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0:00 - Intro
1:28 - Is the bear over?
11:19 - Bitcoin-backed credit market
19:21 - River &amp; Unchained
20:37 - Ukraine bonds vs Unchained loans
30:11 - Why Unchained loans work
37:45 - Gradually, Then Suddenly &amp; Zaprite
39:22 - Predicting capital markets
54:39 - Swaying minds with a good track record
1:07:05 - Venture fund perspective, Fold IPO
1:13:13 - Bitcoin vs stablecoin strategies
1:34:36 - OpenSats and HRF
1:44:13 - Plugging the Bitcoin Lunch
 
 
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#535: The State of Bitcoin-Backed Credit with Matt Dines