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 Bitcoin, refined.
2026 YTD annualized volatility:
ASST + MSTR: 95%
Bitcoin: 45%
SATA + STRC: 24%
Same raw material.
Structured finance sends the volatility to the common equity and strips it out of Digital Credit:
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