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October 29, 2025 48 mins

Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we unpack why Strategy securing a credit rating marks a major milestone for Bitcoin adoption. Jeff breaks down what it means for corporate balance sheets, the upcoming Solana staking ETF, and how prediction markets are shaping global narratives — including the wild debate over whether Donald Trump might actually be Satoshi.

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Timestamps:

  • 0:00 - Intro
  • 1:58 - Importance of Strategy getting a credit rating
  • 7:25 – What matters more: the logic or the rating itself?
  • 14:14 - How investors can make money on this
  • 19:41 - Solana staking ETFs enter the market
  • 25:12 – How traditional firms will handle staking
  • 31:47 – Prediction markets and Donald Trump being Satoshi?
  • 37:11 - New York City mayoral election odds
  • 45:52 – Coinbase’s UpOnly Podcast NFT and grabbing attention
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