True North Now

Breaking analysis when it matters. Released as events warrant.

When markets move and instruments launch, True North Now delivers real-time analysis. No scheduled cadence — just signal when the noise gets loud.

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All Episodes (4)

Inside look at Semler Scientific | Featuring Eric Semler & Joe Burnett

Adrian sits down with Eric Semler and Joe Burnett to dive into Semler Scientific's Bitcoin treasury strategy, blending a healthcare business with BTC accumulation. Joe joins the team to scale holdings, drive strategy, and reshape corporate Bitcoin adoption.

Jun 30, 2025 43:40 → 3

BTC Knots with Mechanic

Solei sits down with The Bitcoin Mechanic to explore how spam, OP_RETURN abuse, and shifting norms threaten Bitcoin's role as sound money. From node sovereignty to cultural divides, this episode unpacks what every treasury firm and investor needs to understand about protecting the Bitcoin network.

Jun 26, 2025 1:01:16 → 2

Inside look at The SmarterWeb Company | Featuring CEO Andrew Webley

Adrian sits down with Andrew Webley of SmarterWeb to break down how they built a profitable, debt-free business with a bold Bitcoin treasury strategy — now the UK's fastest-growing listed firm aiming to stack 1,000 BTC and disrupt equity markets.

Jun 20, 2025 48:31 → 1

Bitcoin Core, OP_RETURN & Knots Explained | Featuring Rob Hamilton (Anchorwatch)

Bitcoin Core, OP_RETURN, Knots, mining pools & forks explained. Rob Hamilton of AnchorWatch breaks down Bitcoin transactions, node ops, and network resilience. Essential insights for Bitcoin holders and treasury companies.

Jun 12, 2025 1:01:21 →

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