About True North
True North is a decentralized collective of investors, analysts, and capital structure experts exploring the outer edges of Bitcoin, digital credit, 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.
True North is powered by Strive (Nasdaq: ASST).
The Crew
True North is powered by a high-conviction team of macro strategists, capital allocators, and structured product savants.
Jeff Walton
Host
Referenced in press for Bitcoin treasury analysis. Quoted in Cointelegraph on Strategy's balance sheet resilience. Also co-hosts The Hurdle Rate Podcast.
Ben Werkman
Host
Capital structure and convertible arbitrage specialist. Quoted in Binance News on Strategy's preferred stock strategy. Co-hosts The Hurdle Rate Podcast.
Tim Kotzman
Contributor
Host of the Bitcoin Treasuries Podcast. Quoted in Opening Bell Daily on corporate Bitcoin strategy. Co-hosts The Hurdle Rate Podcast.
In the Press
Jeff Walton quoted on Strategy's balance sheet resilience
Cointelegraph
Ben Werkman quoted on preferred stock strategy
Binance News
Tim Kotzman quoted on corporate Bitcoin strategy
Opening Bell Daily
Also Featured In
For Media & Press
For press inquiries, sponsorship information, or media assets, contact us at hello@tnorth.com.
