MSTR True North, Author at MSTR True North

Episode 28 – $STRDing toward BTC Fixed Income

Published On: June 4th, 2025

True North - Episode 28 - $STRDing toward BTC Fixed Income

Agenda: 1. $MSTR update & Leverage tracking 2. $STRD / $STRF / $STRK - The Capital Stack & Quadruple threat ATM 3. BTC Conference - chat 4. BTC treasury revolution - Merger arb & structure 5. Etc (Moat, Cycle theory, S&P 500, BTC lending products, equity vs debt, $TSLA / Elon / Doge, BTC monopoly, etc)

$STRF ATM — Investment Grade Analysis & Market Comp Simulation

Published On: May 22nd, 2025

Episode 27 – BTC Opportunity Cost EVERYWHERE

Published On: May 21st, 2025

True North - Episode 27 - BTC Opportunity cost EVERYWHERE

Agenda: 1. BTC PRICE DISCOVERY! 2. Metaplanet LIMIT UP 3. Market update / Straw man & Steel man 4. BTC treasury revolution - Rewriting finance (Metrics) 5. $MSTR Q2 earnings & S&P 500 6. $STRK & $STRF primer 7. $STRK vs Real Estate / Fixed Income

Episode 26 – Capital Gravity Converging & Teeth Scarcity

Published On: May 14th, 2025

True North - Episode 26 - Capital Gravity Converging & Teeth Scarcity

Agenda: 1. $MSTR Leverage update & BTC buys 2. True North World & Strategy World takeaways 3. S&P 500 - Horizon & Scale (Math) 4. Financial Times video & thoughts 5. BTC Treasury Companies 6. $STRK & $STRF (Making a market) 7. Etc