What if bitcoin treasury companies become the most powerful corporations of the next decade? In this episode, we’re joined by Sam Callahan to explore how lightning adoption, corporate strategy, and macro uncertainty are reshaping the global economy. Sam explains why companies like Strategy are pioneering a new capital structure based on bitcoin, how BTC-native yield on the Lightning Network could disrupt traditional finance, and why institutions are finally waking up to sound money. We cover everything from regulatory arbitrage and ETF flows to lightning yield flywheels, safe haven behavior, and the future of corporate balance sheets. Sam also breaks down how tether and stablecoin adoption could drive a new phase of economic activity on lightning—and what it means for investors looking to outperform.
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TIMESTAMPS:
0:00 - Intro
1:21 - How bitcoin treasury companies are revolutionizing finance
5:20 - Bitcoin treasury companies vs real estate leverage
10:01 - Why this cycle could mimic 2017’s parabolic run
12:46 - Why bitcoin adoption is at a major inflection point
16:36 - Who’s next to buy bitcoin: corporates or governments?
22:31 - If bitcoin hits 50% of gold, price hits $1 million
28:06 - Bitcoin is starting to show safe haven behavior
34:39 - How lightning and tether could explode BTC-native yield
46:16 - Spend fiat or spend and replace bitcoin?
52:30 - Why DOGE can’t stop the era of fiscal dominance
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