Jeff Walton
Host · Founder
Chief Risk Officer @Strive $SATA $ASST | CEO @TNorth | @HurdleRatePod | Bitcoin Capitalist | Ex Reinsurance | Upgrade the World
Jeff Walton is Chief Risk Officer at Strive (Nasdaq: ASST | SATA) and CEO of True North. He hosts True North Weekly and co-hosts The Hurdle Rate Podcast, covering Bitcoin treasury strategy, capital structure, and macro analysis. With a decade in reinsurance and risk management, Jeff’s analysis has been featured in the Financial Times, Cointelegraph, and BeInCrypto, and he has appeared on What Bitcoin Did, The Investor’s Podcast, and TFTC. He is a speaker and moderator at Bitcoin Asia, Bitcoin 2026, Bitcoin Prague, and the Strategic Bitcoin Reserve Summit.
Interviews & Appearances
In the Press
Strategy will be the number one publicly traded equity in the entire market.
Strategy holds more of the best assets and the most pristine collateral on the entire planet than any other company, by multiples.
Financial Times documentary — Michael Saylor's $40 Billion Bitcoin Bet
— Jeff Walton Published Work
Trust Is Civilization's Oldest Technology
Jeff Walton reads civilization as a stack of trust-extension technologies — from the oath and coined money to the joint-stock company and the central bank — and argues Bitcoin and digital credit are the next layers going in as the current architecture cracks at the base.
The Income Statement Is the Obituary. The Balance Sheet Is the Will.
The equity market is scoring the wrong game. Jeff Walton re-runs the market's own pricing rule across 14 of the S&P's most scrutinized equities — Strategy is mispriced 4x to 22x in every honest specification, and the Mag 7 clusters on the wrong side of the line.
