Bitcoin-Backed Equities
Public companies with Bitcoin treasury strategies — equity exposure to the digital capital framework.
Latest on Bitcoin-Backed Equities
Stephen Cole: Building a High Yield Account On Bitcoin
Joe Burnett sits down with Stephen Cole — Co-Founder and CEO of Castle — for episode 3 of The Income Show. The conversation covers how any business can automatically put Bitcoin on its balance sheet, why digital credit beats traditional banking, Bitcoin as a benchmark for long-term success, the parallels between today's adoption and the early internet, the risk of waiting on the sidelines, and what happens to corporate treasuries as interest rates shift over the next five years.
Scale Like Crazy
In this weeks Hurdle Rate the crew breaks down Strategy's latest debt retirement and what it signals about capital structure and market perception, before turning to Strive's growing Bitcoin holdings, the launch of SATA daily dividends, and what the firm's market cap reveals about treasury efficienc
The New Regime
The crew on Strategy's convertible-retirement playbook, the AI memory trade through Micron and high-bandwidth memory, Warsh and the Fed's new regime navigating debt spirals and treasury-demand erosion, and how digital credit demand grows as the dollar base layer comes under pressure.
Reimagining Money
The crew on STRC's payout cadence and ex-dividend liquidity dynamics, Bitcoin amplification theory through preferred-equity leverage, and the rise of Bitcoin credit markets eclipsing spot BTC — plus AI capital rotation, a Strategic Bitcoin Reserve, and how shareholder voting may shape the next wave of digital credit.
Exponential Innovation
The crew on Strive's evolution into 'The Daily Dividend Company' and what it means for the future of financial products: ringing the opening bell at Nasdaq, how Strive paid off its debt, the magnitude of the opportunity, the infrastructure behind the scenes, and where Bitcoin fits in Strive's long-term future.
Matthew Sigel: Digital Credit, Government Spending, & Institutional Yield
Joe Burnett sits down with Matthew Sigel — CFA and Head of Digital Assets Research at VanEck — for episode 2 of The Income Show. The conversation covers the evolution of Strategy's digital credit products, why 60/40 portfolios may no longer be sufficient in an era of persistent government spending and structural inflation, the intersection of AI and Bitcoin mining infrastructure, Bitcoin's relationship to gold, and nation-state involvement in mining.
Semi-monthly STRC Divs Will Increase Monthly STRC ATM to $10B
Dan Hillery argues that shifting STRC's dividend cadence from monthly to semi-monthly will compress the time to recover to $100 par, give arbitrage traders two shots at overnight dividend capture per month, and drive STRC ATM volume toward $10B per month.
Weekly Signal: April 13–17, 2026
The weekly signal from the True North team — covering Strategy's STRC dividend shift to semi-monthly, a $1B BTC buy funded by STRC issuance, Fidelity's 'get off zero' research, Coffeezilla's STRC critique, and Wall Street banks racing into Bitcoin with $189K price targets.
Weekly Signal: April 6–10, 2026
The weekly signal from the True North team — covering Japan's Bitcoin regulation bill, Iran requiring Bitcoin for Strait of Hormuz transit, the US push for digital asset clarity, Fidelity's stablecoin launch, Strategy's continued BTC accumulation via STRC, quantum-safe Bitcoin transactions, and Morgan Stanley's ETF debut.
Weekly Signal: March 30 – April 3, 2026
The weekly signal from the True North team — covering Strive's first-ever digital credit ETF filing, STRC and SATA both hitting par, New Hampshire's Bitcoin-backed municipal bond, Morgan Stanley's spot BTC ETF, Bitcoin as mortgage collateral, and MetaPlanet's aggressive Q1 accumulation.
STRC Will Become a Part of Common Investor Vocabulary
Dan Hillery argues that STRC is not just a high-yield instrument — it creates the first liquid, free-market rate for short-term Bitcoin-backed credit, positioning it as the benchmark rate for a new asset class.
Bitcoin and Inflation: Protecting the Value of Your Work
Colleen explores how Bitcoin serves as a container that holds and protects the value of your work — a fixed-supply monetary network that cannot be quietly diluted by distant decision-makers.
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