NEW EPISODE: Architecting the Monetary Endgame

My guest today on nostr:nprofile1qqsdcz7puq6jv9ahh58h26zxl5gwl7xks548ck48uyfmsx0kzlfl3rcfrx0pj is nostr:nprofile1qqsgym5l39dcr26p53fzy69jf8ng6qk2s9sgmm6k9fynem34llzuwkg89ht3a Farrington, writer, investor and co-founder of Axiom, a Bitcoin-focused venture capital firm backing companies that use Bitcoin as real infrastructure. Allen lays out his prediction for the transition of the monetary system from Fiat to Bitcoin.

We discuss:

* Why most current stablecoin systems fail at scale

* How Lightning & Taproot Assets enable issuer competition & scalable payments

* The path from stablecoins → e-cash → Bitcoin-native money

* Why Axiom bets on “temporal arbitrage” in Bitcoin-based infrastructure

* Companies to watch in Bitcoin & Lightning, e.g.: Voltage, Ark Labs, Musket, CoinCorner, Neutron

Listen/watch now 🎧 links below in comment

https://blossom.primal.net/3791e6c610117c59dde0fbdac3be3822825e28f14c94a3066b0320d5fae16806.mp4

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Discussion

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Absolutely loved this. Do read OTSS when you get a chance, like all of Allen’s pieces it is comprehensive, deep, and clear - it was my introduction to him back when it was published - and clarified a lot of my suspicions and steered me away forever cryptos and the DeFi LARP. I’ve been following everything he writes since then.

Thanks, Efrat. Keep the awesome podcasts coming!