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 53 – What is Credit Risk?

    True North Episode 53 – What is Credit Risk?

    Published On: January 28th, 2026

    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

  • Episode 52 – Up to Par

    Episode 52 – Up to Par

    Published On: January 21st, 2026

    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?…)

  • Episode 51 – “Bitcoin Did This”

    Episode 51 – “Bitcoin Did This”

    Published On: January 14th, 2026

    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)

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