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True North Podcast

True North is a decentralized collective of investors, analysts, and capital structure experts exploring the outer edges of Bitcoin, digital credit, collateralized finance and m…

Recent episodes

True North Podcast

MSTR Sells Bitcoin to Fund Dividend | True North Podcast | Ep. 73

- Strategy's Q2 balance sheet showed 11% Bitcoin growth with 6% share dilution, resulting in a 4% increase in Bitcoin per share, demonstrating positive carry despite short-term market volatility. - Strategy sold $215 million of Bitcoin at ~$60,000 average price to cover dividend obligations on preferred equities; the sale highlighted Bitcoin's liquidity advantage versus traditional assets. - Debt management improved significantly: Strategy retired $1.5 billion of convertible debt in Q2 (18% reduction), lowering cliff maturity exposure, while perpetual preferred equity grew to $15.4 billion. - Interest expense on preferred equities now represents 3.37% of Bitcoin holdings annually—a carry rate that remains attractive if Bitcoin appreciates above M2 money supply growth (~7.5%). - Bitcoin-backed loans face adverse selection problems: lenders struggle to justify dollar lending against Bitcoin volatility when buying Bitcoin directly offers better risk-adjusted returns; perpetual preferred equity structured around corporation taking volatility risk instead. - Capital markets are evolving to treat Bitcoin as digital capital; duration matching between perpetual Bitcoin assets and perpetual liabilities (preferred equity) creates sustainable structures versus short-duration loan mismatches.

True North Podcast

The Stress Test | True North Podcast | Ep. 72

- Strategy announced a new capital framework with five components: USD reserve policy ($2.55B cash target), revised STRC dividend policy (rate increased to 12%), digital credit securities repurchase program, common stock repurchase program, and BTC monetization program (up to $1.25B capacity). - Balance sheet health: debt-to-asset ratio improved to 8% after the capital raise; Bitcoin price would need to fall to $4,900 for total assets to fall below debt obligations (currently trading ~$61,000). - Strategy raised $1.1B in fresh capital in a single week despite Bitcoin weakness, demonstrating continued access to capital markets and reducing near-term liquidity concerns around preferred dividend payments. - Perpetual preferred equity instruments (STRC, SDRK, SDRD) are being framed as a new asset class and potential building block for future CLO (collateralized loan obligation) structures, opening access to institutional capital pools. - Short interest and leverage dynamics: retail and institutional actors took leveraged positions on digital credit instruments, leading to weakness and liquidations; borrow rates on SEDA spiked from ~4% to 60% week-over-week as shorts accumulated. - Strategy held 847,363 Bitcoin as of the announcement and remains on pace to reach 1 million Bitcoin by October–November 2026; Q1 2026 was the third-best acquisition quarter in company history.

True North Podcast

The Long Game | True North Podcast | Ep. 71

- Bitcoin price volatility and technical analysis: Price dropped to $59k intraday before recovering to ~$61k, currently near the 200-week moving average historically considered a strong entry point. MSTR trading at $95–99 range with 1.64x beta to Bitcoin, amplifying both gains and losses. - Balance sheet strength and capital structure: Strive holds $51B in assets with only $6.7B debt, providing 28 years of dividend coverage. Even a 50% Bitcoin drop would leave $20B net capital. Design deliberately avoids forced selling during volatility through perpetual preferred equity rather than convertible bonds. - Digital credit instruments (STRC, SEDA): Volatility-driven by traditional market weakness and leveraged liquidations in tradfi, not DeFi loops. STRC short interest at $200M, SEDA at $58M. Instruments function as credit-wrapped equity paying daily dividends; core thesis remains intact despite price dislocation from par. - Capital markets integration and institutional demand: Multi-strategy hedge fund confirmed buying Bitcoin exposure exclusively through securities (MSTR, iBIT, options) due to custody and operational constraints. Approximately 10 million finance professionals in US; billions in capital cannot directly purchase Bitcoin. - Long-term positioning and "IPO moment": 120k Bitcoin from dormant wallets (5+ years old) distributed over eight months as early holders capitalize into mega-cap IPOs (SpaceX, etc.). Higher institutional liquidity and infrastructure today vs. 2021 peak supports orderly distribution. - Regulatory clarity and Basel framework: Current Basel III risk-weighting for Bitcoin at 1,250% prevents bank holdings; improvement in basal or "clarity act" would unlock institutional adoption.

True North Podcast

The Launch Pad | True North Podcast | Ep. 70

- STRC price decline and cash reserve reduction: Strategy retired $1.5 billion of convertible bonds by drawing down its cash reserve, removing a cliff maturity but pressuring STRC to trade below par ($89 vs. $100). Market participants are calling for a death spiral, but analysts argue the balance sheet remains healthy. - Digital credit as a Bitcoin bridge: STRC and SETA are designed as professional preferred equities that enable adoption by offering yield and stability without requiring users to hold volatile Bitcoin directly. They serve as a financial rail for scaling Bitcoin into traditional capital markets. - Capital markets surge in AI and aerospace: SpaceX IPO raised $85.7 billion (largest in history) at a $2.4 trillion valuation; Alphabet, Meta, Oracle, and Nvidia are raising tens of billions for AI infrastructure. This capital rotation is temporarily draining liquidity from other markets, including digital credit instruments. - STRC as a Bitcoin derivative: Despite marketing as preferred equity, STRC trades as a Bitcoin derivative with 60–80% price attribution to Bitcoin and MSTR. Volatility is elevated but comparable to other high-yield credit instruments when adjusted for yield-to-risk. - Volume and liquidity as moat: STRC trades $366 million daily average vs. IBIT's $1.8 billion, but STRC has 30% more liquidity per Bitcoin held. MSTR trades $2.6 billion daily, making it the dominant Bitcoin leverage vehicle in the market. - Bitcoin's path amid AI boom: Long-term, Bitcoin benefits from AI-driven wealth creation and efficiency gains, but near-term capital is chasing AI IPOs and compute. The narrative shift back to Bitcoin may come in 6–12 months once these capital events resolve.

True North Podcast

Strategy Sells Bitcoin, so what? w/ Adam Livingston | True North Podcast | Ep. 69

- Terminology & taxonomy: The hosts defend calling these instruments "digital credit"—not strictly debt, but equity analyzed through credit concepts that have existed for centuries. The term fits the definition of "provision of money/services with expectation of future payment." - STRC price volatility & FUD: STRC traded down to $94.70 from $99.84 post-record date, triggering fears of "death spirals." The hosts show this is normal dividend-harvesting behavior; volume spikes 5–6× before record dates and trails off after, creating predictable liquidity windows. - Balance sheet health & capital raising: Microstrategy has raised $143 million per trading day in 2026 and holds 843,000 Bitcoin with no debt. Monthly dividend obligation (~$100M) is only 0.19% of May's trading volume; annual obligation is 0.02% of estimated Bitcoin trading volume (~$7.3 trillion/year). - Bitcoin sales math: If forced to sell Bitcoin to cover dividends at current Bitcoin price, Microstrategy would sell only 1,535 BTC/month (3.1% of stack annually)—an infinitesimal portion of Bitcoin's daily trading volume. Raising rates to 12.5% or 13% adds only $26M/year. - Residual value & incentive structures: Critics claiming MSTR common equity trades to zero ignore call-option dynamics and liquidity. Even at severely bearish Bitcoin prices (never seen in history), incentives remain for buyback and dividend payment. - DeFi and digital credit future: Saturn and Apex protocols are building on top of STRC/SEDA, currently ~5% of issuance. Daily dividends (starting in 13 days at Strive) will unlock new use cases and DeFi composability.