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  • Episode 26

    Episode 26 – Capital Gravity Converging & Teeth Scarcity

    Published On: May 14th, 2025

    True North - Episode 26 - Capital Gravity Converging & Teeth Scarcity

    Agenda: 1. $MSTR Leverage update & BTC buys 2. True North World & Strategy World takeaways 3. S&P 500 - Horizon & Scale (Math) 4. Financial Times video & thoughts 5. BTC Treasury Companies 6. $STRK & $STRF (Making a market) 7. Etc

  • STRK and STRF 101

    $STRK and $STRF 101 — Jeff Walton & Dan Hillery Analysis

    Published On: May 9th, 2025
  • Strategy World 2025 Digital Transformation of Investor Relations

    Strategy World 2025 – Digital Transformation of Investor Relations

    Published On: May 7th, 2025
  • MSTR True North Live Panel

    True North Orlando 2025 – MSTR True North Live | Panel

    Published On: May 5th, 2025
  • The people behinds the scenes - TheBitcoinGal, Trollstein and J64

    True North Orlando – The people behinds the scenes | TheBitcoinGal, Trollstein and J64

    Published On: May 5th, 2025
  • Make Bitcoin Work for You - Solei

    True North Orlando 2025 – Make Bitcoin Work for You | Solei

    Published On: May 5th, 2025
  • Volatility, Options and Full Gamma - Grain of Salt

    True North Orlando 2025 – Volatility, Options and Full Gamma | Grain of Salt

    Published On: May 5th, 2025
  • Setting Sail with Satoshi & Saylor Tim Kotzman

    True North Orlando 2025 – Setting Sail with Satoshi & Saylor | Tim Kotzman

    Published On: May 5th, 2025
  • DNA of a Bitcoin portfolio Dan Hillary

    True North Orlando 2025 – The DNA of a Bitcoin portfolio | Dan Hillary

    Published On: May 5th, 2025
  • True North Orlando 2025 Conviction as a service Ben Werkman

    True North Orlando 2025 – Conviction as a service | Ben Werkman

    Published On: May 5th, 2025
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MSTR True North

An investment club guided by conviction, exploring the frontier of Bitcoin, $MSTR, and macro strategy. We follow the signal, not the noise—True North is our compass.

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