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True North
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True North
@TNorth
True North is a team of investors and analysts exploring the outer edges of Bitcoin, digital credit, finance and macro economics.
- New Episode Today: 3pm PST/6pm EST True North Episode 71: The Long Game Agenda: Lay of the Land Digital Capital/Digital Credit Volatility/Credit Spam War Discussion Q&A Have questions you want answered on the stream? Ask them here: tnorth.com/ask
- Bitcoin is going to get bigger. @_Adrian "It doesn't need a rotation or a crash for that to happen".
00:00 - The Biggest Capital Raises In History... @PunterJeff SpaceX IPO: $85.7B Google: $140B Meta: $25B NVIDIA: $25B Oracle: $50B "For every 8 cents that SpaceX moved. It moved an entire Strive market cap."
00:00 - Strategy is more liquid than $IBIT "If I wanna move $100B in scale. I'm going to $MSTR" Why? @PunterJeff 👇
00:00 - Crappy Timing. "They lost $16B of collateral value in 5 days..." @PunterJeff breaks down $MSTR retiring the convertible bond.
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00:00- The Income Show | Ep. 6 ft. @evanhorowitz Our host @IIICapital talks with Evan Horowitz about the anti debasement thesis, $MSTR, $STRC, $SATA, permissionless money, Bitcoin, running a public company, and more.
00:00Youtube: youtu.be/1lY1QqXIngQ Spotify: open.spotify.com/episode/4Frkxs… Fountain: fountain.fm/episode/iUqMbg… - True North reposted
The Launch Pad | @TNorth Podcast | Ep. 70 featuring: @hillery_dan @PunterJeff @nithusezni @_Adrian YouTube chapters will be added in the morning. Full breakdown on SignalStation: signalstation.app/video/64ee9ab3…
- We're back. New Episode Today: 3pm PST / 6pm EST True North Episode 70: The Launch Pad Agenda: SpaceX & Broad Capital Markets Macro BTC Prague Takeaways STRC & SATA Analysis & Credit Instruments Fed Meeting Have questions you want answered on the stream? Ask them
Reminder to go vote for your fav question on Ask True North Q&A to have it discussed live on air tonight.
