Change My Mind: Digital Credit (STRC) Is Overrated MicroStrategy pioneered Bitcoin-backed digital credit. But I think the second version, BTC-native, onchain credit, eventually wins. 25 min whiteboard comparison. Chapters: 00:00 Digital Credit vs. Bitcoin Credit 02:22 MicroStrategy's Bitcoin Strategy 12:35 DeFi and bCLO's 18:17 Comparing STRC to bCLO's
I'm curious to hear @HurdleRatePod takes. cc: @TimKotzman, @ColeMacro, @PunterJeff and @Werkman
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