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 31 - Wall Street Digital Gold Rush
Agenda: 1. $MSTR update & Leverage tracking 2. $STRD / $STRF / $STRK - Have we seen the last CB for MSTR? 3. BTC Prague update 4. BTC treasury and ETF tsunami 5. AI + Bitcoin = Abundance vs AI - Bitcoin = Overlords 6. Etc & questions (War mini dip, Fed, Nodes)
True North - Episode 30 - Power of Collateral
Agenda: 1. $MSTR Leverage update 2. Market sentiment 3. Bitcoin use cases - Collateral 4. BTC Yield as a concept 5. S&P 500 tracker 6. Etc & questions (Fixed Income, Fed, War, Nodes)
True North - Episode 29 - Fishing for the Fixed Income Market
Agenda: 1. $MSTR Leverage update & Quadruple Threat ATM 2. BTC Treasury Co update 3. $STRD IPO & $STRF / $STRK / $STRD Credit Spreads 4. PEG Ratios vs. Mag7 & Scale 5. S&P 500 tracker & Market Bewilderment 6. Fixed Income review
Stay on Course.
Get the Signal.
Subscribe for livestream reminders, key insights, and the occasional alpha drop
—straight from True North.
