Bitcoin-Backed Equities
Public companies with Bitcoin treasury strategies — equity exposure to the digital capital framework.
Latest on Bitcoin-Backed Equities
Strategy ($MSTR), Bitcoin, Digital Credit, & More
The Income Show is back with host Joe Burnett, joined by Archie from the Bitcoin Archive to discuss the tension between traditional HODLing culture and the rising financialization of Bitcoin. They break down portfolio strategies for onboarding new users, the macroeconomic role of corporate treasurie
Architecture of Value
The crew opens with MSTR balance sheet Update (cash raised, Bitcoin holdings), MSTR credit Quality, and Comparing balance sheet companies. They dig into Algorithmic trading impact (Automation, arbitrage, capital flows), SATA vs. STRC arbitrage, and preferred instruments pair trading. The conversation turns to institutional investor Feedback (credit quality, market concerns), options market analysis, and STRC volatility & Future. From there they work through MSTR Future strategy, Bitcoin BIP 110 Activation, and Probabilistic BIP 110 Outcome. The crew closes with final thoughts on Bitcoin forks and portfolio changes.
Social Investing
In this week’s Hurdle Rate, the crew breaks down the slow summer market and strategy's focus on building up its balance sheet to improve credit quality. We explore how Strategy and Strive are navigating macro uncertainty, steadying operations, and executing consistent Bitcoin buys through the summer
Bitcoin Bears Are Wrong
The Income Show is back with host Joe Burnett, joined by Parker White of Apyx to break down his approach to portfolio construction, the role of income in managing Bitcoin volatility, and why price often drives market narratives more than fundamentals. They also discuss whether Bitcoin’s four year cy
Shifting Institutional
In this week’s Hurdle Rate, the crew opens with updates from Strategy, Strive, and the digital credit market before recapping the major developments from Q2. We cover Strategy’s growing cash reserve, market feedback, and the evolution of Bitcoin-backed credit. We also explore institutional adoption,
Fix The Money
The Income Show is back for Episode 9, with host Joe Burnett, joined by Jon Willbanks to talk about building a portfolio around Bitcoin, Tesla, and digital credit, the common misconceptions holding people back from Bitcoin, and why he sees the coming singularity and wealth rotation between asset cla
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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