Digital Credit Frontier

Matt Cole is CEO of Strive, former portfolio manager of $70 billion in fixed income assets at CalPERS, and one of the leaders building the digital credit frontier. In this conversation, Matt explains why bitcoin and digital credit could solve the retirement crisis. With the average 401k at just $100K and pensions funded at 70 cents on the dollar, he makes the case for perpetual preferred equity ba...

Rohan Hirani is co-founder of bitcoinquant.co breaks down how STRC's self-equilibrium mechanism mirrors bitcoin's difficulty adjustment, why Strategy's 800% over-collateralization puts banks to shame and what he's building on top of perpetual preferred equity at crobo.money Plus: why AI-driven abundance makes bitcoin's scarcity more valuable than ever. Learn more about Rohan Hirani and BitcoinQuan...

Halston Valencia, a USC grad, Bitcoin Well marketeer, and co-founder of Stay Bolted, shares how discovering bitcoin during college changed her worldview. From financial nihilism to sovereignty, self-custody to Strategy World, Halston breaks down why broken money is the root cause and how bitcoin digital credit instruments are shaping the future. What you'll learn: 00:56 From Broken Money to the ra...

In this episode, Robin Seyr, a daily bitcoin educator from Austria and co-founder of Microseed, shares his journey from being a pure self-custody Bitcoin maximalist to gradually building conviction in Strategy (MSTR). We explore why binary thinking in Bitcoin is holding people back, what it's like to meet Michael Saylor in person, and why mainstream adoption will look different than most bitcoiner...

In this episode, Jos Lazet, CEO of Blockrise, discusses the current state of bitcoin, market dynamics, and the intersection of bitcoin with precious metals. He elaborates on Blockrise's asset management strategies, the role of AI in finance, and the potential threats posed by quantum computing. Additionally, he introduces the concept of bitcoin back loans and emphasizes the importance of custody a...

In this episode of the Digital Credit Frontier, Johan speaks with Dr. André Dragosch, the European Head of Research at Bitwise, about the current state of bitcoin. They discuss Dr. Dragosch's journey into the bitcoin space, the performance of bitcoin in 2025, and the implications of institutional adoption. The conversation also delves into the concept of digital credit, the significance of bitcoin...

In this episode, Johan interviews Pierre Rochard, a prominent figure in the bitcoin community, discussing Texas's initiative to build a strategic Bitcoin reserve, the concept of speculative attacks in Bitcoin adoption, and the future of Bitcoin bonds and digital credit. Pierre shares insights on the unique nature of bitcoin's capital gains and the evolving landscape of financial instruments relate...

In this episode, Johan and Jeff discuss the evolving landscape of digital credit, the implications of bitcoin adoption, and the strategic moves by companies like Strive. They explore Jeff's experiences in the Middle East, the development of the credit ecosystem, and the impact of MSCI's proposal on companies holding digital assets. The conversation also delves into the recent performance of credit...

In this episode, Tycho Onnasch discusses his journey in the bitcoin space, focusing on turning bitcoin into productive capital through treasury companies and decentralized finance. He shares insights from his experiences at Bitcoin Amsterdam, the historical context of bitcoin and the importance of transparency in financial instruments. The conversation explores the future of bitcoin treasury compa...

In this episode of the Digital Credit Frontier, Johan and Matt Crosby delve into the current state of bitcoin and its implications for the digital credit market. They discuss the recent trends in bitcoin's price, the dynamics of long-term holders selling, and the comparison of bitcoin to gold. The conversation also touches on market sentiment, predictions for the future, and the role of treasury c...