MSTR True North

True North - Episode 36 - Building a Digital Empire

Agenda: 1. Price action (beyond the ATM) 2. Building a digital empire (dematerialization) 3. BTCTC network obligations (if any) 4. Cooperative competition (rules of engagement) 5. Etc & questions (Feds on the streets)

True North - Episode 35 - "The iPhone moment"

Agenda: 1. $MSTR Leverage & stats update 2. Q2 2025 Earnings call review & Discussion (The iPhone moment) 3. Lay of the land BTC treasuries 4. Bitcoin as a Unit of Account

True North - Episode 34 - $STRC'ing the limits

Agenda: 1. $MSTR Leverage update & Q2 / Q3 update 2. $STRC - Presentation review / discussion 3. Quintuple threat ATM & BTC backed fixed income 4. Bears v Bulls - sentiment pulse 5. BTC treasury co landscape

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