Bullish:

• 🟢 $BTC - Bitcoin is seen as a superior store of value, especially in countries with unstable currencies. There's a strong belief in Bitcoin's long-term value proposition and its potential to develop into a full-fledged financial ecosystem with capital markets, lending, and insurance products.
  • “I fundamentally believe if you are in Cambodia or Turkey or Nigeria or Argentina, you should be buying life insurance in Bitcoin.” - Zach (24:26)
  • “In ten years, that's what they're gonna be. They're gonna be at these big public pots of Bitcoin. And what are you gonna do with that? Well, I think you're gonna manage it like an endowment.” - Zach (21:31)
  • “If Bitcoin is gonna be money, it's going to mean there are capital markets nominated Bitcoin, and it's going to mean there are debt capital markets nominated Bitcoin.” - Zach (19:23)
  • “We are aiming and successfully get pretty low yields. So we promise people implicitly something like 2% returns, and we are seeking 3% returns.” - Zach (13:51)
  • “I would imagine that the growth in the ETF market and just the types of financial institutions that are trying to market make and BAPs for these products has probably expanded the list of firms that have the need to borrow Bitcoin.” - Matt (16:05)