Our Shows
True North is a media network covering Bitcoin treasury strategy, corporate adoption, and the new financial frontier. Our shows deliver analysis across formats, from weekly deep dives to breaking coverage.
True North Weekly
The flagship deep dive.
Every Wednesday at 10 PM EST / 7 PM PST
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.
64 Episodes
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True North Now
Breaking analysis when it matters.
Released as events warrant
When markets move and instruments launch, True North Now delivers real-time analysis. No scheduled cadence — just signal when the noise gets loud.
4 Episodes
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The Hurdle Rate
The bar every investment must clear.
Weekly
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.
57 Episodes
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Coming Soon The Income Show
Rethinking income investing from first principles.
Coming Q2 2026
The Income Show rethinks income investing from first principles, exploring the foundations of credit, the breakdown of traditional income strategies, and the emergence of Digital Credit as a new asset class.
Subscribe to be notified when episodes launch.
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Clips
Short-Form Analysis
Bite-size analysis from across all True North shows. Bitcoin treasury strategy, digital credit, and capital markets in 60 seconds.
128 Clips
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