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. More info on Ten31: https://www.ten31.xyz Quantum: https://www.ten31.xyz/insights/quantum-computing-bitcoin-security Note: AnchorWatch does not use taproot. I was mistaken. John on Nostr: https://primal.net/john John on X: https://x.com/JohnArnoldTen31 Ten31 on X: https://x.com/ten31funds EPISODE: 186 BLOCK: 927606 PRICE: 1108 sats per dollar (00:07:01) Four Year Cycles: Liquidity vs. halving (00:12:21) Market manipulation? (00:13:53) Day vs. night: IBIT hours, ETFs, stay humble and stack sats (00:16:40) Premarket/postmarket liquidity and trading (00:16:47) Quantum: FUD Rising (00:24:03) Address types at risk: P2PK, P2PKH race, Taproot exposure (00:25:11) Practical mitigations (00:27:28) Long-range vs. short-range quantum attacks and feasibility (00:28:40) Reality check: scaling physical QC and secrecy constraints (00:31:01) Coordination and upgrade paths: post-quantum options (00:33:30) Social contract: no seizure of old coins (00:36:25) Did quantum F…