I have shared my entire Bitcoin Lending idea on this with 2 prominent Bitcoin Lending Companies and their CEO’s since this tweet. I’ve explained the full stack solution the way I see it and how they can not only get out of a shrinking TAM as ETFs eat self custody lunch and @saylor re-educates the market that safe cost of capital should be higher than 8% for the private lenders and soon their lenders will be asking for a rate above STRC or SATA, which means in turn the rate for borrowing on your Bitcoin will climb - and I believe the cost of custody will rise. So they’re getting squeezed from all sides and can’t increase their lending book at HYPER SPEED and ultimately will fade into being a niche product. OR - They need to rapidly increase their TAM to $1.5 Trillion and accept a smaller rip and there’s only one way to do this I see. I have laid out my entire thinking and both companies I’ve spoken to seem enthusiastic and have said they’ll reach out to lawyers and financiers. I’ll give it a week considering it’s only Monday and see who gets what done. Next outreach will be the teams that’s given ME and others like me the opportunity to do this for the last 2 years with Julius Bar, DBS and JP Morgan at literally central bank rates - eg 1% if I want CHF - but need $10-$30m minimums. After that - I’ll outsource the whole idea here so anyone can chase it and build it. But the pitch is easy. You want 1-3% on $1 billion or you want 0.5% on $50 - $100 billion? This NEEDS to happen to allow people to NEVER sell and make Bitcoin more permanent than ever before for families. It MUST be accessible to as many as possible. We’ll see who wants a slice of the $1.8 Trillion market - but this will get done in time.