Welcome to True North
This isn’t just a podcast. It’s a mission.
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
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
@PunterJeff
Ben Werkman
@Werkman
Dan Hillery
@hillery_dan
Grain of Salt
@Z06Z07
Soleil
@nithusezni
Adrian Morris
@_Adrian
Tim Kotzman
@TimKotzman
Mason Foard
@MasonFoard
Dan Oksnevad
@Trollstein
J64
@_J64_
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 55 - Weathering The Storm
Agenda: 1. Bitcoin Bear Market 2. MSTR Earnings Review & Recent Buys 3. MSTR Price Models / Expectations 2022 vs. Reality
True North Episode 54 - Margin Isn't Calling!
Agenda: 1. Capital Structure 101 2. Preferred Equity Design 3. Metal-phoria 4. Risk market relativities 5. Capital Raises in 2026 (SpaceX, Open AI, etc.)
True North Episode 53 - What is Credit Risk?
Agenda: 1. Macro / metals / stats update 2. What is credit? 3. Contemplating the credit model 4. Considering downside risk of Prefs (to BTC / to Pref / to $MSTR) 5. Bad bonds
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Subscribe for livestream reminders, key insights, and the occasional alpha drop
—straight from True North.
