True North on Corporate Bitcoin Treasuries: The New Path to Financial Sovereignty

Natalie Brunell is joined by Jeff Walton, Ben Werkman, and Tim Kotzman of MSTR True North — a “supergroup investment club charting the edge of the new financial frontier.”

They dive into why forward-thinking companies are adding Bitcoin to their treasuries, how blockchain is driving financial transparency, and how Bitcoin is transforming Investor Relations and corporate strategy.

A must-watch for those seeking financial freedom and the future of money.

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 founder of Jubilee Royalty LLC, and host of The Bitcoin Treasuries Podcast. Follow Tim on X at https://x.com/TimKotzman

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

Coin Stories is also powered by *Bitdeer*. Bitdeer Technologies Group (NASDAQ: BTDR) is a publicly-traded leader in Bitcoin mining and high-performance computing. Learn more at https://www.bitdeer.com

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*IN THIS COIN STORIES EPISODE*
00:00 What is True North?
3:49 Creating a New Media Platform in the Bitcoin Space
7:16 Bitwise
7:46 What Makes a Great Bitcoin Treasury Company?
10:16 What Is mNAV? How to Evaluate Bitcoin Companies Using mNAV
19:33 How Bitcoin Treasury Companies Differentiate Themselves
21:14 How Companies Gain Liquidity to Buy More Bitcoin
24:55 What Are Strife, Strike & Stride? New Bitcoin Products from Strategy
30:32 Casa Business
31:02 Bitkey
31:22 The Bitcoin Way
31:44 Coinkite
31:59 Speed.app
32:15 Revolutionary New Bitcoin Strategy Products
34:03 Is Bitcoin a Bubble? Expert Insights Explained
38:20 Why We’re Bullish on Corporate Bitcoin Treasuries
43:27 Top Companies Leading the Bitcoin Treasury Movement
47:17 Semler Scientific: Innovation Meets Bitcoin
52:17 True North’s Vision for the Future of Bitcoin & Finance

*OTHER RESOURCES*
Natalie Brunell’s website https://www.talkingbitcoin.com/
MSTR True North https://www.mstrtruenorth.com/

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Producer: Aron Bender https://www.linkedin.com/in/aron-bender/
Editor: Silas Foley

DISCLAIMER Coin Stories is for entertainment purposes only and does not give financial advice. #bitcoin #crypto #bitcoinpodcast