In this conversation, MJ and Jon discuss their backgrounds, the formation of their investment firm DBA, and their investment thesis around bitcoin.
Jon's most recent article: https://dba.xyz/a-bitcoin-l2-thesis/
SPOTIFY: https://open.spotify.com/show/2UEluPXf9YVEOmf5NgL3th?si=95f2bdc87f3441dd…
APPLE: https://podcasts.apple.com/us/podcast/stratacast/id1788082091…
YOUTUBE: https://youtube.com/@davidseroy385
THANKS TO OUR SPONSORS:
STRATA: https://x.com/Strata_BTC
ALPEN LABS: https://alpenlabs.io/
FOLLOW:
Chapters:
00:00 Introduction and Backgrounds
05:01 The Formation of DBA and Its Mission
15:16 Exploring Bitcoin L2s and Their Potential
21:24 Comparing Bitcoin and Ethereum L2s
26:31 Perceptions of Bitcoin in the Broader Crypto Community
37:23 Exploring Layer 2 Solutions and Network Effects
44:23 Building a Sustainable Bitcoin Ecosystem
52:44 The Future of Bitcoin Development and Identity Solutions
01:00:50 Regulatory Challenges and Opportunities for Bitcoin
01:07:21 Predictions for Bitcoin's Future and Community Dynamics
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