Preston Pysh talks with Bitcoin educator and investor, Joe Consorti, about some of the new things happening on the Lightning Network. Additionally, they talk about Joe's confluence model and his thoughts on credit markets. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:10 - What is the time value of Lightning? 00:09:29 - TradFi Risk Curve 00:13:52 - Weekly Average APR Graph | Where Joe thinks rates go on the lightning network. 00:19:55 - What are Joe's thoughts on leverage w/ companies like Luna, 3AC and others? 00:23:29 - 236,237 BTC Liquidated 00:27:37 - Future Bitcoin-Lightning Risk Curve 00:37:38 - Rates Lead The Dance | US02Y Yield v Fed Funds Upper Bound 00:39:24 - WIRP Fed Funds Futures 00:42:36 - Is the bear market seeing signs of exhaustion? 00:47:43 - SPX Responds 8 Weeks Later 00:50:25 - BTC Responds 8 Weeks Early 00:53:45 - 2s10s Treasury Spread 00:56:01 - 5Y5Y Inflation Swap 00:58:29 - Fair Value Framework | What is his fair value confluence model? 01:01:02 - Fair Value Confluence Price ✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/risk-free-rates-on-lightning-network-joe-consorti/ 💡OTHER RESOURCES - Connect with Joe: https://twitter.com/JoeConsorti - The Magma Market Place: https://docs.amboss.space/space/magma - Joe’s newsletter: https://thebitcoinlayer.substack.com/ - Connect with Preston: https://twitter.com/PrestonPysh - Check out our hosts’ favorite apps and services for investing, personal finance, and education: https://www.theinvestorspodcast.com/affiliates/ - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ 📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU 🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn 💸Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook: https://www.facebook.com/groups/theinvestorspodcast/ 👔 Linkedin: https://www.linkedin.com/company/the-investor's-podcast/ 🐦 Twitter: https://twitter.com/TIP_Network ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📥 Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.