Mason

- The dollar loses 7% a year. - AI is coming for white-collar work. - Robots are 10 years out. @saylor just laid out what young people should actually do about it. 12 lessons:

@TimKotzman @Strive @TNorth @Trollstein Beautiful

@Strive & @TNorth are just getting started.

If you missed it, here’s the recording of our Q1 2026 post-earnings Spaces with @MasonFoard , @glouresaraujo , @hillery_dan , and @chasepalmieri !

Tune into Meliuz’s earnings tomorrow. Second largest bitcoin holder in Brazil 🇧🇷 and just getting started.

@mikewmunz @MeliuzBitcoin 🫡🫡

@MasonFoard @MeliuzBitcoin Full speed ahead 🫡🫡

Méliuz (@MeliuzBitcoin) 1Q26 earnings just released. For the first time ever, we crossed R$100M in LTM EBITDA with the highest operating margin in our company's history. A few highlights: • Buyback program Bitcoin Yield: 6.9% cumulative since launch (12.4% annualized run-rate) • 1Q26 EBITDA: R$30.1M (+74% vs 1Q25) • LTM EBITDA: R$105.3M (+60% vs LTM1Q25) • 1Q26 Revenue: R$118.2M (+18% vs 1Q25) • LTM Revenue: R$478.1M (+25% vs LTM1Q25) • 1Q26 EBITDA Margin: 25.5% (+8.2 p.p. vs 1Q25) • LTM EBITDA Margin: 22.0% (+4.8 p.p. vs LTM1Q25) • Zero debt Operating business is firing on all cylinders. Compounding Bitcoin per share regardless of market conditions. Please find the full earnings release below, and join us for our post-earnings Spaces tomorrow at 11:30 EST / 12:30 BRT.

@PunterJeff @MeliuzBitcoin Appreciate you, Jeff. It really does take a village. One balance sheet at a time.

@MasonFoard @MeliuzBitcoin Building in the bear 💪🏼 congrats, Mason! It takes a village to convert all of the fiat 🫡

@Trollstein @MeliuzBitcoin Thank you, Dan!

@MasonFoard @MeliuzBitcoin Congrats, Mason! Y’all are crushing it!

@Werkman @MeliuzBitcoin Thank you, Ben! BPS 📈📈📈

@MasonFoard @MeliuzBitcoin Congrats Mason!

New Episode Today: 📷 4pm EST / 1pm PST True North Episode 66 - The World Had Changed... Agenda: BTC Relative Market Analysis Coffeezilla x Jeff Walton Debate Strategy Q and A Other Topics Have questions you want answered on the stream? Ask them here: tnorth.com/ask

@ColeMacro @BitcoinPierre Alpha found in the technicalities. Congrats Matt and team.

1. Nasdaq has already approved daily dividends for $SATA. - There will still be 10 days or more between dividend declaration & record, but no requirement of 10 days between record & payment. 2. No shareholder vote is needed. - Daily dividends for $SATA begin on 6/16/26.

Please join us for the @MeliuzBitcoin Q1 2026 post-earnings Spaces this Friday at 11:30 AM ET / 12:30 PM BRT. Guest questions will come from @hillery_dan and @chasepalmieri . Set a reminder and tune in live. twitter.com/i/spaces/1Oxwb…

Watch a team of humanoid robots running a full 8-hr shift at human performance levels. This is fully autonomous running Helix-02 x.com/i/broadcasts/1…

@coffeebreak_YT tried to frame Bitcoin yield as dangerous. @PunterJeff took him through the wringer. I help clarify and break down the debate point by point while reviewing the video in 2X speed.

True North Episode 66 is postponed to Thursday 1PM PST / 4PM EST. Post market close. See you all tomorrow. 🫡

Ribeye inflation index has a big print. New price $37.99/lb. 17% inflation annualized from October. 18.5% annualized since last June. 90% cumulative since 2020. 11.0% compounded annually over 6+ years. Same ribeye, same store. High rates? Don't care. Bitcoin is the only way out!

It means we're likely entering a very bullish regime for Bitcoin. BTC is testing the 200-day EMA (a major long-term moving average). Price bouncing here after a pullback has often marked the start of strong uptrends in past cycles. The 3-month T-bill yield just crossed below CPI → creating negative real yields. When real yields go negative (you’re literally losing purchasing power by holding short-term Treasuries), capital tends to flow into scarce, hard assets like Bitcoin. This crossover has historically been a strong “risk-on” trigger for BTC.

@INDIANHODL @jvisserlabs @MasonFoard What does it mean tho?

BTC is right up against the 200 day exponential moving average with a trigger today of the the negative 3m real yield sign which has historically been the time to own BTC. I wrote a paper this week for 22V and subscribers titled Running Hot into Scarcity. I expected a regime shift into a negative real yield environment with uncertainty around the Fed as they also are forced to run the debasement hot.