True North Podcast

<p>🧭 MSTR True North episode 17: The crew explore's Bitcoin’s role in macroeconomics, inflation, Strategy's leverage ratios, S&P 500 inclusion, market volatility, and the impact of Federal Reserve policy on liquidity and asset prices.🎛️ As of this recording, 2/12/25, Strategy's (MSTR) performance:* Open: $315.96* Close: $326.82* Volume: 9,804,500 shares* mNAV: 1.80* Market Cap: $84.38B* S&P 500 Rank: 120* BTC: 478,740⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Market overview and financial system stability* 03:47 - Bitcoin and Strategy price update* 10:07 - Inflation trends, monetary policy, and economic challenges* 13:05 - Reverse repo drain and its impact on liquidity* 19:50 - Federal Reserve’s monetary policy and market implications* 23:47 - Bitcoin as a balance sheet asset and inflation hedge* 27:32 - Understanding implied volatility and convertible debt strategy* 31:46 - Strategy's approach to issuing convertible bonds* 35:33 - Market perception, volatility trends, and investment strategy* 39:18 - Evaluating the likelihood of MicroStrategy joining the S&P 500* 42:38 - Debt-to-asset ratio and MicroStrategy’s financial stability* 46:47 - Convertible debt as a market signal and implications for stock price* 50:30 - Bitcoin price action and macroeconomic factors influencing adoption* 53:34 - Convertible bonds, risk management, and potential market response* 56:56 - Strategic financial moves for S&P 500 qualification* 01:00:42 - Evaluating different trading strategies against MicroStrategy stock* 01:04:50 - Covered call strategy, dividends, and premium collection* 01:09:17 - Long-term Bitcoin holding, risk management, and returns* 01:13:42 - Bitcoin as a treasury reserve asset and financial system changes* 01:17:33 - The role of leverage in Strategy's future strategy* 01:23:00 - Unchained HODL cave analysis, a paradigm shift* 01:34:00 - Final thoughts: Long-term investment perspective and financial stabilitySOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/Adrian_R_Morris* X: https://x.com/hillery_dan* X: https://x.com/Z06Z07MSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorth MSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/* https://www.strategy.com/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.</p>

<p>🧭 MSTR True North episode 16: The crew reflects on Strategy₿'s Q4 earnings call. Topics include the rebrand, Bitcoin strategy, leverage, and market impact. Key insights include debt management, investor sentiment, and future growth.🎛️ As of this recording, 2/5/25, MicroStrategy's (MSTR) performance:* Open: $349.00* Close: $336.70* Volume: 10,874,100 shares* mNAV: 1.87* Market Cap: $84.97B* S&P 500 Rank: 119* BTC: 471,107⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Introduction: Overview of Q4 ‘24 earnings call, rebrand, and key topics.* 03:10 - Strategy & Bitcoin Discussion: Insights on Bitcoin, trading strategy, and market trends.* 06:51 - MicroStrategy Rebrand: New name, colors, and speculation about a Bitcoin bank.* 10:15 - New Website & Data Transparency: Strategy.com as a data hub for investors.* 13:45 - Investor Engagement & Apparel: High demand for MicroStrategy’s new merchandise.* 16:57 - Debt Transparency & Website Insights: Breakdown of debt information and its implications.* 20:14 - Transparency & Market Perception: MicroStrategy’s open data approach.* 26:47 - Bitcoin Strategy & Talent Acquisition: How Bitcoin affects hiring and company growth.* 30:22 - Capital Plan & Leverage: MicroStrategy’s approach to raising and managing capital.* 36:25 - Convertible Bonds & Debt Management: Impact of debt conversion and future strategy.* 39:48 - Institutional Capital & Market Dynamics: Institutional moves and their effect on stock.* 43:18 - Short-Term vs. Long-Term Perspective: ATM impact, stock volatility, and future outlook.* 46:35 - Bitcoin Debt Coverage & Valuation: How MicroStrategy values its Bitcoin holdings.* 50:27 - Communication Strategy & Market Perception: How the company frames its valuation.* 54:20 - Bitcoin Gain as KPI & Market Metrics: Using Bitcoin gains to measure success.* 01:02:17 - Market Adoption & Future Catalysts: Key industry trends and Bitcoin’s role.* 01:06:23 - Debt Offering & Earnings Call Viewership: Growth in interest and engagement.* 01:10:19 - S&P 500 Inclusion & Market Impact: Potential for MSTR to join the index.* 01:14:50 - Bitcoin Custody & Banking Infrastructure: The future of Bitcoin in banking.* 01:18:55 - Key Takeaways & Market Outlook: Summary of the earnings call’s biggest insights.* 01:23:28 - Market Sentiment & Bear Case: Discussion on risks, investor skepticism, and trends.* 01:27:51 - Financial Complexity & Market Confusion: Understanding MSTR’s strategy.* 01:32:50 - Investment Challenges & Emotional Aspects: Managing risk in Bitcoin and MSTR.* 01:36:22 - Sovereign Wealth Funds & Bitcoin Reserve: Institutional interest in Bitcoin.* 01:40:19 - Bitcoin as an Asset & Equity Play: How MicroStrategy fits into market dynamics.* 01:44:56 - Leverage Ratio & Fixed Coupon Product: Managing debt and financial products.* 01:49:16 - Market Timing & Key Takeaways: Lessons from Q4 earnings call and outlook.* 01:57:48 - Conclusion & Closing Remarks: Final thoughts and looking ahead to future episodes.SOCIAL MEDIA:* X: http</p>

<p>🧭 MSTR True North episode 15: The crew explores MicroStrategy’s financial strategies, Bitcoin treasury management, preferred stock offering, and market trends. Other key areas include financial engineering, leverage, and corporate Bitcoin adoption in this in-depth discussion.🎛️ As of this recording, 1/29/25, MicroStrategy's (MSTR) performance:* Open: $338.20* Close: $341.25* Volume: 11,675,200 shares* mNAV: 1.76* Market Cap: $85.53B* S&P 500 Rank: 112* BTC: 471,107⏱️ TIMESTAMPS & INSIGHTS:Introduction & MicroStrategy Overview* 00:00 - Introduction: Overview of MicroStrategy & discussion objectives* 03:40 - Preferred Equity 101: Ben Workman explains key financial concepts* 06:41 - “The Battlefront”: MicroStrategy’s deleveraging strategy* 10:25 - Bitcoin’s Role in Balance Sheet Strength: Why BTC price impacts stability* 13:42 - S&P 500 Inclusion Debate: How Bitcoin holdings affect eligibility* 17:23 - Bitcoin’s Game Theory Intensifies: Adoption acceleration & institutional resistance* 20:11 - Two Treasury Models: Buy & hold vs. financial engineering approach* 24:28 - Leverage & Volatility: How Bitcoin price movements impact corporate balance sheets* 28:36 - Bulls vs. Bears in Valuation Debates: Bitcoin’s role in earnings reports* 33:42 - Preferred Stock Offering (Strike): Structure, pricing & purpose* 37:52 - How ATMs Fund Dividends & Bitcoin Purchases: A dual approach* 42:05 - Preferred Stock vs. Common Stock: Risks & advantages in bankruptcy* 46:27 - SAB 121 Repeal & Banking Rules: Bitcoin custody implications* 50:44 - Bitcoin as Collateral for Loans: How corporations may leverage holdings* 55:20 - Who Buys Preferred Stock?: Institutional vs. retail investors* 01:05:31 - Convertible Debt vs. Preferred Stock: Understanding capital structure* 01:16:01 - Japan’s Bitcoin Strategy: Meta Planet’s impact in the Japanese market* 01:21:47 - Bitcoin as a Risk-On vs. Risk-Off Asset: How market conditions shape perception* 01:27:52 - Building a Capital Powerhouse: The long-term impact of BTC holdings* 01:34:06 - The Competitive Advantage of Bitcoin Treasury Strategies: Disrupting traditional finance* 01:40:41 - Preparing for Market Volatility: What’s next for MicroStrategy & Bitcoin* 01:46:56 - Staying Level-Headed in Financial Markets: Avoiding emotional decision-making* 01:52:42 - Community Updates & MicroStrategy World 2025: Upcoming events & opportunitiesSOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/BenWerkman* X: https://x.com/Adrian_R_Morris* X: https://x.com/TimKotzman* X: https://x.com/MasonFoardMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorth MSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you</p>

<p>🧭 MSTR True North episode 14: The crew covers BTC adoption, market catalysts, corporate strategies, AI integration, meme coins, NFT trends, MicroStrategy’s financial maneuvers, insights on government policies, and convertible note ETFs.🎛️ As of this recording, 1/22/25, MicroStrategy's (MSTR) performance:* Open: $384.91* Close: $377.31* Volume: 15,920,700 shares* mNAV: 1.98* Market Cap: $92.73B* S&P 500 Rank: 106* BTC: 461,000⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Introduction: Overview of the episode and community updates* 07:59 - Key catalysts: Upcoming Fed meeting, FTX repayments, and Bitcoin events* 12:14 - Inauguration optics: Mag7 CEOs and their strategic presence* 16:30 - Administration’s first 100 days: Policies, liquidity, and AI trends* 21:58 - Corporate Bitcoin adoption: How smaller companies are leading the charge* 26:11 - Bitcoin and AI: Integration into future economic systems* 30:57 - Meme coins and manipulation: Impact on the crypto market* 36:29 - NFT lessons: Market manipulation and rethinking digital ownership* 43:40 - MicroStrategy’s playbook: Bitcoin, financial health, and leverage* 49:08 - Government inefficiencies: Can AI streamline bureaucracy?* 56:17 - Bitcoin reserves: States exploring strategic adoption* 01:07:50 - Blackout periods: MicroStrategy’s Bitcoin purchasing dynamics* 01:13:08 - Financial strategy: Future debt capacity and Bitcoin accumulation* 01:20:03 - Corporate growth: Strategic flexibility in debt and equity markets* 01:29:39 - Options Investing strategies: MSTY vs Nithu* 01:37:48 - Equity analysis: Shares as call options for investors* 01:44:07 - Bitcoin in space: Currency considerations for Mars and beyond* 01:50:58 - Convertible note ETFs: Bitcoin-focused investment strategies* 02:02:39 - Conclusion: Bullish outlook for Bitcoin and MicroStrategySOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/Z06Z07* X: https://x.com/nithusezni* X: https://x.com/hillery_dan* X: https://x.com/BenWerkman* X: https://x.com/Adrian_R_MorrisMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorth MSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.</p>

<p>🧭 MSTR True North episode 7: The crew discusses the $2.6B convertible debt offering, Bitcoin adoption, profit strategies, market dynamics, valuation modelsl, long-term investing, tax strategies, community milestones, and MicroStrategy’s unique market position.🎛️ As of this recording, 11/20/24, MicroStrategy's (MSTR) performance:* Open: $463.40* Close: $473.83* Volume: 70,212,600 shares* mNAV: 3.41* Market Cap: $106.46B* S&P 500 Rank: 97* BTC: 331,200⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Convertible Debt Offering: $2.6B raised to purchase Bitcoin.* 06:12 - Advice for Euphoria: Wisdom from Saylor and Ben.* 09:35 - Profit-Taking Strategies: Balancing gains with personal priorities.* 13:47 - Market Growth Potential: Exploring Bitcoin and MicroStrategy’s momentum.* 17:28 - IBIT Options Launch: Impact on Bitcoin price dynamics.* 20:58 - Options and Volatility: Understanding call skews and gamma squeezes.* 25:26 - MicroStrategy Options Surge: New strike prices and implications.* 29:51 - Efficient Option Strategies: Tax advantages and rolling options.* 33:22 - Trading Volume Insights: High trading volumes and debt utilization.* 37:18 - Debt Conversion Plans: Leveraging bonds for future growth.* 42:05 - Credit Quality Upgrades: Index inclusion and bond market evolution.* 46:40 - Bitcoin Equity Narratives: Addressing misconceptions about MicroStrategy.* 51:41 - Alt Season Is Over: Why the focus has shifted to Bitcoin.* 55:26 - Bitcoin Adoption Catalysts: Potential tailwinds driving growth.* 59:46 - Bitcoin Reserve Speculation: The impact of a U.S. Bitcoin reserve.* 01:03:30 - Real Estate vs. Bitcoin: Comparing asset dynamics.* 01:08:00 - MicroStrategy’s Investment Strategy: Complex market plays.* 01:13:15 - New Valuation Models: Rethinking metrics for Bitcoin-based assets.* 01:19:42 - Critics and Misconceptions: Addressing common arguments.* 01:33:12 - Bitcoin Squeeze Scenario: Price dynamics in a tight market.* 01:40:18 - MicroStrategy’s First-Mover Advantage: Leading with Bitcoin strategy.* 01:46:03 - Options Predictions: Preparing for Bitcoin’s price movements.* 01:56:13 - Long-Term Perspective: Investing with future goals in mind.* 02:02:17 - MicroStrategy’s Buying Impact: Market strategies during holidays.* 02:07:40 - QQQ Inclusion Speculation: AppLovin’s impact and MicroStrategy’s potential.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/BenWerkman* X: https://x.com/Z06Z07* X: https://x.com/Adrian_R_Morris* X: https://x.com/ryQuant* X:https://x.com/hillery_danMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorthMSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financia</p>

<p>🧭 MSTR True North episode 6: The crew discusses MSTR's rapid BTC acquisitions, convertible debt, market cap growth, bold predictions for corporate and nation-state adoption, market shifts, and the future of digital capital.🎛️ As of this recording, 11/18/24, MicroStrategy's (MSTR) performance:* Open: $345.42* Close: $384.79* Volume: 32,745,900 shares* mNAV: 2.88* Market Cap: $86.45B* S&P 500 Rank: 116* BTC: 331,200⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Bitcoin Acquisition: MicroStrategy’s $5 billion purchase impact.* 06:02 - “Diamond Hands”: Holding shares amid massive Bitcoin trades.* 09:28 - BTC Per Day Analysis: Tracking MicroStrategy’s rapid acquisitions.* 12:38 - Future Discussions: Community growth and Bill Miller’s involvement.* 15:47 - Predictions: Adrian forecasts major MicroStrategy Bitcoin growth.* 19:10 - Convertible Debt Benefits: Insights into debt structuring and upside.* 22:55 - Index Inclusions: Implications for raising capital and market performance.* 26:43 - Debt Strategy: Leveraging convertible bonds for long-term growth.* 31:20 - Next Bitcoin Purchase: Predictions on timing and strategy.* 34:50 - Market Sentiment: Passive fund effects and trading strategies.* 41:02 - Saylor’s Vision: Front-running trends with bold strategy.* 45:47 - MicroStrategy Monopoly: Discussing its Bitcoin accumulation dominance.* 50:31 - Barriers to Adoption: Corporate ego and Bitcoin innovation.* 55:39 - Nation-State Bitcoin: Speculation on geopolitical Bitcoin impacts.* 01:01:30 - Petrodollar History: Connecting global trade shifts to Bitcoin.* 01:06:26 - NVIDIA and MSTR: Exploring apex strategies in Bitcoin and tech.* 01:13:21 - Future Catalysts: Speculating on MicroStrategy’s next big moves.* 01:18:35 - Global Bitcoin Adoption: Nation-states and corporate strategies.* 01:24:35 - Thanksgiving Reflections: Volatility and gratitude during growth.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/BenWerkman* X: https://x.com/Z06Z07* X: https://x.com/MasonFoard* X: https://x.com/Adrian_R_Morris* X: https://x.com/TimKotzman* X: https://x.com/ryQuantMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorthMSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.</p>

<p>🧭 MSTR True North episode 5: The crew reflects on MicroStrategy's $300+ price. Additional topics include Key catalysts, market volatility, Bitcoin’s surge, Insights on ATM activity, nation-state FOMO, options strategies, and risk management.🎛️ As of this recording, 11/13/24, MicroStrategy's (MSTR) performance:* Open: $366.98* Close: $328.38* Volume: 46,238,500 shares* mNAV: 2.73* Market Cap: $69.22B* S&P 500 Rank: 155* BTC: 279,420⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Introduction: Overview of MicroStrategy and Bitcoin* 03:09 - Market Volatility: Stock price milestones and key factors driving movement* 06:24 - Upcoming Catalysts: Key dates, Saylor on CNBC, and November option expirations* 13:29 - Market Cap Growth: MicroStrategy’s rise and comparisons with larger companies* 16:46 - ATM and Convertible Debt: Breakdown of share sales and Bitcoin purchases* 21:18 - Nation-State Bitcoin Strategies: Speculation on U.S. and global Bitcoin moves* 25:53 - Capitalizing on Market Activity: Share unloading and its strategic implications* 29:13 - El Salvador’s Bitcoin Play: Using Bitcoin-backed convertible bonds for growth* 33:10 - Options and Risk Management: Key strategies and lessons from MicroStrategy* 37:14 - Trading Strategies: Market orders, sovereign buyers, and volatility impact* 41:58 - Covered Calls Explained: Selling covered calls for income and risk management* 46:41 - Investment Success: Lessons from MicroStrategy’s track record and strategies* 51:29 - Learning and Evolution: Evolving approaches in options trading and investing* 56:49 - Bitcoin Momentum: Historical price parallels and what they mean for today* 01:02:42 - Market Trends: Indicators of potential Bitcoin and MicroStrategy price increases* 01:09:23 - Long-Dated Options: Benefits of longer time horizons for risk management* 01:14:28 - Calendar Spreads and Yield: Strategies to balance growth and income* 01:20:28 - Risk Profiles: Institutional and retail challenges in volatile markets* 01:25:02 - Financial Goals: Building stability and preparing for significant investments* 01:30:46 - Bitcoin’s Resilience: Tailwinds, catalysts, and the broader market outlook* 01:36:28 - Managing Volatility: Options risks and hedging strategies for growthSOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/BenWerkman* X: https://x.com/Z06Z07* X: https://x.com/hillery_danMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorthMSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.</p>

<p>🧭 MSTR True North episode 4: The crew discusses Bitcoin's all-time high, with speculation on nation-state buying and MicroStrategy’s playbook driving market shifts. Topics include AI’s impact, Bitcoin’s future, investing tactics, mining risks, and MicroStrategy’s growth through convertible debt and catalysts.🎛️ As of this recording, 11/11/24, MicroStrategy's (MSTR) performance:* Open: $297.00* Close: $340.00* Volume: 47,315,700 shares* mNAV: 2.89* Market Cap: $71.67B* S&P 500 Rank: 149* BTC: 279,420⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Institutional Buying: Large buyers dominate, with MicroStrategy leading purchases.* 03:22 - Speculative Buyers: Possible nation-states or sovereign funds buying Bitcoin aggressively.* 06:55 - Market Dynamics: MicroStrategy’s strategic Bitcoin accumulation approach.* 08:39 - Market Cap Predictions: Speculation on a potential $50,000 Bitcoin price surge.* 11:55 - MicroStrategy’s Catalysts: Factors driving the company’s stock growth.* 13:02 - ATM Offerings Impact: Effects of MicroStrategy’s $2 billion share sales.* 14:13 - Convertible Debt Strategy: Leveraging convertible bonds to fund Bitcoin purchases.* 18:59 - Bitcoin and AI Synergy: Exploring Bitcoin’s role in an AI-driven economy.* 20:15 - Bitcoin-Driven Innovation: How Bitcoin could reshape global economic systems.* 28:45 - AI’s Impact on Jobs: How AI and Bitcoin create a bifurcated economy.* 31:22 - Sound Investment Strategies: Long-term views on Bitcoin and ETFs.* 32:35 - Mining Risks: Challenges and pitfalls in the Bitcoin mining industry.* 37:27 - Miners vs. MicroStrategy: Comparing the risks and rewards of different strategies.* 44:15 - Nation-State Bitcoin Adoption: El Salvador leads the charge with Bitcoin-driven policies.* 48:21 - Bitcoin Valuation Models: Speculative scenarios for Bitcoin’s future worth.* 49:21 - Options Trading Strategies: A shift from covered calls to long-term options.* 56:09 - Bearish Criticisms Addressed: Why long-term belief outweighs short-term concerns.* 59:48 - Market Catalysts Ahead: Impacts of potential index inclusions for MicroStrategy.* 01:07:52 - Cycle Theories: Predictions for Bitcoin and Ethereum market peaks.* 01:16:32 - Financial Independence: Balancing portfolio growth with life optimization.* 01:23:44 - Volatility and Asymmetric Bets: Strategies for leveraging Bitcoin’s market volatility.* 01:28:57 - Planning for College: Using investments to provide debt-free education.* 01:41:09 - Exercising Stock Options: Strategies for maximizing returns on options.* 01:45:09 - Hypothetical Ventures: Speculating on future business ideas tied to Bitcoin.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/ryQuant* X: https://x.com/TimKotzman* X: https://x.com/Adrian_R_Morris* X: https://x.com/BenWerkmanMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorthMSTR Links:* https://www.mstr-tracker.com* https://saylortracker</p>

<p>🧭 MSTR True North episode 3: The crew covers post-election impacts, Bitcoin catalysts, Q3 earnings, ETF inclusion, macroeconomic trends, Bitcoin adoption strategies, and future projections for MSTR and BTC, with discussions on valuation, market psychology, and global adoption.🎛️ As of this recording, 11/6/24, MicroStrategy's (MSTR) performance:* Open: $260.00* Close: $257.81* Volume: 26,270,400 shares* mNAV: 2.74* Market Cap: $52.24B* S&P 500 Rank: 193* BTC: 252,220⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Agenda: Catalysts, elections, Bitcoin impact, and valuation updates.* 02:38 - Q3 earnings overview: A record-setting performance.* 08:12 - QQQ rank day: ETF cash flow impacts.* 10:47 - ETF inclusion: Market reactions and implications for MSTR.* 16:57 - Roaring 20s analogy: Recession predictions debunked.* 19:40 - SAB 121: Bitcoin custody and bipartisan support.* 22:23 - US budget: Deficit concerns and money printing.* 29:53 - Elon Musk: Speculations on government efficiency leadership.* 35:54 - Strategic Bitcoin Reserve: US gold reserves discussion.* 43:02 - Bitcoin strategy: CFOs’ fiduciary responsibilty* 45:01 - Saylor’s guide: Implementing Bitcoin on balance sheets.* 57:10 - Wealth advisor insights: Knowledge gaps on Bitcoin.* 59:06 - Industry disruption: Lessons from Blockbuster and Uber.* 01:02:52 - Digital capital: The transformative potential of Bitcoin.* 01:05:51 - Projection: Bitcoin price to reach $200k by 2027.* 01:17:12 - Bitcoin vs. gold: Price parity analysis.* 01:24:20 - $100k Bitcoin: Market euphoria and its ripple effects.* 01:31:25 - Next phase of adoption: Collateral usage and global adoption.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/Z06Z07* X: https://x.com/ryQuant* X: https://x.com/hillery_danMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorthMSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.</p>

<p>🧭 MSTR True North episode 2: 🎛️ As of this recording, 10/30/24, MicroStrategy's (MSTR) performance:* Open: $246.50* Close: $247.31* Volume: 20,593,300 shares* mNAV: 2.75* Market Cap: $50.12B* S&P 500 Rank: 195* BTC: 252,220⏱️ TIMESTAMPS & INSIGHTS:SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/Adrian_R_Morris* X: https://x.com/Z06Z07* X: https://x.com/ryQuant* X: https://x.com/MasonFoard* X: https://x.com/BenWerkman* X: https://x.com/TheJesseMK* X: https://x.com/DylanLeClair_* X: https://x.com/TimKotzmanMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorthMSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.</p>

<p>🧭 MSTR True North episode 13: The crew hits on Q4 earnings expectations, investment insights, regulatory changes, and future predictions. Highlights include the January 17 option expiration, nation-state Bitcoin reserves, vote to increase authorized share count and MicroStrategy’s growth trajectory.🎛️ As of this recording, 1/16/25, MicroStrategy's (MSTR) performance:* Open: $357.20* Close: $360.63* Volume: 19,674,963 shares* mNAV: 1.99* Market Cap: $88.63B* S&P 500 Rank: 107* BTC: 450,000⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Introduction: Overview of episode topics and agenda.* 01:04 - Special Meeting Vote: Key events scheduled for January 21.* 05:29 - Option Expiration: January 17 as a potential gamma squeeze trigger.* 08:11 - Inauguration Impact: Executive orders and their implications for Bitcoin.* 10:06 - MicroStrategy Earnings: Q4 expectations and upcoming catalysts.* 17:05 - Share Authorization: Discussion on the proposed increase to 10 billion shares.* 20:59 - Bitcoin Rally: Speculation and potential price action drivers.* 22:38 - Political Impact: National Bitcoin strategy under a new administration.* 28:37 - Market Predictions: Expected trends and potential price movements.* 31:31 - Regulatory Changes: How SAB 121 could reshape Bitcoin adoption.* 41:33 - Real Estate vs. Stocks: Shifting investment preferences and returns.* 54:20 - Alternative Strategies: Generating monthly income with Bitcoin and MSTR.* 56:56 - Global Mortgage Markets: Differences in loans across countries.* 59:26 - Dividend Reinvestment: MSTY performance and DRIP benefits.* 01:04:45 - Bitcoin Holdings: Predicting MicroStrategy’s future acquisitions.* 01:12:01 - Bitcoin ETFs: Growing influence on US-based investments.* 01:20:36 - MSTR Valuation: Growth potential and market perception.* 01:24:00 - Bitcoin Supply: Predictions leading to 2032’s scarcity.* 01:26:33 - Bitcoin as Collateral: Future financial developments.* 01:32:12 - Historical Analysis: MicroStrategy’s NAV and index inclusion.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/Z06Z07* X: https://x.com/nithusezni* X: https://x.com/hillery_danMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorth MSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.</p>

<p>🧭 MSTR True North episode 8: The crew covers MicroStrategy’s 55K Bitcoin buy, volatility, ETF dynamics, Bitcoin dominance, and catalysts like QQQ inclusion. Plus, insights on options trading/covered call strategy, FUD and misinformation.🎛️ As of this recording, 11/25/24, MicroStrategy's (MSTR) performance:* Open: $440.75* Close: $403.45* Volume: 40,180,400 shares* mNAV: 2.58* Market Cap: $90.65B* S&P 500 Rank: 113* BTC: 386,700⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Bitcoin Buy: MicroStrategy’s recent purchase of 55,000 Bitcoin.* 02:21 - Risk Management: Reverse thinking and investment strategy advice.* 03:41 - Saylor’s Preparations: Steps taken to weather bear markets.* 07:37 - Bitcoin Accumulation: November purchases and funding methods.* 10:25 - Market Analysis: Comparing MicroStrategy’s performance to peers.* 13:05 - Stock Rankings: Insights into MicroStrategy’s trading volume and position.* 17:34 - Bitcoin Purchase Scenarios: Potential ATM usage and purchase targets.* 21:33 - QQQ Index and Asymmetry: Impact of reconstitution and knowledge gaps.* 24:53 - Market Sentiment: Managing volatility and investor anxiety.* 29:41 - ETF Dynamics: How ETFs influence MicroStrategy’s price.* 30:37 - Options Trading: Time frames and risks with MicroStrategy.* 32:17 - Misinformation: Addressing “grifters” and online narratives.* 33:40 - Price Predictions: Avoiding risky leverage plays in volatile markets.* 37:57 - Volatility Decay: Risks and mechanics of leveraged ETFs.* 42:06 - FUD Awareness: Bots and misinformation targeting MicroStrategy.* 43:43 - Bitcoin Dominance: Shifting market dynamics and altcoins.* 44:32 - Covered Calls: Premium strategies for MicroStrategy.* 53:26 - Leveraged ETFs: Risks and key considerations.* 57:20 - Tesla Comparison: Understanding potential catalysts for MicroStrategy.* 01:01:41 - Thanksgiving Buzz: Anticipation of Bitcoin activity during the holiday.* 01:03:31 - Asymmetric Information: Leveraging future opportunities in the trade.* 01:07:29 - Investment Reflection: Prioritizing personal relationships and long-term vision.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/Adrian_R_Morris* X: https://x.com/Z06Z07* X: https://x.com/ryQuant* X: https://x.com/MasonFoard* X: https://x.com/BenWerkmanMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorthMSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.</p>

<p>🧭 MSTR True North episode 9: The crew does a deep dive into MicroStrategy’s financial leverage, Bitcoin surpassing $100K, bear classifications, community growth, and upcoming market catalysts.🎛️ As of this recording, 12/04/24, MicroStrategy's (MSTR) performance:* Open: $380.00* Close: $406.00* Volume: 29,862,200 shares* mNAV: 2.39* Market Cap: $91.22B* S&P 500 Rank: 110* BTC: 402,100⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Live Stream Milestone: Celebrating 100K viewers and market updates.* 02:50 - Ryan’s Return: Team updates and Bitcoin-focused projects.* 05:32 - Social Media and Strategy: Navigating negativity and misinformation.* 07:21 - Bear Classifications Begin: Humor and financial discussions intersect.* 08:34 - Bitcoin Hits $100K: Price milestones and market impacts.* 12:12 - Community Growth: MicroStrategy’s growing Discord and community size.* 14:51 - Tracking Data: Analytics and the MSTR Tracker website.* 17:34 - Community Appreciation: Celebrating contributors and giveaway plans.* 20:16 - Financial Leverage: Addressing common bear arguments.* 22:40 - Leverage Ratio Trends: Insights into MicroStrategy’s financial strategy.* 30:05 - Convertible Debt Insights: Expectations for bond conversions.* 34:33 - Bitcoin Run Predictions: Market analysis and future trends.* 39:06 - Early Bitcoin Adoption: Bitcoin’s global adoption and legislation.* 43:14 - Bear Classifications Expand: Fun descriptions of “bears” in finance.* 52:34 - Short Sellers: The role and impact of institutional short-sellers.* 58:42 - Market Tactics: Delta hedging and convertible bond strategies.* 01:05:10 - Bitcoin Monetization: Exploring financial use cases for Bitcoin.* 01:13:35 - Game Theory: Bitcoin’s role in global economic strategy.* 01:23:28 - Bretton Woods 2.0: A speculative discussion on a new currency system.* 01:29:22 - Bitcoin Price Stability: The value of moving averages for exchange rates.* 01:38:08 - Covered Calls Strategy: Generating income through options trading.* 01:50:07 - Financial Leverage: Utilizing volatility to maximize returns.* 01:54:35 - Upcoming Catalysts: Events that could impact Bitcoin and MSTR stock.* 02:18:50 - Fair Value Accounting: Changes to MicroStrategy’s Bitcoin valuation.* 02:22:14 - Volatility Preparedness: Adapting to market fluctuations.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/Adrian_R_Morris* X: https://x.com/Z06Z07* X: https://x.com/ryQuant* X: https://x.com/MasonFoard* X: https://x.com/BenWerkmanMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorth MSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisio</p>

<p>🧭 MSTR True North episode 10: Explore MicroStrategy’s growth, QQQ inclusion, quantum computing’s impact, and economic insights. Dive into key catalysts, corporate adoption, NAV analysis, and ETF dynamics in this packed episode of MicroStrategy True North.🎛️ As of this recording, 12/11/24, MicroStrategy's (MSTR) performance:* Open: $385.66* Close: 411.40* Volume: 27,594,400 shares* mNAV: 2.3* Market Cap: $92.43B* S&P 500 Rank: 105* BTC: 423,650⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Introduction: Overview of MicroStrategy True North and agenda* 01:38 - MicroStrategy Stock Update: Price and market movements* 02:05 - Corporate Bitcoin Strategy: Adoption trends among corporations and miners* 03:51 - Merchandise for a Cause: Supporting kid analysts at MSTR World Conference* 05:17 - Vancouver’s Bitcoin-Friendly Motion: City council’s bold step forward* 06:04 - Microsoft Shareholder Vote: Rejection of Bitcoin on their balance sheet* 08:02 - Symbolic Bitcoin Adoptions: How major companies could impact the market* 11:20 - MicroStrategy’s Growth: Using the “Saylor Playbook” for financial strategies* 16:08 - Nvidia and AI: Future of technology in AI and Bitcoin intersections* 18:09 - Who Needs Bitcoin: How individuals and companies can benefit* 23:07 - Economic Disruption: Bitcoin and the concept of modern Ponzi schemes* 24:24 - Potential QQQ Inclusion: Market implications for MicroStrategy stock* 26:02 - Bear Sightings: Addressing Bitcoin skeptics and misinformation* 31:40 - Accounting Changes: Understanding Bitcoin as an intangible asset* 40:37 - Relentless Buyers: ETFs driving investment in Bitcoin* 51:32 - MicroStrategy’s Index Inclusions: Current and future implications* 55:13 - Black Swan Events: Market crashes and their opportunities* 57:12 - Quantum Computing Risks: Potential but unlikely threats to Bitcoin* 59:56 - Upcoming Catalysts: Key events affecting Bitcoin and MicroStrategy* 01:27:28 - NAV Premium Analysis: Understanding arbitrage and MSTR performance* 02:03:30 - January 2025 Option Expiry: Market maker strategies and hedging* 02:08:42 - Gamma Squeeze Potential: How it could affect MicroStrategy stockSOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/Z06Z07* X: https://x.com/nithusezni* X: https://x.com/Adrian_R_Morris* X: https://x.com/Z06Z07MSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorth MSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.</p>

<p>🧭 MSTR True North episode 11: Discover insights on MicroStrategy’s leverage strategy, Bitcoin accumulation, market catalysts, QQQ index inclusion, and fair value accounting. Learn about upcoming events, capital plans, and debunking misconceptions, all with a focus on long-term investment growth.🎛️ As of this recording, 12/18/24, MicroStrategy's (MSTR) performance:* Open: $386.00* Close: 349.64* Volume: 24,244,600 shares* mNAV: 1.94* Market Cap: $85.19B* S&P 500 Rank: 112* BTC: 439,000⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Introduction: Overview of MicroStrategy True North and its goals.* 04:21 - "Irresponsibly Long" Explained: Long-term investment mindset.* 09:01 - QQQ Index Inclusion: Implications for MicroStrategy and Bitcoin.* 11:31 - Upcoming Catalysts: Key events and financial developments.* 13:21 - Fair Value Accounting: Bitcoin adoption by corporations.* 18:40 - Valuation Metrics: Understanding market perception of MSTR.* 23:35 - Key Metrics: Bitcoin yield as a core KPI for MicroStrategy.* 27:43 - Bitcoin Strategy: Accumulation and share value expansion.* 34:35 - Yearly Returns: Zooming out for a bigger picture.* 37:42 - Bitcoin Holdings: Q4 leverage ratio and growth insights.* 42:04 - Capital Planning: Strategic moves toward S&P inclusion.* 46:17 - Bullish Catalysts: SAB121 reapproval and political shifts.* 49:41 - Leverage Myths: Addressing misconceptions on MSTR’s strategy.* 53:21 - Future Funding: Vision for a 2025 capital plan.* 55:32 - Stock Splits: Analysis of past splits and potential future moves.* 57:56 - Ponzi Scheme Narrative: Debunking critics’ arguments.* 59:21 - Convertible Debt: Exploring structured Bitcoin products.* 01:05:04 - Preferred Stock: Risk-return profiles for investors.* 01:15:40 - Risk Management: Lessons from option trading.* 01:23:36 - Asset Updates: Current NAV and Bitcoin multiplier effects.* 01:34:27 - Corporate Treasuries: Insurance companies and Bitcoin bonds.* 01:41:38 - Bitcoin-Backed Bonds: Evolution of credit and financial strategies.* 01:50:07 - Semler Scientific's Options Entry: Followers evolving their Bitcoin strategies.* 01:56:00 - Tax Relief: Corporate alternative minimum tax explained.* 02:02:39 - Critics’ Arguments: Counterpoints to bearish views.* 02:11:38 - Cost of Capital: Future benefits for MicroStrategy.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/Z06Z07* X: https://x.com/BenWerkman* X: https://x.com/TimKotzman* X: https://x.com/nithusezni* X: https://x.com/Adrian_R_MorrisMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorth MSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All inves</p>

<p>🧭 MSTR True North episode 12: The True North crew explores 2025 market outlook, MicroStrategy’s evolving Bitcoin strategy, catalysts like S&P 500 inclusion, options trading insights, and the evolving insurance landscape amidst California wildfires.🎛️ As of this recording, 1/8/24, MicroStrategy's (MSTR) performance:* Open: $335.25* Close: $331.70* Volume: 18,212,600 shares* mNAV: 1.92* Market Cap: $81.52B* S&P 500 Rank: 122* BTC: 447,470⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Market sentiment: Volatility and FUD affecting MicroStrategy’s stock.* 04:22 - Community growth: Surging member count reflects increasing interest.* 07:23 - Bitcoin holdings: MicroStrategy acquires 1,700 Bitcoin, strengthening assets.* 15:29 - Catalysts: Market events and their potential impact on MicroStrategy stock.* 18:20 - LEAPS options: Historic trades linked to Bitcoin’s four-year cycles.* 21:13 - Options insights: breaking down Josh Mandell's insights.* 26:53 - Exercise strategies: Tips for leveraging options contracts.* 31:19 - Retail behavior: Common pitfalls of new investors in options trading.* 33:39 - Long-term potential: MicroStrategy’s bullish thesis* 41:48 - Intrinsic value: Building a stronger floor for Bitcoin-per-share metrics.* 51:14 - Martin Shkreli: Short positions and miscalculating MicroStrategy.* 57:55 - Preferred stock: Flexible capital structures with strategic dividend options.* 01:15:49 - Fair value: Transitioning in accounting and its market impact.* 01:22:09 - S&P 500: Criteria for inclusion and potential effects.* 01:43:59 - Price cycles: Investor sentiment and MicroStrategy’s market swings.* 02:13:45 - California wildfires: Insurance challenges and rising premiums.* 02:22:23 - Catastrophe bonds: New insurance market opportunities with blockchain.* 02:24:59 - Future innovation: Pivoting the insurance industry toward technology.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/Z06Z07* X: https://x.com/BenWerkman* X: https://x.com/TimKotzman* X: https://x.com/nithusezni* X: https://x.com/hillery_danMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorth MSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.</p>

<p>🧭 MSTR True North episode 1: The crew reviews MicroStrategy’s rise, Bitcoin adoption, market insights, and future catalysts in this debut episode of “True North.” Also includes in depth analysis, and discussion on valuation, institutional trends, and navigating misinformation.🎛️ As of this recording, 10/24/24, MicroStrategy's (MSTR) performance:* Open: $220.09* Close: 235.89* Volume: 23,221,500 shares* mNAV: 2.78* Market Cap: $47.80B* S&P 500 Rank: 203* BTC: 252,220⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Introduction: Welcome to the first live stream of “True North.”* 01:19 - MicroStrategy overview: A look at its recent stock price surge.* 04:34 - Market frenzy: The rise of r/WallStreetBets and a short squeeze on MSTR.* 07:20 - Member intros: Expertise from finance, engineering, and IT consulting.* 08:58 - Alt season predictions: Why 2025 may be the year of MicroStrategy.* 12:54 - Bitcoin adoption: Why now is the moment for Bitcoin’s growth.* 14:19 - Dylan’s analysis: Institutional shifts and evolving dynamics.* 16:11 - Ryan’s intro: Personal journey and collaborative goals.* 19:06 - Upcoming events: Catalysts like Q3 earnings and Fed meetings.* 21:19 - Bitcoin First recap: Insights from a professional, interactive event.* 28:20 - The Saylor debate: Custody, misinformation, and institutional perspectives.* 35:07 - Government role: Bitcoin seizure myths and economic realities.* 39:59 - Institutional custody: Implications for Bitcoin’s future.* 44:18 - Bitcoin as collateral: Shaping financial products and lending.* 46:55 - Valuation insights: mNAV, narratives, and growth prospects.* 53:15 - MicroStrategy’s strategy: Monetizing Bitcoin holdings.* 56:32 - Business models: Drawing parallels with Amazon’s growth.* 01:01:00 - Human capital: MicroStrategy’s talent-driven innovations.* 01:07:43 - Addressing critics: Understanding differing perspectives.* 01:12:44 - Saylor’s evolution: Aligning with institutional players.* 01:19:32 - Bitcoin standard: A new metric for corporate finance.* 01:23:34 - Forestry analogy: Applying growth models to Bitcoin investments.* 01:29:55 - Large companies: Apple and Nvidia entering the Bitcoin space.* 01:33:32 - Tectonic shifts: Paul Tudor Jones and Bitcoin’s transformative potential.* 01:40:46 - Zombie companies: Leveraging Bitcoin for delayed dilution.* 01:46:28 - Catalysts ahead: Upcoming market movers and events.* 01:52:37 - Options strategies: Exercising options for future growth.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/Z06Z07* X: https://x.com/nithusezni* X: https://x.com/Adrian_R_Morris* X: https://x.com/Z06Z07* X: https://x.com/DylanLeClair_* X: https://x.com/BenWerkmanMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorth MSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only an</p>