Alt Thinking February 13, 2025
DeFi Decoded Podcast

Building the Future of Finance on Bitcoin with Brian Mahoney of Mezo

182 - Building the Future of Finance on Bitcoin with Brian Mahoney of Mezo
Investment Team
  • Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Mr Tapscott is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies, such as blockchain and cryptocurrencies, on business, government, and society. His latest book, Web3: Charting the Internet’s Next Economic and Cultural Frontier (Harper Collins), was published September 19th, 2023. Alex is also the Managing Director of the Digital Assets Group at Ninepoint Partners, one of Canada’s leading investment firms, with more than...
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"I think the new money coming into the space will be broadly institutional and also government-driven. Bitcoin is clearly leading the way by a long shot, and that’s putting pressure on other jurisdictions in Europe and Asia to keep up." - Brian Mahoney

Join Alex Tapscott and Andrew Young as they decode the world of Web3 and DeFi with special guest Brian Mahoney, Co-Founder of Mezo. Listen in as they discuss Brian’s background and his work with Mezo and Thesis, why he proudly identifies as a Bitcoin Stoic, new Bitcoin use cases that have been unlocked by major technological breakthroughs, the various ways to earn yield onchain, the likely dominant yield product for the Bitcoin network, Bitcoin’s role in a multichain future, Mezo’s mUSD Bitcoin-backed stablecoin and its significance, the network’s biggest growth driver moving forward, Brian’s BTC price target for year-end, the positive impacts of Bitcoin’s onchain economy on network longevity, the latest on the civil war between innovators and maxis within the Bitcoin community, key differences in how Bitcoin miners operate in the East versus the West, and more.

TIMESTAMPS
[0:00] Introduction
[0:21] The Evolution of Bitcoin
[3:30] Thesis & Mezo
[4:45] Brian’s Background
[6:16] Bitcoin Stoic Vs. Maxi
[9:20] Breakthrough Innovations on Bitcoin Network
[16:18] Onchain Yield Categories
[20:39] Dominant Bitcoin Yield Product
[25:41] Bitcoin’s Role in a Multichain World
[31:48] Mezo’s mUSD: Bitcoin-Backed Stablecoin 
[33:49] The Biggest Growth Driver for Bitcoin Moving Forward
[37:47] BTC EOY 2025 Price Target
[39:43] Positive Impact of Bitcoin Onchain Economy
[41:39] Update on Bitcoin Community’s Civil War 
[45:30] Bitcoin Miners: East vs. West
[52:05] MicroStrategy
[55:53] Conclusion

 

 

Part of Ninepoint’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.

The opinions, estimates and projections contained within this recording are solely those of Ninepoint Partners and are subject to change without notice. Ninepoint makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Ninepoint assumes no responsibility for any losses or damages,  whether direct or indirect, which arise out of the use of this information. These views are not to be considered investment advice nor should they be considered a recommendation to buy or sell. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Important information about the Ninepoint Partners Funds, including investment objectives and strategies, purchase options, and applicable management fees, and other charges and expenses, is contained in their respective prospectus, or offering memorandum. Please read these documents carefully before investing. We strongly recommend that you consult your investment advisor for a comprehensive review of your personal financial situation before undertaking any investment strategy. For more information visit ninepoint.com/legal. This report may not be reproduced, distributed, or published without the written consent of Ninepoint Partners LP.