Ben Werkman
@BenWerkman
@Swan | @MSTRTrueNorth | @HurdleRatePod | Bitcoin | MSTR | Curious Mind | NFA | DYOR
For those who ask why we primarily cover $MSTR on the @MSTRTrueNorth live streams, this is why. Constant innovation and thought leadership. The pace at which @Strategy has been deploying and developing this playbook is truly impressive.
Strategy is offering $STRC (“Stretch”), a new Perpetual Preferred Stock via IPO, to select investors. $MSTR
We are back with Episode 19 of @HurdleRatePod where we talk STRC and get some great insights into the fixed income market from @ColeMacro!
Welcome back to The Hurdle Rate Podcast. Episode 19: A Huge Wave of Capital isn't a STRC. The crew is back with the latest on @Strategy's new preferred product STRC, real estate versus perpetual preferred, the question of winter and more. Here's the latest with @BenWerkman,…
“Bitcoin is one of those assets you tell the people you care about.” 🧡 — @BenWerkman, Swan CIO
Special 444 Edition of Orange Pill Investor is live now! MSTY calls for mercy, will Soleil grant it? Flannel? Time travel? All this and more, check it out!
Orange Pill Investor ep 444 - MSTY calls for mercy x.com/i/broadcasts/1…
The future of Bitcoin Treasury Companies will be defined by credit quality. Few understand how powerful it is when an entire industry aligns around that principle.
The new AI....Accumulation Innovation. @StriveFunds #StriveForBitcoin
Strive is now accepting interest in an exchange of Bitcoin for $ASST shares from accredited investors via a one-time Internal Revenue Code Section 351 exchange DEADLINE: 2PM ET on 8/1/25. 11 days to quantify FOMO What does this mean & how do I participate? See 🧵 below
Top 20 for $SQNS 🚀
Sequans has purchased an additional 1,264 bitcoin for ~$150 million at an average price of ~$118,659 per bitcoin. As of 07/18/2025 we hodl ~2,317 bitcoin acquired for ~$270 million at an average price of ~$116,493 per bitcoin. $SQNS sequans.com/sequans-acquir…
What stands for centuries is first anchored with orange.
Step 1: Identify where the capital is going. Step 2: Get in position. Step 3: Wait. It sounds simple, but step 3 will test many investors. We are conditioned for very short term results, but impatience gets you out of position and kills returns.
And we're live!
True North Episode 33 - Inject the Bitcoin Volatility Virus x.com/i/broadcasts/1…
440 Episodes in and still one of the most under the radar shows on X. @nithusezni has been showing up and killing it for a long time!
Orange Pill Investor ep 440 - BritishHodl proves MSTR outperforms MSTY for income x.com/i/broadcasts/1…
Major moves in the LBE space being made by @adam3us. The capital coming to Bitcoin keeps piling up! 👏 👏 👏
JUST IN: Cantor Fitzgerald is nearing a $4B SPAC deal with @adam3us & @Blockstream to acquire 30,000+ BTC. ➤ #Bitcoin contributed for equity ➤ Up to $800M in additional capital raised ➤ Mirrors $3.6B SoftBank–Tether venture Another major move in the rise of corporate…
You have to love seeing new private companies emerge that have been showing conviction and stacking for many years already. Well done @GigaBTC, 1,129 BTC already is very impressive! 👏
📢 Steady hands. Strategic vision. 1,129 BTC. $75.6M cost basis. We’ve been stacking long before the headlines. @TimKotzman @APompliano @BenWerkman @adddrianmorris
We are back with Episode 18 of @HurdleRatePod!
Welcome back to The Hurdle Rate Podcast. Episode 18: Transparency is Not Priced In. The crew is back with the latest on @Strategy's latest Bitcoin buy, AI's impact on Bitcoin Treasury Companies, the misplacing of risk for Bitcoin Treasuries, and more. Here's the latest with…
True North NOW Episode 6 - The Smarter Web Company x.com/i/broadcasts/1…