True North Podcast
True North Podcast
True North is a decentralized collective of investors, analysts, and capital structure experts exploring the outer edges of Bitcoin, digital credit, collateralized finance and macro econ. From balance sheets to basis trades, we follow and emit signal with conviction and a healthy disregard for conventional wisdom. True North is powered by Strive.
N'hésitez pas à visiter le site du podcast et à soutenir son créateur : tnorth.com
Auteur
True North Podcast
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Dernier épisode
24 sept. 2026
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Épisodes
True North | Thanksgiving Week 15.01.2025 1:10:30
🧭 MSTR True North episode 8: The crew covers MicroStrategy’s 55K Bitcoin buy, volatility, ETF dynamics, Bitcoin dominance, and catalysts like QQQ inclusion. Plus, insights on options trading/covered call strategy, FUD and misinformation.🎛️ As of this recording, 11/25/24, MicroStrategy's (MSTR) performance:* Open: $440.75* Close: $403.45* Volume: 40,180,400 shares* mNAV: 2.58* Market Cap: $90.65B*...
True North | Financial Leverage & Bear Sightings 12.01.2025 2:27:40
🧭 MSTR True North episode 9: The crew does a deep dive into MicroStrategy’s financial leverage, Bitcoin surpassing $100K, bear classifications, community growth, and upcoming market catalysts.🎛️ As of this recording, 12/04/24, MicroStrategy's (MSTR) performance:* Open: $380.00* Close: $406.00* Volume: 29,862,200 shares* mNAV: 2.39* Market Cap: $91.22B* S&P 500 Rank: 110* BTC: 402,100⏱️ TIMESTAMPS...
True North | The Most Hated Rally in Finance 10.01.2025 2:14:34
🧭 MSTR True North episode 10: Explore MicroStrategy’s growth, QQQ inclusion, quantum computing’s impact, and economic insights. Dive into key catalysts, corporate adoption, NAV analysis, and ETF dynamics in this packed episode of MicroStrategy True North.🎛️ As of this recording, 12/11/24, MicroStrategy's (MSTR) performance:* Open: $385.66* Close: 411.40* Volume: 27,594,400 shares* mNAV: 2.3* Mark...
True North | Let's Talk About Leverage 10.01.2025 2:14:54
🧭 MSTR True North episode 11: Discover insights on MicroStrategy’s leverage strategy, Bitcoin accumulation, market catalysts, QQQ index inclusion, and fair value accounting. Learn about upcoming events, capital plans, and debunking misconceptions, all with a focus on long-term investment growth.🎛️ As of this recording, 12/18/24, MicroStrategy's (MSTR) performance:* Open: $386.00* Close: 349.64* V...
True North | New Year, Same Business 10.01.2025 2:26:01
🧭 MSTR True North episode 12: The True North crew explores 2025 market outlook, MicroStrategy’s evolving Bitcoin strategy, catalysts like S&P 500 inclusion, options trading insights, and the evolving insurance landscape amidst California wildfires.🎛️ As of this recording, 1/8/24, MicroStrategy's (MSTR) performance:* Open: $335.25* Close: $331.70* Volume: 18,212,600 shares* mNAV: 1.92* Market Cap:...
True North | Navigating MSTR and BTC 17.12.2024 2:06:57
🧭 MSTR True North episode 1: The crew reviews MicroStrategy’s rise, Bitcoin adoption, market insights, and future catalysts in this debut episode of “True North.” Also includes in depth analysis, and discussion on valuation, institutional trends, and navigating misinformation.🎛️ As of this recording, 10/24/24, MicroStrategy's (MSTR) performance:* Open: $220.09* Close: 235.89* Volume: 23,221,500 s...
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