Navigating the New Financial Frontier
This isn’t just a podcast. It’s a mission.
Where Bitcoin conviction, treasury strategy, and macro insight converge, we dig into asymmetric bets, dissect fiat’s demise, and navigate toward sovereignty together.
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Latest from True North
Weathering The Storm
Strategy's financial architecture, capital structure, mNAV, leverage mechanics, and emerging digital credit markets. How institutional capital actually moves in Bitcoin.
Margin Isn’t Calling!
Capital Structure 101, Preferred Equity Design, risk market relativities, and capital raises in 2026.
Feb 4, 2026True North — Vegas
A private True North event at Strategy World 2026 at Wynn Las Vegas. Advanced Bitcoin treasury strategy and high-value networking.
Research & Deep Dives
Reference-grade analysis of digital credit instruments and Bitcoin treasury strategy.
STRC Deep Dive: Strategy's Preferred Equity Instrument
A comprehensive analysis of STRC — how it works, what the dividend structure looks like, where it sits in Strategy's capital structure, and what the risk profile means for investors considering exposure.
Read →What is Digital Credit? A Framework for Understanding Bitcoin-Backed Financial Instruments
Digital credit is the emerging category of bonds, preferred equity, and structured products collateralized by corporate Bitcoin holdings. This framework explains what digital credit is, how the instruments work, and why the category matters for institutional investors.
Read →Our Shows
True North Weekly
Every Wednesday at 10 PM EST / 7 PM PST
Bitcoin treasury strategy, structured finance, and the intersection of traditional finance and digital assets.
Browse Episodes →True North Now
Breaking analysis when it matters.
Rapid-response coverage of earnings, acquisitions, market moves, and breaking news in the Bitcoin treasury space.
Browse Episodes →Stay on Course. Get the Signal.
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