True North

The Income Show | Ep. 3 ft. @sthenc Our host @IIICapital sits down with Stephen Cole to discuss Bitcoin powered businesses, @savewithcastle, the future of banking, and what the future holds for Bitcoin & Digital Credit.

Boom. @PunterJeff back on with @_DannyKnowles: youtu.be/Et8Wm_TPDwM?si…

@sthenc @IIICapital @savewithcastle Spotify: open.spotify.com/episode/344lFS… Youtube:  youtu.be/s8XP-oHpPY4?si…

The Income Show | Ep. 3 ft. @sthenc Our host @IIICapital sits down with Stephen Cole to discuss Bitcoin powered businesses, @savewithcastle, the future of banking, and what the future holds for Bitcoin & Digital Credit.

Youtube Stream: youtube.com/live/MkM8tIlnc…

The New Regime | Ep. 68 x.com/i/broadcasts/1…

New Episode Today: 📷3pm PST / 6pm EST True North Episode 68: The New Regime 1. Convertible Retirement 2. AI Trade 3. Warsh & Fed Regime Have questions you want answered on the stream? Ask them here: tnorth.com/ask

“This is personal. It’s not about the money anymore. I want to fix things. - @PunterJeff Amen, Jeff.

@PunterJeff CC: @PunterJeff

Banks are becoming less trustworthy. Civilization was built on trust. Trust has been around for 200,000 years... We can rebuild that trust with transparent balance sheets. @PunterJeff

"Mathematically it's a better product. You're getting capital faster. The APY is higher..." @PunterJeff @natbrunell

Strive acquired an additional 1,109 $BTC for ~$85.4 million at an average cost of ~$76,988 per bitcoin. STRIVE SNAPSHOT Bitcoin holdings: 16,500 QTD BTC Yield: 11.0% YTD BTC Yield: 23.4% Amplification ratio: 45.2% $ASST $SATA

Strategy has completed the repurchase of $1.5 billion of its 2029 Convertible Notes at an ~8% discount to par, generating an incremental 0.7% BTC Yield and lowering aggregate debt to $6.7 billion. $MSTR $STRC strategy.com/press/strategy…

“Tremendous tax benefits, great yield and very low volatility. It’s got all these positive features associated with it” - @CernBasher 3 minute’s of Cern explaining @saylor’s @Strategy to @JOBhakdi. He articulates all the core pieces of the strategy perfectly here. Nice work.

I'm lucky to know people like @hillery_dan and @MasonFoard, two experts in the bitcoin and digital credit space. We discuss the breaking news of @Strive's $SATA becoming the first-ever daily dividend and how @saylor and @Strategy's $STRC might respond. Enjoy! youtu.be/Tmm4bh6NO24

Reimagining Money | Ep. 67 x.com/i/broadcasts/1…

Bitcoin for Millenials, featuring @hillery_dan running a clinic. The education will continue until morale improves. @bramk a great host, per usual. A top authentic & recommended follow.

Here's my conversation with @TrustlessState of @Bankless We unpack $SATA and $STRC, the landscape of Digital Credit, Strive & Strategy business model, and rebuilding the world's trust infrastructure from the ground up. Great follow up conversation to @saylor joining the pod last month. [TIMESTAMPS] 0:00 Intro 1:59 Stretch, Risk, and Balance Sheets 5:28 Dividend Backstop Debate 8:53 Measuring Bitcoin Downside 15:25 Success as Long-Tail Risk 19:17 Common Equity as Revenue 25:57 Digital Credit’s Massive Market 29:37 Credit, Liquidity, and Yield 33:02 Banks, Trust, and Inflation 36:08 Trust Networks Rebuilt 40:26 Digital Labor and Yield 44:38 Bitcoin’s Growing Capital Base 48:36 S-Curve and Market Size 52:36 Building on Bitcoin Instruments 55:58 Transforming the Asset 59:12 Co-opetition in Bitcoin Credit 1:03:23 Low Vol for Long Holders 1:09:13 Strive Versus Strategy 1:12:38 Scaling Faster Than Strategy 1:17:30 Closing & Disclaimers

“You guys are called Bankless” - @PunterJeff Please listen to this 2 minute clip. Reestablishing the benchmark for trust built on 24/7 transparency is an unlock. Clip from @Bankless