MSTR True North

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

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)

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

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