True North

@TNorth

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

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True North
@TNorth
11月12日
Parker White used to deny Bitcoin's four-year cycle. Now he says the next top comes in Sept 2029. @TheOtherParker_ is back with @IIICapital on The Income Show to talk $STRC's return to par, the Bitcoin cycle, and where Digital Credit goes next. Timestamps: 0:00 - Intro 1:24 -
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True North
@TNorth
16時間
Jeff Walton credits Strategy $MSTR with opening the DOOR for other credit issuers... "They've lifted the entire space up for us to even have the ability to go out and issue a credit instrument." @PunterJeff
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True North
@TNorth
21時間
Zynx argues $STRC should use its VARIABLE rate as competing yields rise... "I think a variable rate product, you know, you shouldn't be shy about increasing the yield." - @ZynxBTC
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True North
@TNorth
23時間
The same $STRC cash flow can look cheap to one investor and expensive to another. @PunterJeff shows how a fiat discount rate and a $BTC opportunity cost lead to opposite views of the same buyback.
1
True North
@TNorth
11月13日
Jeff Walton argues that a Bitcoin $BTC bank must solve the problem of DECAYING purchasing power... "I put my money in, I don't get anything. And I get my money out and it's worth less." - @PunterJeff
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