CD186: JOHN ARNOLD - TEN31 MARKET UPDATE

John Arnold is a colleague of mine at Ten31, we are five man team focused on investing in and supporting the best bitcoin businesses globally. This is our third quarterly update where we cover current market dynamics and our outlook.

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https://cdn.satellite.earth/0244087a036c9c0a998e1724a85a9466ffe7caa3c19e2cda5b3f77b3dbdd6d5f.mp3

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Discussion

Really enjoyed the last one of these. Let's go nostr:nprofile1qqsy8u7fwpyz8agpcgcx7e7j93qr7kcxlrk652s6rq9l7vckcsgk9dsprpmhxue69uhhqun9d45h2mfwwpexjmtpdshxuet5qyf8wumn8ghj7ur4wfcxcetsv9njuetnan0cyr

Do you support education?

i have been providing free bitcoin education for a decade

Great! By the way, this is also free, check it out and share. I launched it today. Thanks!

https://whydopricesrise.com/

Great pod, without rhr and citadel dispatch there would be a huge lack of signal in the bitcoin podverse. Thankful to have found them both early in my bitcoin journey 🙏

Exactly!

Facts

💯

Always great insights from you guys! Loving the quarterly updatesв really helps keep a clear view on Bitcoin market dynamics. Excited to see where Ten31 takes things next 🚀

Good job nostr:nprofile1qyv8wumn8ghj7urjv4kkjatd9ec8y6tdv9kzumn9wsq3yamnwvaz7tmsw4e8qmr9wpskwtn9wvqzqslne9cysgl4q8prqmm86gkyq06mqmuwm232rgvqhlenzmzpzc4k6xrgt5 , you might be nostr's new quant. The message may not be popular but I think you're right.

- cycles were a psyop (particularly the last one), liquidity cycles more important

- funds are playing volatility capture games (duh), better get used to it.

- quantum fud may be overblown and recent pods have partners reaching out to the guys

- let's see if the recent btc dump is signalling things for stocks in the next couple months

- we don't know if the bull market is back

- fed restarting "qe not qe" is long term bullish

- reserves in the banking system are somewhat tighter than their target

- john doesn't believe we see a big christmas rally

- john has not seen as fundamentally a bullish setup as he is seeing right now (maybe still get a dump before that)

nostr:nprofile1qyxhwumn8ghj7mn0wvhxcmmvqyv8wumn8ghj7urjv4kkjatd9ec8y6tdv9kzumn9wsqzqpxfzhdwlm3cx9l6wdzyft8w8y9gy607tqgtyfq7tekaxs7lhmxf5dcd8v doesn't agree with all the takes which made it fun

nostr:nevent1qvzqqqqqqypzql6h8a2asaww3mw99rklsg55nlf2h8uuvhv3ffqzy4nrkznf00s8qqszw7xrdj4ejjuywvdmv6pcr4h0lkt0rrhusvazsf6ttavyvag40mchqnmue

Can’t find the exact quote, but it was like….”Bitcoin and strong communities, that’s the trade.” Thank you sir! Just what I needed to hear nostr:npub1qny3tkh0acurzla8x3zy4nhrjz5zd8l9sy9jys09umwng00manysew95gx

350 (lame) - 420 (🤙) ? Lfg