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True North
@TNorth
True North is a team of investors and analysts exploring the outer edges of Bitcoin, digital credit, finance and macro economics.
Joined October 2024
34 Following    31.6K Followers
Digital Credit is going global. @AdamBLiv chats with @asjwebley on Bitcoin, Digital Credit, amplification, and MORE, Smarter Web Company's Preferred Shares. Timestamps: 00:00 Intro 01:10 Why Smarter Web Chose Preferred Equity 04:55 Digital Credit Origins 06:45 How MORE Works 10:39 Investor Protections and Debt 12:38 Total Return vs. Bitcoin Per Share 15:35 Amplification and the 35% Cap 20:27 When to Add Amplification 27:40 Reflexivity and mNAV 31:19 Letting the Machine Work 36:30 Building Trust in Digital Credit 38:01 MORE Launch and FTSE 250 Goal 40:48 Final Thoughts
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