Dan Hillery
Founding Member
Digital Asset Structured Securities
Dan Hillery is a Founding Member of the True North network. He covers macro strategy, derivatives, preferred equities, and Bitcoin price modeling, and has authored research on digital credit for True North. Dan was profiled in the Wall Street Journal for his MicroStrategy investment thesis. He holds a B.S. in Electrical Engineering from Brown University.
Featured
In the Press
I never got hired at any of those places. So I ended up taking matters into my own hands.
Hillery scored a 1,300% return on MicroStrategy, building a seven-figure position — as profiled in the Wall Street Journal.
— Dan Hillery Published Work
Semi-monthly STRC Divs Will Increase Monthly STRC ATM to $10B
Dan Hillery argues that shifting STRC's dividend cadence from monthly to semi-monthly will compress the time to recover to $100 par, give arbitrage traders two shots at overnight dividend capture per month, and drive STRC ATM volume toward $10B per month.
STRC Will Become a Part of Common Investor Vocabulary
Dan Hillery argues that STRC is not just a high-yield instrument — it creates the first liquid, free-market rate for short-term Bitcoin-backed credit, positioning it as the benchmark rate for a new asset class.
Billions of Dollars backed by STRC.
Dan Hillery maps every market-winning product built on STRC and Digital Credit — from interest rate resistant preferred equity baskets and delta hedges to FX-hedged ETFs, leveraged strategies, and put selling yield.
STRC, Bitcoin's Exponential Pump, MSTR to 20k & BTC to 5MM — Money, The Perfect Product
Dan Hillery argues that STRC demand creates a reflexive loop with Bitcoin, potentially pushing BTC into exponential price discovery. Includes proprietary MSTR balance sheet model through 2038.
The Bitcoin Credit Monopoly: Why Strategy's Moat Is Fixed Income, Not Equity
Dan Hillery explains why Strategy's real competitive advantage isn't buying Bitcoin at a premium — it's the emerging monopoly on issuing digital credit instruments like STRK and STRF.