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Episodes

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  • Episode 26

    Episode 26 – Capital Gravity Converging & Teeth Scarcity

    Published On: May 14th, 2025
  • Episode 25

    Episode 25 – T’was the night before earnings

    Published On: April 30th, 2025
  • Episode 24

    Episode 24 – The Bitcoin Orchestra

    Published On: April 16th, 2025
  • Episode 23

    Episode 23 – On/Off/On/Off/On/Off

    Published On: April 9th, 2025
  • Episode 22

    Episode 22 – Liberation Day Chess

    Published On: April 2nd, 2025
  • Episode 21

    Episode 21 – If You Build It, They Will Come

    Published On: March 26th, 2025
  • Episode 20

    Episode 20 – Weeks When Decades Happen

    Published On: March 12th, 2025
  • Episode 19

    Episode 19 – Volatility’s Return & Bitcoin Treasuries

    Published On: March 5th, 2025
  • Episode 18

    Episode 18 – Convertibles on Deck

    Published On: February 19th, 2025
  • Episode 17

    Episode 17 – Give Me a Lever Long Enough

    Published On: February 12th, 2025
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MSTR True North

An investment club guided by conviction, exploring the frontier of Bitcoin, $MSTR, and macro strategy. We follow the signal, not the noise—True North is our compass.

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LATEST EPISODES
  • Episode 26 – Capital Gravity Converging & Teeth Scarcity
  • $STRK and $STRF 101 — Jeff Walton & Dan Hillery Analysis
  • Strategy World 2025 – Digital Transformation of Investor Relations
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