Marty sits down with Théo Mogenet to discuss his piece written for Axiom on the financialization of Bitcoin. Théo's Twitter: https://twitter.com/theomogenet Théo's Substack: https://substack.com/@theomogenet 0:00 - Intro 7:00 - Théo’s background 11:06 - Explaining money market funds 16:46 - UK Gilt duration mismatch 22:32 - US bank failures 25:08 - Weaponization of monetary system 39:41 - How Bitcoin fixes this 49:26 - Bitcoin’s increasing demand 52:47 - Through the lens of monetary policy 55:28 - Perpetual markets 1:00:46 - DLCs for futures contracts 1:07:55 - Acquiring liquidity for DLCs 1:18:24 - Nascent companies 1:23:52 - Inciting hyperbitcoinization 1:29:12 - What drives further adoption? 1:40:47 - Théo’s upcoming writing Shoutout to our sponsors: Unchained River Bitcoin Talent Co TFTC Merch is Available: Shop Now Join the TFTC Movement: Main YT Channel Clips YT Channel Website Twitter Instagram Follow Marty Bent: Twitter Newsletter Podcast