MSTR True North

True North - Episode 25 - T'was the night before earnings

Agenda: 1. $MSTR Stats update 2. Strategy World & True North World 3. Bitwise Event in NYC (last week) 4. MSTR Earnings prep 5. Etc

True North - Episode 24 - The Bitcoin Orchestra

Agenda: 1. $MSTR Leverage update 2. Strategy World & $MSTR True North World 3. Bitcoin Orchestra & Financial Harmony 4. Mortgage Backed Securities timeline 5. De*oupling 6. Etc (Liquidity, TARP, Powell, PANIC)

True North - Episode 23 - On/Off/On/Off/On/Off

Special Guest: @dgt10011

Agenda: 1. $MSTR Leverage update 2. Strategy World & $MSTR True North World - More tickets released this Friday 3. Tariff Roller Coaster 4. MSTR Covered Call products 5. Financial Strength - relativities 6. Etc (Horizon, Future Catalysts, Liquidity, AI, etc)

True North - Episode 22 - Liberation Day Chess

Agenda: 1. $MSTR Leverage & Stats update 2. Strategy World & $MSTR True North World 3. MSTR TN Website 4. S&P 500 chase 5. Solei v MSTY 6. Etc (GME / Tariffs / STRF / STRK / Converts / Thai EQ / 0% Ordinary Bonds / Green Shoe / etc)

True North - Episode 21 - If you build it, they will come

Special Guest @Croesus_BTC !!

Agenda: 1. $MSTR Recent buys & leverage update 2. RECENT Events ($84k prophecy) 3. $STRF / $STRK - Preferred Stock products - @Croesus_BTC Jesse Myers to Join us 4. The $6B Gorilla $GME 5. S&P 500 Chase / EPS estimates / Ranking 6. Strategy World 7. Etc (Collateral, Metaplanet AGM, Marketplace, Hurdle Rate, Coyotes v Rabbits, Debt social construct, Power of Retail)

True North - Episode 20 - Weeks When Decades Happen

Agenda: 1. $MSTR True North - History 2. Macro Landscape / SBR / DC @btcpolicyorg 3. $STRK $21B Plan & Role in a portfolio 4. @TimKotzman & Phong Lee discussion 5. $MSTY vs @nithusezni 6. Bonus: (Discussion: Convert Arb trade convo with Richard Byworth / OCC / RE leverage / BTC yield / New BTC products, etc)

True North - Episode 19 - VOL IS BACK & Bitcoin Treasuries

Agenda: 1. $MSTR Recent Bitcoin Buys - Leverage update 2. Bitcoin Investor Week - Recap 3. VOL with @hillery_dan 4. $MSTY vs @nithusezni 5. FASB - horizon 6. Bonus: (Discussion / Questions)

True North - Episode 18 - Convertibles ON DECK

Agenda: 1. Convertible Debt - Nitty Gritty & Back test 2. Research segment: IV refresh / Options activity @hillery_dan 3. Max Pain analysis - @Adrian_R_Morris 4. $MSTY vs @nithusezni 5. Bonus: (13-F filings and open discussion, Bears, trends, surprises)