▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
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. MSTR 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
Ben Werkman is the CIO of Swan. Follow Ben on X at
Tim Kotzman is an investor and host of The Bitcoin Treasuries Podcast. Follow Tim on X at
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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
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
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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
MSTR True North
*VALUE FOR VALUE — SUPPORT NATALIE BRUNELL’S SHOWS*
Strike ID
Cash App $CoinStories
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Producer: Aron Bender
Editor: Silas Foley
DISCLAIMER Coin Stories is for entertainment purposes only and does not give financial advice. #bitcoin #crypto #bitcoinpodcast
▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
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