Jeff Walton

Host · Founder

Bitcoin Treasury Strategy Macro Analysis Capital Structure

Jeff Walton is Chief Risk Officer at Strive (Nasdaq: ASST | SATA) and CEO of True North. He hosts True North Weekly and co-hosts The Hurdle Rate Podcast, covering Bitcoin treasury strategy, capital structure, and macro analysis. With a decade in reinsurance and risk management, Jeff’s analysis has been featured in the Financial Times, Cointelegraph, and BeInCrypto, and he has appeared on What Bitcoin Did, The Investor’s Podcast, and TFTC. He is a speaker and moderator at Bitcoin Asia, Bitcoin 2026, Bitcoin Prague, and the Strategic Bitcoin Reserve Summit.

Featured

In the Press

Strategy will be the number one publicly traded equity in the entire market.

Strategy holds more of the best assets and the most pristine collateral on the entire planet than any other company, by multiples.

Financial Times documentary — Michael Saylor's $40 Billion Bitcoin Bet

— Jeff Walton

Published Work

Analysis Analysis

The Income Statement Is the Obituary. The Balance Sheet Is the Will.

The equity market is scoring the wrong game. Jeff Walton re-runs the market's own pricing rule across 14 of the S&P's most scrutinized equities — Strategy is mispriced 4x to 22x in every honest specification, and the Mag 7 clusters on the wrong side of the line.

Apr 20, 2026 Read →

Digital Credit Hub Contributions

Digital Credit Hub

The Digital Credit Investment Thesis

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Press & Media

Cointelegraph — Strategy will beat all public equities with Bitcoin, analyst says

KuCoin News — Jeff Walton on MSTR's Financial Engineering and Bitcoin Survival Strategy

BeInCrypto — The Math That Makes MicroStrategy Beat Bitcoin

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