S&P Rates MicroStrategy and Liquidity Concerns

The Fed cuts, the layoffs hit, and AI papers it all over. But the real story’s in the collateral. From credit crunches to Bitcoin-backed loans, what’s breaking and what’s being built.

Episode Links

• 🇺🇸 Buy Sats on River - The best way to stack in the US
• 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform
• ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning
• 🏦 Fold Card - Pay bills Stack Sats
• 💵 SALT Lending - Get access to your BTC Value w/out Selling

Show Notes

• Fed cuts rates for the second time this year, will end balance sheet run-off in December
• Government shutdown now 2nd longest in U.S. history
• Ledn to Reach $1 Billion in Bitcoin-Backed Loans by 2025
• Strike Line of Credit in the Works - YouTube
• Lava is introducing the world’s first bitcoin-backed line of credit.
• Lava | Waitlist
• Shehzan on X: "We make it seamless to use your bitcoin with instant borrowing, global off-ramps, and our upcoming card product to spend directly from Lava." / X
• JPMorgan To Accept Bitcoin As Collateral By Year-End
• Chain Code Delegation: Improving privacy in collaborative multisig
• S&P Global assigns B- rating to Saylor’s Strategy, cites “high bitcoin concentration”
• Strategy Inc Assigned 'B-' Issuer Credit Rating; | S&P Global Ratings
• CleanSpark Acquires Land and Power in Texas for AI Data Center Push Beyond Bitcoin
• Why bitcoin miner CleanSpark beat Microsoft for Wyoming AI data center
• Bitcoin Will Power the Internet of Money and Tokenize Real World Assets with David Marcus - YouTube

Music

• The End Of The World BY: Filoxera