Digital Credit
Yield-bearing financial instruments with indirect Bitcoin exposure — the emerging Layer 2 of the digital capital framework.
Latest on Digital Credit
MSTR Can Buy More BTC Than Sellers Can Sell
The crew analyzes STRC's liquidity and yield structure, breaks down algorithmic arbitrage flows, examines digital credit's hybrid capital thesis, models MSTR's demand engine under rate cuts, and compares the full capital stack across STRC, STRF, and STRK.
Beneath The Surface, A System In Motion
Bitcoin, digital credit, and capital markets collide. The crew covers STRC arbitrage, yield strategies, credit risk, AI disruption, and Bitcoin's path to institutional adoption and balance sheet dominance.
Weathering The Storm
We break down Strategy’s capital structure, mNAV, leverage, and the emerging digital credit markets. Learn more about how institutional capital actually moves in Bitcoin an how to think about risk in this marketplace.
What is Credit Risk?
The group does a deep dive into Bitcoin credit risk, preferred equity, leverage, and mNAV. Covers MSTR balance sheet math, metals vs Bitcoin flows, Tether reserves, credit models, macro signals, liquidity, and risk/reward across cycles.
Up to Par
The crew discusses Bitcoin, digital credit, and MSTR's capital structure. Analysis on leverage, mNAV, yield curve control and macro deficits, plus Ray Dalio's gold vs Bitcoin view and why credit drives demand.
Bitcoin Did This
Deep into MSTR capital structure, preferred equity, mNAV, and leverage. Digital credit, the power of balance sheet compounding, risk management, and why Bitcoin-backed capital markets may reshape investing.
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