True North: Why Bitcoin Treasuries Are the Hottest Bet in Public Markets
Coin Stories
Intro
This chapter explores the rise of Bitcoin treasury strategies and the creation of True North, a platform aimed at educating investors about Bitcoin. The founding members discuss their experiences overcoming challenges and emphasize the need for accurate information in a rapidly evolving market.
This week, Natalie Brunell is joined by Jeff Walton, Ben Werkman, and Tim Kotzman of MSTR True North to explore how forward-thinking companies are embracing Corporate Bitcoin Treasuries and revolutionizing Investor Relations in the digital age. True North is a "supergroup investment club charting the edge of the new financial frontier."
Together, they discuss why adding Bitcoin to a corporate balance sheet is becoming a strategic move, how Bitcoin is reshaping financial transparency, and what the future holds for corporate communication with investors.
MSTR True North founder Jeff Walton's background is in reinsurance. Follow Jeff on X at https://x.com/PunterJeff
Ben Werkman is the CIO of Swan. Follow Ben on X at https://x.com/BenWerkman
Tim Kotzman is an investor and host of The Bitcoin Treasuries Podcast. Follow Tim on X at https://x.com/TimKotzman
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Who is True North? A decentralized collective of investors, analysts, and capital structure nerds exploring the outer edges of Bitcoin, $MSTR, collateralized finance and macro econ. From balance sheets to basis trades, we follow and emit signal with conviction—and a healthy disregard for conventional wisdom. Learn more at https://www.mstrtruenorth.com/about/.
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Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com
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This podcast is for educational purposes and should not be construed as official investment advice.
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