Dan Oksnevad retweeted
True North Episode 83: The Frontier of Credit xitter.cf/i/broadcasts/1aJbdEawo…
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Hey @grok - I'm curious, which stock closed as the top gainer on the Yahoo Finance gainers page today?
Replying to @Trollstein
Strive, Inc. (ASST) closed as the top gainer on the Yahoo Finance gainers page today, up roughly 15.6%.
Hey @grok - I'm curious, which stock closed as the top gainer on the Yahoo Finance gainers page today?
Dan Oksnevad retweeted
Strive announces upsized IPO of $SATS to $700M notional, priced at $90 per share.
We'll discuss the details in depth on the next @HurdleRatePod, which will be released when the IPO settles next Tuesday.
Dan Oksnevad retweeted
Strive plans to release an 8-k with additional information regarding final warrant exercises and additional Bitcoin purchases tomorrow pre-market open.
Please visit our website for additional information regarding SATS:
strive.com/sats-ipo/
Dan Oksnevad retweeted
Strive is offering $SATS through an IPO available to select investors.
- 15% fixed-rate perpetual preferred stock
- Cumulative dividends paid every business day
- Junior to SATA
INVESTOR PRESENTATION TIMESTAMPS
00:00 - Introducing SATS
01:46 - Executive Summary
18:50 - SATS Improves SATA
21:06 - Dividend and Balance Sheet Strength
27:33 - Performance and Liquidity
30:48 - Bitcoin Thesis
40:26 - Amplification and Risk
$SATS $ASST $SATA
Dan Oksnevad retweeted
We are slowly building out a repository of research @TNorth
In the coming months, expect to find additional deep dives on $MSTR | $ASST, the Digital Credit Complex, $BTC and more.
We want to set the standard for quality. All signal, no noise.
Dan Oksnevad retweeted
You could watch Netflix tonight… or this deep macro conversation. Few.
Had the deepest macro conversation I’ve ever done publicly on What Bitcoin Did with @_DannyKnowles, discussing the U.S. fiscal situation, the bond market, the dollar, Bitcoin, and more. Hope you enjoy it.
TIMESTAMPS
00:00 Introduction
05:45 Why Washington Can’t Fix the Debt
12:31 The Bond Market and Fiscal Dominance
21:46 Treasury Buybacks and Yield Curve Control
29:46 Why AI Won’t Solve America’s Debt Crisis
36:37 Why a Weaker Dollar Could Fuel Bitcoin
40:17 When Will the Government Intervene?
47:04 Bitcoin’s Next Bull Market
55:38 The Case for $500K Bitcoin in 2030
59:24 Why Own a Bitcoin Treasury Company?
1:17:51 Understanding mNAV and Treasury Valuations
1:27:20 Different Bitcoin Treasury Strategies
1:36:03 Consolidation and Institutional Scale
$ASST $SATA $BTC
You could watch Netflix tonight… or this deep macro conversation. Few.
Had the deepest macro conversation I’ve ever done publicly on What Bitcoin Did with @_DannyKnowles, discussing the U.S. fiscal situation, the bond market, the dollar, Bitcoin, and more. Hope you enjoy it.
TIMESTAMPS
00:00 Introduction
05:45 Why Washington Can’t Fix the Debt
12:31 The Bond Market and Fiscal Dominance
21:46 Treasury Buybacks and Yield Curve Control
29:46 Why AI Won’t Solve America’s Debt Crisis
36:37 Why a Weaker Dollar Could Fuel Bitcoin
40:17 When Will the Government Intervene?
47:04 Bitcoin’s Next Bull Market
55:38 The Case for $500K Bitcoin in 2030
59:24 Why Own a Bitcoin Treasury Company?
1:17:51 Understanding mNAV and Treasury Valuations
1:27:20 Different Bitcoin Treasury Strategies
1:36:03 Consolidation and Institutional Scale
$ASST $SATA $BTC
Dan Oksnevad retweeted
True North - Bitcoin Treasury Tracker
The 50 largest public-company Bitcoin treasuries, ranked live from 181 tracked. Sort, filter, and compare.
Dan Oksnevad retweeted
Replying to @ThetaMaestro @JoshMandell6
Always a good time to buy Bitcoin…
unchained.com/features/hodl-…

















