Why Treasury Companies Need Lightning | Dave Lund #216 episode artwork

EPISODE · Mar 18, 2026 · 58 MIN

Why Treasury Companies Need Lightning | Dave Lund #216

from The Bitcoin Collective · host Jordan Walker

Most Bitcoin treasury companies are sitting on their Bitcoin and paying custody fees. But there's a way to make that Bitcoin work, earning native yield on the Lightning Network, without giving up your keys or taking on counterparty risk.Dave Lund, co-founder of FlowRate, joins Jordan Walker to break down one of the most underexplored business models in Bitcoin right now, and why treasury companies may be the key to unlocking the Lightning Network's next phase of growth.Available now on YouTube and all podcast platforms.🇬🇧 Join the UK Bitcoin Business Network: https://bitcoincollective.co/bbn/CONTACT JORDAN:X: https://x.com/JayW132LinkedIn: https://www.linkedin.com/in/jordan-walker-293955106/Email: [email protected] DAVE:X: https://x.com/davelund_Flowrate: https://www.flowrate.com/ Chapters: 00:00 Coming Up00:31 Welcome and why Lightning matters01:13 Dave’s background and why he built Flowrate03:12 Swedish Bitcoin Association and Lightning growth04:37 Bitcoin as asset vs money and why payments matter08:51 Utility argument and why Lightning unlocks adoption10:53 What Flowrate is and the Lightning “ISP” analogy19:29 How Flowrate works with treasury companies27:11 Liquidity leasing explained for businesses34:00 The inbound liquidity problem and why it blocks adoption42:30 Security trade-offs and how to deploy safely54:02 ARK and what comes after Lightning55:30 Closing thoughts and follow-up planREAD OUR NEWSLETTER:https://newsletter.bitcoincollective.co/LISTEN / SUBSCRIBE:Spotify: https://open.spotify.com/show/06sBiOznJDxuhafDmkE9VK?si=3f0a8bb8abd64eecApple: https://podcasts.apple.com/gb/podcast/the-bitcoin-collective/id1561573613Fountain: https://fountain.fm/show/AYHiNhTTv0HOgGEjRjWNYouTube: https://www.youtube.com/@bitcoincollective?sub_confirmation=1All content provided by The Bitcoin Collective and guests in this episode is for informational and educational purposes only and is not financial, trading, or investment advice.⸻EDITED BY JAMES PEARCELinkedIn: https://www.linkedin.com/in/james-pearcesf/Available now on YouTube and all major podcast platforms.#Bitcoin #Flowrate #lightningnetwork The Lightning Network Business Model Nobody Is Talking AboutThe Bitcoin Yield Strategy Most Treasury Companies Haven't Tried YetHow to Earn Yield on Bitcoin Without Giving Up Your Keys

Most Bitcoin treasury companies are sitting on their Bitcoin and paying custody fees. But there's a way to make that Bitcoin work, earning native yield on the Lightning Network, without giving up your keys or taking on counterparty risk.Dave Lund, co-founder of FlowRate, joins Jordan Walker to break down one of the most underexplored business models in Bitcoin right now, and why treasury companies may be the key to unlocking the Lightning Network's next phase of growth.Available now on YouTube and all podcast platforms.🇬🇧 Join the UK Bitcoin Business Network: https://bitcoincollective.co/bbn/CONTACT JORDAN:X: https://x.com/JayW132LinkedIn: https://www.linkedin.com/in/jordan-walker-293955106/Email: [email protected] DAVE:X: https://x.com/davelund_Flowrate: https://www.flowrate.com/ Chapters: 00:00 Coming Up00:31 Welcome and why Lightning matters01:13 Dave’s background and why he built Flowrate03:12 Swedish Bitcoin Association and Lightning growth04:37 Bitcoin as asset vs money and why payments matter08:51 Utility argument and why Lightning unlocks adoption10:53 What Flowrate is and the Lightning “ISP” analogy19:29 How Flowrate works with treasury companies27:11 Liquidity leasing explained for businesses34:00 The inbound liquidity problem and why it blocks adoption42:30 Security trade-offs and how to deploy safely54:02 ARK and what comes after Lightning55:30 Closing thoughts and follow-up planREAD OUR NEWSLETTER:https://newsletter.bitcoincollective.co/LISTEN / SUBSCRIBE:Spotify: https://open.spotify.com/show/06sBiOznJDxuhafDmkE9VK?si=3f0a8bb8abd64eecApple: https://podcasts.apple.com/gb/podcast/the-bitcoin-collective/id1561573613Fountain: https://fountain.fm/show/AYHiNhTTv0HOgGEjRjWNYouTube: https://www.youtube.com/@bitcoincollective?sub_confirmation=1All content provided by The Bitcoin Collective and guests in this episode is for informational and educational purposes only and is not financial, trading, or investment advice.⸻EDITED BY JAMES PEARCELinkedIn: https://www.linkedin.com/in/james-pearcesf/Available now on YouTube and all major podcast platforms.#Bitcoin #Flowrate #lightningnetwork The Lightning Network Business Model Nobody Is Talking AboutThe Bitcoin Yield Strategy Most Treasury Companies Haven't Tried YetHow to Earn Yield on Bitcoin Without Giving Up Your Keys

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Why Treasury Companies Need Lightning | Dave Lund #216

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Most Bitcoin treasury companies are sitting on their Bitcoin and paying custody fees. But there's a way to make that Bitcoin work, earning native yield on the Lightning Network, without giving up your keys or taking on counterparty risk.Dave Lund,...

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