True North

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True North

True North

@TNorth

True North is a team of investors and analysts exploring the outer edges of Bitcoin, digital credit, finance and macro economics.

Decentralized Katılım Ekim 2024
34 Takip Edilen29.4K Takipçiler
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True North
True North@TNorth·
Heading to Bitcoin 2026 in Vegas? Join us for the True North Networking Event on Tues, April 28 at the Gatsby Cocktail Lounge inside Resorts World. Connect with founders, investors, and builders during one of the biggest weeks in Bitcoin. Get tickets here: tnorth.com/events/bitcoin…
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Adrian Morris
Adrian Morris@_Adrian·
$MSTR: "MSTR True North" is now "True North" and we have a new handle - @TNorth - spread the word.
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J64
J64@_J64_·
“Clearly the prize is big enough of owning the capital flows around the Bitcoin network and dominating the financial services that they're willing to drive the fee revenue down towards the marginal 0 cost.” @hillery_dan Morgan Stanley understands that’s capturing capital inflows in the form of bitcoin exposure is going to unlock future flexibility. Their fee structure is the signal. @PunterJeff @nithusezni @Z0O6ZO7 @TNorth @Strive $MSBT
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True North
True North@TNorth·
"Each share of $STRC sold today after 12 years would have a 1,681% profit margin." @PunterJeff
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True North
True North@TNorth·
Got a question for tonight’s livestream? Submit it here and vote for your favorites. The most upvoted question gets answered live. tnorth.com/ask/
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True North
True North@TNorth·
"They're operating both as trading vehicles right now and as income vehicles." @Werkman
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True North
True North@TNorth·
PSA: New Episode Tonight📷 10pm EST / 7pm PST True North Episode 62 -MSTR Can Buy More BTC Than Sellers Can Sell Agenda:  1. Volume & Liquidity 2. Sharpe Ratio vs Sortino Ratio - Risk / Return Metrics 3. Market Happenings (MS / Citadel / Blackrock)  4. When MSTR 1M BTC?  5. TN Community Questions Have questions you want covered in the livestream? Ask them here: tnorth.com/ask/
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True North
True North@TNorth·
"We invented $STRC to give you that access. The asymmetric risk return without the volatility." @phongle
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True North Clips
True North Clips@Truenorthclips·
For the first time ever, there’s an off ramp from dollar-denominated credit. Not into cash. Not into gold. Into something backed by the scarcest asset on the planet, $BTC Digital credit isn’t just a new product. It’s an exit from the old system.
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True North@TNorth·
"I'm actually glad a little bit that we introduced it and we saw it work through a bear market..." @phongle
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True North@TNorth·
"It should be illegal for anyone under the age of like 60 to hold bonds..." @MasonFoard
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True North@TNorth·
"Strategy $STRC doesn't trade $500M a day while they are doing nothing..." @PunterJeff
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Proof of Pain
Proof of Pain@ProofofPainBTC·
Out now: @nithusezni returns! We talk: - Digital credit and what it actually means - $STRC, $SATA, and who these products are for - Bitcoin treasury companies vs “just buy BTC” - Bitcoin as collateral - Knots & BIP-110 - $MSTR's new 21/21 plan Watch: youtu.be/bahpGGAlCDs
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