How STRC and Digital Credit Could Break the Four-Year Bitcoin Cycle with Jeff Walton

<p>In this episode, Jeff Walton, Chief Risk Officer at Strive, joins me to break down why Bitcoin may have already bottomed and why the market structure around it is changing faster than most people realize.</p>

<p>We cover:</p>

<p>• Why Jeff believes Bitcoin’s four-year cycle may be over </p>

<p>• How digital credit instruments like STRC are changing Bitcoin capital flows </p>

<p>• Why Strategy’s preferred equity products could pressure traditional credit markets </p>

<p>• The difference between transparent digital credit and opaque private credit </p>

<p>• How AI is reshaping productivity, work, and the K-shaped economy </p>

<p>• Why asset-backed credit may matter more in an AI-driven world </p>

<p>• The biggest regulatory hurdle facing Bitcoin adoption by banks </p>

<p>• How Bitcoin-backed capital markets could evolve from here</p>

<p>Jeff also shares how he personally uses AI, the business models he thinks are hiding in plain sight, and why Bitcoin-based credit instruments may be far earlier than most people think.</p>

<p>Guest links: </p>