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We discuss a number of topics including:
  • Did VCs miss Bitcoin?
  • X now enables BTC tips (for at least Brian Roemmele)?!
  • Current takes on MSTR
  • Future possible business models for Microstrategy
  • Centralized custody with Coinbase as one of the largest risks for Bitcoin (and largest opportunities for River, Block, etc.)
This was a ton of fun and hopefully the first of many!