True North
@TNorth
True North is a team of investors and analysts exploring the outer edges of Bitcoin, digital credit, finance and macro economics.
加入 October 2024
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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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