We sat down with
@IIICapital of
@Strive to talk about where Bitcoin-backed finance goes from here.
bitcoin:native & Amplified Bitcoin. Digital credit. $STRC. $SATA. Self-custody. Leverage. And what the first real stress test for this new asset class taught us.
Joe has spent his career across Bitcoin mining, custody, research and treasury companies, so we went deep.
Timestamps:
00:00 Preview
00:46 Introduction
01:12 Joe’s bitcoin:native origin story
03:38 Joe’s career in Bitcoin
05:34 The Bitcoin education problem
07:01 Turning Bitcoin volatility into financial products
08:25 Rethinking “not your keys, not your coins”
09:52 Bitcoin custody today
13:09 Bitcoin, ETFs & amplified Bitcoin
15:05 Why digital credit matters
15:31 $SATA returns to $100
17:21 What comes next for digital credit?
18:19 Why Bitcoin-backed credit could scale
19:44 Digital credit → digital money
21:05 The leverage problem
22:30 Lessons from the summer unwind
24:18 Why $STRC & $SATA are different
25:43 Joe’s Bitcoin outlook
Full conversation. 👇