True North

True North is a team of investors and analysts exploring the outer edges of Bitcoin, digital credit, finance and macro economics.

[True North @TNorth]

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

[True North @TNorth]

@PunterJeff @AdamBLiv @ZynxBTC YouTube: https://t.co/TEyjV4Dtei

[True North @TNorth]

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

[True North @TNorth]

Special Guest Alert! 🚨

True North Ep. 86 tonight at 8 PM ET / 5 PM PT

@ZynxBTC @PunterJeff @AdamBLiv

No holding back. Do not miss this one.

[True North @TNorth]

Digital Credit vs. Traditional Income: Effective Yield

[True North @TNorth]

Grant Cardone says customers offered him Bitcoin, but never GOLD...

"I have had people offer me Bitcoin $BTC many times as as late as two weeks ago." - @GrantCardone

[True North @TNorth]

Grant Cardone thinks $BTC LIQUIDITY could change how lenders view a property portfolio...

"Right now, I just borrow against the real estate, but in the future, I think that they'll lend me against both." - @GrantCardone

[True North @TNorth]

@GrantCardone Full Podcast: https://t.co/ofez1bEI1q

[True North @TNorth]

Grant Cardone says Bitcoin let him bring BACK an 8% preferred return after seeing $STRC ...

"I'm gonna offer an eight believing that $BTC will perform over the next 4 or 5 years." - @GrantCardone

[True North @TNorth]

Grant Cardone recounts why @Saylor saw his audience’s TRUST as a route into Bitcoin...

"Because they trust you, and they don't understand $BTC." - @GrantCardone

[True North @TNorth]

More money PRINTING regardless of political color...

"I think we still have money printing on the horizon." @PunterJeff

[True North @TNorth]

@GrantCardone Full Podcast: https://t.co/Fv0I5Resi0

[True North @TNorth]

Grant Cardone offered Jason Calacanis a $1 MILLION bet that $BTC would reach a new all-time high by October 2028.

"He has yet to accept the bet." - @GrantCardone

[True North @TNorth]

@PunterJeff sees the conditions for a LOUDER public Bitcoin bid...

"I think the noise will continue to turn up if we got multiple companies that are on the Bitcoin bid and doing it very publicly."

$MSTR $ASST

[True North @TNorth]

What would S&P 500 inclusion mean beyond passive buying of $MSTR?

@_Adrian lays out his thesis for Bitcoin and digital credit ratings.

[True North @TNorth]

@GrantCardone @IIICapital YouTube: https://t.co/Fv0I5RdUss
Spotify: https://t.co/o5WwlqdB9W
Apple: https://t.co/KyKsFFdEyp
Fountain: https://t.co/RQR7hRFwpz

[True North @TNorth]

Grant Cardone offered Jason Calacanis a $1 million bet that Bitcoin hits a new all-time high by 2028. He's still waiting on an answer...

@GrantCardone joins @IIICapital on The Income Show to break down his real estate and $BTC playbook, how $STRC changed his deals, and why he thinks REITs are broken.

Timestamps:
0:00 - Intro
1:04 - The $1M Bitcoin Bet
5:13 - Why Bitcoin Hits a New High
8:20 - Real Estate and Bitcoin on Sale
11:10 - From One House to 16,000 Apartments
14:31 - Why the Rich Don't Diversify
20:02 - What Michael Saylor Told Him
25:41 - What $500K Bitcoin Would Mean
30:29 - How STRC Changed His Deals
35:35 - Bitcoin's Marketing Problem
45:01 - Why REITs Are Broken
51:44 - The 10,000 Bitcoin Goal
53:34 - AI and Bitcoin

[True North @TNorth]

@PunterJeff Full Podcast: https://t.co/RLc4mn2P7y

[True North @TNorth]

Strategy opened one route into Bitcoin.

ETFs opened another.

Digital credit reaches a different pool of money.

@PunterJeff explains why investors with capital earmarked for credit matter to Bitcoin's next stage.

[True North @TNorth]

@PunterJeff Full Podcast: https://t.co/RLc4mn2P7y

[True North @TNorth]

The $STRC vs. $SATA fight is wasting energy.

Digital credit is competing for capital against a much larger market, including AI and data centers.

"We're building an industry." @PunterJeff