Is Digital Credit Broken? | The Income Show | Ep. 7

Is Digital Credit Broken? | The Income Show | Ep. 7

The Income Show is back for Episode 7, with host @IIICapital joined by Tyler Evans, CIO of Nakamoto, to discuss $STRC, $SATA, Strive, Strategy, Bitcoin sentiment, and more. Follow Tyler on X: https://x.com/tylev [https://x.com/tylev] Follow Joe on X: https://x.com/IIICapital [https://x.com/IIICapital] Follow True North on X: https://x.com/TNorth [https://x.com/TNorth] Keep up to date on all True North Here: https://tnorth.com/ [https://tnorth.com/] Time Stamps: 00:00 Intro 01:17 Historical Bitcoin Market Cycles And Institutional Adoption 02:51 Current Bitcoin Market Sentiment And On-Chain Indicators 03:45 Evolution Of Bitcoin's Volatility 05:30 Volatility Harvesting Strategies And ETFs 06:31 Conceptualizing Digital Credit As A Long Carry Trade 08:54 Target Markets For Digital Credit Products 11:51 Retail Interest And Income Generation For Bitcoiners 13:39 Recent Volatility In STRC Pricing 14:53 Market Forces Affecting Digital Credit Performance 18:17 Importance Of Cash Reserves For Issuers 19:57 Capital Markets Positioning And Raising Capital 21:32 One-Year Performance Review Of Digital Credit 24:26 Building Financial Applications On Digital Credit 28:07 Addressing Criticisms Within The Bitcoin Community 34:52 Digital Credit Vs. Private Credit Market 37:32 Transparency And Liquidity Differences 41:32 Bitcoin Growth Required For Dividend Coverage 42:25 Future Outlook For Digital Credit Issuers 45:13 Macroeconomic Conditions And Bitcoin's Core Thesis 48:37 Closing Thoughts Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions. True North does not intend for anything herein to be considered an offer or sale of any securities, including those of Strive. True North encourages listeners to consult with their tax and investment advisors. Additional information on any securities or issuers referenced herein can be found in such issuers’ filings with the Securities and Exchange Commission (“SEC”), including any registration statements, prospectuses and prospectus supplements for each issuers’ securities. Listeners should read such documents and other documents incorporated by reference therein or that such issuer has filed with the SEC for more complete information. You may get these documents for free by visiting EDGAR on the SEC website at [www.sec.gov [http://www.sec.gov]](http://www.sec.gov).* [http://www.sec.gov).*] Any securities referred to herein, including those of True North’s parent Strive, are not collateralized by underlying bitcoin holdings and may be subordinated to senior claims. There are no guarantee of returns liquidity or future performance. The securities referred to herein are neither bank deposits, nor FDIC insured, nor regulated in the same way, and do not have the same regulatory and other protections as bank accounts, money market funds, treasuries, or similar investments and as a result may not be comparable investments. Current trading prices and effective yields may vary, current rates are not indicative of future rates, and in some cases rates are subject to frequent adjustments and may be significantly lower than discussed herein. Cash dividends are not guaranteed. In some cases, dividends have not been paid and may not be paid in the future. Ownership of securities referred to in herein does not confer ownership in the underlying assets, including bitcoin.

Public Company CEO Just Went All In on Bitcoin & Digital Credit | The Income Show | Ep. 6

The Income Show is back for Episode 6, with host @IIICapital joined by Evan Horowitz to discuss the Anti-debasement trade (as a public CEO of $FMHS), the future of Bitcoin, recent price action of $MSTR & $STRC), Market volatility and how to deal with red days, and much more.

BITCOIN IS DOWN 50%. WHAT IS HAPPENING? | The Income Show | Ep. 5

The Income Show is back for Episode 5, with host @IIICapital joined by Brian Brookshire to talk all things digital finance. From digital credit and stablecoins to Bitcoin and standout tickers like $MSTR, $STRC, and $SATA, this conversation covers the ideas and assets reshaping how we think about money. Tune in for a clear, no-fluff breakdown of where digital credit and markets are heading.

Jakob Schillinger: Future of Money, Digital Credit, & Bitcoin | The Income Show | Ep. 4

In Episode 4 of The Income Show, Joe sits down with Jakob Schillinger, CEO of Hermetica, a self-custodial Bitcoin yield product built for earning BTC-denominated returns while keeping your position on-chain and transparent. Together they explore the future of money, the evolution of fixed income, and why digital credit represents one of the largest untapped markets in finance. The conversation digs into what separates a durable yield product from the failures of past cycles, covering transparency, institutional-grade risk controls, the importance of low volatility, and the lessons being absorbed from recent DeFi exploits. Jakob and Joe also unpack Hermetica's infrastructure, its path to multi billion dollar scale, and how simplification, not complexity, is the foundation of higher security. They close on the bigger picture: Bitcoin's role as a world reserve asset, the intersection of AI and Bitcoin, and how a shifting interest rate regime will redefine the priorities of every digital credit issuer in the next cycle. Full video podcast on YouTube and https://tnorth.com

Stephen Cole: Building a High Yield Account On Bitcoin | The Income Show | Ep. 3

In this Episode 3 of The Income Show, we sit down with the founder of Castle to explore how Bitcoin and digital credit are reshaping the way businesses save, borrow, and benchmark long-term success. We dig into why traditional banking is falling short, how Castle's platform lets any company automatically start accumulating Bitcoin on its balance sheet, and why digital credit may be one of the most overlooked opportunities of the cycle. From the parallels between today's Bitcoin adoption and the early internet, to the risks of waiting on the sidelines, to what happens when rates shift and household-name corporates finally step in, we cover the full arc of where this is heading over the next five years.