True North (@TNorth) / X

True North

1,498 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

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
Replying to @TNorth @jakob_btc and 2 others
Youtube: youtu.be/vFDvQK3F8-w Fountain: fountain.fm/episode/jUq3Ic… Spotify: open.spotify.com/episode/4wrcOl…
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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.
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True North
@TNorth
Jun 4
Replying to @TNorth
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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
@TNorth
Jun 3
Strategy Sells Bitcoin, so what? | Ep. 69
REPLAY
True North
@TNorth
Strategy Sells Bitcoin, so what? | Ep. 69
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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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True North reposted
Jeff Walton
@PunterJeff
Jun 3
Strategy tracking day 559 $MSTR now ranked 233rd largest US company by market cap. Fell 5 positions in the last 34 trading days. Right behind $EBAY, yes the same Ebay that Ryan Cohen tried to buy weeks ago. Let's compare Ebay's balance sheet, shall we? Assets: $17.8 Billion
Jeff Walton
@PunterJeff
Apr 15
Strategy tracking day 525 $MSTR now ranked 228th largest US company by market cap. Jumped 2 companies in the last trading day. Small steps. Sitting right next to Nasdaq the stock (NDAQ). $31.1B total assets. $18.8B liabilities. 61% leverage. Goodwill: $14.4B. LT debt: $8.6B.
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True North reposted
Jeff Walton
@PunterJeff
Jun 2
Episode 60 of the Hurdle Rate, out now! We hit on: - @Strive recent BTC buy - Digital Credit: STRC & SATA market movement - Conceptually analyzing the math behind amplification and risk - Market incentive structures Lots to unpack, straight shot of alpha from CEO, CIO & CRO
The Hurdle Rate Podcast
@HurdleRatePod
Jun 2
Welcome Back to The Hurdle Rate. Episode 60: The Math of Amplification In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings, before turning to Strategy's Bitcoin sale and what the balance sheet math
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