Digital Credit is expanding the total addressable market for Bitcoin and Bitcoin is expanding the total addressable market for Digital Credit. This conversation explores how that dynamic could scale reflexively and reshape global capital allocation.
Timestamps:
0:00 Introduction
1:24 Why Bitcoiners should care about digital credit
6:00 Bitcoin fixed income and a new asset class
8:30 The carry trade: earning Bitcoin yield
11:00 Transparent yield vs black-box risk
17:50 Why digital credit is attracting massive demand
20:00 “Printing Bitcoin with your Bitcoin”
24:59 Bitcoin as the unit of account (Roxom thesis)
34:00 The best Bitcoin investments (NVIDIA example)
38:41 Idle Bitcoin
47:01 The reflexive growth loop of digital credit
54:00 Closing thoughts: think in Bitcoin
