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Waiting For The World To Catch Up | True North Podcast | Ep. 59 x.com/i/broadcasts/1…
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True North
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True North
@MSTRTrueNorth
The Investment Grade Bitcoin Podcast | Authentic “Kid Analysts” navigating the new frontier of digital capital | LIVE stream every Wed at 10 PM EST | NFA
Katılım Ekim 2024
33 Takip Edilen29.4K Takipçiler
"The future of constructing a corporate balance sheet. That's what it looks like." @PunterJeff
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⚡Brand New Episode Tonight📷 10pm EST / 7pm PST
True North Episode 59 - Waiting For The World To Catch Up
Agenda:
- Trading Volume
- Bank Balance Sheets
- Bad Bonds
- Building on Prefs
- Efficiency of Transactions
True North@MSTRTrueNorth
⚡Brand New Episode Tonight📷 10pm EST / 7pm PST True North Episode 58 - Is The Tide Turning? Agenda: - MSTR Billion Dollar Purchase - How Big Can This Get? - Is This The Bottom?
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"Every single one of those insurance companies pays AM Best money every single year to give them a rating. Talk about skewed incentives..." @PunterJeff
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True North retweetledi
Honored to speak with @BitcoinPierre during Strategy World!
Check out the great conversation we had:
Bitcoin For Corporations@BitcoinForCorps
📺 The Bitcoin For Corporations Show Episode 30 now live — hosted by @BitcoinPierre Pierre Rochard hosts @MasonFoard of @MeliuzBitcoin to unpack the “Gravity Thesis” — why fiat debasement is breaking the 60/40 portfolio, AI is pressuring equity cash flows, and #Bitcoin stands apart as the ultimate store of value. 00:30 The Gravity Thesis 02:03 AI Deflation and Equities 03:38 Why 60/40 Is Failing 05:01 Deflation vs. Intervention 06:50 Rebuilding Money with Bitcoin 09:20 Real Estate and Broken Moats 10:06 Bitcoin Timeframes and Catalysts 12:30 AI and the Global South 14:45 The AI Infrastructure Bubble 19:50 Meliuz and the Bitcoin Standard 21:54 Meliuz Treasury Strategy 23:19 Bitcoin Rewards and Spending 24:41 Final Thoughts
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"People have outsourced their trust in products. That's what rating agencies are..." @Werkman
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X is having issues with stream.
Join us here on Youtube live now
youtube.com/watch?v=_BUT5f…
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@Werkman @PunterJeff Wow. I’m hearing this for the first time.
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⚡Brand New Episode Tonight📷 10pm EST / 7pm PST
True North Episode 58 - Is The Tide Turning?
Agenda:
- MSTR Billion Dollar Purchase
- How Big Can This Get?
- Is This The Bottom?
True North@MSTRTrueNorth
⚡Brand New Episode Tonight📷 10pm EST / 7pm PST True North Episode 57 - Signals From True North Live Agenda: True North Event Summary Saylor’s Keynote Traditional Pref’s vs. Digital Credit
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True North retweetledi
True North retweetledi
