{"podcast":{"title":"One Chair Podcast","slug":"one-chair-podcast-7451310","podcast_index_feed_id":7451310,"rss_url":"https://anchor.fm/s/104c39ac4/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/one-chair","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/43648953/43648953-1756671187621-5b503034254a9.jpg","author":"One Chair Podcast","episode_count":93,"summary":"Your guide to the companies stacking Bitcoin. We track the corporate treasuries holding Bitcoin and explore their strategies. We bring you all the insights, stories, and numbers that are reshaping treasury management in the age of Bitcoin. Whether you’re an investor, Bitcoiner, or finance pro, stay informed on who’s buying, holding, and leading Bitcoin adoption at the highest levels.","last_synced_at":"2026-07-03T08:18:15.504684+00:00","page_url":"https://stenobird.com/podcast/one-chair-podcast-7451310"},"episode":{"title":"The Lightning Tradeoff Bitcoin Treasuries Can’t Ignore","slug":"the-lightning-tradeoff-bitcoin-treasuries-can-t-ignore","published_at":"2026-05-04T19:39:04+00:00","page_url":"https://stenobird.com/podcast/one-chair-podcast-7451310/the-lightning-tradeoff-bitcoin-treasuries-can-t-ignore","show_page_url":"https://stenobird.com/podcast/one-chair-podcast-7451310","url":"https://podcasters.spotify.com/pod/show/one-chair/episodes/The-Lightning-Tradeoff-Bitcoin-Treasuries-Cant-Ignore-e3isla9","audio_url":"https://anchor.fm/s/104c39ac4/podcast/play/119477001/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-4%2F423456652-44100-2-0bd42a7232264.mp3","summary":"Are Bitcoin treasuries taking on more risk than they realize? In this episode, we break down the real risks of the Lightning Network, from hot wallet exposure to operational failures, and why this matters for companies holding Bitcoin. While Lightning is often praised as Bitcoin’s scaling solution, there’s a critical tradeoff: speed and efficiency vs security and capital risk. - Can Bitcoin treasuries safely deploy capital on Lightning? - What happens if a node fails or gets compromised? - And why might cold storage not be enough in the future? We cover: ⚡ The biggest Lightning Network risks explained 🔐 Why hot wallets introduce new vulnerabilities 💼 The challenge for Bitcoin treasuries entering Lightning 📉 How funds can be lost (even without hacks) 🌍 Adoption, regulation, and long-term outlook This is a must-watch for anyone interested in: Bitcoin, Lightning Network, crypto security, and institutional adoption. Follow our guest: - Dave Lund: https://x.com/davelund_ - Flowrate: https://www.flowrate.com/ 00:00 Introduction: Lightning Network Risks 02:06 Lightning’s Core Limitation: Payments Need Liquidity Paths 04:24 Hot Wallet Risk: The Biggest Security Tradeoff 06:40 Bugs, Attacks & Lightning Node Failure Scenarios 08:53 Penalty Mechanism: How Lightning Prevents Cheating 11:09 Adoption Risk: Will Bitcoiners Actually Spend BTC? 12:45 Lightning vs Fiat Rails: Why Fees Matter 14:42 800,000 Stores: The Push Toward Mainstream Adoption 16:40 Regulation, Privacy & Onion Routing Risks 23:25 Bitcoin Treasuries: Should Companies Use Lightning? 29:14 Enterprise Lightning: Multi-Sig, Security & Reputation Risk 34:26 Best Lightning Panels to Watch Next Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW…","meta_description":"Are Bitcoin treasuries taking on more risk than they realize? In this episode, we break down the real risks of the Lightning Network, from hot wallet expo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2119,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/one-chair-podcast-7451310/episodes/the-lightning-tradeoff-bitcoin-treasuries-can-t-ignore/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/one-chair-podcast-7451310/the-lightning-tradeoff-bitcoin-treasuries-can-t-ignore.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}