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Today I speak to Kevin Rooke. He studies the Lightning network. We discuss how big the network already is, the new business models it will enable, how easy it will be for most people to earn sats and much more. A very enlightening episode indeed.
@kerooke

https://www.kevinrooke.com/podcast

medium article
https://www.kevinrooke.com/post/the-lightning-network-is-bigger-than-you-think

stakwork.com
Time stamps

04:51 How Kevin discovered bitcoin
07:29 New business models
22:11 Cash app vs organic wallets
27:02 Medium article
34:52 5-10% payments lost
37:25 Stable coins
43:20 Lightning and privacy
45:37 Centralisation
48:11 Liquidity on Lightning is centralizing
50:13 What you have learned from your guests
51:54 Criteria for investing in Lightning companies
55:36 VC and TAM - total addressable markets
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