79: Collateral Damage
29 October 2025
The Fed cuts, the layoffs hit, and AI papers it all over. But the real story’s in the collateral. From credit crunches to Bitcoin-backed loans, what’s breaking and what’s being built.
Hosts
Episode Links
- 🇺🇸 Buy Sats on River - The best way to stack in the US
- 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform
- ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning
- 🏦 Fold Card - Pay bills Stack Sats
- đź’µ SALT Lending - Get access to your BTC Value w/out Selling
Show Notes
- Fed cuts rates for the second time this year, will end balance sheet run-off in December
- Government shutdown now 2nd longest in U.S. history
- Ledn to Reach $1 Billion in Bitcoin-Backed Loans by 2025
- Strike Line of Credit in the Works - YouTube
- Lava is introducing the world’s first bitcoin-backed line of credit.
- Lava | Waitlist
- Shehzan on X: “We make it seamless to use your bitcoin with instant borrowing, global off-ramps, and our upcoming card product to spend directly from Lava.” / X
- JPMorgan To Accept Bitcoin As Collateral By Year-End
- Chain Code Delegation: Improving privacy in collaborative multisig
- S&P Global assigns B- rating to Saylor’s Strategy, cites “high bitcoin concentration”
- Strategy Inc Assigned ‘B-’ Issuer Credit Rating; | S&P Global Ratings
- CleanSpark Acquires Land and Power in Texas for AI Data Center Push Beyond Bitcoin
- Why bitcoin miner CleanSpark beat Microsoft for Wyoming AI data center
- Bitcoin Will Power the Internet of Money and Tokenize Real World Assets with David Marcus - YouTube
Music