Navigating the New Financial Frontier
Latest from True North
EP 66 The World Has Changed...
This week the crew covers BTC Relative Market Analysis, Coffeezilla x Jeff Walton Debate, Strategy Q and A, Other Topics.
Credit Quality Accelerating
The crew unpacks Strategy's earnings reaction, the rationale behind selling Bitcoin to fund preferred dividends and retire convertible debt, how deeper Bitcoin liquidity is amplifying credit arbitrage and mNAV mechanics, and the digital credit expansion reshaping debt markets through DeFi tranching and Bitcoin-backed instruments.
May 7, 2026Bitcoin for Business
An evening for business owners, operators, and investors who want to understand how money actually works — and what Bitcoin and digital credit mean for the decade ahead. Hosted by Jeff Walton, CRO of Strive.
Digital Credit Research Hub
The Definitive Guide to Digital Credit
Yield-bearing preferred securities with indirect Bitcoin exposure, offering 8–13.00% stated yields. Six instruments, two issuers, one comprehensive research hub. Instrument profiles, risk analysis, comparison frameworks, and primary-source data — updated April 2026.
Explore the Digital Credit Hub →Digital Credit Dashboard
Live market data, yields, capital structure, and volatility across all six instruments.
Markets & Instruments
All six digital credit instruments mapped with rates, yields, and capital structure.
What Is Digital Credit?
The definition, mechanics, and how it differs from crypto lending.
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Bitcoin treasury strategy, structured finance, and the intersection of traditional finance and digital assets.
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