True North | If You Build It, They Will Come | Ep. 21

<p>🧭 MSTR True North episode 21: Featuring Jesse Myers this episode breaks down Strategy's Bitcoin accumulation vehicles, GameStop’s Bitcoin pivot, and MSTR's financial health heading out of Q1.🎛️ As of this recording, 3/26/25, Strategy's (MSTR) performance:* Open: $336.50* Close: $329.31* Volume: 16,732,400 shares* mNAV: 2.19* Market Cap: $85.72B* S&P 500 Rank: 117* BTC: 506,137⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Intro: Astronaut lineup and episode agenda* 04:18 - Who the F is Jesse Myers: the man behind 'the chart'* 07:20 - Capital flow: Machinery that facilitates capital from bonds to bitcoin* 10:10 - Strategy world: True North getting in the mix* 13:38 - Half Nakamoto: 500k Bitcoin milestone, leverage stats, and market position* 18:41 - Passive flows: MSTR's ecosystem, liquidity and the rise in ETF/fund allocations* 20:30 - $STRF & $STRK: Saylor's chess pieces to fund the attack of the bond market* 30:10 - leverage: why MSTR may be less leveraged than you think* 35:58 - Scaling: Accretive dilution that is irresistible for portfolio managers * 43:20 - GameStop: $6B gorilla is entering space* 54:28 - Zombie company: Why struggling companies are the first to adopt BTC* 01:01:17 - Strongest asset in the world: Flexibility that comes with exponential price appreciation* 01:05:30 - Convertible Bonds: How arb desks manipulate pricing periods* 01:12:38 - S&P 500 chase: The status of MSTR's potential inclusion* 01:17:10 - Capital shift: from treasuries to bitcoin-led finance* 01:32:20 - $STRK capital structure: conversion to equity segment* 01:38:46 - Strategy's BTC buy history: dominos that need to fall in-place for S&P participation* 01:46:12 - Reflexivity: retail investors & crowdsourced research* 01:55:00 - $300T bond market: how bitcoin is positioned to tap it* 02:03:20 - Lending and collateral: new bitcoin-backed mortgage and loan products are on the rise* 02:09:20 - Conviction: how bitcoin becomes the peaceful asset* 02:15:00 - Closing thoughts: we're going higherSOCIAL MEDIA:* X: <a href="https://x.com/PunterJeff%5C">https://x.com/PunterJeff\</a>* X: <a href="https://x.com/nithusezni%5C">https://x.com/nithusezni\</a>* X: <a href="https://x.com/TimKotzman%5C">https://x.com/TimKotzman\</a>* X: <a href="https://x.com/Croesus%5C_BTC%5C">https://x.com/Croesus\_BTC\</a>* X: <a href="https://x.com/Z06Z07%5C">https://x.com/Z06Z07\</a>* X: <a href="https://x.com/Adrian%5C_R%5C_Morris%5C">https://x.com/Adrian\_R\_Morris\</a>* X: <a href="https://x.com/BenWerkman%5C">https://x.com/BenWerkman\</a>* X: <https://x.com/tadtweetsJesse's> hit piece on 'Why The Yuppie Elite Dismiss Bitcoin': <a href="https://www.onceinaspecies.com/p/why-the-yuppie-elite-dismiss-bitcoinMSTR">https://www.onceinaspecies.com/p/why-the-yuppie-elite-dismiss-bitcoinMSTR</a> TRUE NORTH LINKS:* X: <a href="https://x.com/MSTRTrueNorth%5C">https://x.com/MSTRTrueNorth\</a>* 🛒 MERCH: <a href="https://thehodlshop.com/collections/t">https://thehodlshop.com/collections/t</a>…* Youtube: @MSTRTrueNorth MSTR Links:* <a href="https://www.mstr-tracker.com">https://www.mstr-tracker.com</a>* <a href="https://saylortracker.com/%5C">https://saylortracker.com/\</a>* <a href="https://robinhood.com/us/en/stocks/MSTR/%5C">https://robinhood.com/us/en/stocks/MSTR/\</a>* <a href="https://www.strategy.com/Disclaimer:">https://www.strategy.com/Disclaimer:</a> 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>