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 40 - "MSTR Uptober"
Agenda: 1. Uptober - hot start 2. Strategy Stats - $STRC the dollar 3. Macro (Energy / Precious Metals / AI / Bitcoin) 4. AI productivity 5. CAMT / Preferred equity comps (Bad bond of the week) / BTCTC Bottom? / Q4 EOY?
And yes, Mr. October (Reggie Jackson) was #44. Time is a flat circle.
True North Episode 39 - Chapter 2 "Full Sail Ahead"
Agenda: 1. New owner, who dis? 2. Strategy Stats update 3. Everything since 8/20 (Interest Rates, Options on prefs, PIPEs, BTCTC mNAV compression, Bots, Risk & Leverage, AI reflexivity, BTC/GLD, No S&P 500, BTC conference, HC Wainwright presentation, CoreVknots, M&A, Working in Bitcoin, BTC as a UOA, GAAP Earnings, etc)
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Subscribe for livestream reminders, key insights, and the occasional alpha drop
—straight from True North.
