Episode 6 – MSTR’s Bold BTC Bet

$MSTR True North Episode 6 – MSTR’s Bold BTC Bet

1:35:55 | Nov 18, 2024

🧭 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.

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.