Walt Smith (Standard Crypto) on VC Investing in Bitcoin (EP.666)

Update: 2025-09-16

Description

Walt joins the podcast to discuss the current state of Bitcoin and what is investable in and around the Bitcoin ecosystem. In this episode:

Austrian economics and Bitcoin
Bitcoin's strengths and limitations when it comes to innovation and durability
The modern role of decentralization and trust
Whether nation-states will fully adopt BTC
The role of Bitcoin in network states
Owning BTC and other cryptoassets directly vs in equity wrappers
Assessing the monetary value of cryptoassets
BTC for payments?

Comments

In Channel

Weekly Roundup 10/03/25 (Stablecoin Wars, SEC no action letters, Government shutdown) (EP.672)

2025-10-0333:57

Ben Ward & Steven Pack (RockSolid) on DeFi Vaults (EP.671)

2025-10-0131:42

Mark Coe (Intrinsic Edge) on The View From The Public Markets (EP.670)

2025-09-2929:48

Weekly Roundup 09/26/25 (Tether worth $500b?, Cloudflare’s stablecoin, DAT insider trading) (EP.669)

2025-09-2633:30

Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668)

2025-09-2251:27

Weekly Roundup 09/19/25 (SEC listing standards, BoE stablecoin limits, Tether’s USAT) (EP.667)

2025-09-1934:40

Walt Smith (Standard Crypto) on VC Investing in Bitcoin (EP.666)

2025-09-1626:48

Weekly Roundup 09/12/25 (Hyperliquid stablecoin, CBOE continuous futures, stablecoin interest) (EP.665)

2025-09-1232:26

Austin Federa (DoubleZero) on Building a Better Internet (EP.664)

2025-09-0847:48

Weekly Roundup 09/05/25 (Stripe’s Tempo, NASDAQ tightens rules on DATs, WLF vs Sun) (EP.663)

2025-09-0534:07

Daniel Lev (Coinflow) on Stablecoin Payments (EP.662)

2025-09-0233:46

Weekly Roundup 08/29/25 (Stablecoins in CDMX, DAT issues, GDP on the blockchain) (EP.661)

2025-08-2932:40

Sandy Kaul (Franklin Templeton) on Onchain Asset Management (EP.660)

2025-08-2529:57

Weekly Roundup 08/22/25 (SALT Jackson Hole, Wyoming Stable Token, Fed drama) (EP.659)

2025-08-2239:29

Cupid & Hercules (Groom Lake) on Preventing and Responding to Cybercrime (EP.658)

2025-08-2127:05

Luke Xie (SatLayer) on The Next Generation of Bitcoin Yield (EP.657)

2025-08-1829:44

Weekly Roundup 08/15/25 (DAT fine print, stablecoin L1s, banks vs stables) (EP.656)

2025-08-1538:45

Huf Haus (Pear Protocol) on Trading Strategies Across Crypto Cycles (EP.655)

2025-08-1332:13

Nathan McCauley on Anchorage Digital Prime and Stablecoin White-Label (EP.654)

2025-08-1130:19

Weekly Roundup 08/08/25 (Debanking EO, Storm Verdict, RMB stables) (EP.653)

2025-08-0839:36

00:00

Walt Smith (Standard Crypto) on VC Investing in Bitcoin (EP.666)

#box-pro-ellipsis-175970432333573{-webkit-line-clamp:2;}Walt Smith (Standard Crypto) on VC Investing in Bitcoin (EP.666)

Walt Smith (Standard Crypto) on VC Investing in Bitcoin (EP.666)

Walt Smith (Standard Crypto) on VC Investing in Bitcoin (EP.666)