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Signal-rich takes on $MSTR, Bitcoin strategy, capital markets, and macro trends—authored by the crew behind MSTR True North. We’re working on deep dives, breakdowns, and insights designed to help you navigate the noise. Stay tuned.
Latest Episodes
Catch the signal—insights, strategies, and narratives from the frontier of Bitcoin, $MSTR, and macro. Find your True North.
True North - Episode 35 - "The iPhone moment"
Agenda: 1. $MSTR Leverage & stats update 2. Q2 2025 Earnings call review & Discussion (The iPhone moment) 3. Lay of the land BTC treasuries 4. Bitcoin as a Unit of Account
True North - Episode 34 - $STRC'ing the limits
Agenda: 1. $MSTR Leverage update & Q2 / Q3 update 2. $STRC - Presentation review / discussion 3. Quintuple threat ATM & BTC backed fixed income 4. Bears v Bulls - sentiment pulse 5. BTC treasury co landscape
True North - Episode 33 - Inject the Bitcoin Volatility Virus
Agenda: 1. $MSTR Leverage update & Q3 update 2. General lay of the land - Early, Very Early 3. Earnings comps & estimates 4. Convert / Prefs (Spreads / Volume / Delta) - Dan H. 5. S&P 500 debate & projections 6. Moon math? 7. Etc (Chanos basis trade, USG, BTC treasury co landscape)
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