T'was The Night Before Earnings | True North Podcast | Ep. 25

<p>🧭 MSTR True North episode 25: The team dives into market trends, MSTR Q1 earnings preview, and insights from the recent Bitcoin for Corporations event hosted by Bitwise. 🎛️ As of this recording, 4/30/25, Strategy's (MSTR) performance: </p> <ul> <li>Open: $373.78</li> <li>Close: $380.11</li> <li>Volume: 13,713,700 shares</li> <li>mNAV: 2.13</li> <li>Market Cap: $103.74B</li> <li>U.S. Market Cap Ranking: 86</li> <li>BTC: 553,555 ⏱️ TIMESTAMPS & INSIGHTS:</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25">00:00:00</a> - Kickoff: Back from Bitwise, upcoming MSTR TN World and Agenda</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=210s">00:03:30</a> - Swan’s getting to Werk: Ben’s new CIO role</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=437s">00:07:17</a> - MSTR TN World: latest updates from the team</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=853s">00:14:13</a> - MSTR by the numbers: BTC holdings, leverage ratio and capital position</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=1170s">00:19:30</a> - Narrative shift: From ETF doubts to MSTR dominance and growing moat</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=1440s">00:24:00</a> - Investing strategy: Picking BTC treasury companies</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=1621s">00:27:01</a> - MSTR’s moat: Why competitors can’t catch up</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=1842s">00:30:42</a> - Trust and debt: Why MSTR is built on a network of trust</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=2080s">00:34:40</a> - Credit spreads: Relative risk comparisons for $MSTR vs others</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=2555s">00:42:35</a> - Meeting Saylor: Converts, marketing and insights</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=2872s">00:47:52</a> - Market maturity: New derivative products and options</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=3180s">00:53:00</a> - Bitcoin flywheel: Ecosystem growth, financialization and cooperation</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=4040s">01:07:20</a> - Corporate BTC: How adoption could spread fast</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=4386s">01:13:06</a> - Earnings preview: Mark-to-market impact and Q1 outlook</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=4693s">01:18:13</a> - Future forecast: MSTR as a top-10 stock if BTC hits $150K</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=4924s">01:22:04</a> - S&P 500 talk: What MSTR inclusion could mean</li> <li><a href="https://www.youtube.com/watch?v=5jLPnGVm0k4&list=PLZwX4wnt0OyHTqt-SQjeAG8ntakEqjKt1&index=25&t=5040s">01:24:00</a> - Final words: Event prep, gratitude, and next steps SOCIAL MEDIA:</li> <li>X: <a href="https://x.com/PunterJeff">https://x.com/PunterJeff</a></li> <li>X: <a href="https://x.com/BenWerkman">https://x.com/BenWerkman</a></li> <li>X: <a href="https://x.com/nithusezni">https://x.com/nithusezni</a></li> <li>X: <a href="https://x.com/TimKotzman">https://x.com/TimKotzman</a></li> <li>X: <a href="https://x.com/Z06Z07">https://x.com/Z06Z07</a></li> <li>X: <a href="https://x.com/Adrian_R_Morris">https://x.com/Adrian_R_Morris</a></li> <li>X: <a href="https://x.com/RealTrollstein">https://x.com/RealTrollstein</a></li> <li>X: <a href="https://x.com/MasonFoard">https://x.com/MasonFoard</a></li> <li>X: <a href="https://x.com/hillery_dan">https://x.com/hillery_dan</a></li> <li>X: <a href="https://x.com/JBerneburg">https://x.com/JBerneburg</a></li> <li>X: <a href="https://x.com/TheJesseMK">https://x.com/TheJesseMK</a> MSTR TRUE NORTH LINKS:</li> <li>True North Website: <a href="https://www.mstrtruenorth.com">https://www.mstrtruenorth.com</a></li> <li>X: <a href="https://x.com/MSTRTrueNorth">https://x.com/MSTRTrueNorth</a></li> <li>🛒 MERCH: <a href="https://thehodlshop.com/collections/t">https://thehodlshop.com/collections/t</a><a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbDZqMF9obW5aUGl5amFUY2NiSS1CQzhjblhXQXxBQ3Jtc0tuYWczSXB1bFRNMFl3ZlBlWDljX2ZPOUFGM3F0OUpUX0d2amNxS0lfOXY1U25XQzR5WlBPYnBnTWxHcEdiako1Y05CZ0lkVTFSRE1DRmdSTDB2VEJkMlhCMU9KMlUxbC1WUW9EWlRvTmIwUVJNa3gzOA&q=https%3A%2F%2Fthehodlshop.com%2Fcollections%2Ft..&v=5jLPnGVm0k4">..</a>.</li> <li>Youtube: @MSTRTrueNorth MSTR Links:</li> <li><a href="https://www.mstr-tracker.com">https://www.mstr-tracker.com</a></li> <li><a href="https://saylortracker.com/">https://saylortracker.com/</a></li> <li><a href="https://robinhood.com/us/en/stocks/MSTR/">https://robinhood.com/us/en/stocks/MSTR/</a></li> <li><a href="https://www.strategy.com/">https://www.strategy.com/</a> 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.</li> </ul>