Unchained Why Twenty One Capital Is More About Volatility Than Bitcoin - Ep. 826
12 snips
Apr 29, 2025 AI Snips
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Episode notes
Twenty One Capital's Cultural Convergence
- Twenty One Capital represents a new cultural moment, merging diverse global capital with Bitcoin at its center.
- The collaboration symbolizes political, economic, and social capital convergence, indicating a major shift in crypto adoption.
Twenty One's Strategic Improvements
- Learning from MicroStrategy, Twenty One Capital aims to avoid risky financial triggers in debt that could cause collateral calls.
- They plan active Bitcoin management to generate yield, differing from MicroStrategy's mainly static holding strategy.
Overcollateralize Bitcoin Lending
- Implement overcollateralization in Bitcoin lending to mitigate risk and prevent massive losses during market downturns.
- Thoughtful risk underwriting and leveraging Bitcoin as collateral can unlock credit market inefficiencies.