The big picture is that Bitcoin is going to 1MM. Nothing else matters. Not MSTR mNav, not rate cuts, not your favorite TA indicator. It's just the Power Law and Money Printing.

.Jeff Walton, True North + Vibes Capital Management Iceland retreat in the works with Steven Lubka ☀️. We are just doing things. Let’s look at schedules for spring 2026.

The pigeons are cooking… $BTC 941 942

LUTNICK: WE ALL AGREE INTEREST RATES SHOULD BE LOWER

x.com/i/spaces/1dRKZ…

Perfect example of Nash equilibrium EV beats the hold run a core + convex sleeve protect the stack while pressing the blow-off w/ leverage just as Josh Man is: x.com/joshmandell6/s… CC: 941 942

You guys want to know why the BTC top isn't in? It's because my dm's are empty, STRF is trading at a 400 basis point credit spread, it's August, No one has bought me a car recently, and no one wants to podcast. There's your checklist for an exit. 🫶🫶Grain of Salt

Bitcoin pumping & Cracker Barrel reverted. We are so back 🇺🇸 Going out to buy some American Eagle jeans. BRB.

Narrator (Morgan Freeman’s voice): “And just like that… sentiment shifted.”

Metaplanet has partially redeemed an additional 5.25 billion JPY ($35.5m) of Ordinary Bonds. We now have 18,991 BTC (312 billion JPY / $2.11b) against 9 billion JPY ($60.9m) of outstanding bonds, raising our BTC Rating (BTC NAV / Notional Liabilities) to 34.65x.

Private placement just announced — the big players are coming in. Preferred shares are now on the table. Bitcoin Asia is right around the corner. Meanwhile… Short interest remains high. And then… Shareholder EGM. Right after that… ATM will pause for 18 days. Sorry, shorts

"It almost just seems like it's time for another preferred to be rolled out." -- Nithu Sezni, Orange Pill Investor ep 469, 8/27/2025

True North - Episode 38 - No days off x.com/i/broadcasts/1…

Keep your 🧠 squishy, fam. Always good to respectfully hear all sides. 🍿

SITUATIONAL AWARENESS: The Decade Ahead - Leopold Aschenbrenner, June 2024 Read it. Understand it. Prepare for it. #Bitcoin situational-awareness.ai

First gold. Then bitcoin. 🌊