Bitcoin for Business
Resources and education for executives considering Bitcoin treasury operations. From first principles to implementation playbooks.
17 episodes · 1 research piece
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
A Primer on Balance Sheet Liquidity
Matt Cole explains how large U.S. public companies simultaneously issue and invest in commercial paper, and how Strive applies this same balance sheet architecture to Bitcoin treasury strategy and digital credit through SATA.
What is Credit with special guest Adam Livingston
The crew does a deep dive into credit markets, bond risk, and capital structure with special guest Adam Livingston. Covering Strategy, Ford, disruption risk, mNAV, liquidity, and why BTC is emerging as the prime collateral asset.
Everything's Computer... Credit
The crew does a deep dive into Strategy’s capital stack, leverage, and preferred instruments like Strike, Strife and Stride—exploring risk, credit, and how institutional capital is recognizing the tue credit worthiness of a treasury powered by Bitcoin.
All episodes (17)
True North Weekly (16)
- What is Credit with special guest Adam Livingston Oct 8, 2025
- Everything's Computer... Credit Jul 9, 2025
- Wall Street Digital Gold Rush Jun 25, 2025
- Capital Gravity Converging & Teeth Scarcity May 14, 2025
- Volatility’s Return & Bitcoin Treasuries Mar 5, 2025
- Strategy₿ Q4 '24 Earnings Call Feb 5, 2025
- Have Space Suit, Will Travel Jan 22, 2025
- Week of Jan 17 Expiration Jan 16, 2025
- Let’s Talk About Leverage Dec 18, 2024
- The Most Hated Rally in Finance Dec 11, 2024
- Financial Leverage & Bear Sightings Dec 4, 2024
- Bitcoin, Bonds and Breakthroughs Nov 20, 2024
- MSTR's Bold BTC Bet Nov 18, 2024
- MSTR & BTC Highs Nov 11, 2024
- Post Election Discussion Nov 6, 2024
- Navigating MSTR and BTC Oct 23, 2024
True North Now (1)
Research (1)
- A Primer on Balance Sheet Liquidity Mar 11, 2026
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