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Description

Matt on Twitter: https://x.com/buildcio


Build: https://t.co/GN8C8AhVGf


0:00 - Intro


1:28 - Is the bear over?


11:19 - Bitcoin-backed credit market


19:21 - River & Unchained


20:37 - Ukraine bonds vs Unchained loans


30:11 - Why Unchained loans work


37:45 - Gradually, Then Suddenly & Zaprite


39:22 - Predicting capital markets


54:39 - Swaying minds with a good track record


1:07:05 - Venture fund perspective, Fold IPO


1:13:13 - Bitcoin vs stablecoin strategies


1:34:36 - OpenSats and HRF


1:44:13 - Plugging the Bitcoin Lunch


Shoutout to our sponsors:


River


https://river.com/tftc


Unchained


https://unchained.com/concierge/


Zaprite


https://zaprite.com/tftc


Gradually, Then Suddenly


https://thesaifhouse.com/gradually


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