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 43 - "Rate my stock/Risk of credit"
Agenda 1. Underwriting Bitcoin risk 2. S&P Ratings/S&P Inclusion 3. Labor and Layoffs 4. Macro tailwinds and 4 year cycle fallacy 5. Five Pillars of a BTCTC
True North Episode 42 - "Pref Analysis / Deep Dive"
Target time: 1 hour - speed run. Lots of excel tonight. Also 1 year anniversary of Episode 1
Agenda: STR update 1. Preferred Equity Analysis 2. History of innovation
True North Episode 41 - "What is Credit" w/ special guest @AdamBLiv
Agenda: STR update 1. What is money? What is credit? What is risk? 2. BTC treasury co's - can multiple exist & Dominant empires 3. "The debasement trade" & the dollar abroad 4. Bad bond of the week segment (Ford motor) 5. "AI / Cisco" - Silicon Valley business models
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—straight from True North.
