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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

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.

65 Episodes

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True North Now

True North Now

Spotlight conversations with the operators building Bitcoin's capital markets.

Released as guests are booked

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.

9 Episodes

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The Hurdle Rate

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.

58 Episodes

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The Income Show

The Income Show

Rethinking income investing from first principles.

Released as new guests are booked

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.

1 Episode

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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.

147 Clips

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True North is for informational and educational purposes only. Nothing presented should be considered investment advice or an offer of any security or investment product. Consult your own investment and tax advisors. Full disclaimer.

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