True North's banner
True North's profile picture

True North

@TNorth • 31,061 subscribers

True North is a team of investors and analysts exploring the outer edges of Bitcoin, digital credit, finance and macro economics.

Videos

LIVE
1.2k

Anya Rossi

sweetdream.ai

SweetDream.aiSponsored•Livecam
Streaming Now

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

HD live stream
Exclusive private shows
1.2k viewers online

Free preview available • Premium content

The Income Show | Ep. 1 ft. Mike Alfred Our host Joe Burnett, MSBA sits down with Mike Alfred to discuss AI, Bitcoin, Digital Credit, and investment philosophy.
1:00:37
TNorth's profile picture

The Income Show | Ep. 1 ft. Mike Alfred Our host Joe Burnett, MSBA sits down with Mike Alfred to discuss AI, Bitcoin, Digital Credit, and investment philosophy.

True North

416,710 views • 3 months ago

The Income Show | Ep. 11 ft. Bitcoin Archive Our host Joe Burnett, MSBA chats with Archie on Bitcoin's core thesis, FUD, orange pilling, role of ETFs and treasury companies, and market projections. $MSTR $STRC bitcoin:native $SATA $ASST
49:03
TNorth's profile picture

The Income Show | Ep. 11 ft. Bitcoin Archive Our host Joe Burnett, MSBA chats with Archie on Bitcoin's core thesis, FUD, orange pilling, role of ETFs and treasury companies, and market projections. $MSTR $STRC bitcoin:native $SATA $ASST

True North

52,272 views • 19 days ago

The Income Show | Ep. 10 ft. Parker Our host Joe Burnett, MSBA chats with Parker White of Apyx on portfolio construction, Bitcoin volatility, market narratives, $MSTR, digital credit, and tokenized assets.
57:38
TNorth's profile picture

The Income Show | Ep. 10 ft. Parker Our host Joe Burnett, MSBA chats with Parker White of Apyx on portfolio construction, Bitcoin volatility, market narratives, $MSTR, digital credit, and tokenized assets.

True North

67,011 views • 27 days ago

Every computer on Earth. 2 billion devices, a million guesses a second, running for 100 years straight. What are the odds they crack one Bitcoin wallet? Jeff Walton runs it live on the new probability tools: 1 in 10^52. Give every person on the planet two wallets and it's 1 in 10^42. Run it for 250,000 years and it barely moves. bitcoin:native $MSTR Jeff Walton
4:14
TNorth's profile picture

Every computer on Earth. 2 billion devices, a million guesses a second, running for 100 years straight. What are the odds they crack one Bitcoin wallet? Jeff Walton runs it live on the new probability tools: 1 in 10^52. Give every person on the planet two wallets and it's 1 in 10^42. Run it for 250,000 years and it barely moves. bitcoin:native $MSTR Jeff Walton

True North

17,076 views • 6 days ago

Why won't Strategy sell covered calls on $50B of bitcoin:native? His answer is a masterclass in focus... $MSTR $STRC "I could raise a billion dollars in two days... But we're not playing for a billion dollars. We're playing for a trillion."
4:02
TNorth's profile picture

Why won't Strategy sell covered calls on $50B of bitcoin:native? His answer is a masterclass in focus... $MSTR $STRC "I could raise a billion dollars in two days... But we're not playing for a billion dollars. We're playing for a trillion."

True North

23,474 views • 11 days ago

Strategy x True North Interview: A cutting-edge conversation about the future of Strategy with the CEO, Phong Le. 00:21 – Welcome 03:24 – Bitcoin-backed credit: reinventing capital markets 06:13 – Robinhood listing prefs 10:00 – Scaling prefs to a $30–300B market 15:33 – Cultural movement around Strategy 20:20 – Bitcoin opens doors 25:57 – Strategy’s software business 30:39 – The 2030 vision 36:22 – Bitcoin treasury ecosystem 40:25 – Bitcoin in traditional banks 47:08 – Buying Bitcoin with your bank 50:59 – Why Strategy 54:07 – Closing thoughts
54:23
TNorth's profile picture

Strategy x True North Interview: A cutting-edge conversation about the future of Strategy with the CEO, Phong Le. 00:21 – Welcome 03:24 – Bitcoin-backed credit: reinventing capital markets 06:13 – Robinhood listing prefs 10:00 – Scaling prefs to a $30–300B market 15:33 – Cultural movement around Strategy 20:20 – Bitcoin opens doors 25:57 – Strategy’s software business 30:39 – The 2030 vision 36:22 – Bitcoin treasury ecosystem 40:25 – Bitcoin in traditional banks 47:08 – Buying Bitcoin with your bank 50:59 – Why Strategy 54:07 – Closing thoughts

True North

357,641 views • 9 months ago

The Income Show | Ep. 8 ft. Jesse Myers Our host Joe Burnett, MSBA sits down with Jesse Myers on the recent shakeout in digital credit, where bitcoin:native sentiment and the 4 year cycle stand today, and why he sees Bitcoin accelerating toward becoming the world's dominant form of long term capital.
1:02:36
TNorth's profile picture

The Income Show | Ep. 8 ft. Jesse Myers Our host Joe Burnett, MSBA sits down with Jesse Myers on the recent shakeout in digital credit, where bitcoin:native sentiment and the 4 year cycle stand today, and why he sees Bitcoin accelerating toward becoming the world's dominant form of long term capital.

True North

29,928 views • 1 month ago

Dear $MSTR Haters, Watch this clip. Best, Adam Livingston Jeff Walton
2:07
TNorth's profile picture

Dear $MSTR Haters, Watch this clip. Best, Adam Livingston Jeff Walton

True North

37,926 views • 2 months ago

Heading to Bitcoin 2026 in Vegas? Join us for the True North Networking Event on Tues, April 28 at the Gatsby Cocktail Lounge inside Resorts World. Connect with founders, investors, and builders during one of the biggest weeks in Bitcoin. Get tickets here:
0:23
TNorth's profile picture

Heading to Bitcoin 2026 in Vegas? Join us for the True North Networking Event on Tues, April 28 at the Gatsby Cocktail Lounge inside Resorts World. Connect with founders, investors, and builders during one of the biggest weeks in Bitcoin. Get tickets here:

True North

58,697 views • 4 months ago

The Income Show | Ep. 3 ft. Stephen Cole Our host Joe Burnett, MSBA sits down with Stephen Cole to discuss Bitcoin powered businesses, Castle, the future of banking, and what the future holds for Bitcoin & Digital Credit.
58:19
TNorth's profile picture

The Income Show | Ep. 3 ft. Stephen Cole Our host Joe Burnett, MSBA sits down with Stephen Cole to discuss Bitcoin powered businesses, Castle, the future of banking, and what the future holds for Bitcoin & Digital Credit.

True North

29,663 views • 2 months ago

"Bitcoin was supposed to be..." No. Bitcoin just is. Adam Livingston Jeff Walton
0:51
TNorth's profile picture

"Bitcoin was supposed to be..." No. Bitcoin just is. Adam Livingston Jeff Walton

True North

26,483 views • 2 months ago

The Income Show | Ep. 2 ft. matthew sigel, recovering CFA Our host Joe Burnett, MSBA sits down with Matthew Sigel to discuss Digital Credit, Government Spending, & Institutional Yield.
42:19
TNorth's profile picture

The Income Show | Ep. 2 ft. matthew sigel, recovering CFA Our host Joe Burnett, MSBA sits down with Matthew Sigel to discuss Digital Credit, Government Spending, & Institutional Yield.

True North

27,036 views • 2 months ago

Crappy Timing. "They lost $16B of collateral value in 5 days..." Jeff Walton breaks down $MSTR retiring the convertible bond.
0:51
TNorth's profile picture

Crappy Timing. "They lost $16B of collateral value in 5 days..." Jeff Walton breaks down $MSTR retiring the convertible bond.

True North

16,928 views • 1 month ago

The Income Show | Ep. 6 ft. evanhorowitz Our host Joe Burnett, MSBA talks with Evan Horowitz about the anti debasement thesis, $MSTR, $STRC, $SATA, permissionless money, Bitcoin, running a public company, and more.
48:31
TNorth's profile picture

The Income Show | Ep. 6 ft. evanhorowitz Our host Joe Burnett, MSBA talks with Evan Horowitz about the anti debasement thesis, $MSTR, $STRC, $SATA, permissionless money, Bitcoin, running a public company, and more.

True North

14,201 views • 1 month ago

Short interest on Digital Credit. ~$58 million on $SATA ~$200 million on $STRC Jeff Walton breaks down potentially why👇
1:16
TNorth's profile picture

Short interest on Digital Credit. ~$58 million on $SATA ~$200 million on $STRC Jeff Walton breaks down potentially why👇

True North

12,440 views • 1 month ago

Could Strategy support $373B of cash dumped into $STRC? Jeff Walton
2:42
TNorth's profile picture

Could Strategy support $373B of cash dumped into $STRC? Jeff Walton

True North

23,378 views • 5 months ago

The Income Show | Ep 4. ft. Jakob Our host Joe Burnett, MSBA sits down with Jakob Schillinger to discuss the Future of Money, Technology, Digital Credit, AI, Hermetica, and Bitcoin.
55:30
TNorth's profile picture

The Income Show | Ep 4. ft. Jakob Our host Joe Burnett, MSBA sits down with Jakob Schillinger to discuss the Future of Money, Technology, Digital Credit, AI, Hermetica, and Bitcoin.

True North

12,102 views • 2 months ago

When will Strategy hit 1,000,000 BTC? Matt Cole Phong Le Track it:
0:39
TNorth's profile picture

When will Strategy hit 1,000,000 BTC? Matt Cole Phong Le Track it:

True North

13,120 views • 3 months ago

No more content to load