Digital Credit TAM and the Bitcoin + Digital Credit Carry Trade

Digital Credit is expanding the total addressable market for Bitcoin and Bitcoin is expanding the total addressable market for Digital Credit. This conversation explores how that dynamic could scale reflexively and reshape global capital allocation.Timestamps:0:00 Introduction1:24 Why Bitcoiners should care about digital credit6:00 Bitcoin fixed income and a new asset class8:30 The carry trade: earning Bitcoin yield11:00 Transparent yield vs black-box risk17:50 Why digital credit is attracting massive demand20:00 “Printing Bitcoin with your Bitcoin”24:59 Bitcoin as the unit of account (Roxom thesis)34:00 The best Bitcoin investments (NVIDIA example)38:41 Idle Bitcoin47:01 The reflexive growth loop of digital credit54:00 Closing thoughts: think in Bitcoin