In this episode of Over the Horizon, I’m joined by Jesse Shrader, founder of Amboss, for a deep dive into the Lightning Network, the evolution of Bitcoin as programmable money, and the launch of Rails—a plug-and-play way for Bitcoiners to earn yield while staying in self-custody.
We explore:
• How the Lightning Network enables velocity without credit
• Why Magma was the first step toward a Bitcoin-native capital market
• What Rails is, how it works, and where the yield actually comes from
• The new Bitcoin risk curve and how it compares to fiat capital markets
• How Rails can help businesses and treasury holders activate dormant BTC
Chapters
00:00 Introduction to Bitcoin and Amboss
02:50 The Evolution of the Lightning Network
05:36 Jesse's Journey into Bitcoin
08:07 The Concept of Velocity of Money
11:03 Understanding Global M2 and Bitcoin's Correlation
16:40 The Future of Financial Systems with Bitcoin
19:31 Risk and Return in Traditional vs Bitcoin Markets
25:31 Understanding the Lightning Network and Its Benefits
33:10 Exploring Liquidity Leases and Automated Processes
37:05 Yield Generation in the Lightning Network
43:29 The Future of Bitcoin as a Medium of Exchange
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