True North — The Investment Grade Bitcoin Platform
The Investment Grade Bitcoin Platform
Watch Latest EpisodeLatest from True North
EP 85 The ATM is Noise
Jeff Walton, Adam Livingston, Adrian Morris, and Soleil break down the midterm results, why money printing is coming no matter who wins, and the AI capex build out, then check in on Strategy's balance sheet with STRC back at par and Strive's first SATS ATM issuance. From there, they unpack the ATM narrative, why index providers and rating agencies still resist Bitcoin treasury companies, Tesla's path from a B- rating to investment grade, the next catalysts for Bitcoin, and how structured, rated digital credit could unlock traditional credit capital, before closing on what treasury companies should do with hard fork coins. $MSTR Market Snapshot As of 11/4/26:
Bitcoin Is the Moat
Dan Hillery and Mason Foard break down Strategy's move to daily dividends across its preferreds, the record date mechanics and one-time arbitrage heading into the switch, and the terms and cost of capital behind Strive's new SATS offering. From there, they cover digital credit as high-powered money, funds built on top of preferreds, AI disruption and why Bitcoin is the moat, the growth roadmap for digital credit, Strategy's cash reserve and STRC buybacks, and how companies should manage amplification through the cycle.
Oct 28, 2026Bitcoin for Business
An evening for business owners, operators, and investors who want to understand how money actually works — and what Bitcoin and digital credit mean for the decade ahead. Hosted by Jeff Walton, CRO of Strive.
Digital Credit Research Hub
The Definitive Guide to Digital Credit
Yield-bearing preferred securities with indirect Bitcoin exposure, offering 8.00%–13.00% stated yields. Six instruments, two issuers, one comprehensive research hub. Instrument profiles, risk analysis, comparison frameworks, and primary-source data — updated July 2026.
Explore the Digital Credit Hub →Digital Credit Dashboard
Live market data, yields, capital structure, and volatility across all six instruments.
Markets & Instruments
All six digital credit instruments mapped with rates, yields, and capital structure.
What Is Digital Credit?
The definition, mechanics, and how it differs from crypto lending.
Track Bitcoin holdings across 180 public companies in the Bitcoin treasury tracker — or follow Strategy's daily preferred-stock issuance in the STRC ATM Tracker.
10.0M+
Total Views
60K+
Monthly Viewers
199+
Episodes
255+
Hours of Content
Our Shows
True North Weekly
The flagship deep dive.
Every Wednesday, the True North crew breaks down the week in Bitcoin treasury strategy, structured finance, digital credit instruments, and macro. From balance sheets to basis trades, this is investment-grade analysis for allocators, treasurers, and high-conviction investors.
Browse Episodes →
The Hurdle Rate
The bar every investment must clear.
Matt Cole, Ben Werkman, Jeff Walton, and Tim Kotzman dive into Bitcoin, energy, treasury management, markets, macro, AI, and more. Bitcoin is the hurdle rate for capital deployment — and there is substantial depth to that statement that we endeavor to explore.
Browse Episodes →
The Income Show
Rethinking income investing from first principles.
The Income Show rethinks income investing from first principles. Hosted by Joe Burnett, the show explores the foundations of credit, why traditional income strategies are breaking down, and the emergence of Digital Credit as a new asset class.
Browse Episodes →
True North Now
Spotlight conversations with the operators building Bitcoin's capital markets.
True North Now hosts in-depth, on-the-record conversations with the people building Bitcoin's capital markets — treasury company CEOs, structured-finance founders, and protocol-level researchers. Released as guests are booked, no fixed cadence.
Browse Episodes →Stay on Course. Get the Signal.
Subscribe for new-episode alerts, key insights, and the occasional alpha drop. Straight from True North.
No spam. Unsubscribe anytime.