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Interviews

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Self Custody & Privacy

MIT Bitcoin Expo +
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diff --git a/transcripts/interviews/MIT_Bitcoin_Expo_2024-Self_Custody_and_Privacy_Panel.txt b/transcripts/interviews/MIT_Bitcoin_Expo_2024-Self_Custody_and_Privacy_Panel.txt new file mode 100644 index 00000000..ba76395f --- /dev/null +++ b/transcripts/interviews/MIT_Bitcoin_Expo_2024-Self_Custody_and_Privacy_Panel.txt @@ -0,0 +1,641 @@ +Coming back, we're going to start up with our next panel, which is on why self-custody +and privacy are important. +I'm going to let the panelists and then our moderator, Tomas, introduce themselves. +Good afternoon, everybody. +Welcome to our panel here. +I'm Tomas. +I will excuse my English in advance. +I've been tracking this space since 2016 as an enthusiast, self-learner, and also an educator. +And I'm an MIT Sloan alum and also a member of the MIT Bitcoin Club and the Expo Committee +for five years now. +Yeah, so perhaps the first thing is to have a round of introductions from our panelists. +Hi, I'm Jesse Myers, I go by Croesus on Twitter. +You might have saw my having talk earlier today. +I'm with on-ramp Bitcoin. +We are the leading provider of multi-institution, multi-sig custody for Bitcoin. +So I know more about the custody side than the privacy side of things, but that's me. +I'm Jameson Lopp, co-founder and Chief Security Officer at CASA, where we provide self-custody +solutions as well. +Hi, everyone. +I'm Stacy Waleyko. +I'm an open-source Bitcoin developer and educator. +Hi, everyone. +My name is Gustavo Flores. +I work at Wasabi Wallet. +I'm a content writer. +Wasabi is a self-custody open-source Bitcoin wallet that has a coinjoin feature. +So if you have Bitcoin that you want to reclaim your privacy on, you can use Wasabi. +Awesome. +Yeah, so this panel aims to discuss the importance of self-custody and also privacy, and address +some misconceptions and also some myths, right? +So perhaps just to engage a little bit the audience, yeah, maybe it's going to be tricky +to answer this question, but for the reason that we might discuss here, anyways, it's +in a show of hands. +I would like to know who here does self-custody or is familiar with self-custody? +Kind of half, huh? +Good. +Yeah, again, and also in a show of hands, so who here has already used any privacy-preserving +tools while transacting Bitcoin? +Yeah, a little bit lower. +Okay, good. +Yeah, so in the Bitcoin world, there is a mantra coined by Andreas Antonopoulos, which +is not your kiss, not your Bitcoin. +Jameson, can you explain this mantra and by that define what is self-custody and why +it is important? +Sure. +So really what we're talking about is ownership, and the thing is Bitcoin is its own self-contained +system, so normally when we talk about ownership in the world, what we're really talking about +is legal ownership. +What does the ultimate authority in your local jurisdiction consider to be the true owner +of any given asset, and then how can you use various tools and the legal system and justice +system to have recourse in case your claim to property ownership is somehow violated? +Bitcoin doesn't care about any of that. +Bitcoin doesn't care about legal systems, nation-states, whatever. +Bitcoin only cares about whether or not you can cryptographically prove to the network +that you have the ability to spend certain entries from the blockchain. +So if you really want to say that you own Bitcoin, my claim is that having ownership +claims to Bitcoin at a third party, whether that's through an ETF or through an exchange, +some other custodian, while you can have legal claims to that Bitcoin, it's not going to +be very helpful to you if you end up in some sort of rug pull or bankruptcy situation or +a million other things that can go wrong where you ask to take ownership or you ask to be +able to use those essentially IOUs, those claims to Bitcoin, and for some reason, for +whatever reason, the counterparty does not follow along with your request. +So if you have your private keys to your Bitcoin, as long as you're following the rules to the +Bitcoin protocol, you can move that money around, spend it, do whatever you want as +long as you're following the protocol, and you don't have to ask permission from a third +party. +You don't have a counterparty that can refuse or deny those claims. +Yeah, great response. +Is that anybody else wants to add something? +They're good. +So if we compare holding gold, fiscal gold, and Bitcoin, one could naively say that, oh, +it's much easier to self-cursor the Bitcoin because it's a digital asset, right? +But I guess the question is for our panelists. +So what are the risks of doing self-cursor the Bitcoin in any other digital asset? +Yeah, I'll take that. +So any form of custody has some risks involved in it. +So you have your self-custody, which comes with its set of risks. +You have third-party custody where you're trusting somebody entirely with your assets. +That comes with its own set of risks. +On the self-custody side, there's user error. +There's the chance that you could screw it up. +It's a whole learning curve when you're dealing with something new like this, where cryptographic +material has to be created in the right way, maintained, stored, kept safe, all with best +practices, and if you lapse for a second, your assets are gone. +So it's a very unforgiving form of custody where user error can be a big problem. +It also comes with the wrench attack problem of you can keep your Bitcoin as safe as you +can keep that cryptographic material. +Those are some of the problems on the self-custody side. +On the third-party custody side, of course, you have a totally different set of problems +where we've seen FTX or Mt. +Gox or Prime Trust, Fortress Trust, Quadriga, any number of failures of third-party custody +for various reasons over the last 15 years. +Those are because of hacks or fraud or misappropriation of funds. +That's counterparty risk. +So you're either trusting yourself with self-custody or you're trusting a counterparty with third-party +custody, and those are the major two buckets. +I would insert here that what we're working on at OnRamp and we're very excited about is +with Bitcoin, it's possible to use its multi-sig properties to have multi-institution custody +where you're mitigating that counterparty risk, the third-party counterparty risk, by +having a multi-sig quorum where different institutions each hold a key and do not have +a quorum themselves, so they don't have unilateral control of the assets held in that vault. +In that way, you can mitigate counterparty risk while allowing the end-user to retain +control without having to hold keys. +Various risk trade-offs with different forms of custody, self-custody, I think, has some +of the bigger hidden risks of user error or inheritance error where you don't propagate +successfully to the next generation, third-party custody comes with its risks, they all have +some trade-offs. +Also, there's a million different ways you can slice and dice this, and to make it as +simple as possible, I'd say when it comes to risks, it's basically we're always talking +about risk of loss, and usually that's either risk of theft, like the private key material +getting into the wrong person's hands, or just complete loss and the private key material +being in no one's hands and therefore being frozen forever. +Everything else, pretty much every other type of attack and loss scenario falls into that. +But when people try to weigh or quantify the risks of self-custody versus third-party custody, +you can get really overwhelming because there's so many different attack vectors, but the simplest +way that I can put it, as far as I can tell from doing this stuff for a decade, is that +the entire world of risk, of self-custody risk, is actually a subset of the entire realm of +risk of third-party custody, because if you think about it, third-party custody, they +are basically doing self-custody. +They are undertaking the same actions that you would be undertaking for yourself. +But what you're doing when you put those keys, that money, into the hands of a third party +is you're saying, okay, you're going to take care of all of those risks that normally I +would be having to deal with, but now you're also introducing a bunch of risks that are +internal to that organization that's handling the keys. +This is where third-party custody becomes problematic because it's almost always a black box. +You don't know what sorts of internal controls are going on there. +But getting into what he was talking about with multi-institution custody and multi-sig +in general, this is where it gets really complicated, but also interesting because we can create +new security models in which you could call them semi-custodial, you could call them non-custodial +but you can basically put your keys and your money into a setup now where no one really +has full custody. +You can even do it so that even you yourself don't have full custody. +It's going to be very interesting to see how this pans out on the regulatory front and +what the regulators think of this type of thing. +But for now, we're operating in a great gray area and we don't have to consider ourselves +like financial institutions. +And our position is that we're unhosted wallets. +And I just want to emphasize that that's one of the exciting things about Bitcoin right +now is that it's never been possible to have multi-sig with any asset before. +It's only possible with this asset, with this digital asset. +And that is going to be part of the story of Bitcoin becoming the preferred store value +asset for the 21st century because it has these inherent properties that are more attractive +than storing gold in a vault and hoping the IOUs are good. +Because multi-sig makes it possible to risk mitigate in a way that has never been possible +with custody before. +Awesome. +Now, Jesse, your business is around dealing with this challenge with self-custodial. +So can you share some circumstances or situations in which custodian approaches are acceptable +or applicable? +Yeah, that's an interesting thought. +So obviously, right now, the ETFs have been the big story this year in Bitcoin, a tremendous +new demand source for Bitcoin and capital flowing into Bitcoin. +They're all using a third party custodian of one kind or another, coin-based mostly +a couple others as well. +And from a regulatory point of view, that's kind of a requirement at this point in time. +In the custody space, there's qualified custodians, which is really just kind of a checklist of +whether or not a custody company is following certain procedures that the traditional finance +landscape has deemed to be best practices. +And that is what makes a qualified custodian. +And from a TRAD-FI point of view, you need that stamp of approval. +And so, but I would beg the question of, are they qualified custodians because they're +the best at custodying digital assets or because of a somewhat arbitrary list of what TRAD-FI +thinks about how custody is best done? +And for that matter, we have a few examples recently of qualified custodians that have +dealt with digital assets and have screwed it up, Prime Trust and Fortress Trust being +recent examples of that. +And so, there may be a mismatch, in my opinion, there are qualified custodians that are not +qualified to be dealing with Bitcoin and digital assets. +There are also Bitcoin-native custody companies like BICO, which is a fantastic custodian that +is a qualified custodian and deserves it, in my opinion, because they know what they're +doing, they're digital natives. +So I think we're going to see over the next decade the regulations with regard to what +is a qualified custodian and what does that mean with custodying digital assets shifting. +And I'm afraid that will probably be in response to some sort of blow-ups that may happen over +the coming years as Wall Street moves into Bitcoin and some of them may make mistakes +about who to trust as their custodian. +Good. +Yeah. +Switching gears a little bit. +Privacy in the financial domain sometimes is perceived as illegal behavior or something +that is bad, right? +With some people stating that, oh, I have nothing to hide. +So I think this question goes to everybody here in the panel. +So what's the importance of privacy and how can we debunk this kind of statement? +So it's very important to note the difference between privacy and secrecy. +And if you want to look more into this, you can read The Cypherpunk Manifesto by Eric +Huges. +In that paper, he defines privacy as something you don't want everyone to know and secrecy +as something that you don't want anyone to know. +So privacy is the act to reveal oneself to the world in the way one chooses to. +So for example, it doesn't have to just be about what you want the government to know +or not. +It can be what you want your employer or your friends or anybody involved in your life. +And that is basically how to debunk the phrase, I have nothing to hide. +Well, we all have private manners because it depends from whom we're choosing not to +disclose that information to. +I don't want to be the Debbie Downer, but it's also, you have to consider that whatever +you put out into the world could potentially be used against you. +You just don't know what someone's going to do with a particular piece of information. +So while privacy is not a substitution for protection or defense, it's certainly relevant +in the context of your own personal safety and security. +Fair enough. +And I mean, I think that it's clear that everyone has privacy, even if you don't want to admit +it. +I mean, everyone uses privacy technologies. +And I'm not talking about crazy encryption protocols and stuff. +Everyone has blinds on the windows to wherever they live. +Everyone likes to have doors on the stalls of the restrooms that they're using. +These are very basic things, but there are many aspects of our lives to which we have +privacy components. +And it's just, it's really weird to me that a lot of people don't seem to see how that +translates into cyberspace in our digital lives. +Yeah. +Perhaps starting with Gustav, what are the implications of a revelation in the privacy +landscape, right, in the public space? +Well, well, there are many diverse implications. +They depend on the nature of the technology or the product. +So, for example, on one end, you have custodial mixers, which are just custodial products +where you can send your coins, they are going to mix it, and then they're going to send +it back to you. +Well, because of the custodial nature of that product, they have to implement KYC, know +your customer, and anti-money laundering policies. +And if they don't, it's considered money laundering. +And we've seen many cases in the US and in other countries where custodial mixers getting +dieted and get charged with money laundering. +That's on one end. +On the other end, you know, you have things just like coin control, which is the fact +that you can decide which UTXO, which coin of Bitcoin, which piece of Bitcoin, how you're +going to spend it. +So you're just going to, for example, label each different piece of Bitcoin you have and +you're going to track that they don't, for example, mix between themselves. +And that is just using Bitcoin by itself, that if you ban Bitcoin, you ban coin control, +but there's no difference between coin control and Bitcoin. +And you also have things like Monero, where it's not regulated at the individual level, +but it's regulated at the exchange level. +So for example, nine days ago, Kraken removed Monero from their Belgium and Ireland websites +because of upcoming European Union regulations. +And then there is the toughest spot, I would say, which is products like Wasabi or protocols +like tornado cash, where you have a centralized component of it, but it is non-custodial. +So for example, in tornadoes cash cases, the two main developers got arrested about two +years ago and basically they are charged with knowingly having facilitated a sanction +evaded by sanctioned entities. +And in Wasabi's case, for example, Wasabi is a coin joint coordinator that is non-custodial +and it's also built in a zero-knowledge manner, so Wasabi cannot collect information on you, +but it is still a centralized coordinator, a server that belongs to an entity. +And can that be regulated? +I'm not part of the management team or the ownership team of Wasabi, but what they decided +is to implement a blacklisting policy where sanctioned entities, well, at least coins +that are suspected to be in relationship or in ownership of sanctioned entities, are not +allowed to be part of a Wasabi coin joint. +This is based on public information because some of this can be known just looking at +the blockchain. +So this is a preemptive measure that the executive team and ownership team at Wasabi took and +it's a top spot to be in because there's a lot of personal liability and potential risk +involved with operating and running these privacy protocols. +My opinion on this is that it's better to have multiple options than just to find yourself +with none. +So in short answer, there are many diverse implications and there are different places +you can be on the regulatory front, and it would be better to have more clarity because +right now this is still a big gray area. +Okay, cool. +So yeah, perhaps this question would be more for lawyers, but so is it legal to use privacy +preserving tools in Bitcoin specifically? +Yeah, well, just to continue on that, well, first of all, it's not illegal from a user +point of view. +If I'm using a coin joint, I'm just being part of a collaborative transaction. +So I'm just using Bitcoin. +Bitcoin is legal in some countries, very few of them. +So in those countries, it would be illegal to use coin joint. +As Tor, for example, is legal in some countries and it would be illegal in those countries. +But in general, coin joint, pay joint, these technologies are just doing regular Bitcoin +transactions so they're not illegal. +Unfortunately, unfortunately, if you are a person who uses cutting edge strong privacy +protection technologies, you will be treated as a second class citizen. +One example of that, I use like VPNs and Tor 100% of the time. +I'm really, really good at captures now. +Just an added bonus that I wasn't expecting. +Well, that's at least for the sites that allow me to use a capture. +There's a lot of sites that simply won't load at all, they just completely blacklist +even trying to connect from any sort of Tor or known VPN address related to that. +If you're doing Bitcoin privacy, pay joint, you should be okay. +But if you're doing any of the big coin join pools out there and then you try to send +those coins to a KYC regulated service, you're probably going to get your account shut down. +Yeah. +Cool. +So since we are talking about regulations, so is there any regulation implication on +the self-cursive part? +Yeah, so privacy and security are closely intertwined, like Stacy was saying. +I think there have been some movements in European legislation that basically are seeking +for anyone who wants to have the security of self-custody to have to do a lot of additional +reporting or at least when they're like withdrawing money from any regulated services. +So essentially destroying any privacy they might have, I'm not sure what any additional +ramifications they might have if they tried to do coin join stuff. +Probably same thing as their exchange might shut down their account. +We've seen exchanges even shut down people's accounts simply because they were like several +hops away on blockchain transactions. +So it really starts to be a sort of guilt by association thing. +And of course, if anyone is familiar with the like seven degrees of Kevin Bacon type +of thing, it's like if you go more than three or four degrees away, you're going to capture +like half of the world in whatever drag night you're setting up. +Yeah, Stacy, you are a Bitcoin Core developer and also have broad experience in developing +wallets and stuff, right? +So, according to you from the perspective of a regular user, how hard is to use Bitcoin +while present privates? +Yeah, it's really hard to use Bitcoin in a way that's private if you are a regular person. +And even if you're a really skilled person, it's also really hard. +We're talking about really regulation. +I think it's worth mentioning that the majority of people acquire their Bitcoin, at least +right now through exchanges. +And here in the US, they are subject to KYC, that's know your customer. +It was introduced as part of the Bank Secrecy Act of 1970. +And that means you need to provide your driver's license, your home address, your social security +number, your phone number and a selfie with all that, just to be able to use that platform. +And then we're talking about moving coins on and off that. +So they know who you are. +But even if you're going to withdraw to your own self custody, they know where you're sending it. +So they can make assumptions that like you probably own those addresses. +So that's not great. +Also, in terms of wallets, most many wallet providers as a courtesy to their users, they +allow you to use their Bitcoin nodes. +Why do we need to use Bitcoin nodes? +Well, in order to use the Bitcoin network, we need to broadcast transactions or we need +to check our balance and you need access to a node for that. +Well, guess what? +If that's not your node, then whoever's node it is sees what you're doing. +They see what transactions you're broadcasting. +They see what addresses you're interested in and they can make assumptions like, oh, +these addresses probably belong to the same wallet. +So it's hard. +And I was going to end this on a high note, but it's not. +Address reuse used to be a thing. +Like you're not supposed to reuse addresses. +It's just not good practice. +And it's really low hanging fruit. +Like it's very easy for wall developers to just generate a new address. +Um, and so I thought that problem had mostly gone away until I saw a tweet from +Jameson in December that address reuse in 2023 has gone up from 48 to 70%, +uh, which is wild to me. +So you want to give me a reason? +Well, some speculation and rumors that I heard were actually, uh, that a lot of +people came from the Ethereum ecosystem into some of the newer Bitcoin +metaprotocol stuff, and they were just so used to using the same address for +everything that, yeah, why not model. +So yeah, well, lots of room to improve. +Cool. +So, uh, Stacy, uh, so which, uh, a new, uh, Bitcoin developments and also new +projects that you consider that are exciting and, uh, you think that we'll have +a positive impact either on privacy or self-scaling. +So one that I really would love to talk about, and I'm glad it got a shout out in +the previous panel is pay join. +And I think like right now we're seeing a lot of momentum around off chain +technologies, which is great, but pay joins really cool because it gives you +privacy pretty much instantly on chain at the time of payment. +And it's almost free. +The sender pays like a little bit, uh, because the way it works is instead of +a transaction having inputs only from the sender, the receiver contributes +an input as well. +So now you've broken that assumption that all those inputs belong to the sender. +Now you don't know. +And I presume you can add like more than one too. +Um, so that, that seems really promising to me. +We're actually at a point where pay join v two is currently being worked on. +I think it was last summer. +There was a draft BIP that went out to the mailing list. +And in December, it was given a BIP number, BIP 77. +So that's really promising. +Um, another technology is Chami and mints. +That's also really exciting. +We're basically you, you take your asset to the mint. +So in this case, it would be Bitcoin and the mint is able to do something +called a blind signature where they sign it and create an IOU for it without ever +knowing who it originated from. +And, and you take that IOU and you pass it around, you trade it for goods +and services and whatnot within the mint. +And then when it's time to cash out, you, you, you trade it back for that Bitcoin. +Um, so I think that like there's some really good stuff being worked on. +And I think there's a reason to be optimistic. +Yeah, um, I would just note that, uh, Debbie Downer again, um, uh, is that +I think this is actually from the cypherpunk manifesto, but you know, +privacy only extends so far as the cooperation that we have amongst +each other in society. +Uh, if I'm the only one who's doing privacy preserving stuff and nobody else is, +you know, I have an anonymity set of one, which is no anonymity. +Uh, so to put that in constant context of like pay join, uh, pay join works +when you have a counterparty that also follows the pay join protocol. +So like it would be awesome if we got every wallet, every provider, every +custodian in the Bitcoin ecosystem to support the pay join protocol. +That would just like supercharged privacy across the entire network. +And the great thing about pay join is that it can just be built into the software. +Like people don't need to know that this is happening. +The software just negotiates it automatically. +But a similar type of thing, like if you're using Tor VPN or whatever, it's, +it's because such a small percentage of society is using some of these more +cutting edge tools that it's a lot easier and convenient for, uh, the rest of the +internet infrastructure to just put up various walls and say, no, we don't want +to serve you. +Uh, it's, you know, it's not at the point where it becomes economically +infeasible to reject a large portion of your potential customer base. +Yeah. +And on the self custody part and marrying that with what James was just +saying of, um, regulation for self custody, uh, it's free speech, ultimately. +And it's property rights. +And, you know, there, there could come a time when governments try to +encroach on allowing that, um, gladly there happily, there's some precedent +from the nineties of cryptography being, uh, having this battle, um, where it was +deemed a weapon and then the, uh, legal battle that ensued allowed cryptography +to be securely, uh, recognized as speech. +It's ultimately it's text and it's speech and it's not a weapon. +Um, and in this country, we have, you know, our first amendment, um, and having +12 words in your head is speech. +Um, and so having a wallet where you're self-custing because you happen to +have a special code that is fundamentally text. +It's just information that is speech. +And so we, we may have that, uh, battle ahead of us a bit more, but I think +we have precedent, uh, and momentum on our side. +So, you know, on, on the, on the regulation front for self custody, we, that +should be a fight that, that we can win easily, but, um, it, we may have to +scrap a little bit more. +Yeah, that's awesome. +Yeah. +So, uh, I want to allow some time for, uh, take questions from the audience. +And, but they are, so, uh, I would like, uh, uh, each of you or some, uh, to +share some passing thoughts and, uh, and most importantly, some tips for us +regular labs to enhance our practices, uh, while, uh, while dealing with, uh, +privacy and self custody, not only on the Bitcoin cryptocurrency space, but also +in the, yeah, when do we are, uh, dealing with cyber space in general? +I mean, the, the lowest hanging fruit that every internet user should be +doing is installing ad blockers. +I mean, the, you know, corporate surveillance regime that is just blasted +all over the internet, you know, every website you're going to, often +getting tracked by dozens of different aggregators that are then packaging up +and reselling your data. +Um, I actually worked in that industry for a decade before, uh, completely +flipping around, uh, learning about the cypherpunk movement, becoming a +cypherpunk, um, I was there, like I was on the back end, sucking up your +data and, and analyzing it and providing it to corporations to, you know, try +to target stuff to sell at you. +So I'm, uh, I'm fully cognizant of just how much surveillance is actually +going on. +And it's, you know, it's not government surveillance. +It's, it's, it's for profit surveillance. +But of course, then the government has found out that, Hey, we don't +need to worry about your constitutional rights. +Uh, you know, we don't actually have to infringe upon your rights because +these corporations will just sell us your data now. +And that's completely legal. +Um, I will say this one's not free, but if you're on the fence or I've +been thinking about it, it makes sense to get a PO box. +There are so many things out there that want your address that don't need it. +Uh, and it's given me a lot of peace of mind having it. +And, and you'll start to see opportunities to use it, um, as it goes on. +So that's, that's my advice. +The, the tip I would give on privacy is something that I see a lot of people doing. +So for example, they coin join, but then they don't protect their network privacy. +So they're not using tour and they're, you know, putting their IP address +out there or they're not running a note. +So they're contacting another server to get their transaction data. +Uh, so if you want to be private on Bitcoin, you not only have +to protect your blockchain privacy with things like page on and coin join, +but you also have to protect your network privacy. +We're fronting a note and using tour. +Yeah, this is less on the privacy side, but more on the self sovereign side. +Take on self custody, um, Bitcoin allows that. +Uh, and, and that's particularly attractive with multi-sig. +Um, you know, whether that's through CASA or any other, the provider +or, or through on ramp, um, with our multi institution version of multi-sig. +But, um, you know, in the past, holding gold under your mattress, uh, you know, +wasn't really a winning strategy. +That's why banks came to be, you know, because you'd store your gold in their +vault and they'd give you a promissory note. +Um, and great, but Bitcoin makes it possible for you to take control of your assets +with a level of security that's not possible with physical assets because of, +because of multi-sig in particular, um, and geographically distributed multi-sig +makes it so that you can control your assets. +And, and, and that's just, that just wasn't possible, uh, in the past. +And it's a big, I think it's a, you know, the number one thing you can do +to become more self sovereign. +That's great. +So yeah, it looks like that. +I'll be wet some, some of them to my checklist. +Well, so let's take some questions from the audience. +Um, thank you. +Thank you. +Right. +I think it's a great idea. +If I had to recommend to a family officer, grandparents, how to buy Bitcoin, I think +I'd say buy a ETF as long as there's, um, there's not a premium that I'd say and +have it as fidelity because if they lose it, their exposure is so big, they're +going to make a good queue, even if you screwed up for Morgan Stanley or, you know, +St. Street. +I mean, how would you recommend to someone who's not at MIT? +It's a normal person. +I simply feel I'd say if you want the 1%, 2% of your money in Bitcoin, yeah. +Yeah, great question. +There's a certain, um, tech proficiency that, that comes with it. +Basically what you're, what you're running there is a calculation about their risk of +screwing it up versus fidelity's risk of screwing it up and you're deciding that +you're going to point them towards fidelity. +Um, and that's, that's fair. +However, um, as time goes by, these self custody solutions get better and better. +They're, you know, we're, we're in the early days of the internet in terms of +usability, um, and they will continue to improve and get easier. +And collectively we will all learn, um, about how to engage with, with these +technologies, how to, how to manage, um, a Bitcoin wallet. +Um, uh, on top of that, there's, you know, that's where multi-institution custody +comes in of, of you're, you're assessing that fidelity's risk of screwing it up is +lower than, uh, than an individual. +Um, but that is one of the frontiers where you may not need to trust fidelity. +Unilaterally, you can trust a core realm of institutions and mitigate risk further. +Um, they're actually, uh, as Bitcoin grows as an asset, though, um, you know, will +they be able to, uh, lower terms? +Fidelity is a very large, a very large asset manager. +So that will remain true for a very long time. +Um, that may not be true for smaller wall street firms for as long. +So I mean, that's kind of, uh, this is too big to fail mindset. +Uh, and we've had a number of people suffer catastrophic losses because they +use that same mindset with other large Bitcoin providers. +Now, fidelity is a very different beast. +It's just a different scale. +Um, I will tell you from experience, we have plenty of boomers and people in +their seventies and eighties using Casa and it's not just because we've made it +simple. +It's because we have a really hands-on support team. +So, um, you know, with Casa, you're, you're actually getting people who are +able to help you get past any of the tricky technical hurdles there. +So it's, it's definitely possible with handholding. +Now here's one thing we haven't covered, which is there's some weird trade-offs +and friction, uh, between privacy and self-custody and the sense that if you +want the ultimate level of privacy, the downside is you can't depend upon anyone. +You have to do everything yourself. +And this is probably your, the assumption you're making if I'm doing +myself custody, I'm doing everything myself. +Now, if you're able to trade off a little bit of that, so, uh, so Casa, for +example, uh, we don't do KYC. +We allow our clients to be pseudonymous. +You don't have to tell us your name. +We just need to have ways of authenticating you and communicating with you. +But if you're willing to trade off that little bit of privacy in return, you know, +we can give you a lot of help. +We can get you unstuck. +We can, uh, you know, be one key holder for you in case you lose a key. +Something goes wrong. +Uh, so it's all about trade-offs and, um, it's, it's a complicated space. +But I think I will say that I certainly don't believe that like a lot or the +majority of people will do self-custody on their own without any help whatsoever. +Oh, yeah. +Bear with me here. +I'm, I'm really new, but I'm curious. +So I did transaction on Coinbase. +So my question was, I think it was mentioned that when you lose it, you just, +it's just gone. +And you mentioned also what is that they called a frozen bit, something like that. +But anyway, what I'm, I'm interesting is what happened with that frozen bits +behind the scenes and will that be valuable along the line? +Let's say I imagine if a lot of people tried to, to put money and then they +lost it. +So I just tried to imagine, will that be somewhat valuable along the road? +Let's say the company floor is and then become what is that acquired. +So is that, is that what happened with that frozen bit? +Is that, is that makes sense? +Yeah, a couple of different scenarios there. +I think you're talking about like, if you send a transaction to an address +that nobody ends up controlling, right, then it's frozen and stuck there forever. +It's lost. +It's a donation to the Bitcoin network. +It's a donation to other Bitcoin holders. +It's a donation to society within Coinbase. +Like if you were to be sending that from a Coinbase account to another Coinbase +account, they would have the keys to all that. +So it would end up as a frozen transaction. +They would have access to it at all times. +But I think the frozen transaction thing was more of a on chain +transaction it when a user ends up losing the keys to that particular address. +Does that make sense? +Yeah. +So maybe let me repeat. +So what happened with that lost transactions that the owners of that +let's say me losing that money, it's gone. +So my, my impression that I will never get that back. +Correct. +So what happened behind the scenes, that lost money of mine that I put it in +in the long run, will that be somehow valuable for that company? +No, I mean, no one, not even the company has access to that. +So it's estimated that like millions of Bitcoin are permanently lost. +And you should basically just make that mental calculation of, okay, +so the actual usable supply of Bitcoin is never going to be 21 million. +It's going to be well under that. +Yeah. +So just to clarify, and I think Jesse was getting to this, if the scenario +you're talking about happens within Coinbase, yeah, they can recover it at some +point because they, they are cussing those coins. +But if that scenario happens in a situation where you are self cussing +and holding the funds yourself, then yeah, totally lost. +As Satoshi would say, it's a donation to us all. +Thank you. +So I guess we have time for one short question. +It happened to me. +I am. +I'm a poverty team, you know, invested in you go. +They persuade, you know, I invest like 150,000 into the crypto platform. +When there's platform there, first I trade, the other money is in mine. +When we cash out, when I decide to, you know, cash out, and they disable my account, +how do we handle that? +And I do, I, I think we have a lot of exchange, I, I'm not fully used right now. +There can be regulation rules in the future. +No, so, so this is the common type of saying really where people will set up +fake exchanges and allow you to deposit money. +And in some cases, they'll even tweak your account to make it look like you've +made a lot of money. +And then if you try to go withdraw, they'll probably ask you to like pay your +taxes upfront, you know, this is a sort of like affinity fraud scam. +So, you know, unfortunately, the only way to protect yourself from that is to use +like the big name exchanges, you know, and how do you know what those are? +Well, that's, that's where having to do a lot of research, look around on +different websites and see, you know, what are the biggest and most reputable +places to do business. +But, you know, probably the vast majority of places out there that claim to be +exchanges or websites where you can buy and sell crypto assets, probably +completely fake and you'll never get your money back. +But one easy way to try to test the waters, if you're not sure, is only put +a little bit of money in and then immediately try to take it out. +You know, like see, like, are they even letting you take anything out in the +first place, but even that's not a guarantee because they might just be +trying to trap you to get you to make a really big deposit. +Oh, yeah, I've regulated, look, FTX was the most highly regulated company in +the crypto ecosystem. +So it's like, who do you trust? +Right. +And this is why we're here telling people to take self custody because you can +only really trust yourself. +You, there might even be government authorities and regulators out there who +have like rubber stamped. +Yep. +This is a real company. +They exist. +That doesn't mean that they're a legitimate. +Okay. +I, unfortunately, I think that all the time is all we have for this panel. +Uh, so, yeah, fascinating discussions. +So thank you very much. +So yeah, uh, join me in for a round of applause to our speakers. \ No newline at end of file