$MSTR True North Episode 26 – Capital Gravity Converging & Teeth Scarcity
🧭 MSTR True North Episode 26: The crew does a deep dive into MSTR, Bitcoin leverage, $STRK, and S&P 500 dynamics. Special guest LaDoger adds his perspective on the behind-the-scenes from the True North event.
🎛️ As of this recording, 5/14/25, Strategy’s (MSTR) performance:
- Open: $420.40
- Close: $416.75
- Volume: 10,681,100 shares
- mNAV: 2.13
- Market Cap: $113.94B
- U.S. Market Cap Ranking: 84
- BTC: 568,840
⏱️ Timestamps & Insights:
- 00:00:00 – Introduction: Podcast themes, tone, and guest introductions
- 00:05:35 – MSTR True North Origins: why it all started & the laser focus on BTC treasury companies
- 00:11:37 – MSTR Financials: BTC on balance sheet, leverage, equity strength and BTC Torque
- 00:17:35 – New Markets: Preferred stock & wildfire risk parallels
- 00:25:15 – $STRK’s purpose: High-yield fixed income meets Bitcoin exposure
- 00:32:14 – $STRK vs MSTR: Equity structure, mispricing, synthetic value
- 00:37:12 – Conference Recap: 2025 Strategy World highlights and community engagement
- 00:45:46 – Grain of Salt reveal: Vegas plans, documentary filming, team efforts
- 00:59:02 – Investor Relations: Digital shift, AI integration, Fong’s leadership
- 01:03:50 – LaDoger’s HQ trip: recap of his trip to DC
- 01:07:07 – Why torque, not leverage: Saylor’s reason for using Torque
- 01:13:30 – S&P 500: Inclusion mechanics, passive flows, market reaction
- 01:33:03 – Media Critique: Financial Times misrepresentation, narrative control
- 01:38:54 – Knowledge Gaps: Economic understanding, humility challenge and Grain’s rant
- 01:50:25 – Optimism vs Reality: Conference contrast, financial clarity
- 01:56:50 – Bitcoin treasury movement: escape velocity incoming and the adoption curve
- 02:18:40 – Final thought: The flywheel has initiated
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.
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