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What if Bitcoin could generate yield… without giving up custody?
In this episode, we dive into the $1 trillion opportunity on the Lightning Network and how Bitcoin treasuries are starting to deploy capital to earn yield, process payments, and build entirely new financial infrastructure.
We break down how companies like Jack Dorsey's Block (Cash App & Square) are leveraging Lightning at scale — onboarding millions of merchants — and why this strategy could redefine how Bitcoin is used globally.
🎙️ Featuring insights from Dave Lund, we cover:
⚡ How the Lightning Network actually generates yield
💰 What “liquidity leasing” is and why it’s a massive opportunity
🏦 How Bitcoin treasuries (like LQWD & B-Hodl) are positioning themselves
📈 Why Lightning payment volume is exploding (100x growth)
🔐 The real risks of deploying Bitcoin (hot wallets & security)
🌍 What the next 3–5 years could look like for Bitcoin payments
This is not just about “number go up”, this is about Bitcoin becoming a global payment network.
Follow our guest:
- Dave Lund: https://x.com/davelund_
- Flowrate: https://www.flowrate.com/
00:00 Block Inc. vs Other Lightning Bitcoin Treasuries (Key Differences)
04:11 4M Merchants on Lightning + 9.7% Yield (Explained)
07:41 How Lightning Routing Actually Makes Money
09:47 Why NOW Is the Best Time to Build on Lightning1
4:24 Node Economics: How Treasuries Earn Yield
21:08 Liquidity Leasing: The Hidden Business Model
26:43 The Big Opportunity for Bitcoin Treasuries
31:57 Lightning in 3–5 Years (Bold Predictions)
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
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