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Jeff Walton

👤 Speaker
893 total appearances

Appearances Over Time

Podcast Appearances

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

And so these instruments, they can tackle all of, they can disrupt all of the capital market.

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

It's money, it's credit, it's equities, it's real estate.

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

And then Bitcoin carries the rest, right?

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

Bitcoin's competing with gold and money and equities and growth equities, et cetera.

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

So that's

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

That's how I view these things in this space.

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

I think that the TAM is absolutely enormous and the risk profile is misunderstood.

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

And we're being incredibly transparent with the risk profile and the trust instrument.

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

If you were to go analyze and trust a bank, how would you do it?

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

Can you go on JP Morgan's website and go look at their assets?

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

Certainly not.

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

So you could see how our assets move every day.

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

You could go price it.

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

You could go set up algorithms that are trading it.

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

You could go set up your own AI trading between any of the instruments in the market.

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

You could go create

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

You could go create different models that are looking at alternative credit markets and identifying carry trades and different opportunities, just like, you know, typical corporate finance has done throughout history.

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

Like, yeah, I would say we're making trust cheaper and more legible, right?

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

It's easier to access and it's easier to read and see.

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

It's not opaque.