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Jeff Walton
Financial analyst, former reinsurance broker, and Founder of True North. Specializes in Bitcoin treasury companies and their financial instruments.
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26 snips
Jun 26, 2025
• 1h 20min
Strategy's Trillion Dollar Bitcoin Bet | Jeff Walton
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Jeff Walton, a financial analyst and the Founder of True North, dives into Bitcoin treasury companies and the evolving landscape of Bitcoin-backed financial strategies. He discusses how innovative financial instruments could reshape the market, potentially redirecting trillions from fixed income to Bitcoin. Walton also examines the risks associated with corporate treasury models and the importance of security in Bitcoin investments. The conversation sheds light on navigating capital structures and the ethical considerations for new investors in this dynamic space.
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