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Risk-Free Rates on Bitcoin's Lightning Network w/ Joe Consorti (BTC090)

The Investor's Podcast Network
142K subscribers
2.7K views 2 years ago โšก๏ธ Bitcoin Fundamentals ๐Ÿ”‘
Preston Pysh talks with Bitcoin educator and investor, Joe Consorti, about some of the new things happening on the Lightning Network. Additionally, they talk about Joe's confluence model and his thoughts on credit markets. IN THIS EPISODE, YOUโ€™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 โ€ฆ...more
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Intro

0:00

What is the time value of Lightning?

0:10

TradFi Risk Curve

9:29

Weekly Average APR Graph | Where Joe thinks rates go on the lightning network.

13:52

What are Joe's thoughts on leverage w/ companies like Luna, 3AC and others?

19:55

236,237 BTC Liquidated

23:29

Future Bitcoin-Lightning Risk Curve

27:37

Rates Lead The Dance | US02Y Yield v Fed Funds Upper Bound

37:38

WIRP Fed Funds Futures

39:24

Is the bear market seeing signs of exhaustion?

42:36

SPX Responds 8 Weeks Later

47:43

BTC Responds 8 Weeks Early

50:25

2s10s Treasury Spread

53:45

5Y5Y Inflation Swap

56:01

Fair Value Framework | What is his fair value confluence model?

58:29

Fair Value Confluence Price

1:01:02
Risk-Free Rates on Bitcoin's Lightning Network w/ Joe Consorti (BTC090)
66Likes
2,773Views
2022Aug 11
Preston Pysh talks with Bitcoin educator and investor, Joe Consorti, about some of the new things happening on the Lightning Network. Additionally, they talk about Joe's confluence model and his thoughts on credit markets. IN THIS EPISODE, YOUโ€™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 โœ”๏ธ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/show/28RHOkX... ๐Ÿ–Š๏ธ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/b... ๐Ÿ’กOTHER RESOURCES โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค LISTEN ๐ŸŽง TO OTHER SHOWS FROM OUR NETWORK: โ‚ฟ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show:    โ€ข โšก๏ธ Bitcoin Fundamentals ๐Ÿ”‘   ๐Ÿ“šDive into value investing and learn more about billionaires with our We Study Billionaires podcast show:    โ€ข ๐Ÿ’ฐ We Study Billionaires ๐Ÿฅ‡   ๐Ÿ˜ Learn the ins and outs of real estate investing with our Real Estate 101 podcast show:    โ€ข ๐Ÿ  Real Estate 101 ๐Ÿ’ต   ๐Ÿ’ธGet introduced to the world of investing with our Millennial Investing podcast show:    โ€ข ๐Ÿ’ธ Millennial Investing ๐ŸŽฏ   โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค FOLLOW US ON SOCIAL MEDIA๐Ÿ“ฑ: ๐Ÿ’ป Facebook:   / theinvestorspodcast   ๐Ÿ‘” Linkedin:   / the-investor's-podcast   ๐Ÿฆ Twitter:   / tip_network   โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค ๐Ÿ“ฅ Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f... โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โ— DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investorโ€™s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
โšก๏ธ Bitcoin Fundamentals ๐Ÿ”‘
The Investor's Podcast Network

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The Investor's Podcast Network

142K subscribers