073 - The Big Picture: Why Top VCs Are All-In on the Future of Sound Money

In this episode, we dive deep into the world of Bitcoin investing through exclusive insights from six leading venture capital fund partners. Discover why they're laser-focused on Bitcoin-only strategies, how the ecosystem is still in its infancy, and what a paradigm shift in VC thinking means for the future of finance. Packed with thought-provoking quotes and big-picture themes, this 22-minute episode explores the strategic advantages, long-term mindset, and infrastructure building that are positioning Bitcoin as the leader. Whether you're a seasoned Bitcoiner or new to the space, get ready for a fresh perspective on why it's still extraordinarily early—and incredibly exciting.

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⚡ Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin
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Show Notes

Guests Featured

Alex Mann (Timechain/Concentric)
Allen Farrington (Axiom)
Jeff Booth (Ego Death Capital)
Grant Gilliam (Ten31)
David Foley (Bitcoin Opportunity Fund)
James Lavish (Bitcoin Opportunity Fund)
Oleg Mikhalsky (Fulgur Ventures)

Key Themes and Timestamps
We've structured this episode around six major themes emerging from our conversations, with natural transitions and expert quotes for an engaging listen. Total runtime: ~22 minutes.

00:00 - 06:25 Intro & Bitcoin-Only Focus as Strategic Advantage (
06:26 - 09:35 Early Stage of Ecosystem Development
09:36 - 12:07 Low Time Preference and Long-Term Partnership Approach
12:08 - 14:22 Bitcoin as Opportunity Cost Changes Investment Calculus
14:23 - 17:12 Infrastructure Building and Network Effects
17:13 - 20:09 Institutional Adoption and Financialization Wave
20:10 - 22:32 Conclusion: A Paradigm Shift in Venture Capital

Additional Resources

Check out the full conversations and funds mentioned in prior episodes of Build With Bitcoin with Time Chain/Concentric, Axiom, Ego Death Capital, Ten31, Bitcoin Opportunity Fund, and Fulgur Ventures.

Dive deeper into Bitcoin concepts like "sound money" and "low time preference" with recommended reads: The Bitcoin Standard by Saifedean Ammous and The Price of Tomorrow by Jeff Booth.

Subscribe for more episodes on Bitcoin's effects on emerging tech and finance. What topic should we cover next? Let us know in the comments!

References
https://www.buildwithbitcoin.xyz/
https://x.com/BuildwBitcoin
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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.