003 - MJ & Charb

In this conversation, MJ and Jon discuss their backgrounds, the formation of their investment firm DBA, and their investment thesis around bitcoin. Jon's most recent article: https://dba.xyz/a-bitcoin-l2-thesis/ SPOTIFY: https://open.spotify.com/show/2UEluPXf9YVEOmf5NgL3th?si=95f2bdc87f3441dd… APPLE: https://podcasts.apple.com/us/podcast/stratacast/id1788082091… YOUTUBE: https://youtube.com/@davidseroy385 THANKS TO OUR SPONSORS: STRATA: https://x.com/Strata_BTC ALPEN LABS: https://alpenlabs.io/ FOLLOW: https://x.com/david_seroy https://x.com/jon_charb https://x.com/different_mj Chapters: 00:00 Introduction and Backgrounds 05:01 The Formation of DBA and Its Mission 15:16 Exploring Bitcoin L2s and Their Potential 21:24 Comparing Bitcoin and Ethereum L2s 26:31 Perceptions of Bitcoin in the Broader Crypto Community 37:23 Exploring Layer 2 Solutions and Network Effects 44:23 Building a Sustainable Bitcoin Ecosystem 52:44 The Future of Bitcoin Development and Identity Solutions 01:00:50 Regulatory Challenges and Opportunities for Bitcoin 01:07:21 Predictions for Bitcoin's Future and Community Dynamics