$STRF ATM — Investment Grade Analysis & Market Comp Simulation

$STRF ATM — Investment Grade Analysis & Market Comp Simulation

1:12:00 | May 22, 2025

🧭 MSTR True North: $STRF ATM Special Livestream
Jeff dives deep into MSTR’s bold Bitcoin strategy, Strife’s $2.1B ATM, and how potential S&P 500 inclusion could reshape markets. Learn why MSTR may dominate digital finance for the foreseeable future.

🎛️ As of this recording, 5/22/25, Strategy’s (MSTR) performance:

• Open: $413.20
• Close: $399.46
• Volume: 16,511,370 shares
• mNAV: 1.90
• Market Cap: $111.21B
• U.S. Market Cap Ranking: 85
• BTC: 576,230

⏱️ Timestamps & Insights:

• 00:00:00 – $STRF launch & demand: $2.1B ATM and why the market’s finally paying attention
• 00:04:26 – Bitcoin-backed equity risks: Breaking down the new financial risk model
• 00:08:25 – Strategic Bitcoin accumulation: Simulations on safe BTC balance sheet growth
• 00:13:13 – $200K $BTC projections: MSTR’s explosive upside in a bullish Bitcoin scenario
• 00:18:25 – Surviving Bitcoin crashes: How MSTR stays solvent with 75% BTC drawdown
• 00:24:18 – Global mNAV premiums: Why Japan’s premium spike matters for Bitcoin treasuries
• 00:30:50 – MSTR’s defensive moat: Why copycats can’t match the Bitcoin balance sheet
• 00:37:30 – S&P 500 front running: Zombie dollars on auto-pilot to Bitcoin
• 00:41:00 – Massive earnings ahead: The biggest story in finance is brewing
• 00:47:30 – S&P 500 qualification: What it takes and how MSTR punches their ticket
• 00:54:46 – Capital strategy with $STRF: Raising billions without shareholder dilution
• 00:59:25 – $130B capital inflow: How index funds could flood into MSTR
• 01:06:30 – High credit stability: Why MSTR remains safe even at low Bitcoin prices
• 01:10:15 – Investment grade tools: MSTR is leading the pack

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.