True North
1,498 posts
True North is a team of investors and analysts exploring the outer edges of Bitcoin, digital credit, finance and macro economics.
- Retail was in $BTC first, Institutions followed. Retail is adopting Digital Credit first, Institutions will follow. @AdamBLiv @PunterJeff
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00:00- 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 - Replying to @TNorth @jakob_btc and 2 othersYoutube: youtu.be/vFDvQK3F8-w Fountain: fountain.fm/episode/jUq3Ic… Spotify: open.spotify.com/episode/4wrcOl…
- 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 repostedAgenda PIVOT. We're on a FUD busting mission tonight. Chat soonNew 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
- True North repostedStrategy 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.
- True North repostedEpisode 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 & CROWelcome 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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