The Mission

MSTR True North is a decentralized collective of investors, analysts, and capital structure nerds exploring the outer edges of Bitcoin, $MSTR, collateralized finance and macro econ. From balance sheets to basis trades, we follow and emit signal with conviction—and a healthy disregard for conventional wisdom.

Meet The Crew

This isn’t just a podcast. It’s a mission.

MSTR True North is powered by a high-conviction team of macro strategists, capital allocators, and structured product savants. From convertible arbitrage to Bitcoin treasury strategy, each voice brings unique insight and sharp perspective to the evolving financial landscape.

Follow their work. Hear them live. Navigate the frontier with us.

Book A Speaker

Interested in having MSTR True North speak live at your event? Let’s talk.

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

J64

@JBerneburg

Book A Speaker

Interested in having MSTR True North speak live at your event?
Let’s talk.

In The Press

From balance sheets to Bitcoin treasuries, MSTR True North is shaping the conversation. Whether it’s dissecting capital structure moves or offering signal during market noise, our crew’s insights have been featured in leading financial outlets and institutional circles alike.

“The price of Bitcoin would need to fall to $18,826 in order for $MSTR’s assets to be worth less than their liabilities. An 80% drawdown from today’s price.”
— Jeff Walton

Cointelegraph

“Preferred stock could potentially replace convertible bonds in fixed income portfolios… it might be significantly more accretive than convertible offerings or share sales.”
— Ben Werkman

Binance News

“It could be a measured strategy with a portion of their billions in available cash, or it could be an opportunistic and aggressive levered long push similar to Strategy.”
— Tim Kotzman

Opening Bell Daily