Articles & Analysis
Signal-rich takes on digital credit, Bitcoin strategy, capital markets, and macro trends—authored by the crew behind True North. We’re publishing deep dives, breakdowns, and insights designed to help you navigate the noise.
Latest Episodes
Catch the signal—insights, strategies, and narratives from the frontier of Bitcoin, $MSTR, and macro. Find your True North.
True North Episode 56 - The Quiet Accumulation
Agenda: 1. Strategy Purchase This Week & Relativity 2. Strategy World Announcement Speculation 3. What’s the Next Driver for Bitcoin 4. AI Productivity Explosion
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.)
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