Episode Details

In this episode of Over the Horizon, I’m joined by Jesse Shrader, founder of Amboss, for a deep dive into the Lightning Network, the evolution of Bitcoin as programmable money, and the launch of Rails—a plug-and-play way for Bitcoiners to earn yield while staying in self-custody. We explore: • How the Lightning Network enables velocity without credit • Why Magma was the first step toward a Bitcoin-native capital market • What Rails is, how it works, and where the yield actually comes from • The new Bitcoin risk curve and how it compares to fiat capital markets • How Rails can help businesses and treasury holders activate dormant BTC Chapters 00:00 Introduction to Bitcoin and Amboss 02:50 The Evolution of the Lightning Network 05:36 Jesse's Journey into Bitcoin 08:07 The Concept of Velocity of Money 11:03 Understanding Global M2 and Bitcoin's Correlation 16:40 The Future of Financial Systems with Bitcoin 19:31 Risk and Return in Traditional vs Bitcoin Markets 25:31 Understanding the Lightning Network and Its Benefits 33:10 Exploring Liquidity Leases and Automated Processes 37:05 Yield Generation in the Lightning Network 43:29 The Future of Bitcoin as a Medium of Exchange Stack Bitcoin using your home equity → https://joinhorizon.com Schedule a 1-on-1 consultation 👉 https://calendly.com/joe-consorti/bitcoin-consulting-30-min Follow Joe on X 👉 https://x.com/JoeConsorti Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

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