Episode notes
Jeff Walton is the Chief Risk Officer at Strive ($ASST), where he builds digital credit products that give institutions Bitcoin exposure. His work sits at the forefront of industrializing the speculative attack on the dollar.
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TIMESTAMPS
00:00 Wall Street is building on Bitcoin
01:40 Why Strive tracks its rankings
07:49 What a treasury company is for
10:46 A short history of liquidity
14:17 SATA and the daily dividend
19:48 The cost of trust
27:16 A balance sheet company
36:11 Why insurers can't hold Bitcoin
42:37 Good for the money
48:56 Who buys Bitcoin credit
59:13 Did Bitcoin win or get acquired?
1:05:05 What is traded away
1:10:57 Bitcoin as the world's shock absorber
1:19:13 What must be true by 2033
ℹ️ EPISODE SUMMARY
Bram Kanstein and Strive CRO Jeff Walton discuss whether Bitcoin won or got acquired now that Wall Street is building on it. Jeff explains how Strive's daily dividends compress the cost of trust for income investors. He argues that if Bitcoiners don't capture the world's income capital, AI data centers will. They examine why insurers and banks still can't hold Bitcoin efficiently. Jeff closes with why he expects Bitcoin balance sheets to become the shock absorbers of the world's risk.
