True North Orlando 2025 – The DNA of a Bitcoin portfolio | Dan Hillary
🧭 True North Live Event – Orlando 2025:
Dan Hillary unpacks how Bitcoin can be treated as equity and explains the math behind building infinite BTC-backed portfolios. From risk-managed products to perpetual yield, Dan lays out a blueprint for the next generation of digital wealth strategies.
⏱️ Timestamps & Insights:
- 00:00:32 – Intro: Comparing investment styles and the True North approach
- 00:01:07 – Dan’s True North story: From engineering to Bitcoin via a DM
- 00:02:43 – Defining equity: Viewing BTC holdings through the lens of mNAV
- 00:03:33 – Generating yield: How products are issued into two distinct markets
- 00:04:55 – Harmonious products: Structures supported by BTC as collateral
- 00:06:40 – Portfolio combinations: The math powering infinite configurations
- 00:07:48 – Strife in Bitcoin: Introducing the perpetual fixed-coupon product
- 00:08:46 – Market mispricings: Clarifying equity and redefining BTC yield
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.
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