True North Podcast
True North PodcastTrue 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.
| Publishes | Weekly | Episodes | 93 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to this Podcast
Latest Episodes
Agenda:
MSTR Balance Sheet Math
Reserve Status
STRC & Pref Price Action
Risk Relativity
Thank you to our Sponsors:
BitGo: www.bitgo.com/
SALT: saltlending.com/
ABUNDANT MINES: abundantmines.com
Discl... more
🎛️ As of this recording, 5/27/26, Strategy's (MSTR) performance:
* Open: $156.76
* Close: $154.20
* Volume: ~ 11.89M Shares
* mNAV: ~1.23
* Market Cap: ~ $54B
* BTC: 843,738
⏱️ TIMESTAMPS & INSIGHTS:
* 00:00:00 - Intro And NF... more
Agenda:
* STRC analysis (VWAP / risk)
* Market Benchmarks & Capital Flow Comparisons
* Bitcoin Supply, Demand & Price Impact
4.Yield, Performance & Strategic Positioning
Have questions? Ask on our website! tnorth.com/ask
Tha... more
🎛️ As of this recording, 5/14/26, Strategy's (MSTR) performance:
* Open: $177.85
* Close: $186.97
* Volume: ~15.9M Shares
* mNAV: ~1.23
* Market Cap: ~ $65.5B
* BTC: 818,869
⏱️ TIMESTAMPS & INSIGHTS:
* 00:00:00 - Intro And NF... more
Key Facts
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Chart Rankings
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Apple Podcasts | #228 |  United States/Business/Investing |
Apple Podcasts | #178 |  United Kingdom/Business/Investing |
Apple Podcasts | #244 |  Denmark/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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Frequently Asked Questions About True North Podcast
What is True North Podcast about and what kind of topics does it cover?
A deep-diber panel-style program exploring Bitcoin-centric securitized finance, digital credit, and macro dynamics shaping crypto markets. Episodes commonly jog through balance-sheet constructs, instrument mechanics like STRC and related digital-credit products, and how size, liquidity, and regulation interact with corporate treasuries and institutional investing. Listeners tend to be finance professionals and crypto enthusiasts who want pragmatic models, live data, and scenario-building for how innovative credit structures could transform capital markets. The show stands out for its data-driven, math-forward discussions, real-world event takeaways, and a forward-looking optimism about on-chain capital markets, liquidity provisioning, and t... more
Where can I find podcast stats for True North Podcast?
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How many listeners does True North Podcast get?
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What are the audience demographics for True North Podcast?
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How many subscribers and views does True North Podcast have?
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Which podcasts are similar to True North Podcast?
These podcasts share a similar audience with True North Podcast:
1. What Bitcoin Did
2. Coin Stories with Natalie Brunell
3. The Jack Mallers Show
4. TFTC: A Bitcoin Podcast
5. Bitcoin for Millennials
How many episodes of True North Podcast are there?
True North Podcast launched 8 months 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.
How do I contact True North Podcast?
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Where can I see ratings and reviews for True North Podcast?
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What guests have appeared on True North Podcast?
Recent guests on True North Podcast include:
1. Tim Cosman
2. James Lavish
3. Ben Workman
4. Matt Hogan
5. Tim Cotsman
6. Danny Knowles
7. Grain of Salt
8. Phong Le
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.