BREAKDOWN: The Great Monetary Inflation... Paul Tudor Jones' Complete Case for Bitcoin
The story behind the soundbite: why one of the world’s most famous investors is betting on bitcoin as a hedge against a new inflation era.
ABOUT
This episode is sponsored by ErisX, The Stellar Development Foundation and Grayscale Digital Large Cap Investment Fund.
Last week, investing legend Paul Tudor Jones rocked the world of crypto and traditional markets with his full throated entrance into the bitcoin market via his latest letter to Tudor BVI investors.
While the headlines (and the quick price bump on the back of FOMO buying) were great, the story is even more interesting than the soundbite.
In this episode, NLW breaks down Paul Tudor Jones complete case for bitcoin, looking at:
- The context and previous attitudes towards bitcoin of both authors of the letter
- The “Great Monetary Inflation” thesis driving a focus on stores of value
- How money supply growth compared to real economic output growth hasn’t been this out of sync since inflationary periods in the 1970s and 1980s
- The “Inflation Race” - a list of 8 potential inflation hedges
- The four categories by which a store of value can be judged: purchasing power, trustworthiness, liquidity, portability
- A ranked look at bitcoin, gold, fiat, and financial assets in the context of those four categories.
HOST
CoinDesk is the world leader in news, prices and information on bitcoin and other digital currencies.
We cover news and analysis on the trends, price movements, technologies, companies and people in the bitcoin and digital currency world.

EPISODES
The Blockspace Pod: Bitcoin Craters, French Gov't Challenge MARA Acquisition, Cipher's Note Sees $13B But Interest
Bitcoin nukes to $65k as the industry faces a historic selloff. We cover a massive 13% difficulty drop, France’s push...
8 minutes ago
Patrick Witt says 'let's not let perfect be the enemy of good' in stablecoin standoff
Feb 3, 2026
The Blockspace Pod: What’s Really Driving Bitcoin’s Price w/ Rory Murray
CleanSpark’s Rory Murray joins us to explain the macro forces driving bitcoin’s price and how the options market may ...
Feb 3, 2026

The Mining Pod
Feb 10, 2025

CoinDesk Podcast Network
The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.
Dec 20, 2023

Markets Outlook
Tune in as CoinDesk runs down action in the crypto market and some of the most important recent industry development.
Dec 19, 2023

Unchained
Unchained, your no hype resource for all things crypto by former Forbes senior editor Laura Shin, author of The Cryptopians.
Dec 18, 2023
