True North Now

Spotlight conversations with the operators building Bitcoin's capital markets. Released as guests are booked.

Latest: Bitcoin Bonds & Beyond | Featuring Pierre Rochard

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.

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Latest: Bitcoin Bonds & Beyond | Featuring Pierre Rochard

All Episodes (9)

9.Bitcoin Bonds & Beyond | Featuring Pierre Rochard

Adrian sits down with Pierre Rochard, CEO of The Bitcoin Bond Company and former VP of Research at Riot Platforms, on Bitcoin securitization, BTC-backed structured finance for institutional capital, and the path to bridging legacy capital markets with Bitcoin.

Oct 6, 2025

Oct 6, 2025 57:15 →

8.Theya, Horizon & Bitcoin Price Action | Featuring Joe Consorti

Adrian sits down with Joe Consorti of Theya and Horizon to walk through Bitcoin self-custody, modular multisig design, and the macro and on-chain signals shaping current BTC price action.

Sep 26, 2025

Sep 26, 2025 49:20 →

7.Inside Look at H100 | Featuring CEO Sander Andersen

Adrian sits down with Sander Andersen, CEO of H100 Group — the first listed Swedish company to adopt Bitcoin as a core treasury asset. The conversation covers H100's tranche fundraising, the launch of a tokenized Bitcoin-backed loan on Liquid, and the synergy between long-term health innovation and an antifragile Bitcoin balance sheet.

Jul 17, 2025

Jul 17, 2025 33:47 →

6.Another Inside Look at The Smarter Web Company | Featuring CEO Andrew Webley

Adrian's second sit-down with Andrew Webley covers The Smarter Web Company's latest BTC holdings reveal, capital deployment plan, growth levers across web/Bitcoin/acquisitions, the vision for UK preferred-equity products, and a UK-first ATM-style facility setting trends across the listed market.

Jul 15, 2025

Jul 15, 2025 35:58 →

5.Inside Look at The Blockchain Group | Featuring Alexandre Laizet

Adrian sits down with Alexandre Laizet, Deputy CEO of The Blockchain Group (ALGB), Europe's leading Bitcoin treasury company. The conversation covers ALGB's pivot from media to a Bitcoin-first balance sheet, an ATM facility with Tobam, BTC-denominated convertible bonds, and a 1300% Bitcoin yield from tranche-two conversion.

Jul 10, 2025

Jul 10, 2025 1:02:19 →

4.Inside Look at Semler Scientific | Featuring Eric Semler & Joe Burnett

Adrian sits down with Eric Semler and Joe Burnett to dive into Semler Scientific's Bitcoin treasury strategy, blending a healthcare business with BTC accumulation. Joe joins the team to scale holdings, drive strategy, and reshape corporate Bitcoin adoption.

Jun 30, 2025

Jun 30, 2025 43:40 →

3.BTC Knots with Mechanic

Solei sits down with The Bitcoin Mechanic to explore how spam, OP_RETURN abuse, and shifting norms threaten Bitcoin's role as sound money. From node sovereignty to cultural divides, this episode unpacks what every treasury firm and investor needs to understand about protecting the Bitcoin network.

Jun 26, 2025

Jun 26, 2025 1:01:16 →

2.Inside Look at The Smarter Web Company | Featuring CEO Andrew Webley

Adrian sits down with Andrew Webley of Smarter Web to break down how they built a profitable, debt-free business with a bold Bitcoin treasury strategy — now the UK's fastest-growing listed firm aiming to stack 1,000 BTC and disrupt equity markets.

Jun 20, 2025

Jun 20, 2025 48:31 →

1.Bitcoin Core, OP_RETURN & Knots Explained | Featuring Rob Hamilton (Anchorwatch)

Bitcoin Core, OP_RETURN, Knots, mining pools & forks explained. Rob Hamilton of AnchorWatch breaks down Bitcoin transactions, node ops, and network resilience. Essential insights for Bitcoin holders and treasury companies.

Jun 12, 2025

Jun 12, 2025 1:01:21 →

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