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Grant Cardone offered Jason Calacanis a $1 million bet that Bitcoin hits a new all-time high by 2028. He's still waiting on an answer...
@GrantCardone joins @IIICapital on The Income Show to break down his real estate and $BTC playbook, how $STRC changed his deals, and why he .
Timestamps:
0:00 - Intro
1:04 - The $1M Bitcoin Bet
5:13 - Why Bitcoin Hits a New High
8:20 - Real Estate and Bitcoin on Sale
11:10 - From One House to 16,000 Apartments
14:31 - Why the Rich Don't Diversify
20:02 - What Michael Saylor Told Him
25:41 - What $500K Bitcoin Would Mean
30:29 - How STRC Changed His Deals
35:35 - Bitcoin's Marketing Problem
45:01 - Why REITs Are Broken
51:44 - The 10,000 Bitcoin Goal
53:34 - AI and Bitcoin
@GrantCardone joins @IIICapital on The Income Show to break down his real estate and $BTC playbook, how $STRC changed his deals, and why he .
Timestamps:
0:00 - Intro
1:04 - The $1M Bitcoin Bet
5:13 - Why Bitcoin Hits a New High
8:20 - Real Estate and Bitcoin on Sale
11:10 - From One House to 16,000 Apartments
14:31 - Why the Rich Don't Diversify
20:02 - What Michael Saylor Told Him
25:41 - What $500K Bitcoin Would Mean
30:29 - How STRC Changed His Deals
35:35 - Bitcoin's Marketing Problem
45:01 - Why REITs Are Broken
51:44 - The 10,000 Bitcoin Goal
53:34 - AI and Bitcoin
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@GrantCardone @IIICapital YouTube: youtu.be/IvrtfRFBiww
Spotify: open.spotify.com/show/57vRVNDBA…
Apple: podcasts.apple.com/us/podcast/the…
Fountain: fountain.fm/show/uTxrwNnT0…
Spotify: open.spotify.com/show/57vRVNDBA…
Apple: podcasts.apple.com/us/podcast/the…
Fountain: fountain.fm/show/uTxrwNnT0…
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Strategy opened one route into Bitcoin.
ETFs opened another.
Digital credit reaches a different pool of money.
@PunterJeff explains why investors with capital earmarked for credit matter to Bitcoin's next stage.
ETFs opened another.
Digital credit reaches a different pool of money.
@PunterJeff explains why investors with capital earmarked for credit matter to Bitcoin's next stage.
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The $STRC vs. $SATA fight is wasting energy.
Digital credit is competing for capital against a much larger market, including AI and data centers.
"We're building an industry." @PunterJeff
Digital credit is competing for capital against a much larger market, including AI and data centers.
"We're building an industry." @PunterJeff
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True North Ep. 85: Let Us In, Wall Street
Featuring @PunterJeff, @AdamBLiv, @_Adrian and @nithusezni.
Timestamps:
00:00 - True North Loading...
01:30 - Midterms And The Money Printer
10:02 - Balance Sheet Overview
15:32 - The ATM Narrative
28:17 - $BTC And The S&P 500
48:34 - What5:30 - Rating Digital Credit $STRC $SATA
01:06:30 - Hard Fork Coins On Balance Sheet
01:16:53 - Final Thoughts
$MSTR $ASST $STRC $SATA $SATS
Featuring @PunterJeff, @AdamBLiv, @_Adrian and @nithusezni.
Timestamps:
00:00 - True North Loading...
01:30 - Midterms And The Money Printer
10:02 - Balance Sheet Overview
15:32 - The ATM Narrative
28:17 - $BTC And The S&P 500
48:34 - What5:30 - Rating Digital Credit $STRC $SATA
01:06:30 - Hard Fork Coins On Balance Sheet
01:16:53 - Final Thoughts
$MSTR $ASST $STRC $SATA $SATS
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True North Ep. 85 releases tonight at 8 PM ET / 5 PM PT.
@_Adrian @PunterJeff @AdamBLiv @nithusezni
Comment what you want to hear from them. They're reading.
@_Adrian @PunterJeff @AdamBLiv @nithusezni
Comment what you want to hear from them. They're reading.
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Bitcoin’s 4-year moving average has compounded 13.4× since Jan 1, 2020.
Gold’s: 2.3×.
That’s ~46%/yr vs ~13%/yr on the slowest, smoothest trend line there is.
The gap is now 5.9×.
BTC’s “worst” year (+16% YTD) still beats 5 of gold’s last 7:
Gold’s: 2.3×.
That’s ~46%/yr vs ~13%/yr on the slowest, smoothest trend line there is.
The gap is now 5.9×.
BTC’s “worst” year (+16% YTD) still beats 5 of gold’s last 7:
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Digital Credit vs. Bank Preferred Stocks
Take the Top 6 Digital Credit tickers and compare them to the Top 6 Bank Preferred Stocks.
Since Feb 2025, cumulative dollar volume:
Digital Credit: $83.8B
Top 6 US Bank Preferreds: $15.1B
5.6x. A $68.7B liquidity gap.
And it's .7x
2026 YTD: 6.9x
Digital Credit traded the bank preferreds' entire 21-month total in its last 69 trading days.
Take the Top 6 Digital Credit tickers and compare them to the Top 6 Bank Preferred Stocks.
Since Feb 2025, cumulative dollar volume:
Digital Credit: $83.8B
Top 6 US Bank Preferreds: $15.1B
5.6x. A $68.7B liquidity gap.
And it's .7x
2026 YTD: 6.9x
Digital Credit traded the bank preferreds' entire 21-month total in its last 69 trading days.
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How does Digital Credit's start compare with the early ETF industry?
@hillery_dan uses ETFs and money-market funds as historical comparisons.
"Digital credit has been outpacing, you know, both of these industries, and this chart adjusts for inflation."
@hillery_dan uses ETFs and money-market funds as historical comparisons.
"Digital credit has been outpacing, you know, both of these industries, and this chart adjusts for inflation."
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Can an equity premium help support preferred holders?
@MasonFoard and @hillery_dan explain the cash-raising capacity behind the synthetic-reserve idea.
"A high mNAV is effectively, like, extra cash reserve on demand, which needs to be, like, analyzed in real time."
@MasonFoard and @hillery_dan explain the cash-raising capacity behind the synthetic-reserve idea.
"A high mNAV is effectively, like, extra cash reserve on demand, which needs to be, like, analyzed in real time."
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