True North (@TNorth) / X

True North

1,507 posts

True North

@TNorth

True North is a team of investors and analysts exploring the outer edges of Bitcoin, digital credit, finance and macro economics.

Decentralized

Joined October 2024

Pinned
True North
@TNorth
14h
The Launch Pad | Ep. 70
REPLAY
True North
@TNorth
The Launch Pad | Ep. 70
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True North reposted
J64
@_J64_
10h
The Launch Pad | @TNorth Podcast | Ep. 70 featuring: @hillery_dan @PunterJeff @nithusezni @_Adrian YouTube chapters will be added in the morning. Full breakdown on SignalStation: signalstation.app/video/64ee9ab3…
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True North
@TNorth
20h
We're back. New Episode Today: 3pm PST / 6pm EST True North Episode 70: The Launch Pad Agenda: SpaceX & Broad Capital Markets Macro BTC Prague Takeaways STRC & SATA Analysis & Credit Instruments Fed Meeting Have questions you want answered on the stream? Ask them
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True North
@TNorth
16h
Reminder to go vote for your fav question on Ask True North Q&A to have it discussed live on air tonight.
Ask True North — Community Q&A | True North
From tnorth.com
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True North
@TNorth
Jun 15
The Income Show | Ep. 5 ft. @btc_overflow Our host @IIICapital talks with Brian Brookshire about digital credit, $MSTR, $STRC, $SATA, digital money, Bitcoin, stablecoins, and more.
00:00
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True North
@TNorth
Jun 15
Youtube: youtu.be/kozGGVj8qYs Spotify: open.spotify.com/episode/1JVlyY… Fountain: fountain.fm/episode/LBevRz…
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True North reposted
Michael Saylor
@saylor
Jun 8
$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted.
Strategy Announces Approval of STRC Semi-Monthly Dividends
From strategy.com
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True North
@TNorth
Jun 8
Dear $MSTR Haters, Watch this clip. Best, @AdamBLiv @PunterJeff
00:00
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True North
@TNorth
Jun 5
Retail was in $BTC first, Institutions followed. Retail is adopting Digital Credit first, Institutions will follow. @AdamBLiv @PunterJeff
00:00
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True North
@TNorth
Jun 5
"Bitcoin was supposed to be..." No. Bitcoin just is. @AdamBLiv @PunterJeff
00:00
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True North
@TNorth
Jun 4
The capital markets use $MSTR to trade in all directions. It is one of the top 20 equities by volume consistently. The market treats this as a derivative of the underlying asset. $BTC This is important. @AdamBLiv @PunterJeff
00:00
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True North
@TNorth
Jun 4
The Income Show | Ep 4. ft. @jakob_btc Our host @IIICapital sits down with Jakob Schillinger to discuss the Future of Money, Technology, Digital Credit, AI, @HermeticaFi, and Bitcoin.
00:00
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True North
@TNorth
Jun 4
Youtube: youtu.be/vFDvQK3F8-w Fountain: fountain.fm/episode/jUq3Ic… Spotify: open.spotify.com/episode/4wrcOl…
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True North
@TNorth
Jun 3
Strategy Sells Bitcoin, so what? | Ep. 69 x.com/i/broadcasts/1…
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True North
@TNorth
Jun 4
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True North
@TNorth
Jun 4
STRC is a CREDIT instrument. The question is "How much EXCESS Risk (price volatility), and EXCESS return (yield) does a holder take on compared to Cash, and other fixed income securities?" We did the math for you: $STRC and $SATA carry a similar "slope" of excess risk /
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True North reposted
Jeff Walton
@PunterJeff
Jun 3
Agenda PIVOT. We're on a FUD busting mission tonight. Chat soon
True North
@TNorth
Jun 3
New Episode Today: 📷3pm PST / 6pm EST True North Episode 69: Strategy Sells Bitcoin, so what? Agenda: MSTR Balance Sheet Math Reserve Status STRC & Pref Price Action Risk Relativity Have questions you want answered on the stream? Ask them here: tnorth.com/ask
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