Store of value is the first phase of monetization, and it takes a very long time before we see the next phase; medium of exchange
This is because in order to have an effective medium of exchange, most of society needs to possess the money and have the desire or need to transact in it
Store of value encourages that possession. As long as Bitcoin remains the best store of value, the rest will naturally follow…
Adam says banks have profited from customers who don’t move their money.
AI agents could weaken that advantage by continuously finding where cash earns more and moving it automatically.
“Moving it’s annoying. It’s a hassle. But the machines aren’t going to get annoyed.” - @AdamBLiv
AI Agents and The Bitcoin Endgame | True North Podcast | Ep. 81
Featuring @PunterJeff, @IIICapital, and @AdamBLiv.
Timestamps:
00:00 True North Loading...
03:15 Balance Sheet Update
05:23 Why Amplification Drives Returns
21:23 Bitcoin Treasuries Conference
31:44 The Future of Digital Credit
44:47 Daily Dividends
50:54 AI Agents and Capital
01:04:06 Warrants 101
01:20:12 Final Thoughts
The ONLY reason prices continually go up over long time frames is from expanding the money supply
The reason a burger is $18 today and not $0.18 like in the past is not because burgers got scarce or popular
It’s because the money is worth that much less after the dilution
I’ll keep posting this until it’s common sense
Big news out of North Texas this morning!
The largest retail trading organization in the world, @CharlesSchwab, announced it is listing on the Texas Stock Exchange. Their decision to partner with us is a validation of TXSE's innovative dual listing approach — reserved for companies with a market capitalization over $100 billion — which is designed to create meaningful competition among liquidity providers to improve overall market quality in the symbol and drive down trading costs for investors.
America's economic center of gravity is shifting, and Schwab — one of the most respected names in financial services — understands where the markets are headed and what it takes to improve them. The Texas Stock Exchange is proud to partner with Schwab as they position themselves for the future.
https://t.co/zhStFcN3G7
Getting started is simple: customers who set their phone's language to Spanish will see Cash App en Español. They can switch back to English anytime by changing their device language.
This experience is rolling out now and will expand over the coming weeks, with broader availability planned for later this year. Read more: https://t.co/M4KtH2WMC0
*Cash App offers a Spanish language version of the app for your convenience, but the Spanish version may have limited functionality compared to English.
Anyone mind if this Cash App speaks a little Español??
Cash App is rolling out a Spanish-language experience, making it easy for customers who prefer Spanish as the primary language to manage their money on the platform.*
This is how to use the current Bitcoin eco-system:
Bull Market Options: Bitcoin, IBIT, MSTR, ASST, STRK, MSTY, BITA.
Bear Market Options: STRC, WNTR, Lending.
We're doing another @Bitkey giveaway!
A built-in screen. No seed phrase. 2-of-3 multisig.
Follow @Bitkey and us, RT to enter. ✅
Winner announced Tuesday 10/6 at 4PM EST.
What people think networking is:
•Going to conferences
•Passing out business cards
•Having surface-level conversations to “get your name out there”
What networking really is:
•Remembering birthdays, promotions, and new additions to the family
•Learning people’s problems AND connecting them to solutions
•Speaking highly of people in rooms they aren’t in
Networking isn’t collecting contacts. It’s showing up for people.
“Bitcoin isn’t real. It’s just digital.”
Okay. Let’s audit your life.
Your credit score? An invented number maintained by three companies you never hired.
Your bank balance? A database entry on someone else’s server.
Your 401(k)? A digital account record held by a financial institution, with rules governing when and how you can access it.
Your mortgage? A ledger entry tied to a legal claim on your house.
Your airline miles? Digital tokens that can be devalued whenever the issuer changes the rules.
Every card swipe is digital money. Every paycheck is digital money. Most of your financial life already exists as entries in databases.
The real difference isn’t physical vs. digital.
It’s who controls the ledger.
Most of those systems are digital claims someone else can freeze, alter, dilute, or revoke.
Bitcoin is different because you can hold the keys yourself.
Learn why Bitcoin is so unique and why it's growing.
It's built to improve your financial life.
Money is simply a record, keeping system
The ultimate recordkeeping system is something that isn’t tangible, but cannot be erased or changed
It’s weight loss, frictionless, and has an extremely low entry barrier to verify transactions
Add in a self-adjusting and self-incentivizing security structure and absolute scarcity…
And that’s why Bitcoin is far and away the best money humans have ever seen
Perps are now rolling out for US traders 🛸
Perpetual futures never expire, trade around the clock, and let you customize leverage up to 10:1.
With them, Robinhood is now the first major brokerage to offer all six asset classes on one platform: stocks, options, crypto, futures, prediction markets, and perps.