Is bitcoin’s BIGGEST opportunity happening on lightning?!

Is bitcoin’s BIGGEST opportunity happening on lightning?!

From One Chair Podcast by One Chair Podcast

April 23, 2026 · 37 min

About this episode

This episode explores the opportunities presented by the Lightning Network for Bitcoin, including yield generation and payment processing.

What if Bitcoin could generate yield… without giving up custody? In this episode, we dive into the $1 trillion opportunity on the Lightning Network and how Bitcoin treasuries are starting to deploy capital to earn yield, process payments, and build entirely new financial infrastructure. We break down how companies like Jack Dorsey's Block (Cash App & Square) are leveraging Lightning at scale — onboarding millions of merchants — and why this strategy could redefine how Bitcoin is used globally. 🎙️ Featuring insights from Dave Lund, we cover: ⚡ How the Lightning Network actually generates yield 💰 What “liquidity leasing” is and why it’s a massive opportunity 🏦 How Bitcoin treasuries (like LQWD & B-Hodl) are positioning themselves 📈 Why Lightning payment volume is exploding (100x growth) 🔐 The real risks of deploying Bitcoin (hot wallets & security) 🌍 What the next 3–5 years could look like for Bitcoin payments This is not just about “number go up”, this is about Bitcoin becoming a global payment network. Follow our guest: - Dave Lund: https://x.com/davelund_ - Flowrate: https://www.flowrate.com/ 00:00 Block Inc. vs Other Lightning Bitcoin Treasuries (Key…

People in this episode

Host: One Chair Podcast

Guest: Dave Lund

Topics covered

  • Bitcoin
  • Lightning Network
  • yield generation
  • financial infrastructure
  • liquidity leasing
  • payment processing
  • Bitcoin treasuries

Keywords

  • Bitcoin
  • Lightning Network
  • yield
  • liquidity leasing
  • payment volume
  • financial infrastructure
  • Block
  • Cash App
  • Square

Mentioned in this episode

Organizations: Block, Cash App, Square, LQWD, B-Hodl

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