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
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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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$MSTR market cap vs. price Traditional TA typically doesn't capture share issuance. New paradigm. This looks like strength to me
If you liked $MSTR at $500 with 331,000 BTC Not sure why you wouldn’t like $MSTR at $330 with 638,460 BTC
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Risk is mispriced, Globally @AdamBLiv nails explaining the concept and its application to globally mispriced equity in 24 mins Well worth the time. Bitcoin on your balance sheet is self-insuring your business against risk It’s a no brainer The story is getting clearer
BITCOIN, MSTR, AND WHY RISK IS MISPRICED! REPOST THIS TO SEND THE WALL STREET CLOWNS A MESSAGE. Wall Street’s risk dashboard is stuck on “PERFECT,” while inflation, debt & cyber-chaos puncture the tires. We have watched the Mag 7 DESTROY hundreds of billions in shareholder
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A perfect example of how the Bitcoin market has structurally changed: 26% of all $MSTR shares are held in passive index funds, meaning there is massive Bitcoin demand driven by “zombie” passive capital flows, channeled through the vehicle of Strategy.
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“we constructed a pretty bulletproof balance sheet. I would say we have a PhD in leverage by now.” - @saylor
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JUST IN: Michael Saylor's Strategy has outperformed Apple, Amazon, Google, Microsoft and NVIDIA over the past year because of adopting Bitcoin 🚀
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@balajis on Bitcoin Treasury Companies: “American capital markets are getting sunset in favor of Internet capital markets.”
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Bitcoin is getting engrained deeper and deeper into American society Pretty soon every american will have Bitcoin exposure one way or another.
Look who they had on the live desk following @EricTrump 👀 at BTC conference in Hong Kong. @ColeMacro @PunterJeff @gmekhail @StriveFunds @BitcoinForCorps Insitutional money is interested and this group is the signal.
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⚡️EARLY⚡️ True North @MSTRTrueNorth ⚡️LIVE⚡️TONIGHT 8/27/25 - 9pm EST / 6pm PST True North Episode 38 - No Days Off Agenda: 1. Research
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What's the probability of $MSTR getting into SP500 inclusion in September 2025? @MSTRTrueNorth @Strategy @saylor
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⚡️LIVE⚡️TONIGHT 8/20/25 - 10pm EST / 7pm PST True North Episode 37 - Navigating the Storm Agenda: 1. Housekeeping 2. mNAV guidance 3. Risk / BTC backed credit & Refinancing 4. Market Landscape / Capital markets / Scale 5. Broad Discussion
⚡️LIVE⚡️WEDNESDAY 8/13/25 - 10pm EST / 7pm PST True North Episode 36 Agenda: 1. Price action (beyond the ATM) 2. Building a digital empire (dematerialization) 3. BTCTC network obligations (if any) 4. Cooperative competition (rules of engagement) 5. Etc & questions (Feds on
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⚡️LIVE⚡️WEDNESDAY 8/13/25 - 10pm EST / 7pm PST True North Episode 36 Agenda: 1. Price action (beyond the ATM) 2. Building a digital empire (dematerialization) 3. BTCTC network obligations (if any) 4. Cooperative competition (rules of engagement) 5. Etc & questions (Feds on
⚡️LIVE ⚡️Tonight 8/6/25 - 10pm EST / 7pm PST True North - Episode 35 - "The iPhone moment" Agenda: 1. $MSTR Leverage & stats update 2. Q2 2025 Earnings call review & Discussion (The iPhone moment) 3. Lay of the land BTC treasuries 4. Bitcoin as a Unit of Account
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The Bitcoin Treasuries Digital Conference with @TimKotzman
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This started 5 years ago. Closing price as of 8/11/20 = $13.49 Closing price as of 8/11/25 = $395.13
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Get ready for exciting announcements from our CEO, Vlad Tenev at Robinhood Presents: Enter the Mainframe. September 9, 2025 - 5:30pm PT/8:30pm ET. https://t.co/cLhiCw7bpH
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The persistent anxiety AI bros harbor about being relegated to a “permanent underclass” is not misplaced. Within the fiat monetary system, the material abundance produced by AI will inevitably concentrate in a narrow, centralized elite rather than disseminate to humanity at
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RT @TimKotzman: Join Us 5 weeks from this Wednesday in midtown Manhattan for The Bitcoin Treasuries Unconferece featuring Michael Saylor, M…
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