
True North
@MSTRTrueNorth
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The Investment Grade Bitcoin Podcast | Authentic “Kid Analysts” navigating the new frontier of digital capital | LIVE stream every Wed at 10 PM EST | NFA
Joined October 2024
🔥🔥🔥.
WATCH: @saylor and @digitalphong join @MSTRTrueNorth for a fireside chat on retail conviction, digital IR, and fixing the capital markets with #Bitcoin. The @MSTRTrueNorth crew - @PunterJeff, @BenWerkman, @Z06Z07, @TimKotzman, @RealTrollstein, @JBerneburg, @thebitcoingal,
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When @JoshMandell6 talks, we listen. Hint: he’s thinking 🟩👆HIGHER—don’t miss his take on next week:
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WE'RE BACK! . $MSTR True North Episode 12 TONIGHT 1/8/2025. 10pm EST / 7pm PST . Agenda: .1. Welcome to 2025 .2. Stats update / leverage / catalysts.3. Special Meeting Vote (Share Authorization) .4. P/E, FASB accounting.5. Everything else (preferred stock / converts / Bitcoin.
$MSTR True North Episode 11 TONIGHT ⚡️ 12/18/24📷10pm EST / 7pm PST. Agenda:.1. Catalysts / Statistics .2. Current events (Fed, Convertibles).3. $MSTR $42B Capital Plan.4. Financial Leverage .5. FASB Fair Value Accounting . 🟩👆HIGHER.
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Big congrats to @BenWerkman on becoming CIO of @Swan!. Don’t worry—he’s not leaving us. You can still catch him streaming from his dimly lit basement every Wednesday night with the True North crew.
Swan is proud to announce the appointment of @BenWerkman as our new Chief Investment Officer to help guide us into our next phase of growth.
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Insider report: @PunterJeff has been cooking 🔥🍳 in preparation for tomorrow’s stream at 10 PM EST / 7 PM PST 👀👀👀. Don’t miss it. 🟩👆HIGHER.
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$MSTR True North set to resume this WEDNESDAY ⚡️ 12/4/24 ⚡️ . 12/4 @ 10:00PM EST / 7:00PM PST. Agenda: .1. Bitcoin Buys .2. Statistics & Catalysts .3. Financial leverage & Ponzi bears .4. $MSTR Net worth.
Episode 8 of $MSTR True North Streaming ⚡️LIVE ⚡️ tonight! . Monday 11/25 @ 10:30PM EST / 7:30PM PST. 1 hour due to short week. Agenda: .1. Recent Bitcoin Buys .2. Catalyst Update.3. NAV Multiplier Market (Info Asymmetry) - Performance to $IBIT.4. Nov 29th - $QQQ Rank & $TSLA.
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$MSTR True North Episode 16 - Strategy₿. TONIGHT 2/5/25 10pm EST / 7pm PST. NEW Dedicated TRUE NORTH Youtube channel - Link in comments. Agenda: .1. The Rebrand .2. Earnings Call & Intelligent Leverage .3. Sovereign Wealth Fund & SBR.4. ETC (FASB Accounting, Strategy world,
$MSTR True North Episode 15 - The Battlefront . NEW Dedicated TRUE NORTH Youtube channel - Link in comments . TONIGHT 1/29/25 10pm EST / 7pm PST .Agenda: .1. The Battlefront .2. Conversion of convertible debt & Leverage .3. $STRK (Structure, design, leverage, buyers, vol,
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Impromptu True North episode TONIGHT 11/11/24 at 7:30pm PST / 10:30pm EST! . Agenda: .$MSTR all time high.#Bitcoin all time high .Price discovery . Join us!.
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🔥🔥🔥.
@PunterJeff @TimKotzman @hillery_dan @BenWerkman @APompliano @MSTRTrueNorth on stage at Bitcoin Investor week.
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No episode this week—some of the crew is in New York, bringing the suits up to speed on the most significant corporate finance story of the century: $MSTR. In the meantime, here’s some historical $MSTR price perspective from Mason to hold you over. See you next Wednesday!.
Since early 2023, $MSTR has endured five major drawdowns—each followed by new all-time highs. This week’s sell-off is the steepest yet. Historically, buying after corrections of this size has been a great bet (NFA). Volatility is vitality. I remain bullish.
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$MSTR True North Presents: . In the Mind of @RichardByworth .with Jeff Walton . ⚡️LIVE⚡️ - March 12th, 5pm CET / 12 noon EST / 9am PST . Preliminary Agenda: .1. Intro .2. Syz BTC Alpha Fund / Security .3. $MSTR Preferred / Convertible crossover / Mind of the trader .4.
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Episode 2 of $MSTR True North. Streaming ⚡️LIVE ⚡️ Wednesday 10/30 @ 10PM EST / 7PM PST. Agenda: .Earnings Review.Convertible Debt market depth .$MSFT game theory. Attendees: mix of below: .Large crew b/c of earnings.@ryQuant .@PunterJeff .@BenWerkman .@Z06Z07 .@TimKotzman
Please join us for Episode 1 of $MSTR True North. Streaming ⚡️Live⚡️Wednesday 10/23 @ 7:00 PM PST. Agenda:.Introduction.Catalysts.Saylor Video. Attendees: A combination of:.@ryQuant.@PunterJeff.@BenWerkman.@Z06Z07.@DylanLeClair_.@Danny85732.@TimKotzman.@Adrian_R_Morris
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👀👀👀. 🟩👆HIGHER.
The National Center for Public Policy Research has submitted the attached shareholder proposal to Inc. for consideration at the 2025 annual shareholder meeting. Shareholders request that the Board assess adding #Bitcoin to the Company’s Treasury
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$MSTR True North Episode 13 TONIGHT 1/15/25. 10pm EST / 7pm PST. Agenda:.1. Catalysts / Statistics (Volume & Chaos) / ETF's.2. Special Meeting Vote 21st (Share Authorization).3. Inauguration / SBR / Nation State Game Theory / Energy / SAB 121 / Free Ross / etc.4. End of year.
WE'RE BACK! . $MSTR True North Episode 12 TONIGHT 1/8/2025. 10pm EST / 7pm PST . Agenda: .1. Welcome to 2025 .2. Stats update / leverage / catalysts.3. Special Meeting Vote (Share Authorization) .4. P/E, FASB accounting.5. Everything else (preferred stock / converts / Bitcoin.
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Please join us for Episode 1 of $MSTR True North. Streaming ⚡️Live⚡️Wednesday 10/23 @ 7:00 PM PST. Agenda:.Introduction.Catalysts.Saylor Video. Attendees: A combination of:.@ryQuant.@PunterJeff.@BenWerkman.@Z06Z07.@DylanLeClair_.@Danny85732.@TimKotzman.@Adrian_R_Morris
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$MSTR True North Episode 11 TONIGHT ⚡️ 12/18/24📷10pm EST / 7pm PST. Agenda:.1. Catalysts / Statistics .2. Current events (Fed, Convertibles).3. $MSTR $42B Capital Plan.4. Financial Leverage .5. FASB Fair Value Accounting . 🟩👆HIGHER.
$MSTR True North Episode 10 TONIGHT ⚡️ 12/11/24📷10pm EST / 7pm PST . Agenda: .1. Bitcoin Buys, Catalysts, Bear Sightings.2. Weekly Stats update .3. Quantum Computing with @Adrian_R_Morris .4. Tracking Compression & Expansion .5. Q&A & Horizon.
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We are back! Join us tonight!!🔥🔥.
$MSTR True North Episode 19 - VOL IS BACK & Bitcoin Treasuries . TOIGHT 3/5/25 - 10pm EST / 7pm PST . NEW Dedicated TRUE NORTH Youtube channel - Link in comments . Agenda: .1. $MSTR Recent Bitcoin Buys - Leverage update .2. Bitcoin Investor Week - Recap.3. VOL with
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Ryan Cohen (@ryancohen), GameStop’s CEO, is now following Bitcoin Magazine. Things could get interesting🔥🔥🔥
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Episode 7 of $MSTR True North Streaming ⚡️LIVE 📷 tonight!. Wednesday 11/20 @ 10PM EST / 7PM PST. Agenda:.1. Catalyst Update.2. Convertible Debt Size & Scale .3. NAV Multiplier Market (Info Asymmetry).4. Nov 29th - $QQQ Rank.5. $APP QQQ inclusion. Buckle your seatbelts, this is.
Episode 6 of $MSTR True North. Streaming ⚡️LIVE ⚡️ tonight! . Monday 11/18 @ 10:30PM EST / 7:30PM PST. Agenda: .1. 51,780 BTC.2. $1.75B Convertible Debt + $250M.3. Nov 29th . We’re 30 mins later on Mondays 🤘🏼. Catch you all soon.
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BOOM!.
MSTR True North website has officially launched! 🚀 X Spaces. The mission. Explore the edge of Bitcoin, $MSTR, and macro with us. @PunterJeff @BenWerkman @Z06Z07 @TimKotzman @hillery_dan @Adrian_R_Morris @nithusezni @MasonFoard @TheJesseMK @JBerneburg
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Episode 5 of $MSTR True North. Streaming ⚡️LIVE ⚡️ Wednesday 11/13 @ 10PM EST / 7PM PST. Agenda: .1. Welcome MSTR tourists!.2. Catalyst update .3. Volatility & price action .4. ATM / Convertible debt .5. Horizon. Attendees: mix of below: .@PunterJeff .@Danny85732 .@nithusezni.
Episode 3 of $MSTR True North. Streaming ⚡️LIVE ⚡️ Wednesday 11/6 @ 10PM EST / 7PM PST. Agenda: .Catalysts.Election chat & implications .@Danny85732 valuation model.Price parity . Attendees: mix of below: .@PunterJeff .@ryQuant .@Danny85732 .@nithusezni .@JoshMandell6 .@Z06Z07.
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We got you bro.
Hey @MSTRTruenorth I just watched the Strategy earnings call and… I’m gonna need you to explain that to me like I’m 5. But like… a really smart 5-year-old who’s stacking sats and doesn’t trust fiat. Especially wanna understand STRK and STRF - help a Bitcoiner out? @PunterJeff.
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WERE BACK! . $MSTR True North Episode 21 - If you build it, they will come. ⚡️LIVE⚡️TONIGHT 3/26/25 - 10pm EST / 7pm PST. Special Guest @Croesus_BTC !!. Agenda:.1. $MSTR Recent buys & leverage update .2. RECENT Events ($84k prophecy).3. $STRF / $STRK - Preferred Stock products
$MSTR True North Episode 20 - Weeks When Decades Happen. TOIGHT 3/12/25 - 10pm EST / 7pm PST .NEW Dedicated TRUE NORTH Youtube channel - Link in comments . Agenda: .1. $MSTR True North - History .2. Macro Landscape / SBR / DC @btcpolicyorg .3. $STRK $21B Plan & Role
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Episode 8 of $MSTR True North Streaming ⚡️LIVE ⚡️ tonight! . Monday 11/25 @ 10:30PM EST / 7:30PM PST. 1 hour due to short week. Agenda: .1. Recent Bitcoin Buys .2. Catalyst Update.3. NAV Multiplier Market (Info Asymmetry) - Performance to $IBIT.4. Nov 29th - $QQQ Rank & $TSLA.
Episode 7 of $MSTR True North Streaming ⚡️LIVE 📷 tonight!. Wednesday 11/20 @ 10PM EST / 7PM PST. Agenda:.1. Catalyst Update.2. Convertible Debt Size & Scale .3. NAV Multiplier Market (Info Asymmetry).4. Nov 29th - $QQQ Rank.5. $APP QQQ inclusion. Buckle your seatbelts, this is.
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Episode 6 of $MSTR True North. Streaming ⚡️LIVE ⚡️ tonight! . Monday 11/18 @ 10:30PM EST / 7:30PM PST. Agenda: .1. 51,780 BTC.2. $1.75B Convertible Debt + $250M.3. Nov 29th . We’re 30 mins later on Mondays 🤘🏼. Catch you all soon.
Episode 5 of $MSTR True North. Streaming ⚡️LIVE ⚡️ Wednesday 11/13 @ 10PM EST / 7PM PST. Agenda: .1. Welcome MSTR tourists!.2. Catalyst update .3. Volatility & price action .4. ATM / Convertible debt .5. Horizon. Attendees: mix of below: .@PunterJeff .@Danny85732 .@nithusezni.
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$MSTR True North Episode 10 TONIGHT ⚡️ 12/11/24📷10pm EST / 7pm PST . Agenda: .1. Bitcoin Buys, Catalysts, Bear Sightings.2. Weekly Stats update .3. Quantum Computing with @Adrian_R_Morris .4. Tracking Compression & Expansion .5. Q&A & Horizon.
$MSTR True North Episode 9 TONIGHT.⚡️ 12/4/24⚡️10pm EST / 7pm PST . Agenda: .1. Bitcoin Buys & Catalysts .2. Stats update .3. Financial leverage & Bear Classification.4. $MSTR Net worth & chatter. Refreshed & Ready to have some fun tonight .#TNBearSighting .🟩👆Higher.
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$MSTR True North Episode 15 - The Battlefront . NEW Dedicated TRUE NORTH Youtube channel - Link in comments . TONIGHT 1/29/25 10pm EST / 7pm PST .Agenda: .1. The Battlefront .2. Conversion of convertible debt & Leverage .3. $STRK (Structure, design, leverage, buyers, vol,
$MSTR True North Episode 14 - Have Space Suit, Will Travel. TONIGHT 1/22/25 10pm EST / 7pm PST . Agenda: . 1. Stats / Catalysts / Sept Special Meeting .2. Inauguration & Attendees / Political Power.3. "Day 1" Free Ross .4. DOGE / SBR? .5. ETC (Definition of an equity, SEC, 1/17
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$MSTR True North Episode 17 - Give me a lever long enough, and I shall move the world. TONIGHT 2/12/25 10pm EST / 7pm PST. NEW Dedicated TRUE NORTH Youtube channel - Link in comments . Agenda:.1. Catalysts for 2025 & Playing Field.2. Research Segment: Intelligent Leverage &
$MSTR True North Episode 16 - Strategy₿. TONIGHT 2/5/25 10pm EST / 7pm PST. NEW Dedicated TRUE NORTH Youtube channel - Link in comments. Agenda: .1. The Rebrand .2. Earnings Call & Intelligent Leverage .3. Sovereign Wealth Fund & SBR.4. ETC (FASB Accounting, Strategy world,
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Episode 3 of $MSTR True North. Streaming ⚡️LIVE ⚡️ Wednesday 11/6 @ 10PM EST / 7PM PST. Agenda: .Catalysts.Election chat & implications .@Danny85732 valuation model.Price parity . Attendees: mix of below: .@PunterJeff .@ryQuant .@Danny85732 .@nithusezni .@JoshMandell6 .@Z06Z07.
Episode 2 of $MSTR True North. Streaming ⚡️LIVE ⚡️ Wednesday 10/30 @ 10PM EST / 7PM PST. Agenda: .Earnings Review.Convertible Debt market depth .$MSFT game theory. Attendees: mix of below: .Large crew b/c of earnings.@ryQuant .@PunterJeff .@BenWerkman .@Z06Z07 .@TimKotzman
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$MSTR True North Episode 14 - Have Space Suit, Will Travel. TONIGHT 1/22/25 10pm EST / 7pm PST . Agenda: . 1. Stats / Catalysts / Sept Special Meeting .2. Inauguration & Attendees / Political Power.3. "Day 1" Free Ross .4. DOGE / SBR? .5. ETC (Definition of an equity, SEC, 1/17
$MSTR True North Episode 13 TONIGHT 1/15/25. 10pm EST / 7pm PST. Agenda:.1. Catalysts / Statistics (Volume & Chaos) / ETF's.2. Special Meeting Vote 21st (Share Authorization).3. Inauguration / SBR / Nation State Game Theory / Energy / SAB 121 / Free Ross / etc.4. End of year.
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@dgt10011 came on our show and absolutely crushed it—so sharp that someone had to run it through ChatGPT just to unpack it all:.
Here's chatgpt version of what jeff said about volatility in @MSTRTrueNorth .Here’s what he’s saying, step by step:. 1. Volatility helps predict investor behavior (25:06 – 25:24):.•You can model investor behavior using volatility. •He’s saying that volatility can show you when.
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🚀🚀🚀.
Just watched @SpaceX launch from @tadtweets balcony with @MSTRTrueNorth and @TimKotzman says Bitcoin over $97,500. The metaphor was uncanny.
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⚡️LIVE⚡️. TONIGHT 4/30/25 - 10pm EST / 7pm PST .$MSTR True North Episode 25 - T'was the night before earnings.Agenda:.1. $MSTR Stats update.2. Strategy World & True North World .3. Bitwise Event in NYC (last week).4. MSTR Earnings prep .5. Etc . This will be a short call (1
⚡️LIVE📷TONIGHT 4/16/25 - 10pm EST / 7pm PST . $MSTR True North Episode 24 - The Bitcoin Orchestra . Agenda: .1. $MSTR Leverage update .2. Strategy World & $MSTR True North World.3. Bitcoin Orchestra & Financial Harmony .4. Mortgage Backed Securities timeline .5. De*oupling .6.
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$MSTR True North Episode 18 - Convertibles ON DECK. TONIGHT 2/19/25 - 10pm EST / 7pm PST . NEW Dedicated TRUE NORTH Youtube channel - Link in comments . Agenda:.1. Convertible Debt - Nitty Gritty & Back test .2. Research segment: IV refresh / Options activity @hillery_dan
$MSTR True North Episode 17 - Give me a lever long enough, and I shall move the world. TONIGHT 2/12/25 10pm EST / 7pm PST. NEW Dedicated TRUE NORTH Youtube channel - Link in comments . Agenda:.1. Catalysts for 2025 & Playing Field.2. Research Segment: Intelligent Leverage &
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Join our live stream tonight at 10 PM EST / 7 PM PST! . Dan will share his latest insights, we’ll discuss QQQ inclusion, answer your questions, and more. Link in bio!. 🟩👆HIGHER.
$MSTR September, 2024 vs. December 2024;.-2 month trailing annualized BTC Yield.-Earnings Per Share & P/E Ratios. Making smart choices and avoiding brokerage account destruction. 1) Expand the table below and take a look at the different columns. All Data on BTC purchases are
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Ben absolutely crushed it today! Take a look!.
Had a very surreal time chatting #Bitcoin with these guys today. @jackmallers and @Benaskren are every bit as electric and genuine in person as they are in all the video clips you’ve seen! What an experience, thanks for hosting us @Timcast!.
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$MSTR True North Episode 9 TONIGHT.⚡️ 12/4/24⚡️10pm EST / 7pm PST . Agenda: .1. Bitcoin Buys & Catalysts .2. Stats update .3. Financial leverage & Bear Classification.4. $MSTR Net worth & chatter. Refreshed & Ready to have some fun tonight .#TNBearSighting .🟩👆Higher.
$MSTR True North set to resume this WEDNESDAY ⚡️ 12/4/24 ⚡️ . 12/4 @ 10:00PM EST / 7:00PM PST. Agenda: .1. Bitcoin Buys .2. Statistics & Catalysts .3. Financial leverage & Ponzi bears .4. $MSTR Net worth.
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@dgt10011 May we add:. "this is like a radical sex ed class to scare teens not to fool around. trading is for professionals". "Jeff Park might be able to stochastically analyze and determine my seed phrase.". "This is why I went to trade school". "I didn't know any of these words could.
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Fade the kid analysts at your own risk.
Credentialism is a perversion of meritocracy. Give me the kid analyst from @MSTRTrueNorth over the institutional investor that missed Bitcoin from $0 to $100k all day.
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