True North Podcast

True North Podcast
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MSTR True North is a supergroup investment club charting the edge of the new financial frontier. Where Bitcoin, Strategy ($MSTR), and macro conviction converge, we dig into asymmetric bets, dissect Fiat’s demise, TradFi’s bewilderment and navigate toward sovereignty—together. Whether you’re here for the treasury strategy, structured finance education, current events, or some laughs—we’re glad you found us. Your compass just locked onto True North.

  1. 6D AGO

    Weathering The Storm | True North Podcast | Ep. 55

    🧭 MSTR True North episode 55: We break down Strategy’s capital structure, mNAV, leverage, and the emerging digital credit markets. Learn more about how institutional capital actually moves in Bitcoin an how to think about risk in this marketplace. 🎛️ As of this recording, 2/11/26, Strategy's (MSTR) performance: Open: $133.68 Close: $126.07 Volume: 25.84M Shares mNAV: ~0.95 Market Cap: ~ $41.9B U.S. Market Cap Ranking: 252 BTC: 714,644 ⏱️ TIMESTAMPS & INSIGHTS: 00:00:00 - Intro agenda framing: NFA context and True North overview 00:03:36 - Bitcoin Mindset Shift: Personal wealth framework transformation 00:06:06 - MSTR Relative Strength: Premium signaling potential bottom 00:08:26 - Balance Sheet Expansion: Billions raised and liquidity strength 00:09:28 - Risk Mispricing Debate: Bitcoin supply underwriting blind spot 00:11:03 - Options Yield Strategies: Dividend pricing and put premiums 00:13:20 - AI Prompting & Workflow: Stress testing valuation frameworks 00:15:32 - Strategy World Preview: Treasury operators and securitization focus 00:20:17 - Bitcoin Treasury Growth: 100K to 714K BTC scale 00:23:00 - Market Sentiment & Macro: 2026 ATH polls and Goldilocks outlook 00:26:39 - Bitcoin Per Share Context: KPI adoption and seasoning phase 00:30:15 - Preferred Equity Acceleration: Rapid STRF STRD STRC expansion 00:33:06 - BTC Exposure Debate: Leverage mechanics and dilution tradeoffs 00:35:55 - Capital Structure Pivot: Converts toward perpetual preferred era 00:38:53 - Public Pref Market Shift: Tickered equity and retail access 00:42:05 - STRC Market Data Review: Yield stability despite BTC drawdown 00:46:55 - Media Narrative & Refi Risk: $8K scenario and press dynamics 00:51:51 - Capital Raise Velocity: Scaling from millions to billions 00:54:11 - Institutional Execution Reality: Timing risk and OTC mechanics 00:58:13 - Coinbase Valuation Gap: Leverage, goodwill, and moat contrast 01:05:00 - Treasury Model Walkthrough: BTC growth and dilution math 01:17:15 - mNAV & CAGR Sensitivity: Growth scenarios toward $1M target 01:19:04 - Final Thoughts: Weather volatility and long-term conviction Be part of the True North In-Side Event experience. Tickets available here: 👉 https://luma.com/tnb4c26 Strategy World sign-up: https://www.strategysoftware.com/world26/register Use discount code TrueNorth for 20% off your registration—just a little bonus for our True North community. MSTR TRUE NORTH LINKS: True North Website: https://www.mstrtruenorth.com X: https://x.com/MSTRTrueNorth 🛒 MERCH: https://thehodlshop.com/collections/true-north Youtube: @MSTRTrueNorth MSTR Links: https://www.mstr-tracker.com https://saylortracker.com/ https://robinhood.com/us/en/stocks/MSTR/ https://www.strategy.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 risks, and you are responsible for your own decisions.

    1h 20m

  2. FEB 5

    Margin Isn't Calling! | True North Podcast | Ep. 54

    🧭 MSTR True North episode 54: A deep dive into Bitcoin’s drawdown, macro liquidity, and why this cycle differs. We break down capital structure, leverage myths, margin-call fears, treasury concentration, short-risk asymmetry, and how convex balance sheets create explosive upside. 🎛️ As of this recording, 2/4/26, Strategy's (MSTR) performance: Open: $120.25 Close: $129.09 Volume: 23.8M Shares mNAV: ~1.03 Market Cap: ~$38.9B U.S. Market Cap Ranking: BTC: 713,502 ⏱️ TIMESTAMPS & INSIGHTS: 00:00:00 - Intro agenda framing: NFA context and True North overview 00:03:38 - Bitcoin market drawdown: 42 percent decline framing 00:09:23 - Proof of reserves debate: Custody transparency and risk 00:12:39 - Macro framework setup: Rates liquidity and context 00:15:10 - Macro regime comparison: Liquidity rising versus 2022 contraction 00:18:02 - MSTR market dynamics: Equity pressure and hedging behavior 00:20:00 - Institutional market lens: Event context and capital markets views 00:26:25 - Margin call misconceptions: Liquidity versus leverage reality 00:28:41 - Capital structure deep dive: Balance sheet leverage and FUD breakdown 0:35:35 - Accretion and convexity mechanics: Bitcoin per share and upside asymmetry 00:41:12 - Capital model transition: Converts replaced by preferred equity 00:43:12 - Regulatory and stablecoin shifts: TradFi integration 00:46:04 - Bitcoin treasury model: Balance sheet-first companies 00:51:07 - Treasury concentration risk: Dominant holder analysis 00:55:04 - Bitcoin scarcity math: Rule of 72 framework 00:57:25 - Coverage framework reset: Net capital versus leverage fear 01:05:29 - Capital stack hierarchy: Senior debt preferred and equity 01:10:08 - Converts versus common equity: Dilution and coverage math 01:13:33 - Upcoming earnings call: What to watch and why it matters 01:20:49 - Balance sheet resilience: Liquidity runway and no margin calls 01:27:45 - Treasury concentration and survivability: Why failures don’t matter 01:32:38 - Treasury concentration math: Scale dominance and systemic impact 01:35:41 - Bitcoin technical distributions: Wallet structure and custody flows 01:41:14 - Short risk asymmetry: Explosive upside and forced covering 01:42:50 - Balance sheet endgame: Bitcoin as reserve asset 01:45:08 - Final thoughts from the team Be part of the True North In-Side Event experience. Tickets available here: 👉 https://luma.com/tnb4c26 Strategy World sign-up: https://www.strategysoftware.com/world26/register Use discount code TrueNorth for 20% off your registration—just a little bonus for our True North community. MSTR TRUE NORTH LINKS: True North Website: https://www.mstrtruenorth.com X: https://x.com/MSTRTrueNorth 🛒 MERCH: https://thehodlshop.com/collections/true-north Youtube: @MSTRTrueNorth MSTR Links: https://www.mstr-tracker.com https://saylortracker.com/ https://robinhood.com/us/en/stocks/MSTR/ * https://www.strategy.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 risks, and you are responsible for your own decisions.

    1h 53m

  3. JAN 29

    What is Credit Risk? | True North Podcast | Ep.53

    🧭 MSTR True North episode 53: The group does a deep dive into Bitcoin credit risk, preferred equity, leverage, and mNAV. Covers MSTR balance sheet math, metals vs Bitcoin flows, Tether reserves, credit models, macro signals, liquidity, and risk/reward across cycles. 🎛️ As of this recording, 1/28/26, Strategy's (MSTR) performance: Open: $164.45 Close: $158.45 Volume: 14.08M Shares mNAV: 0.91 Market Cap: $57.70B U.S. Market Cap Ranking: ~#200 BTC: 712,647 ⏱️ TIMESTAMPS & INSIGHTS: 00:00:00 - Intro: NFA agenda and True North overview 00:03:38 - Credit risk overview: Metals mania and risk framing 00:06:34 - Preferred equity dynamics: Issuance demand and mNAV behavior 00:10:53 - Risk-off credit rotation: Stress testing yield products 00:13:30 - MSTR balance sheet leverage: Assets debt and pref math 00:17:15 - Macro incentives outlook: Election liquidity tailwinds 00:18:25 - True North Vegas event: Digital credit and macro agenda 00:23:41 - Metals market structure: Silver surge and physical premiums 00:31:02 - Tether reserve strategy: Gold and Bitcoin accumulation 00:34:22 - Bitcoin adoption curve: Capital rotation mechanics 00:37:05 - Sovereign risk signals: Yen and risk free rates 00:40:55 - Gold revaluation theory: Bitcoin reserve funding idea 00:44:03 - Algorithmic digital credit: Machines prefer native assets 00:49:32 - Bitcoin as AI hedge: Passive exposure to innovation 00:54:02 - Risk reward framing: Digital convenience tradeoffs 00:58:35 - Preferred equity modeling: Amplification risk analysis 01:03:01 - mNAV downside math: Collateral threshold scenarios 01:07:02 - Macaulay duration focus: Dividend obligation stress 01:12:07 - Institutional underwriting: Capital absorbs Bitcoin risk 01:15:52 - STRC drawdown case: Yield spikes create opportunity 01:22:16 - Bitcoin earnings model: Interest coverage framework 01:27:00 - High amplification scenario: USD reserves versus returns 01:32:47 - Cash reserve signaling: Ratings driven capital buffers 01:39:18 - Financial engineering example: Real estate leverage analogy 01:43:50 - Digital credit parity: Comparing high yield debt 01:48:05 - Fair value accounting: Bitcoin treasury volatility optics 01:53:44 - Final thoughts: Roundtable final takes Be part of the True North In-Side Event experience. Tickets available here: 👉 https://luma.com/tnb4c26 Strategy World sign-up: https://www.strategysoftware.com/world26/register Use discount code TrueNorth for 20% off your registration—just a little bonus for our True North community. MSTR TRUE NORTH LINKS: True North Website: https://www.mstrtruenorth.com X: https://x.com/MSTRTrueNorth 🛒 MERCH: https://thehodlshop.com/collections/true-north Youtube: @MSTRTrueNorth MSTR Links: https://www.mstr-tracker.com https://saylortracker.com/ https://robinhood.com/us/en/stocks/MSTR/ https://www.strategy.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 risks, and you are responsible for your own decisions.

    2h 6m

  4. JAN 22

    Up To Par | True North Podcast | Ep. 52

    🧭 MSTR True North episode 52: The crew discusses Bitcoin, digital credit, and MSTR’s capital structure. Tune in to hear analysis on leverage, mNAV, yield curve control and macro deficits, plus Ray Dalio’s gold vs Bitcoin view and why credit drives demand. 🎛️ As of this recording, 1/21/26, Strategy's (MSTR) performance: Open: $161.27 Close: $163.81 Volume: 18,440,820 Shares mNAV: 1.07 Market Cap: $54.09B U.S. Market Cap Ranking: #201 BTC: 709,715 ⏱️ TIMESTAMPS & INSIGHTS: 00:00:00 - Intro: NFA, agenda and True North overview 00:02:09 - Stretch price behavior: Volatility compression versus Bitcoin 00:04:18 - Balance sheet strategy: 1x mNAV and ATM expansion logic 00:06:49 - Capital structure model: Bitcoin, equity, credit flywheel 00:09:43 - Yield curve control: Variable dividend preferred mechanics 00:11:07 - Supply discipline approach: Peg defense and issuance limits 00:13:30 - Rate cut asymmetry: Falling rates boost credit spread 00:15:27 - TN event: join the crew in Las Vegas 00:16:51 - Fiscal dominance reality: Structural US deficit regime 00:20:05 - Monetary financing loop: Deficits force money creation 00:23:10 - Debt compounding risk: Interest burden and debasement cycle 00:26:46 - Product market fit: Stretch outperforming other credit tools 00:29:37 - Fiscal responsibility debate: Fed, deficits, real rate risk 00:32:17 - Bitcoin-backed credit thesis: Alternative to sovereign bonds 00:34:10 - Capital raise capacity: ATM runway and mNAV leverage 00:36:33 - mNAV leverage durability: Dividend funding in bear markets 00:38:17 - Global macro signal: Japan rates and carry trade unwind 00:43:34 - Generational capital shift: Exiting legacy financial assets 00:45:33 - Ray Dalio perspective: Bitcoin versus gold debate 00:48:45 - Macro landing scenarios: Debasement versus crisis outcomes 00:53:00 - Bitcoin moat math: Relative ownership and scarcity 00:56:17 - Convert dilution dynamics: Delta hedging fade thesis 00:57:06 - Bull case modeling: Million Bitcoin accumulation path 00:59:30 - Long-term supply capture: 2035 Bitcoin ownership projection 01:03:01 - MNAV upside bounds: Convert structure constraints 01:04:30 - Final thoughts Be part of the True North In-Side Event experience. Tickets available here: 👉 https://luma.com/tnb4c26 Strategy World sign-up: https://www.strategysoftware.com/world26/register Use discount code TrueNorth for 20% off your registration—just a little bonus for our True North community. MSTR TRUE NORTH LINKS: True North Website: https://www.mstrtruenorth.com X: https://x.com/MSTRTrueNorth 🛒 MERCH: https://thehodlshop.com/collections/true-north Youtube: @MSTRTrueNorth MSTR Links: https://www.mstr-tracker.com https://saylortracker.com/ https://robinhood.com/us/en/stocks/MSTR/ * https://www.strategy.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 risks, and you are responsible for your own decisions.

    1h 8m

  5. JAN 15

    "Bitcoin Did This" | True North Podcast | Ep. 51

    🧭 MSTR True North episode 51: 🎛️ As of this recording, 1/14/26, Strategy's (MSTR) performance: Open: $178.64 Close: $179.33 Volume: 40,257,000 Shares mNAV: 1.07 Market Cap: $57.32B U.S. Market Cap Ranking: #192 BTC: 687,410 ⏱️ TIMESTAMPS & INSIGHTS: 00:00:00 - Intro: NFA, agenda and True North overview 00:04:50 - Capital Structure Overview: MSTR and STRC balance sheet changes 00:07:27 - Leverage & mNAV Dynamics: Common and preferred equity expansion 00:10:33 - Digital Credit Impact: Bid creation on Bitcoin price 00:16:34 - Stretch Interest Rate Effects: Potential rate hikes and market response 00:17:40 - Symmetry Test Explained: Raising equity at positive mNAV 00:23:31 - Capital Raising Strategy: Common and preferred equity interplay Be part of the True North In-Side Event experience. Tickets available here: 👉 https://luma.com/tnb4c26 Strategy World sign-up: https://www.strategysoftware.com/worl… Use discount code TrueNorth for 20% off your registration—just a little bonus for our True North community. MSTR TRUE NORTH LINKS: True North Website: https://www.mstrtruenorth.com X: https://x.com/MSTRTrueNorth 🛒 MERCH: https://thehodlshop.com/collections/t... Youtube: @MSTRTrueNorth MSTR Links: https://www.mstr-tracker.com https://saylortracker.com/ https://robinhood.com/us/en/stocks/MSTR/ https://www.strategy.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 risks, and you are responsible for your own decisions.

    2h 1m

  6. JAN 7

    New Year, The Bottom's In | True North Podcast | Ep. 50

    🧭 MSTR True North episode 50: The crew does a deep dive into Bitcoin treasury strategy, mNAV, leverage, and capital structure. The discussion includes a healthy debate about ATM issuance, liquidity, credit, and short risk, then zooms out to macro shocks, pensions, and Bitcoin’s role in capital allocation. 🎛️ As of this recording, 1/7/26, Strategy's (MSTR) performance: Open: $163.45 Close: $161.83 Volume: 28,334,600 Shares mNAV: 1.06 Market Cap: $50.62B U.S. Market Cap Ranking: #212 BTC: 673,783 ⏱️ TIMESTAMPS & INSIGHTS: 00:00:00 - Intro: NFA, agenda and True North overview 00:05:11 - Roundtable updates: Latest projects the crew is working on 00:13:58 - Balance Sheet Snapshot: Assets, Bitcoin, reserves 00:15:12 - Net Capital Growth: Leverage compression and dividends 00:17:25 - Perpetual Preferred Equity: Permanent capital effects 00:18:27 - Balance Sheet Resilience: Drawdowns, leverage, amplification 00:23:27 - Liquidity and Dividends: Trading volume supports payouts 00:26:27 - Price Drivers Explained: Options flow, ATM, rates, volatility 00:34:35 - ATM Issuance and Liquidity: Supply debates and market structure 00:40:37 - Volatility and Liquidity Mechanics: Preferreds versus common stock 00:46:11 - Short MSTR Risk: mNAV drift and asymmetrical downside 00:50:04 - Preferred Credit Demand: Yield, pricing, dividend behavior 00:53:55 - Yield Product Mechanics: Pricing, dividends, distribution flow 01:05:34 - Capital Control Framework: Liquidity management and excess coverage 01:09:07 - Capital Reallocation Shock: AI disruption and Bitcoin treasury edge 01:15:30 - Institutional Positioning: Sentiment shifts, capital signaling and MSCI decision 01:23:07 - Policy Risk and Bitcoin: Leverage, regulation, and asset selection 01:28:40 - Capital Structure Engineering: Yield creation and durability 01:34:33 - Credit System Stress: AI shock, failure, recovery mechanics 01:46:49 - Institutional Delay Risk: Pensions, governance, missed adoption 01:58:47 - Final Thoughts: Conviction, positioning, long-term framework Be part of the True North In-Side Event experience. Tickets available here: 👉 https://luma.com/tnb4c26 Strategy World sign-up: https://www.strategysoftware.com/worl… Use discount code TrueNorth for 20% off your registration—just a little bonus for our True North community. MSTR TRUE NORTH LINKS: True North Website: https://www.mstrtruenorth.com X: https://x.com/MSTRTrueNorth 🛒 MERCH: https://thehodlshop.com/collections/t... Youtube: @MSTRTrueNorth MSTR Links: https://www.mstr-tracker.com https://saylortracker.com/ https://robinhood.com/us/en/stocks/MSTR/ https://www.strategy.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 risks, and you are responsible for your own decisions.

    2h 9m

  7. 12/10/2025

    "High Powered Digital Money" | True North Podcast | Ep. 48

    🧭 MSTR True North episode 48: The crew does a deep dive into Bitcoin markets, macro signals, credit cycles, and capital structure. We break down trend data, EPS thresholds, leverage, mNAV, Fed policy, and why Bitcoin sits at the center of the next liquidity cycle. 🎛️ As of this recording, 12/10/25, Strategy's (MSTR) performance: Open: $189.32 Close: $184.64 Volume: 22,458,960 Shares mNAV: 0.92 Market Cap: $55.9B U.S. Market Cap Ranking: 190 BTC: 660,624 ⏱️ TIMESTAMPS & INSIGHTS: 00:00:00 - Intro: NFA, agenda and True North overview 00:03:10 - Event Context: Conviction, networking and market backdrop 00:04:42 - Trend Signals: Chart mechanics, death cross and momentum turn 00:08:10 - Higher-Timeframe Structure: Weekly levels, higher lows and trend context 00:09:06 - Multi-Frame Review: Monthly and yearly recovery signals 00:12:12 - EPS Thresholds: Required BTC price for positive earnings 00:14:14 - Survey Momentum: Gauging ATH expectations and sentiment 00:16:38 - Rate Regime Change: Volatility and QE effects 00:18:14 - Supply Crunch Setup: ETF flows and treasury accumulation 00:20:04 - Fed Signals: GDP revisions and future rate cuts 00:22:00 - Productivity Shock: AI-driven deflation and policy response 00:23:57 - Fiscal Strain: Debt path, shutdown risk and tax limits 00:26:19 - Consumer Credit Stress: Debt stacking and inequality 00:29:14 - Tech Concentration: MAG7 dominance and return skew 00:32:45 - Hard Money Hedge: Bitcoin as monetary protection 00:34:57 - Treasury Math: Why printing is structurally required 00:37:39 - Policy Shifts: Pro-crypto Fed leadership probabilities 00:38:36 - Collateral Upgrade: BTC/ETH/USDC for derivatives margin 00:42:08 - Financial Engineering: Reserves, ratings and dividend strategy 00:46:07 - Buyback Mechanics: Supply reduction and accretive impact 00:48:06 - Treasury Strength: Dividend runway and BTC-backed reserves 00:50:07 - Capital Stack: Prefs, converts and liquidation coverage 00:52:05 - Indexing Rebuttal: Why digital treasuries aren’t funds 00:55:51 - Investor Discipline: Fear cycles and recovery patterns 00:57:54 - Reserve Strategy: Cash buffers for extended bear markets 00:59:37 - Debt Spiral: Election-year constraints and forced rate cuts 01:01:47 - Future Prep: Automation risk and asset-based resilience 01:03:10 - Bitcoin Integration: Payments, emerging markets and rails 01:04:20 - Final thoughts: Strategy World networking and key figures Be part of the True North In-Side Event experience. Tickets available here: 👉 https://luma.com/tnb4c26 Strategy World sign-up: https://www.strategysoftware.com/worl… Use discount code TrueNorth for 20% off your registration—just a little bonus for our True North community. MSTR TRUE NORTH LINKS: True North Website: https://www.mstrtruenorth.com X: https://x.com/MSTRTrueNorth 🛒 MERCH: https://thehodlshop.com/collections/t... Youtube: @MSTRTrueNorth MSTR Links: https://www.mstr-tracker.com https://saylortracker.com/ https://robinhood.com/us/en/stocks/MSTR/ https://www.strategy.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 risks, and you are responsible for your own decisions.

    1h 57m

  8. 12/03/2025

    The Capital Fortress | True North Podcast | Ep. 47

    🧭 MSTR True North episode 47: The crew covers the recent news on the USD reserves, preferreds, mNAV, leverage, credit markets, solvency ratios, macro stress, and why Strategy’s balance sheet strengthens despite volatility. 🎛️ As of this recording, 12/03/25, Strategy's (MSTR) performance: Open: $183.40 Close: $188.39 Volume: 26,686,140 Shares mNAV: 1.16 Market Cap: $50.70 U.S. Market Cap Ranking: 203 BTC: 650,000 ⏱️ TIMESTAMPS & INSIGHTS: 00:00:00 - Intro and Agenda: music, overview, and NFA disclaimer 00:03:02 - Strategy World 2026: Las Vegas event and True North plans 00:07:53 - USD Reserve Explained: cash buffer as digital credit battery 00:12:50 - Preferreds Risk Profile: how the reserve strengthens credit structure 00:17:11 - ATM Capital Raise: liquidity flow, proof-of-concept, and market reactions 00:22:22 - Trading Volume Dynamics: how algorithms amplify stock liquidity 00:24:30 - Multi-Year Cash Buffer: reserve strategy and capital runway outlook 00:28:44 - Bitcoin Yield Engine: lending yields, mNAV expansion, and capital structure 00:31:30 - BTC on the balance sheet: 2025 and 2026 predictions 00:33:24 - EPS Thresholds: 85k and 110k Bitcoin price scenarios for earnings 00:35:04 - Digital Credit Structure: why preferreds classify as credit, not equity 00:36:18 - Leverage vs ETFs: permanent capital vs daily-reset leverage decay 00:39:07 - Simplifying complexity: Educating the market and sentiment 00:46:49 - Phase Three Outlook: Bitcoin treasury trajectory and steady-state stability 00:49:24 - Bank Solvency Framework: CET1 ratios and applying Basel treatment to Bitcoin 00:58:44 - The debasement trade: Capturing opportunities and the generational effect 01:06:10 - The millenial dilemma: Optimizing capital allocation for a generation that is stuck 01:10:21 - The money is broken: Time and energy is being stolen and BTC is the lifeline 01:14:02 - Proof of work: Grain’s experience in Silicon Valley and the mindset needsd to win in this climate 01:18:14 - Final thoughts: Vanguard, MSCI shifts, index inclusion pressure and tokenization MSTR TRUE NORTH LINKS: True North Website: https://www.mstrtruenorth.com X: https://x.com/MSTRTrueNorth 🛒 MERCH: https://thehodlshop.com/collections/t... Youtube: @MSTRTrueNorth MSTR Links: https://www.mstr-tracker.com https://saylortracker.com/ https://robinhood.com/us/en/stocks/MSTR/ https://www.strategy.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 risks, and you are responsible for your own decisions.

    1h 28m
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About

MSTR True North is a supergroup investment club charting the edge of the new financial frontier. Where Bitcoin, Strategy ($MSTR), and macro conviction converge, we dig into asymmetric bets, dissect Fiat’s demise, TradFi’s bewilderment and navigate toward sovereignty—together. Whether you’re here for the treasury strategy, structured finance education, current events, or some laughs—we’re glad you found us. Your compass just locked onto True North.

Information

  • Creator
    True North Podcast
  • Years Active
    2025 - 2026
  • Episodes
    56
  • Rating
    Clean
  • Show Website
    True North Podcast

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