince (1), Emad Mostaque (1)

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0232023202420252026episodes it came up in
0031.5632023202420252026episodesmentions per episode
2026 18 mentions in 3 episodes 6 per episode
2025 1 mention in 1 episode
2024 2 mentions in 1 episode
2023 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Bitcoin, oldest first

May 3, 2023 positive
Assertion Contradicted
Stability AI Repositories Beat Ethereum and Bitcoin Combined in GitHub Stars
“You know, on GitHub stars, we've overtaken Ethereum and Bitcoin cumulatively. It took them 10 years. We got there in like three, four months.”
Emad Mostaque May 3, 2023 ▶ 7:10 No Priors Ep. 3 | With Stability AI’s Emad Mostaque
Sep 21, 2023 bullish
Prediction Not checkable as stated
Masad: Bitcoin will long-term become the TCP/IP of money
“I still believe, I think Bitcoin is going to be long-term, the TCP IP of money, but there's going to be a lot of services that could also be Stripe and others and Square that is built on that, like on that set of rails.”
Amjad Masad Sep 21, 2023 ▶ 28:55 No Priors Ep. 33 | With Replit's CEO & Co-Founder Amjad Masad
Apr 9, 2026 positive
Opinion
Allaire: AI inference compute could create productive proof-of-work crypto
“The idea of essentially, like, inference compute as GPU inference compute as proof of work. And so the work itself is the inference. And that as the underlying basis for proof of work cryptocurrency is pretty interesting. And would be, you know, potentially so…”
Jeremy Allaire Apr 9, 2026 ▶ 35:53 How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
Apr 9, 2026 positive
Insight
Allaire: Bitcoin is full-reserve money because base-layer fractional lending is impossible
“And in some ways, Bitcoin is full reserve money because you know, you kind of, there is no way to fractionally lend Bitcoin per se.”
Jeremy Allaire Apr 9, 2026 ▶ 3:06 How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
Sep 10, 2026 neutral
Assertion Supported
Armstrong: 88% of Coinbase revenue comes from non-Bitcoin trading
“Actually, 88% of our revenue is from non-Bitcoin trading at this point.”
Brian Armstrong Sep 10, 2026 ▶ 18:37 Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
Sep 10, 2026 bullish
Assertion Supported
Armstrong: Stablecoin payment volume continues growing during Bitcoin downturns
“Even when Bitcoin prices are down, stablecoin payments just keep growing.”
Brian Armstrong Sep 10, 2026 ▶ 2:54 Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
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