True North Podcast

59:39

Digital Credit Is Still Misunderstood | True North...

True North Podcast ·

2026/10/08

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

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83:38

Agents Interacting with Daily Dividends | True North...

True North Podcast ·

2026/10/02

The crew opens with a balance sheet check-in on Strategy and Strive, then dig into why amplification, not a 1% difference in cost of capital, is the biggest driver of long-term shareholder returns. They share takeaways from the Bitcoin Treasuries Conference, walks through Strategy's move to daily dividends and what that could mean for STRC, SATA, and AI agents managing capital, and closes with a Warrants 101 breakdown covering how warrant holders hedge, why warrants are a capital injection rather

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81:07

The Berkshires of Bitcoin | True North Podcast | Ep. 80

True North Podcast ·

2026/09/24

The crew kicks off Season 3 with a balance sheet check-in on Strategy and Strive: Strategy's 950 BTC purchase, STRC buybacks, cash versus convertible debt, and Strive's growing Bitcoin position, dividend coverage, and potential warrant capital. The crew then breaks down why digital credit changes the probability of outcomes versus traditional credit, draws parallels between Strategy and Berkshire Hathaway's insurance float model, and closes with a look at options activity across ASST, MSTR, IBIT,

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56:42

Insurance Risk Bubbling | True North Podcast | Ep. 79

True North Podcast ·

2026/09/10

Agenda: -Bitcoin Balance Sheet update -"The Hole" paper review -Private Credit / Landscape -"Panic" clip Thank you to our sponsors: BitGo: https://www.bitgo.com/ SALT: https://saltlending.com/ ABUNDANT MINES: https://abundantmines.com Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making

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67:55

Clean Sheet, who dis? | True North Podcast | Ep. 78

True North Podcast ·

2026/09/03

The crew examines Bitcoin’s technical setup as price converges around the power-law floor, the 200-week moving average, and the short-term holder realized price, then asks whether the latest bottoming signals point toward a durable bull-market confirmation. From there, the conversation moves through financial repression, Treasury buybacks, structurally higher long-term rates, the housing market, rising federal interest expense, and why persistent deficits continue to strengthen the monetary case for

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76:48

We're So (Buy)Back | True North Podcast | Ep. 77

True North Podcast ·

2026/08/20

Agenda: Balance Sheet and Credit Quality Update Buybacks/MSTR/US Treasury Strategy Q/A Thank you to our Sponsors: BitGo: https://www.bitgo.com/ SALT: https://saltlending.com/ ABUNDANT MINES: https://abundantmines.com Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions

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92:46

Why Strategy's Balance Sheet Became a Blackhole |...

True North Podcast ·

2026/08/17

The crew takes apart the capital structure behind Strategy’s expanding Bitcoin balance sheet: the week’s common-stock issuance, Bitcoin sale, STRC repurchase, cash-reserve build, and the argument that a liquid, divisible BTC reserve changes how investors should think about funding preferred dividends. From there, the conversation moves through net leverage, refinancing optionality, the emerging digital credit stack, and the contrast between financing appreciating Bitcoin collateral and financing

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91:55

Randomness & Probability 101 | True North Podcast |...

True North Podcast ·

2026/08/06

Bring your thinking caps, we're getting into the math this week. Agenda: ColdCard Anxiety Suits & BTC Strategy B/S Moves & Updates MATH (Entropy / Randomness / Risk Probability) Collateral Exercises Thank you to our Sponsors: BitGo: https://www.bitgo.com/ SALT: https://saltlending.com/ ABUNDANT MINES: https://abundantmines.com Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not

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75:26

Architecture of Value | True North Podcast | Ep. 74

True North Podcast ·

2026/08/05

🎛️ As of this recording, 7/22/26, Strategy's (MSTR) performance: Open: $100.06 Close: $100.01 Volume: ~ 13M Shares mNAV: ~ 1.03 Market Cap: ~ $37.9B BTC: 843,775 ⏱️ TIMESTAMPS & INSIGHTS: 0:00 - True North Episode 74 Loading 1:17 - Intro & Agenda 4:13 - MSTR Balance Sheet Update: Cash raised, Bitcoin holdings 6:55 - MSTR Model Evolution: Balance sheet, dividend coverage 9:55 - MSTR Credit Quality: Market feedback, reserve replenishment 12:02 - Comparing Balance Sheet Companies:

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57:21

MSTR Sells Bitcoin to Fund Dividend | True North...

True North Podcast ·

2026/07/09

Agenda: What is Capital ? Using Bitcoin as Capital Math of Q2 2026 Balance Sheet Management Thank you to our Sponsors: BitGo: https://www.bitgo.com/ SALT: https://saltlending.com/ ABUNDANT MINES: https://abundantmines.com Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial

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59:16

The Stress Test | True North Podcast | Ep. 72

True North Podcast ·

2026/07/02

Agenda: New Capital Framework Leverage Design, Market Discussion Thank you to our Sponsors: BitGo: https://www.bitgo.com/ SALT: https://saltlending.com/ ABUNDANT MINES: https://abundantmines.com Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve

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132:09

The Long Game | True North Podcast | Ep. 71

True North Podcast ·

2026/06/25

Agenda: Lay of the Land Digital Capital / Digital Credit Volatility / Credit Spam War Discussion Q&A Thank you to our Sponsors: BitGo: https://www.bitgo.com/ SALT: https://saltlending.com/ ABUNDANT MINES: https://abundantmines.com Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any

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108:38

The Launch Pad | True North Podcast | Ep. 70

True North Podcast ·

2026/06/18

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91:55

Strategy Sells Bitcoin, so what? w/ Adam Livingston |...

True North Podcast ·

2026/06/04

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84:08

The New Regime | True North Podcast | Ep. 68

True North Podcast ·

2026/05/29

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79:44

Reimagining Money | True North Podcast | Ep. 67

True North Podcast ·

2026/05/21

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85:47

The World Has Changed... | True North Podcast | Ep. 66

True North Podcast ·

2026/05/15

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95:21

Credit Quality Accelerating | True North Podcast |...

True North Podcast ·

2026/05/07

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103:43

The Dividend Machine | True North Podcast | Ep. 64

True North Podcast ·

2026/04/23

Agenda: Semi-Monthly Dividends Income Statement vs. Balance Sheet STRC Mainly Retail? Equity Story Bottom Signals Have questions you want answered on the stream? Ask them here: https://tnorth.com/ask Thank you to our Sponsors: BitGo: https://www.bitgo.com/ SALT: https://saltlending.com/ MSTR Links: * https://www.mstr-tracker.com * https://saylortracker.com/ * https://robinhood.com/us/en/stocks/MSTR/ * https://www.strategy.com/ * https://strc.live/

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99:19

Calling The Shot | True North Podcast | Ep. 63

True North Podcast ·

2026/04/16

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