CD186: JOHN ARNOLD - TEN31 MARKET UPDATE

2025-12-12

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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.xyzQuantum: https://www.ten31.xyz/insights/quantum-computing-bitcoin-securityNote: AnchorWatch does not use taproot. I was mistaken.John on Nostr: https://primal.net/johnJohn on X: https://x.com/JohnArnoldTen31Ten31 on X:...

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 FUD drive the drawdown?