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True North Podcast

True North Podcast
Bitcoin
STRC
Strategy
Digital Credit
MSTR
Microstrategy
Bitcoin Treasuries
STRIVE
Artificial Intelligence
MSTR (microstrategy)
Macro Economy
Stretch
Private Credit
Bitcoin Treasury
Perpetual Preferred Equity
Strategy World
Liquidity
MNAV
USD Reserve
Michael Saylor

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.

PublishesWeeklyEpisodes93Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for True North Podcast

Latest Episodes

Agenda:

-Bitcoin Balance Sheet update

-"The Hole" paper review

-Private Credit / Landscape

-"Panic" clip

Thank you to our sponsors:

BitGo: www.bitgo.com/

SALT: saltlending.com/

ABUNDANT MINES: abundantm... more

YouTube

The crew examines Bitcoin’s technical setup as price converges around the power-law floor, the 200-week moving average, and the short-term holder realized price, then asks whether the latest bottoming signals point toward a durable bull-market confir... more

YouTube

Agenda:

Balance Sheet and Credit Quality Update

Buybacks/MSTR/US Treasury

Strategy Q/A

Thank you to our Sponsors:

BitGo: www.bitgo.com/

SALT: saltlending.com/

ABUNDANT MINES: abundantmines.com

Disclaime... more

YouTube

The crew takes apart the capital structure behind Strategy’s expanding Bitcoin balance sheet: the week’s common-stock issuance, Bitcoin sale, STRC repurchase, cash-reserve build, and the argument that a liquid, divisible BTC reserve changes how inves... more

YouTube

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Recent Guests

Dan Hillary
Guest from a sunny room on the East Coast
Bitcoin / digital credit ecosystem participant
Episode: MSTR Sells Bitcoin to Fund Dividend | True North Podcast | Ep. 73
Adam Livingston
Guest expert discussing securitized Bitcoin and digital credit instruments
Episode: Strategy Sells Bitcoin, so what? w/ Adam Livingston | True North Podcast | Ep. 69
Tim Cosman
Friend, guest on the episode
Episode: Margin Isn't Calling! | True North Podcast | Ep. 54
James Lavish
Macro presenter at the in-person event
BTC Opportunity Fund
Episode: Margin Isn't Calling! | True North Podcast | Ep. 54
Ben Workman
CIO of Strive
Strive
Episode: Margin Isn't Calling! | True North Podcast | Ep. 54
Matt Hogan
Executive at Bitwise
Bitwise
Episode: Margin Isn't Calling! | True North Podcast | Ep. 54
Danny Knowles
Host of What Bitcoin Did interview chatter, invited guest
What Bitcoin Did
Episode: "Bitcoin Did This" | True North Podcast | Ep. 51
Grain of Salt
Guest contributor
Unspecified
Episode: The Capital Fortress
Tim Cotsman
Guest discussing S&P ratings and underwriting Bitcoin risk
Episode: "Rate My Stock / Risk of Credit" | True North Podcast | Ep. 43

Hosts

Jeff Walton
Host of theTrue North Podcast; frequent moderator and strategist on Bitcoin treasury topics.
Soleil
Host/Panelist, active in market analysis and discussion on digital credit and Bitcoin finance.
Ben Workman
Host of True North Podcast with focus on strategy and market structure.
Dan Hillary
Host/Panelist; regular on True North discussions with emphasis on digital credit and Bitcoin markets.
Adrian Morris
Guest host joining later in episodes; contributor to balance-sheet and digital-credit discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#8
Argentina/Business/Investing
Apple Podcasts
#43
Argentina/Business
Apple Podcasts
#149
Taiwan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Next Trillion Dollar Company | Interview With The CEO of Strategy, Phong Le
Q: Where do you see the intersection of Bitcoin custody and traditional banking evolving in the next few years?
The next wave comes from banks offering custody, yields, and loans against Bitcoin, which would normalize Bitcoin as an accepted balance-sheet asset and enable broader participation while reducing friction for new buyers.
Signals From True North Live | True North Podcast | Ep. 57
Q: Mike, what was your takeaway from the event?
The takeaway was that the True North event demonstrated a thriving, highly engaged community around digital credit and STRC, with tangible evidence of investor interest, liquidity growth, and practical treasury uses that could accelerate adoption and scale of these instruments.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Professions
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Social Media Reach

Frequently Asked Questions About True North Podcast

What is True North Podcast about and what kind of topics does it cover?

The show centers on Bitcoin treasury strategies, digital credit instruments, and complex capital structures within crypto markets. Hosts and rotating guests dissect balance-sheet design, dividend mechanics, liquidity dynamics, and risk management—often through data-driven modeling and real-world case studies of Bitcoin-backed securities and related instruments. Across episodes, the discussions tend to blend traditional finance concepts with crypto-native wrappers, exploring how innovations like STRC, SATA, and perpetual preferreds reshape capital markets, yield curves, and institutional participation. Noteworthy is the emphasis on practical frameworks for risk, liquidity, and funding strategies, delivered with a candid, analytical tone that... more

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Which podcasts are similar to True North Podcast?

These podcasts share a similar audience with True North Podcast:

1. The Hurdle Rate Podcast
2. Coin Stories with Natalie Brunell
3. What Bitcoin Did
4. The Jack Mallers Show
5. THE Bitcoin Podcast

How many episodes of True North Podcast are there?

True North Podcast launched a year ago and published 93 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on True North Podcast?

Recent guests on True North Podcast include:

1. Dan Hillary
2. Adam Livingston
3. Tim Cosman
4. James Lavish
5. Ben Workman
6. Matt Hogan
7. Danny Knowles
8. Grain of Salt

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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