True North ✓

@TNorth · Decentralized · joined 13 Oct 2024

True North is a team of investors and analysts exploring the outer edges of Bitcoin, digital credit, finance and macro economics.

31 266Followers

33Following

1 734Posts total

70.3KViews on collected posts

Ultimi post

True North ✓@TNorth4 Sep

@TNorth @PunterJeff That’s a long winded way to say you’re a fucking idiot 204 views · 2 likes · 0 reposts · 0 replies Open on X →

True North ✓@TNorth4 Sep

@TNorth Right at the end, "clean shit" - @PunterJeff Great rip lol 😂 16 views · 2 likes · 0 reposts · 0 replies Open on X →

True North ✓@TNorth3 Sep

@TNorth @PunterJeff No date for the $MSTR peak - fair. ETH ETFs already dated today's mood at -$48.2M. 525 views · 2 likes · 0 reposts · 0 replies Open on X →

True North ✓@TNorth3 Sep

@TNorth @PunterJeff At that point, $MSTR could buy every other Bitcoin Treasury. It's a moat in outer space with some serious gravity. 177 views · 3 likes · 0 reposts · 0 replies Open on X →

True North ✓@TNorth3 Sep

A viewer asked when $MSTR goes back to its peak price. @PunterJeff does not give a date. However a scenario. If 1 million Bitcoin ever sits on that balance sheet at $500,000 a coin, that's $500 billion, and the portion at risk is small next to what banks and Berkshire carry. ht 26.9K views · 407 likes · 17 reposts · 9 replies Open on X →

True North ✓@TNorth3 Sep

Strategy came out of a 50% Bitcoin drawdown with net leverage at zero. The bear case said a bear market would force them to sell all their Bitcoin. @GrainofSaltSF cash chart shows what happened instead: $8.1 billion in cash acquired through the drawdown $1.4 billion used to ht 4.4K views · 56 likes · 5 reposts · 6 replies Open on X →

True North ✓@TNorth3 Sep

@TNorth That bit about insurance companies hedging college football bonus payouts was hilarious, and completely logical. 😂 67 views · 0 likes · 0 reposts · 0 replies Open on X →

True North ✓@TNorth3 Sep

About $1 trillion of the federal deficit is interest on debt that already exists. Deficit: ~ $1.9 trillion Interest expense: ~ $1 trillion Deficit Compounding: 13% a year Why: existing debt refinances with rates at a 10y high. @GrainofSaltSF "It works like an interest only htt 4.9K views · 35 likes · 3 reposts · 1 replies Open on X →

True North ✓@TNorth2 Sep

New Episode Today: 3PM PST/6PM EST True North Episode 78: Clean Sheet, who dis? Agenda: - bitcoin:native Technicals w/ @hillery_dan - $MSTR Balance Sheet / $STRC Buybacks, - PREFS vs. Other Credit Vehicles - International Credit Have questions you want answered on the htt 14.3K views · 69 likes · 9 reposts · 6 replies Open on X →

True North ✓@TNorth2 Sep

$80,000, $90,000, $100,000, and $130,000... Strategy is buying all of it. "People will say we're buying the top." @phongle "When it's at $260,000 people will say the $130,000 Bitcoin was a good purchase." $MSTR bitcoin:native https://t.co/RPgp5hadf0 6.4K views · 133 likes · 5 reposts · 6 replies Open on X →

True North ✓@TNorth1 Sep

Today's trading volume across the US bitcoin:native Ecosystem. $MSTR $ASST $STRC $SATA $ABTC $STRF $STRD $XXI $STRK $BRR $NAKA $DDC https://t.co/labNHHvGEL 4.7K views · 57 likes · 7 reposts · 4 replies Open on X →

True North ✓@TNorth1 Sep

MSCI counts wood, oil, and real estate as operating assets. Bitcoin doesn't make the list. ''Discriminatory, arbitrary, and misguided.'' @phongle MSCI decides by October 16 whether companies that hold Bitcoin stay in its indexes. $MSTR $STRC bitcoin:native https://t.co/G6 5.2K views · 107 likes · 7 reposts · 6 replies Open on X →

True North ✓@TNorth16 Aug

@TNorth The switch to the fiat standard was "transitory." 75 views · 1 likes · 0 reposts · 0 replies Open on X →

True North ✓@TNorth15 Aug

@TNorth It's done to keep the gold. Just like Strategy made their securities non redeemable to BTC. 297 views · 1 likes · 0 reposts · 0 replies Open on X →

True North ✓@TNorth15 Aug

@TNorth “Your dollar will be worth just as much tomorrow as it is today” 💀💀💀 2.1K views · 55 likes · 1 reposts · 2 replies Open on X →

Rispetto ad account della stessa dimensione

15 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a più persone rispetto ad account della stessa dimensione.

Visualizzazioni mediane2 098questo account924mediana per 10K–100K

Copertura, %6.71%questo account3.62%mediana per 10K–100K

Interazione, %1.45%questo account1.52%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	2 098	924	2.27×
Copertura (visualizzazioni ÷ follower)	6.71%	3.62%	1.85×
Tasso di interazione	1.45%	1.52%	0.95×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

29715 Aug

7516 Aug

5.2K1 Sep

4.7K

6.4K2 Sep

14.3K

4.9K3 Sep

4.4K

26.9K

177

525

164 Sep

204

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.34%15 Aug

1.33%16 Aug

2.30%1 Sep

1.45%

2.29%2 Sep

0.61%

0.80%3 Sep

0.00%

1.53%

1.61%

1.69%

0.38%

12.50%4 Sep

0.98%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes83.8%930 in total

Reposts4.9%54 in total

Replies3.6%40 in total

Quotes0.6%7 in total

Bookmarks7.1%79 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Account simili

Frequently asked questions about @TNorth

How many followers does @TNorth have?

31 266 followers.

How many posts has @TNorth published?

1 734 posts.

How do posts by @TNorth perform?

Collected posts: 15. Views: 70 306. Likes: 930.