Welcome to True North
This isn’t just a podcast. It’s a mission.
MSTR True North is a supergroup investment club charting the edge of the new financial frontier. Where Bitcoin, Strategy ($MSTR), and macro conviction converge, we dig into asymmetric bets, dissect Fiat’s demise, TradFi’s bewilderment and navigate toward sovereignty—together.
Whether you’re here for the treasury strategy, structured finance education, current events, or some laughs —we’re glad you found us.
Your compass just locked onto True North.
Meet The Crew
MSTR True North is powered by a decentralized team of high-conviction investors, macro strategists, and capital structure savants. From convertible arbitrage to Bitcoin treasury strategy, each voice brings sharp insight and a unique lens on the evolving financial landscape.
Follow their work. Hear them live. Navigate the frontier with us.
Meet The Crew
MSTR True North is powered by a decentralized team of high-conviction investors, macro strategists, and capital structure savants. From convertible arbitrage to Bitcoin treasury strategy, each voice brings sharp insight and a unique lens on the evolving financial landscape.
Follow their work. Hear them live. Navigate the frontier with us.
Jeff Walton—Founder
@PunterJeff
Ben Werkman
@BenWerkman
Tim Kotzman
@TimKotzman
Grain of Salt
@Z06Z07
Adrian Morris
@Adrian_R_Morris
Soleil
@nithusezni
Dan Hillery
@hillery_dan
Mason Foard
@MasonFoard
Jesse
@TheJesseMK
Trollstein (Dan)
@RealTrollstein
J64
@JBerneburg
Colleen
@thebitcoingal
Latest Episodes
Catch the signal—insights, strategies, and narratives from the frontier of Bitcoin, $MSTR, and macro. Find your True North.
True North - Episode 35 - "The iPhone moment"
Agenda: 1. $MSTR Leverage & stats update 2. Q2 2025 Earnings call review & Discussion (The iPhone moment) 3. Lay of the land BTC treasuries 4. Bitcoin as a Unit of Account
True North - Episode 34 - $STRC'ing the limits
Agenda: 1. $MSTR Leverage update & Q2 / Q3 update 2. $STRC - Presentation review / discussion 3. Quintuple threat ATM & BTC backed fixed income 4. Bears v Bulls - sentiment pulse 5. BTC treasury co landscape
True North - Episode 33 - Inject the Bitcoin Volatility Virus
Agenda: 1. $MSTR Leverage update & Q3 update 2. General lay of the land - Early, Very Early 3. Earnings comps & estimates 4. Convert / Prefs (Spreads / Volume / Delta) - Dan H. 5. S&P 500 debate & projections 6. Moon math? 7. Etc (Chanos basis trade, USG, BTC treasury co landscape)
Stay on Course.
Get the Signal.
Subscribe for livestream reminders, key insights, and the occasional alpha drop
—straight from True North.
