IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:10 – What is the time value of Lightning?
00:09:29 – TradFi Risk Curve
00:13:52 – Weekly Average APR Graph | Where Joe thinks rates go on the lightning network.
00:19:55 – What are Joe’s thoughts on leverage w/ companies like Luna, 3AC and others?
00:23:29 – 236,237 BTC Liquidated
00:27:37 – Future Bitcoin-Lightning Risk Curve
00:37:38 – Rates Lead The Dance | US02Y Yield v Fed Funds Upper Bound
00:39:24 – WIRP Fed Funds Futures
00:42:36 – Is the bear market seeing signs of exhaustion?
00:47:43 – SPX Responds 8 Weeks Later
00:50:25 – BTC Responds 8 Weeks Early
00:53:45 – 2s10s Treasury Spread
00:56:01 – 5Y5Y Inflation Swap
00:58:29 – Fair Value Framework | What is his fair value confluence model?
01:01:02 – Fair Value Confluence Price
?? Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/BTC090
?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/risk-free-rates-on-lightning-network-joe-consorti/
?OTHER RESOURCES
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?Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU
? Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn
?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
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