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Jeff Walton

👤 Speaker
893 total appearances

Appearances Over Time

Podcast Appearances

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

The scale, they've got just tremendous scale over and above what we have.

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

But you think about the relativity, strategy's got, what, 840,000 Bitcoin today?

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

Mm-hmm.

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

If they were to 10X their Bitcoin, they'd have 8.4 million Bitcoin.

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

Like, is that possible?

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

I don't know.

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

Possibly.

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

Probably not.

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

So we've got 15,000 Bitcoin, 15,300 plus Bitcoin.

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

If we were to 10X our Bitcoin, we'd have 150,000 Bitcoin.

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

Is that possible?

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

That'd be good for Bitcoin.

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

Is that possible?

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

I think that's possible.

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

So you're thinking about the scale, like you just have a smaller base, right?

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

So ability to scale a smaller base, like our common equity looks different because our scale is smaller.

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

We've learned from everything that strategy has done.

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

I've probably been the lead analyst on strategy in the globe.

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

And now here I am running the, I've learned everything.

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

I meticulously studied every single thing that they did.