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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
@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
@JoshMandell6
Tad Smith
@tadtweets
Jesse Myers
@Croesus_BTC
Dylan LeClair
@DylanLeClair_
Chris Millas
@ChrisMMillas
Brian Brookshire
@btc_overflow
Richard Byworth
@RichardByworth
CJK
@CJKonstantinos
Radu
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Related Communities
Bitcoin and $MSTR communities full of alpha, conviction, and camaraderie.
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A space for those who grasp the asymmetric upside of Strategy ($MSTR) and Bitcoin. Deep dives, macro theses, and long-term conviction.
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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.
True North Episode 44 - "2026 The Year of Digital Credit."
Agenda: 1. MACRO Business/ Liquidity Cycle & Comparisons to Dot Com Bubble 2. COLLATERAL real examples of real time auditable collateral being superior 3. $SATA Senior Variable Pref Terms 4. $STRE Foreign Credit Markets dumpster fire & understand swap rates 5. MAKING MONEY in low volatility environments when products are being sold at a discount
True North Episode 43 - "Rate my stock/Risk of credit"
Agenda 1. Underwriting Bitcoin risk 2. S&P Ratings/S&P Inclusion 3. Labor and Layoffs 4. Macro tailwinds and 4 year cycle fallacy 5. Five Pillars of a BTCTC
True North Episode 42 - "Pref Analysis / Deep Dive"
Target time: 1 hour - speed run. Lots of excel tonight. Also 1 year anniversary of Episode 1
Agenda: STR update 1. Preferred Equity Analysis 2. History of innovation
True North Episode 41 - "What is Credit" w/ special guest @AdamBLiv
Agenda: STR update 1. What is money? What is credit? What is risk? 2. BTC treasury co's - can multiple exist & Dominant empires 3. "The debasement trade" & the dollar abroad 4. Bad bond of the week segment (Ford motor) 5. "AI / Cisco" - Silicon Valley business models
True North Episode 40 - "MSTR Uptober"
Agenda: 1. Uptober - hot start 2. Strategy Stats - $STRC the dollar 3. Macro (Energy / Precious Metals / AI / Bitcoin) 4. AI productivity 5. CAMT / Preferred equity comps (Bad bond of the week) / BTCTC Bottom? / Q4 EOY?
And yes, Mr. October (Reggie Jackson) was #44. Time is a flat circle.
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