Digital Credit TAM and the Bitcoin + Digital Credit Carry Trade

Digital Credit is expanding the total addressable market for Bitcoin and Bitcoin is expanding the total addressable market for Digital Credit. This conversation explores how that dynamic could scale reflexively and reshape global capital allocation.

Timestamps:

0:00 Introduction

1:24 Why Bitcoiners should care about digital credit

6:00 Bitcoin fixed income and a new asset class

8:30 The carry trade: earning Bitcoin yield

11:00 Transparent yield vs black-box risk

17:50 Why digital credit is attracting massive demand

20:00 “Printing Bitcoin with your Bitcoin”

24:59 Bitcoin as the unit of account (Roxom thesis)

34:00 The best Bitcoin investments (NVIDIA example)

38:41 Idle Bitcoin

47:01 The reflexive growth loop of digital credit

54:00 Closing thoughts: think in Bitcoin