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Resources2025-05-10T13:14:14-04:00

Resources

Our go-to dashboards, thinkers, and communities:
Trusted by Bitcoiners, $MSTR bulls, and macro minds sharpening their edge.
Expand your thesis. Sharpen your conviction. Stay tethered to the signal.

Michael Saylor

EXECUTIVE CHAIRMAN OF STRATEGY (MSTR)

Michael Saylor is the Executive Chairman and Co-Founder of Strategy (formerly MicroStrategy), a publicly traded business intelligence firm and the leading corporate pioneer of the Bitcoin Standard. He also founded Alarm.com, holds 48+ patents, and authored the bestseller The Mobile Wave.

A dual-degree graduate from MIT in Aerospace Engineering and History of Science, he founded Saylor Academy, a nonprofit that has provided free education to over 2 million students globally. He is widely recognized as one of the most influential voices in Bitcoin and corporate finance.

Michael Saylor

Michael Saylor

@saylor

Michael Saylor

Michael Saylor

@saylor

Recommended Follows

From seasoned $MSTR traders to macro thinkers, quants, and memelords—these are the voices we track closely.

Josh Mandell

Josh Mandell

@JoshMandell6

Tad Smith

Tad Smith

@tadtweets

Jesse Myers

Jesse Myers

@Croesus_BTC

Dylan LeClair

Dylan LeClair

@DylanLeClair_

Chris Millas

Chris Millas

@ChrisMMillas

Bitcoin Overflow

Brian Brookshire

@btc_overflow

Richard Byworth

Richard Byworth

@RichardByworth

CJK

CJK

@CJKonstantinos

Radu

Radu

@LizardWizardBTC

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For the high-conviction, low-time-preference crowd. A no-fluff zone for serious $MSTR believers. Low T content not tolerated.

Recommended Tools

Track Strategy’s Bitcoin holdings and on-chain data with our go-to dashboards.

Latest Episodes

Catch the signal—insights, strategies, and narratives from the frontier of Bitcoin, $MSTR, and macro. Find your True North.

  • Episode 35

Episode 35 – “The iPhone moment”

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 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)

  • True North - Episode 32 - Everything's Computer Credit

    1. $MSTR Leverage update & Q3 update ($14B Fair Value Appreciation in Q2) 2. CONVERTIBLE Preferred Equity (Dive in) 3. Pref ceiling? 4. Market Landscape / Architecture 5. S&P 500 debate 6. Etc & questions

  • True North - Episode 31 - Wall Street Digital Gold Rush

    Agenda: 1. $MSTR update & Leverage tracking 2. $STRD / $STRF / $STRK - Have we seen the last CB for MSTR? 3. BTC Prague update 4. BTC treasury and ETF tsunami 5. AI + Bitcoin = Abundance vs AI - Bitcoin = Overlords 6. Etc & questions (War mini dip, Fed, Nodes)

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