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Jeff Walton

👤 Speaker
893 total appearances

Appearances Over Time

Podcast Appearances

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Vice versa.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

If Bitcoin goes down, MSTR goes down 1.5, our common goes down 1.7.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

That's like the relative mathematics.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

It's an amplified exposure that's got different, there's going to be different periods of time that it's got different exposure characteristics.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Again, you're buying the equity of a company.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

You're not buying Bitcoin.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

If you want to be fully sovereign and go buy Bitcoin, go buy Bitcoin.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

I love that.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

I have Bitcoin.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

I love Bitcoin.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

I want people to have Bitcoin exposure.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

The thing is, David, the difference between this Apple comparison and this MSDR comparison, what is the total addressable market for a digital credit product?

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

It's like hundreds of trillions of dollars.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Yeah.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Okay.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

If every person on the planet had an iPhone, what's the total addressable market of iPhones?

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Like $8 trillion.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Yeah.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Okay.

Bankless
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

So the total addressable market of this product is absolutely astronomical.