Pompliano Highlights Digital Credit as Key Asset in Bitcoin Transition

.@ColeMacro believes "digital credit could be the most important asset in this transition period [from fiat]. Smoothes it out, minimizes the volatility."

"People see where it goes but you don't have to make as hard of a prediction about when it happens. You don't have to ride as much volatility."

"If that thesis plays out...digital credit could accelerate hyper-bitcoinization."

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@APompliano @MarkYusko

@ColeMacro @williamwallets8 Cant wait to watch this. 👊

@ColeMacro @Werkman Great chat. The bitcoin:native , $ASST and $MSTR DCAs shall continue.

@ColeMacro BSV is Bitcoin

BTC is not Bitcoin

@ColeMacro Digital Credit is fine until the structure gets punched. 2x only needs a 50% wrong-way move to nuke equity. Dividends are cute until cycle low.

@ColeMacro @PunterJeff

@ColeMacro Fuck ueaahhhhhh

@ColeMacro Great job, Matt!

@APompliano @ColeMacro He look like Hunter Biden and Barak Obama had a baby

@ColeMacro Hey Matt- this was a great interview. Thank you!!

What are your plans for $BRR pomp?

I think the share buy back was a great move... but what is in the pipeline for the company?

Have you considered utilising the digital credit model $ASST and $MSTR have pioneered?

I believe you're a great advocate for bitcoin and admire your drive, but it would be great if you could outline how you will increase BPS and justify a large mNAV premium in the future.

Thanks!

@ColeMacro @APompliano DXY weakening + $BTC at $63,316,. This is not a coincidence. Inverse correlation is real and it's strengthening.

@ColeMacro @PunterJeff

@APompliano @ColeMacro Digital credit as a bridge to hyperbitcoinization is an underrated thesis

@APompliano @ColeMacro Kinda sad that something this pedestrian is all they can cling to as ... transformative.

@APompliano @ColeMacro

@APompliano @ColeMacro Building stablecoin rails now—credit does smooth individual volatility, but we hit hard walls when correlated defaults spike. Velocity matters less than what triggers the cascade.

@APompliano @ColeMacro Every rate cut cycle in history has been followed by an asset bubble. With $BTC ETFs now in the system, guess where it goes.

@APompliano @ColeMacro Digital credit as a volatility buffer is structurally sound—it bridges fiat liquidity with crypto’s settlement layer. But calling it the "most important" overstates utility. Real adoption hinges on regulatory clarity, not theoretical smoothing.