Rebuilding the $12T Repo Market on Bitcoin | Bitcoin Dave
Bitcoin has won the store-of-value argument, but can it become the foundation of an entirely new credit system? David Seroy of Alpen Labs joins David Hoffman to explore why Bitcoin’s next era may be defined by digital credit, ZK rollups, fixed-duration lending, and an onchain repo market rather than payments alone.
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TIMESTAMPS
0:00 Hyperbitcoinization
3:51 Bitcoin’s Next Phase
9:57 The Talent Crisis
11:29 BitVM and ZK
16:26 Bitcoin L2s
19:06 Bitcoin Credit
28:28 Onchain Repo
34:09 The Yield Curve
38:21 Borrowing and Risk
43:24 Why L2s Failed
48:29 Saylor vs Onchain
54:51 Alpen and Strata
56:36 Ethereum’s Purpose
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RESOURCES
Alpen Labs
https://www.alpenlabs.io/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Are Bitcoin L2s Real? with David Seroy (Bitcoin Dave)
On today’s episode we have Bitcoin wizard, David Seroy on the show! He’s an armchair researcher in the Bitcoin rollup ecosystem. He really likes Bitcoin, and he really likes projects that are building on Bitcoin.
We’ve got a lot of questions on Bitcoin today, especially those that revolve around Bitcoin L2s. Are they real? David’s got answers.
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------ TIMESTAMPS
0:00 Intro 9:18 Bitcoin L2 Rollup Support? https://twitter.com/david_seroy/status/1749508724274946514 12:56 Bitcoin Renaissance? 19:07 ETH vs. Bitcoin Scalability 21:18 Why The Bitcoin Community 25:34 The Bitcoin Rollup Pitch 30:14 Explaining Bitcoin Rollups 38:39 BitVM 47:03 Are L2s on Bitcoin’s Blockchain? 56:13 Exciting Bitcoin Projects 59:32 Are There More Bitcoin Daves? 1:02:53 Closing & Disclaimers
------ RESOURCES
David Seroy (Bitcoin Dave) https://twitter.com/david_seroy
BitVM whitepaper https://bitvm.org/bitvm.pdf
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. See our investment disclosures here: https://www.bankless.com/disclosures