
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.
| Publishes | Twice weekly | Episodes | 93 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Agenda:
* Strategy Earnings
* Bitcoin Conference / RIMS
* The Road Ahead
Have questions you want covered in the livestream? Ask them here: tnorth.com/ask/
Check out our upcoming live event in Oregon and join us in person! https:... more
Agenda:
Semi-Monthly Dividends
Income Statement vs. Balance Sheet
STRC Mainly Retail?
Equity Story
Bottom Signals
Have questions you want answered on the stream? Ask them here: tnorth.com/ask
Thank you to our Sponsors: more
🎛️ As of this recording, 4/15/26, Strategy's (MSTR) performance:
* Open: $139.75
* Close: $143.54
* Volume: 13.9M Shares
* mNAV: ~1.15
* Market Cap: ~ $47.9B
* BTC: 780,897
⏱️ TIMESTAMPS & INSIGHTS:
* 00:00:00 - Intro: TN tra... more
Agenda:
* Volume & Liquidity
* Sharpe Ratio vs Sortino Ratio - Risk / Return Metrics
* Market Happenings (MS / Citadel / Blackrock)
* When MSTR 1M BTC?
* TN Community Questions
Thank you to our Sponsors:
BitGo: www.bitgo... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #244 | |
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Apple Podcasts | #150 | |
Apple Podcasts | #211 | |
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Apple Podcasts | #65 | |
Apple Podcasts | #170 |
Listeners, social reach, demographics and more for this podcast.
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| Household Income | Social Media Reach | ||||
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5. THE Bitcoin Podcast
True North Podcast launched 7 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.
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