See also Joe Consorti's article, posted here on SN a short while ago:
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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.
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IN THIS EPISODE, YOU’LL LEARN
What is the time value of Lightning? What are Joe’s thoughts on leverage w/ companies like Luna, 3AC and others? Is the bear market seeing signs of exhaustion? What actually drives the Bitcoin cycles? What Rates lead the dance? What is his fair value confluence model? Where Joe thinks rates go on the lightning network.
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This episode is now available on Youtube. It was shared in a separate post:
BTC090: Risk-Free Rates on Bitcoin's Lightning Network w/ Joe Consorti #57587
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