True North: Why Bitcoin Treasuries Are the Hottest Bet in Public Markets
Coin Stories
Innovative Solutions for Bitcoin Wealth Management
This chapter delves into Bitcoin treasury management and innovative solutions for wealth security through cryptocurrency. It emphasizes the importance of self-custody products and the need for securing assets as Bitcoin gains traction in public markets.
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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Natalie’s Bitcoin Product and Event Links:
- Earn 2-4% back in Bitcoin on all your purchases with the orange Gemini Bitcoin credit card: https://www.gemini.com/natalie
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- Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world
- Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie
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- Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES
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- Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America’s most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie
- Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto
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This podcast is for educational purposes and should not be construed as official investment advice.
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