正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

David Seroy makes the case that bitcoin:native can become the lowest-counterparty-risk collateral in the world. “Digital gold” caps Bitcoin's upside. “Digital credit” doesn’t. Think mortgage-backed securities, then treasuries — except this time the collateral is Bitcoin, not trust in an institution. “That is one very viable use case of... show more

Bankless

390,794 subscribers

12,052 次观看 • 21 天前 •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

JUST IN: Michael Saylor says, "The opportunity of any kind of #Bitcoin treasury company is you have the world's best collateral, you have digital capital. If you issue digital credit, you'll have the world's best credit."

JUST IN: Michael Saylor says, "The opportunity of any kind of #Bitcoin treasury company is you have the world's best collateral, you have digital capital. If you issue digital credit, you'll have the world's best credit."

BitcoinTreasuries.NET

13,632 次观看 • 10 个月前

My Keynote "The Digital Transformation of Risk" at Bitcoin Asia 2025 in Hong Kong 0:00 - Intro 0:36 - The Story of Risk 6:22 - Bitcoin Backed Risk, Pioneered by Strategy & Michael Saylor 9:52 - Quantifying the risk 13:43 - The Biggest Story in all of Finance 15:37 - Risk is Evolving, humanity needs to adapt EM₿RACE THE RISK

My Keynote "The Digital Transformation of Risk" at Bitcoin Asia 2025 in Hong Kong 0:00 - Intro 0:36 - The Story of Risk 6:22 - Bitcoin Backed Risk, Pioneered by Strategy & Michael Saylor 9:52 - Quantifying the risk 13:43 - The Biggest Story in all of Finance 15:37 - Risk is Evolving, humanity needs to adapt EM₿RACE THE RISK

Jeff Walton

149,168 次观看 • 11 个月前

. Michael Saylor explains why Strategy's real business isn't Bitcoin - it's selling credit to people who want the upside without the bumpy ride "We're like a reserve bank. We have a reserve asset - Bitcoin. We will sell credit. We are stripping the performance and the risk off of the bitcoin." "Bitcoin's got 40 vol and it's got high performance. But most of the world wants zero vol. What they want is a bank account that pays them 10 or 11%." "For every dollar of equity capital of Bitcoin that we have - digital capital - you can create 10 to $0.20 of credit. We've sold about $10 billion of credit. We'll create $20 billion of digital credit over the next year, then grow that 30 to 50% a year."

. Michael Saylor explains why Strategy's real business isn't Bitcoin - it's selling credit to people who want the upside without the bumpy ride "We're like a reserve bank. We have a reserve asset - Bitcoin. We will sell credit. We are stripping the performance and the risk off of the bitcoin." "Bitcoin's got 40 vol and it's got high performance. But most of the world wants zero vol. What they want is a bank account that pays them 10 or 11%." "For every dollar of equity capital of Bitcoin that we have - digital capital - you can create 10 to $0.20 of credit. We've sold about $10 billion of credit. We'll create $20 billion of digital credit over the next year, then grow that 30 to 50% a year."

MR SHIFT 🦁

34,055 次观看 • 1 个月前

.Morpho 🦋's Midnight could become a machine for pricing trust. Paul Frambot 🦋: “There’s a module in the protocol that lets you express why you should be trusted.” “That could be collateral, but that could also be your identity, your receivables, whatever.” “A piece of code is not here to give credit to people. Credit is complex.” “The key is externalizing the rate and externalizing the risk, such that the market can price any type of risk.”

.Morpho 🦋's Midnight could become a machine for pricing trust. Paul Frambot 🦋: “There’s a module in the protocol that lets you express why you should be trusted.” “That could be collateral, but that could also be your identity, your receivables, whatever.” “A piece of code is not here to give credit to people. Credit is complex.” “The key is externalizing the rate and externalizing the risk, such that the market can price any type of risk.”

Bankless

22,397 次观看 • 12 天前

JUST IN: Jeff Booth explains how the foundation of $900 Trillion in global assets is backed by $323 Trillion of debt. 👀 #Bitcoin “is the only thing on the planet because it is an open decentralized secure protocol bounded by energy without counterparty risk.”

JUST IN: Jeff Booth explains how the foundation of $900 Trillion in global assets is backed by $323 Trillion of debt. 👀 #Bitcoin “is the only thing on the planet because it is an open decentralized secure protocol bounded by energy without counterparty risk.”

Simply Bitcoin

79,875 次观看 • 1 年前

Buck Buck is the world's first Savings Coin. In my presentation at Bitcoin For Corporations at Strategy World 2026... I explain how $STRC is powering Buck to solve the 0% yield problem for the 300B+ Stablecoin market. Yet another use case for Digital Credit Michael Saylor. TIMESTAMPS: 0:00 — Intro 0:29 — Bitcoin's 10x Securitization Speed 2:01 — The 4 layers of Bitcoin capital markets 2:52 — STRC, the most important security in Bitcoin 4:08 — Hal Finney & Michael Saylor : the "Digital Money" thesis 4:49 — Buck: A Savings Coin backed by STRC 6:51 — Buck's treasury (STRC + USDC buffer) 7:46 — $1 of Buck = $1 of Bitcoin

Buck Buck is the world's first Savings Coin. In my presentation at Bitcoin For Corporations at Strategy World 2026... I explain how $STRC is powering Buck to solve the 0% yield problem for the 300B+ Stablecoin market. Yet another use case for Digital Credit Michael Saylor. TIMESTAMPS: 0:00 — Intro 0:29 — Bitcoin's 10x Securitization Speed 2:01 — The 4 layers of Bitcoin capital markets 2:52 — STRC, the most important security in Bitcoin 4:08 — Hal Finney & Michael Saylor : the "Digital Money" thesis 4:49 — Buck: A Savings Coin backed by STRC 6:51 — Buck's treasury (STRC + USDC buffer) 7:46 — $1 of Buck = $1 of Bitcoin

Dan Hillery

32,843 次观看 • 5 个月前

In my keynote at LABITCONF I discuss economic wars, the power behind #Bitcoin, why $BTC is destined to be the apex commodity, technology, property, money, & ETF asset, winning & losing investment strategies, management of counterparty risk, & capital markets digital disruption.

In my keynote at LABITCONF I discuss economic wars, the power behind #Bitcoin, why $BTC is destined to be the apex commodity, technology, property, money, & ETF asset, winning & losing investment strategies, management of counterparty risk, & capital markets digital disruption.

Michael Saylor

793,588 次观看 • 2 年前

LIVE NOW - Michael Salor’s Master Plan: "Fix the Money, Fix the World." Bitcoin to $21M. Strategy as a digital credit machine. An “8% bank account” for a billion people. Michael Michael Saylor joins Bankless for the first time to unpack: - Bitcoin becomes digital capital - Strategy’s Bitcoin credit machine - Quantum without panic - A new view on Ethereum - The “fix the money” thesis Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame

LIVE NOW - Michael Salor’s Master Plan: "Fix the Money, Fix the World." Bitcoin to $21M. Strategy as a digital credit machine. An “8% bank account” for a billion people. Michael Michael Saylor joins Bankless for the first time to unpack: - Bitcoin becomes digital capital - Strategy’s Bitcoin credit machine - Quantum without panic - A new view on Ethereum - The “fix the money” thesis Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame

Bankless

518,352 次观看 • 3 个月前

MICHAEL SAYLOR on CNBC: There is Universal consensus around the world that #Bitcoin is: - A decentralised global asset that has value - Has NO issuer - Is the Gold Standard of digital commodities

MICHAEL SAYLOR on CNBC: There is Universal consensus around the world that #Bitcoin is: - A decentralised global asset that has value - Has NO issuer - Is the Gold Standard of digital commodities

Bitcoin Archive

155,055 次观看 • 3 年前

Bitcoin is not just something to hold. It is becoming one of the cleanest collateral assets in the world. Core is building the products for that future.

Bitcoin is not just something to hold. It is becoming one of the cleanest collateral assets in the world. Core is building the products for that future.

Core DAO 🔶

35,380 次观看 • 3 个月前

Cathie Wood Cathie Wood of ARK Invest: Bitcoin was declining relative to gold. It now appears to be bottoming. Gold itself is declining. She is staying bullish. The Bitcoin-to-gold ratio chart she presented on July 2 shows the ratio has held at a floor while gold moved lower. Wood reads this as the start of a resumption of the "volatile but broad uptrend" visible on the long-term chart. The macro context behind the call: in a deflationary tech regime with falling rates, Bitcoin benefits as a risk-on digital store of value. The rotation from gold to Bitcoin is consistent with the broader ARK thesis on financial innovation. Michael Saylor Michael Saylor has made the structural case for Bitcoin over gold more forcefully than anyone - argues Bitcoin's fixed supply and digital properties make it the superior store of value over any multi-year horizon. Bitcoin, gold, and the deflationary thesis: Source: ARK Invest In the Know -

Cathie Wood Cathie Wood of ARK Invest: Bitcoin was declining relative to gold. It now appears to be bottoming. Gold itself is declining. She is staying bullish. The Bitcoin-to-gold ratio chart she presented on July 2 shows the ratio has held at a floor while gold moved lower. Wood reads this as the start of a resumption of the "volatile but broad uptrend" visible on the long-term chart. The macro context behind the call: in a deflationary tech regime with falling rates, Bitcoin benefits as a risk-on digital store of value. The rotation from gold to Bitcoin is consistent with the broader ARK thesis on financial innovation. Michael Saylor Michael Saylor has made the structural case for Bitcoin over gold more forcefully than anyone - argues Bitcoin's fixed supply and digital properties make it the superior store of value over any multi-year horizon. Bitcoin, gold, and the deflationary thesis: Source: ARK Invest In the Know -

Podcast Alpha

17,024 次观看 • 1 个月前

WHY SAYLOR'S DIGITAL CREDIT IS BREAKING EVERYONE'S BRAINS The legacy credit system is held together by optimism, spreadsheets, and a blind belief that committees with zero accountability will somehow maintain stability while the currency melts in real time. Meanwhile, Saylor strolls onto the field in a black suit like the world’s calmest financial arsonist and builds an entirely new credit architecture on top of an asset that cannot be printed, diluted, or bailed out. Digital credit is the part where the old system finally realizes the ground beneath it was never solid. Bitcoin backed collateral exposes every weakness they tried to hide. The risk models fail. The ratings frameworks fall apart. The yield curves stop making sense. This video is the full breakdown. Why the entire system is about to reprice around harder collateral whether it wants to or not!

WHY SAYLOR'S DIGITAL CREDIT IS BREAKING EVERYONE'S BRAINS The legacy credit system is held together by optimism, spreadsheets, and a blind belief that committees with zero accountability will somehow maintain stability while the currency melts in real time. Meanwhile, Saylor strolls onto the field in a black suit like the world’s calmest financial arsonist and builds an entirely new credit architecture on top of an asset that cannot be printed, diluted, or bailed out. Digital credit is the part where the old system finally realizes the ground beneath it was never solid. Bitcoin backed collateral exposes every weakness they tried to hide. The risk models fail. The ratings frameworks fall apart. The yield curves stop making sense. This video is the full breakdown. Why the entire system is about to reprice around harder collateral whether it wants to or not!

Adam Livingston

19,952 次观看 • 8 个月前

Bitcoin is Not Digital Gold (and Why You Should Care) In my keynote at Bitcoin Amsterdam, I argued that the 'digital gold' analogy is fundamentally flawed. tl;dr Only if Bitcoin is used as peer-to-peer digital cash can it actually become digital gold. Check it out below:

Bitcoin is Not Digital Gold (and Why You Should Care) In my keynote at Bitcoin Amsterdam, I argued that the 'digital gold' analogy is fundamentally flawed. tl;dr Only if Bitcoin is used as peer-to-peer digital cash can it actually become digital gold. Check it out below:

Bart Mol

35,507 次观看 • 8 个月前

#Bitcoin is the world’s most popular investment asset. It is novel, digital, global, unique, and uncorrelated to traditional risk assets. That makes it a natural addition to the portfolio of a responsible investor.

#Bitcoin is the world’s most popular investment asset. It is novel, digital, global, unique, and uncorrelated to traditional risk assets. That makes it a natural addition to the portfolio of a responsible investor.

Michael Saylor

515,165 次观看 • 2 年前

JUST IN: BILLIONAIRE MICHAEL SAYLOR JUST SAID LIVE THAT DIGITAL CREDIT WILL TURN $50 TRILLION IN BONDS INTO PERMANENT #BITCOIN DEMAND "EVERYBODY WINS. THE WORLD WILL WIN." "THINK ABOUT GETTING RICH OFF OF THIS." 🔥

JUST IN: BILLIONAIRE MICHAEL SAYLOR JUST SAID LIVE THAT DIGITAL CREDIT WILL TURN $50 TRILLION IN BONDS INTO PERMANENT #BITCOIN DEMAND "EVERYBODY WINS. THE WORLD WILL WIN." "THINK ABOUT GETTING RICH OFF OF THIS." 🔥

The Bitcoin Historian

96,383 次观看 • 5 个月前

CATHIE WOOD SAYS $1.25 MILLION BITCOIN IS HER BULL CASE, NOT EVEN HER BASE CASE Her base case for Bitcoin bitcoin:native over five years is closer to $750,000, and the bull case rests on three forces: - Generational wealth transfer, since younger people are more likely to adopt a digital store of value over gold - Bitcoin as an insurance policy against fiscal and monetary neglect, especially in emerging markets, pulling people from stablecoins toward Bitcoin's greater appreciation potential - Institutional adoption, the biggest driver of all, since Bitcoin's low correlation to other assets means every allocator has a responsibility to examine it for better risk-adjusted returns

CATHIE WOOD SAYS $1.25 MILLION BITCOIN IS HER BULL CASE, NOT EVEN HER BASE CASE Her base case for Bitcoin bitcoin:native over five years is closer to $750,000, and the bull case rests on three forces: - Generational wealth transfer, since younger people are more likely to adopt a digital store of value over gold - Bitcoin as an insurance policy against fiscal and monetary neglect, especially in emerging markets, pulling people from stablecoins toward Bitcoin's greater appreciation potential - Institutional adoption, the biggest driver of all, since Bitcoin's low correlation to other assets means every allocator has a responsibility to examine it for better risk-adjusted returns

Ark Invest Tracker

18,387 次观看 • 6 天前

Michael Saylor: Investors Have Lost Confidence in Ethereum On June 12, 2026, at the Bitcoin Corporate Day event, Michael Saylor Michael Saylor discussed Bitcoin's rising market dominance. He stated that, excluding stablecoins, Bitcoin's dominance in the crypto market has climbed from around 41% in 2021 to nearly 70%. Saylor believes that market confidence in Ethereum has collapsed, and it is now locked in an intense competition with other tokens like Solana and BNB. This ongoing battle has exhausted their monetary premium, meaning these tokens will have to rely solely on their utility to survive in the future. He stated that the market evolution over the past 12 months has further established Bitcoin's position as the dominant digital monetary network, solidified its attribute as digital capital, and proven that digital credit is a viable concept.

Michael Saylor: Investors Have Lost Confidence in Ethereum On June 12, 2026, at the Bitcoin Corporate Day event, Michael Saylor Michael Saylor discussed Bitcoin's rising market dominance. He stated that, excluding stablecoins, Bitcoin's dominance in the crypto market has climbed from around 41% in 2021 to nearly 70%. Saylor believes that market confidence in Ethereum has collapsed, and it is now locked in an intense competition with other tokens like Solana and BNB. This ongoing battle has exhausted their monetary premium, meaning these tokens will have to rely solely on their utility to survive in the future. He stated that the market evolution over the past 12 months has further established Bitcoin's position as the dominant digital monetary network, solidified its attribute as digital capital, and proven that digital credit is a viable concept.

Wu Blockchain

31,408 次观看 • 1 个月前

I joined Laura K. Inamedinova at the Xapo Bank Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money. Fix the money, fix the world. $BTC 00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world” 01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation 02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over 04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin 06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets 12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit 15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains 18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet 19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets 22:32 — Stress testing $STRC through deeper Bitcoin drawdowns 25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin’s downside volatility 27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds 30:34 — The builder roadmap: “If you want to make money, make the money” 32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money 36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens 41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit 43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation 44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital 46:01 — Why current market conditions may be a strong entry point for Digital Money builders

I joined Laura K. Inamedinova at the Xapo Bank Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money. Fix the money, fix the world. $BTC 00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world” 01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation 02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over 04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin 06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets 12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit 15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains 18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet 19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets 22:32 — Stress testing $STRC through deeper Bitcoin drawdowns 25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin’s downside volatility 27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds 30:34 — The builder roadmap: “If you want to make money, make the money” 32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money 36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens 41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit 43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation 44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital 46:01 — Why current market conditions may be a strong entry point for Digital Money builders

Michael Saylor

462,897 次观看 • 1 个月前

LYN ALDEN: Bitcoin is trading like a risk on asset, but has risk off properties. The longer term use case for BTC is that it’s the main protocol for digital money. It’s got the network effect and the security, but it takes time to grow and get large.

LYN ALDEN: Bitcoin is trading like a risk on asset, but has risk off properties. The longer term use case for BTC is that it’s the main protocol for digital money. It’s got the network effect and the security, but it takes time to grow and get large.

Bitcoin News

48,193 次观看 • 5 个月前