DiscoverThe Bitcoin Treasuries Podcast with Tim KotzmanBitcoin-Backed Credit: Rethinking Risk with Michael Saylor, Matt Cole, & Jeff Walton
Bitcoin-Backed Credit: Rethinking Risk with Michael Saylor, Matt Cole, & Jeff Walton

Bitcoin-Backed Credit: Rethinking Risk with Michael Saylor, Matt Cole, & Jeff Walton

Update: 2025-09-27
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From the Bitcoin Treasuries NYC Unconference, Michael Saylor, Founder and Chairman of Strategy, Matt Cole, Chairman and CEO of Strive, and Jeff Walton, Chief Risk Officer at Strive, take the stage to discuss bitcoin-backed credit and how they think about risk in the digital economy.


- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/


- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.com/


Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.


Tim Kotzman on X: https://x.com/TimKotzman

Michael Saylor on X: https://x.com/saylor

Matt Cole on X: https://x.com/ColeMacro

Jeff Walton on X: https://x.com/PunterJeff


0:00 - Intro

0:30 - Which credit markets are most vulnerable to Bitcoin-backed credit?

14:30 - How will the existing credit establishment evolve?

24:24 - Will the S&P and other indices have to outperform Bitcoin?

31:24 - How to operate a Bitcoin Treasury company for the next 100 year

34:24 - Bitcoin yield products?

37:24 - Bitcoin Treasury credit instruments vs sovereign debt instruments

39:44 - Lending Bitcoin vs Private Market secondaries



#podcast #bitcoin #microstrategy #investing #mstr #btc

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Bitcoin-Backed Credit: Rethinking Risk with Michael Saylor, Matt Cole, & Jeff Walton

Bitcoin-Backed Credit: Rethinking Risk with Michael Saylor, Matt Cole, & Jeff Walton

Timothy Kotzman