True North | Liberation Day Chess | Ep. 22

<p>🧭 MSTR True North episode 22: Featuring the rollout of the NEW True North website, the crew breaks down MSTR's latest BTC buys, provides details on the upcoming True North event, AI insights, GameStop’s BTC potential.🎛️ As of this recording, 4/2/25, Strategy's (MSTR) performance:* Open: $297.86 * Close: $312.54* Volume: 15,980,400 shares* mNAV: 2.11* Market Cap: $83.19B* U.S. Market Cap Ranking: 118* BTC: 528,185⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Website launch & MSTR TN world: True North official website launch & event details* 19:00 - Big Bitcoin buy: analysis of the 22,000 BTC added last week * 23:00 - Capital stack & product market fit: breakdown of Strategy’s evolving capital structure * 39:00 - Decoupling: Bitcoin vs QQQ and the shift to a risk-off narrative* 49:00 - AI impact: Language models and clean data reshaping business* 01:04:00 - ATM strategy: How Strategy can intelligently leverage ATM’s based on market conditions* 01:12:20 - $MSTR/$IBIT: Correlation analysis with Mason* 01:15:00 - S&P 500 discussion: What inclusion means for MSTR in 2025* 01:25:30 - Repricing coming?: Trillions in value absorbed by BTC and the impact to $MSTR* 01:29:00 - Soleil vs $MSTY: Updated scoreboard* 01:38:00 - GameStop x Bitcoin: $1.5B BTC buy on the table following convertible note closing* 01:48:00 - Market watch: Sideways until tax day, new financial data app* 01:52:00 - Final push: May 5th True North event and big week ahead* 01:58:00 - Going live: Meeting in Orlando + Saylor on stage with Jeff, Ben & TimeSOCIAL MEDIA:* X: <a href="https://x.com/PunterJeff%5C">https://x.com/PunterJeff\</a>* X: <a href="https://x.com/BenWerkman%5C">https://x.com/BenWerkman\</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/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/RealTrollstein%5C">https://x.com/RealTrollstein\</a>* X: <a href="https://x.com/MasonFoard%5C">https://x.com/MasonFoard\</a>* X: <a href="https://x.com/hillery%5C_dan%5C">https://x.com/hillery\_dan\</a>* X: <a href="https://x.com/JBerneburg%5C">https://x.com/JBerneburg\</a>* X: <a href="https://x.com/TheJesseMKMSTR">https://x.com/TheJesseMKMSTR</a> TRUE NORTH LINKS:* True North Website: <a href="https://www.mstrtruenorth.org">https://www.mstrtruenorth.org</a>* 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>