Bitcoin for Business
Resources and education for executives considering Bitcoin treasury operations. From first principles to implementation playbooks.
The Bitcoin for Business initiative brings together educational content, events, and analysis designed for corporate decision-makers evaluating Bitcoin treasury strategy.
Whether you’re a CFO considering your first Bitcoin allocation or a board member seeking to understand the risks and opportunities, True North provides the institutional-grade analysis you need to make informed decisions.
Latest on Bitcoin for Business
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.
The World Has Changed...
The crew unpacks Strategy's daily-dividend SATA launch and how dividend frequency reshapes stablecoin arbitrage and DRIP compounding, credit-risk modeling for perpetual yields, the Coffeezilla x Jeff Walton debate, leveraged carry trades and liquidity centralization in digital credit, IPOs as Bitcoin risk-transfer vehicles, and how the Clarity Act is accelerating Bitcoin capital markets.
Mike Alfred: AI, Bitcoin, Digital Credit, & The Future of Investing
Joe Burnett sits down with Mike Alfred — Founder and Managing Partner of Alpine Fox LP and a director at IREN and Bakkt — for the debut episode of The Income Show. The conversation covers high-conviction investing, why Bitcoin is structurally unique, the rise of digital credit as a high-yield alternative to traditional bonds and private credit, AI and physical infrastructure, and Mike's case for Bitcoin reaching $1 million by 2033–2035.
Credit Quality Accelerating
The crew unpacks Strategy's earnings reaction, the rationale behind selling Bitcoin to fund preferred dividends and retire convertible debt, how deeper Bitcoin liquidity is amplifying credit arbitrage and mNAV mechanics, and the digital credit expansion reshaping debt markets through DeFi tranching and Bitcoin-backed instruments.
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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