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Jeff Walton

👤 Speaker
893 total appearances

Appearances Over Time

Podcast Appearances

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

It's incredibly transparent.

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

I've said multiple times, it's really simple when you boil it down.

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

And that's by design.

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

It's elegant.

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

It's very elegant.

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

It's very simple.

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

And the simplicity almost confuses people.

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

Yes.

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

Yeah, absolutely.

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

I think one way to think about it is, and I've posed this to people as well.

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

It's like, I think of each one of these, each one of these instruments that is sold is performing labor, right?

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

So, but what is the labor?

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

The labor is digital labor.

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

It's risk-taking.

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

Okay, so I sell a share for $100 and I'm paying you $13 into perpetuity, right?

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

Well, so then at that point it would take, if I just took that $100 and paid you $13 back to you and I didn't park it anywhere else, I just held it in cash, I would give you all your money back by like year seven.

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

Okay, now what if you deployed that excess into an asset that's moving positively?

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

Right.

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

Okay.

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

It's as simple as that.