Bitcoiners Are Now Inside Wall Street's Machine | Jeff Walton | BFM296

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. › https://x.com/punterjeff

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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.