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—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
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 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
True North Episode 52 - Up To Par
Agenda: 1. MonSTeR accumulator - STRC, MSTR - Digital Credit in 2026 2. Macro happenings (Japan, Greenland, Metals, Ray Dalio, Davos, Credit spreads, Iran) 3. Structured finance / Annuities / Fixed Income 4. Bad bond of the week
Additional topics (Gamestopped?…)
True North Episode 51 - Bitcoin Did This
Agenda: 1. $MSTR and $STRC - balance sheet / volume & capital raise 2. $STRC vs Real Estate 3. WBD interview chatter 4. etc (Acquisitions, Fed, Credit Cards, Fannie / Freddie, Liquidity, etc)
Stay on Course.
Get the Signal.
Subscribe for livestream reminders, key insights, and the occasional alpha drop
—straight from True North.
