True North(@TNorth):The bond market is putting its pressure on the next 2 years, not the next 30. Roughly one month of change in yields: • 2 year: up 48 basis points • 5 year: up 41 • 10 year: up 23 • 30 year: up 1 Bear flattening. Short rates rising faster than long ones. Policy response = money printer. $BTC "That means increased liquidity. That means Bitcoin, historically, NGU." @AdamBLiv

True North

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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

2026.09.21 17:00

The bond market is putting its pressure on the next 2 years, not the next 30. Roughly one month of change in yields: • 2 year: up 48 basis points • 5 year: up 41 • 10 year: up 23 • 30 year: up 1 Bear flattening. Short rates rising faster than long ones. Policy response = money printer. $BTC "That means increased liquidity. That means Bitcoin, historically, NGU." @AdamBLiv