Dan Held

speaker

605 appearances 1 recordings 1 series first heard Jul 2026 last heard 13 Jul

Dan Held’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Bankless · Is Bitcoin Going According to Plan? Gold, Saylor, Satoshi | Dan Held · 13 Jul 2026 podcast

Yeah, which isn't a bad or good thing.

You just need to be aware of it, right?

So I think that, you know, with Bitcoin L2s, I think it would have captured a lot of DeFi demand.

Bitcoin's L1 basically that the community is like, well, look, we're not going to do all the fancy cool stuff that Ethereum and Solana can do on the L1.

And so, you know, we didn't have really robust L2s.

And so I think that, you know, we would have seen Bitcoin's market share in terms of like market Bitcoin dominance metric.

I think we would have seen that higher.

I think we would have seen Bitcoin absorb a lot of those positive narratives that Ethereum and Solana got around DeFi, smart contracts.

That could have floated to Bitcoin, which I think would have been value accretive to the store of value narrative, like a more useful store of value or a...

digital gold that's more productive, those narratives I think would have amplified the digital gold.

It wouldn't have been distracting from it.

So yeah, I think that it was definitely a missed opportunity.

And that's where I think the market capitalizations of both Slotter and Ethereum represent that missed opportunity.

Granted, those protocols are still a very small percentage of Bitcoin's market cap.

So how much of an opportunity did we miss?

I'm not sure.

But I do think DeFi is the future.

Like seeing Ethereum DeFi summer was interesting.

Like as a Bitcoin maxi, I still appreciate it and spent a lot of time exploring why Ethereum DeFi summer occurred.

And because A, users want it.

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