$ASST is a beach ball being held underwater.
First time making a video using @higgsfield, we are only going to get better from here!
@TNorth@HurdleRatePod bitcoin:native
True North Ep. 86: They Want To Build A Bitcoin Bank
Featuring @PunterJeff, @AdamBLiv and @ZynxBTC.
Timestamps:
00:00 - Intro
01:07 - A Wild Week In Markets
07:55 - $BTC Has Never Lost Over 4 Years
22:04 - Strategy Balance Sheet $MSTR $STRC
25:12 - Buybacks Or Bitcoin?
44:59 - Strive Balance Sheet $ASST
52:35 - Reinsurance And Uncorrelated Yield
01:08:16 - Is Strategy Building A Bitcoin Bank?
01:18:56 - Anthropic IPO Or $BTC?
01:28:56 - Final Thoughts
Bitcoin has won. Global consensus is that $BTC is digital capital. The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin’s growth trajectory. The biggest risk is bad ideas driving iatrogenic protocol changes.
We’re really turning up the heat.
Tune in for this week of True North, episode 86!
Myself, @AdamBLiv, and @ZynxBTC rip through several of the biggest topics in the market this week.