• Published On: November 20th, 2024

    True North - Episode 7 - Bitcoin Bonds And Breakthroughs

    Agenda: 1. Catalyst Update 2. Convertible Debt Size & Scale 3. NAV Multiplier Market (Info Asymmetry) 4. Nov 29th - $QQQ Rank 5. $APP QQQ inclusion

  • Published On: November 18th, 2024

    True North - Episode 6 - MSTR’s Bold BTC Bet

    Agenda: 1. +51,780 BTC 2. $1.75B Convertible Debt + $250M 3. Nov 29th

  • Published On: November 13th, 2024

    True North - Episode 5 - Volatility is Vitality

    Agenda: 1. Welcome MSTR tourists! 2. Catalyst update 3. Volatility & price action 4. ATM / Convertible debt 5. Horizon

  • Published On: November 11th, 2024

    True North - Episode 4 of True North - MSTR & BTC Highs

    Agenda: 1. $MSTR all time high 2. Bitcoin all time high 3. Price discovery

  • Published On: November 6th, 2024

    True North - Episode 3 - Post Election Discussion

    Agenda: 1. Catalysts 2. Election chat & implications 3. @Danny85732 valuation model 4. Price parity

  • Published On: October 30th, 2024

    True North - Episode 2 - Q3 Earnings in Review

    Agenda: 1. Earnings Review 2. Convertible Debt market depth 3. $MSFT game theory

  • Published On: October 23rd, 2024

    True North - Episode 1 - Navigating MSTR and BTC

    Agenda: 1. Introduction 2. Catalysts 3. Saylor Video