Skip to content
New Episodes on X & YouTube

Digital Credit

Yield-bearing financial instruments with indirect Bitcoin exposure — the emerging Layer 2 of the digital capital framework.

146 episodes · 42 research pieces

Latest on Digital Credit

Episode

I Borrowed Against My House To Buy STRC

Trey Sellers borrowed against his home at 5% to buy STRC yielding 10%, and he explains why he never worried when it crashed. The head of Strike Private and creator of FIRE BTC joins host Joe Burnett to discuss how Bitcoin changes the math of retiring early, why he thinks an 8% withdrawal rate is conservative on a Bitcoin standard, and why you should keep a mortgage instead of paying it off. They also cover growth vs. income investing, whether digital credit is suppressing Bitcoin's price, and why $83,000 Bitcoin is bullish.

Oct 8, 2026 • 57:12 Watch →
Episode

Digital Credit Is Still Misunderstood

The crew discusses why digital credit is still so misunderstood, starting with takeaways from the Bitcoin Treasuries Conference and how SATA and STRC work as dry powder that keeps earning while you wait. The crew covers SATA passing STRF in notional outstanding, the fastest horse debate, and why amplification matters more than a 1% difference in cost of capital. From there, they compare Tesla's multiple to mNAV, look at AI disruption and goodwill at Adobe, and close with a breakdown of the ASST options chain and LEAPS heading into warrant week.

Oct 8, 2026 • 1:00:37 Watch →
Episode

Bitcoin Is Cheap. Amplify Now.

In this week's Hurdle Rate, the crew breaks down Strive's latest 2,000 Bitcoin purchase, a Q3 that delivered a 99% total return, and the new $500 million SATA repurchase facility. They also discuss the goal of pushing amplification above 60% while Bitcoin is under $100K, why the market is too focused on the downside, and why US capital markets are the major leagues. The episode closes with a recap of the Bitcoin Treasuries Conference and why Luke Gromen's "paper gold" comparison doesn't fit digital credit. Here's the latest with Matt Cole, Jeff Walton, Adam Livingston, and Tim Kotzman.

Oct 6, 2026 • 1:01:41 Watch →

All episodes (146)

True North Weekly (63)

2026

2025

2024

The Hurdle Rate (60)

2026

2025

The Income Show (21)

True North Now (2)

Research (42)

Stay on Course. Get the Signal.

Subscribe for new-episode alerts, key insights, and the occasional alpha drop. Straight from True North.

True North is for informational and educational purposes only. Nothing presented should be considered investment advice or an offer of any security or investment product. Consult your own investment and tax advisors. Full disclaimer.