Jeff Walton(@PunterJeff):We’re competing against AI and Data Center credit. Panel from Bitcoin for Corporations Amsterdam. I discuss the institutional perspective and the steps to kick the door open to new capital. The key: Institutions outsource their trust to other institutions. 0:00 When Institutions Really Arrived 2:00 Subscribe to BFC 2:50 Access Isn't Investability 6:35 Why Rating Agencies Matter 9:35 Crazy Guys in the Corner 13:00 Credit's Holy Trinity 15:15 More Bitcoin, Less Risk 18:35 What We're Up Against

2026.11.11 18:17

We’re competing against AI and Data Center credit. Panel from Bitcoin for Corporations Amsterdam. I discuss the institutional perspective and the steps to kick the door open to new capital. The key: Institutions outsource their trust to other institutions. 0:00 When Institutions Really Arrived 2:00 Subscribe to BFC 2:50 Access Isn't Investability 6:35 Why Rating Agencies Matter 9:35 Crazy Guys in the Corner 13:00 Credit's Holy Trinity 15:15 More Bitcoin, Less Risk 18:35 What We're Up Against