True North(@TNorth):Some credit investors need a willingness to sell Bitcoin. @phongle's mortgage example: • A $1M house • An $800K loan • Another $1M in the bank that you refuse to touch The banks wanted liquidity and a willingness to sell Bitcoin if needed. Money you've ruled out using doesn't help them. $MSTR $STRC $BTC

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

2026.09.11 19:45

Some credit investors need a willingness to sell Bitcoin. @phongle's mortgage example: • A $1M house • An $800K loan • Another $1M in the bank that you refuse to touch The banks wanted liquidity and a willingness to sell Bitcoin if needed. Money you've ruled out using doesn't help them. $MSTR $STRC $BTC