True North Pulse – MSTR Q2 Earnings Explained: $11B net income & S&P 500 Hype | Jeff Walton

True North Pulse – MSTR Q2 Earnings Explained: $11B net income & S&P 500 Hype | Jeff Walton

0:13:38 | June 30, 2025

🧭 True North Pulse
Jeff has his finger on the pulse of Strategy’s $11B Q2 profit—driven by Bitcoin at $107K—which may now qualify the company for the S&P 500. This potential move could shake traditional finance to its core as Bitcoin reshapes valuation models and capital markets.

⏱️ TIMESTAMPS & INSIGHTS:

• 00:00:00 – MSTR Q2 Earnings: $11B profit thanks to Bitcoin’s $107K close
• 00:01:28 – S&P 500 Entry? MSTR now qualifies after four quarters of positive EPS
• 00:03:31 – Skeptics Push Back: Unrealized gains, cash flow doubts, Bitcoin confusion
• 00:04:56 – Finance Lagging: Wall Street still doesn’t know how to price Bitcoin
• 00:06:12 – Media Silence: No major outlets reporting Bitcoin’s Q2 closing price
• 00:07:47 – Valuation Chaos: Fiat vs Bitcoin systems clash on how to value MSTR
• 00:09:20 – MSTR’s Strategy: Reduced-volatility Bitcoin for fixed income investors
• 00:10:43 – Preferreds Surge: Yield, price, and capital efficiency all trending up
• 00:11:58 – Capital Flywheel: Reinvested dividends fuel new share issues & BTC buys

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.