In this episode of the Digital Credit Frontier, Johan speaks with Dr. André Dragosch, the European Head of Research at Bitwise, about the current state of bitcoin. They discuss Dr. Dragosch's journey into the bitcoin space, the performance of bitcoin in 2025, and the implications of institutional adoption. The conversation also delves into the concept of digital credit, the significance of bitcoin as a new hurdle rate for investments, and the future outlook for the bitcoin market. Dr. Dragosch shares insights on market trends, productivity strategies, and the evolving terminology surrounding bitcoin-backed instruments.

Learn more about Dr. André Dragosch and Bitwise

https://x.com/Andre_Dragosch

https://x.com/BitwiseInvest

Check out his book: http://exponential-gold.com

Visit our website: https://www.digitalcreditfrontier.com

Music: https://inaudio.org/track/country-land-country/

⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions, consult a professional.

In this episode, Johan interviews Pierre Rochard, a prominent figure in the bitcoin community, discussing Texas's initiative to build a strategic Bitcoin reserve, the concept of speculative attacks in Bitcoin adoption, and the future of Bitcoin bonds and digital credit. Pierre shares insights on the unique nature of bitcoin's capital gains and the evolving landscape of financial instruments related to Bitcoin.

Learn more about Pierre Rochard: https://x.com/BitcoinPierre

Visit our website: https://www.digitalcreditfrontier.com

Music: https://inaudio.org/track/country-land-country/

⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions, consult a professional.

In this episode, Johan and Jeff discuss the evolving landscape of digital credit, the implications of bitcoin adoption, and the strategic moves by companies like Strive. They explore Jeff's experiences in the Middle East, the development of the credit ecosystem, and the impact of MSCI's proposal on companies holding digital assets. The conversation also delves into the recent performance of credit instruments, Strive's acquisition of Semler Scientific, and the adjustments in SATA rates, highlighting the importance of differentiation in a competitive market.

Learn more about Jeff Walton, Strive and True North

https://x.com/PunterJeff

https://x.com/strive

https://x.com/MSTRTrueNorth

Visit our website: https://www.digitalcreditfrontier.com

Music: https://inaudio.org/track/country-land-country/

⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions, consult a professional.

In this episode, Tycho Onnasch discusses his journey in the bitcoin space, focusing on turning bitcoin into productive capital through treasury companies and decentralized finance. He shares insights from his experiences at Bitcoin Amsterdam, the historical context of bitcoin and the importance of transparency in financial instruments. The conversation explores the future of bitcoin treasury companies, their role in traditional finance, and the potential for bitcoin to create value in credit markets.

What you’ll learn:

01:40 Turning Bitcoin into Productive Capital

05:51 The Historical Perspective on Bitcoin

08:36 Experiencing Bitcoin Amsterdam

13:10 Understanding Bitcoin Treasury Companies

15:57 Financialization of Assets and Its Implications

21:13 Misconceptions about Bitcoin Treasury Companies

24:46 The Intersection of Bitcoin and Traditional Finance

26:24 Treasury's Role in the European Market

29:59 Bitcoin as an Access Vehicle in Europe

34:31 The Bitcoin Ethos and Self-Custody

41:04 The Future of Bitcoin Treasury Companies

44:44 Innovations in Credit Instruments

54:38 Balancing Interests of Equity Holders

Learn more about Tycho Onnasch, Treasury and Zest Protocol:

https://x.com/tychoonnasch

https://x.com/treasury_BTC

https://x.com/zestprotocol

Visit our website: https://www.digitalcreditfrontier.com

Music: https://inaudio.org/track/country-land-country/

⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions, consult a professional.

In this episode of the Digital Credit Frontier, Johan and Matt Crosby delve into the current state of bitcoin and its implications for the digital credit market. They discuss the recent trends in bitcoin's price, the dynamics of long-term holders selling, and the comparison of bitcoin to gold. The conversation also touches on market sentiment, predictions for the future, and the role of treasury companies in the bitcoin ecosystem. Matt is currently leaning to the defensive side and explains what to look for before getting bullish again.

What you’ll learn 💡:

Visit our website: https://www.digitalcreditfrontier.com

⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions, consult a professional.