MSTR True North

True North - Episode 33 - Inject the Bitcoin Volatility Virus

Agenda: 1. $MSTR Leverage update & Q3 update 2. General lay of the land - Early, Very Early 3. Earnings comps & estimates 4. Convert / Prefs (Spreads / Volume / Delta) - Dan H. 5. S&P 500 debate & projections 6. Moon math? 7. Etc (Chanos basis trade, USG, BTC treasury co landscape)

True North - Episode 32 - Everything's Computer Credit

1. $MSTR Leverage update & Q3 update ($14B Fair Value Appreciation in Q2) 2. CONVERTIBLE Preferred Equity (Dive in) 3. Pref ceiling? 4. Market Landscape / Architecture 5. S&P 500 debate 6. Etc & questions

True North - Episode 31 - Wall Street Digital Gold Rush

Agenda: 1. $MSTR update & Leverage tracking 2. $STRD / $STRF / $STRK - Have we seen the last CB for MSTR? 3. BTC Prague update 4. BTC treasury and ETF tsunami 5. AI + Bitcoin = Abundance vs AI - Bitcoin = Overlords 6. Etc & questions (War mini dip, Fed, Nodes)

True North Now - Episode 2 - Inside look at The SmarterWeb Company | Featuring CEO Andrew Webley

Agenda: 1. SmarterWeb origin story & public listing 2. Bitcoin treasury strategy & 1,000 BTC goal 3. UK share facility model (ATM-style fundraising) 4. Public company transparency & community building 5. Final thoughts & future vision

True North - Episode 30 - Power of Collateral

Agenda: 1. $MSTR Leverage update 2. Market sentiment 3. Bitcoin use cases - Collateral 4. BTC Yield as a concept 5. S&P 500 tracker 6. Etc & questions (Fixed Income, Fed, War, Nodes)

True North Now - Episode 1 - Bitcoin Core, OP_Reurn & Knots Explained/ Featuring Rob Hamilton (Anchorwatch)

Agenda: 1. Lay of the land (Core / OP_Return / Knots / Spam) - What's the issue & Why? 2. Security / Decentralization threats? 3. Why should BTC treasury companies care? / What is their role? 4. Node running - Who should do this?

True North - Episode 29 - Fishing for the Fixed Income Market

Agenda: 1. $MSTR Leverage update & Quadruple Threat ATM 2. BTC Treasury Co update 3. $STRD IPO & $STRF / $STRK / $STRD Credit Spreads 4. PEG Ratios vs. Mag7 & Scale 5. S&P 500 tracker & Market Bewilderment 6. Fixed Income review