In this episode, Bitstein discusses critical aspects of bitcoin's history. We begin with an analysis of the 2015-2017 blocksize war and its implications. Bitstein offers insights on potential future bitcoin fork wars and whether he would ever support any future hard forks. We explore bitcoin's antifragility and why institutions like the Mises Institute haven't fully embraced it. Bitstein also outlines the long-term vision of the Nakamoto Institute. We then examine stock-to-flow and power law models to understand bitcoin’s “boundless” total addressable market (TAM).

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TIMESTAMPS:

00:00:00 Introduction

00:01:36 2015-2017 blocksize war

00:21:21 Will there be future bitcoin fork wars?

00:27:27 Will Bitstein ever choose a future hardfork?

00:32:34 Antifragility of bitcoin

00:43:25 Why is the Mises Institute not a massive bitcoin proponent?

00:48:00 Nakamoto institute—long term vision?

00:58:26 Supporting the Nakamoto Institute

01:00:43 S2F and power law models

01:07:39 Bitcoin’s total addressable market?

01:12:22 Closing thoughts

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