True North's banner

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

Anya Rossi

sweetdream.ai

SweetDream.ai•Sponsored•Livecam

Watch Anya Live

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

Exclusive private shows

1.2k viewers online

Private Show

Join now for exclusive access

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.

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.

416,710 просмотров • 3 месяцев назад

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

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

52,272 просмотров • 19 дней назад

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.

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.

67,011 просмотров • 27 дней назад

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

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

17,076 просмотров • 6 дней назад

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."

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."

23,474 просмотров • 11 дней назад

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

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

357,641 просмотров • 9 месяцев назад

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.

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.

29,928 просмотров • 1 месяц назад

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

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

37,926 просмотров • 2 месяцев назад

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:

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:

58,697 просмотров • 4 месяцев назад

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.

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.

29,663 просмотров • 2 месяцев назад

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

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

26,483 просмотров • 2 месяцев назад

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.

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.

27,036 просмотров • 2 месяцев назад

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

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

16,928 просмотров • 1 месяц назад

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.

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.

14,201 просмотров • 1 месяц назад

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

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

12,440 просмотров • 1 месяц назад

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

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

23,378 просмотров • 5 месяцев назад

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.

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.

12,102 просмотров • 2 месяцев назад

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

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

13,120 просмотров • 3 месяцев назад

Больше нет контента для загрузки