Episode 1 – Navigating MSTR and BTC

$MSTR True North Episode 1 – navigating MSTR and BTC

2:06:58 | Oct 23, 2024

🧭 MSTR True North Episode 1: The crew reviews MicroStrategy’s rise, Bitcoin adoption, market insights, and future catalysts in this debut episode of “True North.” Also includes in-depth analysis, and discussion on valuation, institutional trends, and navigating misinformation.

🎛️ As of this recording (10/24/24), MicroStrategy’s (MSTR) performance:

• Open: $220.09
• Close: $235.89
• Volume: 23,221,500 shares
• mNAV: 2.78
• Market Cap: $47.80B
• S&P 500 Rank: 203
• BTC: 252,220

⏱️ Timestamps & Insights:

• 00:00 – Introduction: Welcome to the first live stream of “True North.”
• 01:19 – MicroStrategy overview: A look at its recent stock price surge.
• 04:34 – Market frenzy: The rise of r/WallStreetBets and a short squeeze on MSTR.
• 07:20 – Member intros: Expertise from finance, engineering, and IT consulting.
• 08:58 – Alt season predictions: Why 2025 may be the year of MicroStrategy.
• 12:54 – Bitcoin adoption: Why now is the moment for Bitcoin’s growth.
• 14:19 – Dylan’s analysis: Institutional shifts and evolving dynamics.
• 16:11 – Ryan’s intro: Personal journey and collaborative goals.
• 19:06 – Upcoming events: Catalysts like Q3 earnings and Fed meetings.
• 21:19 – Bitcoin First recap: Insights from a professional, interactive event.
• 28:20 – The Saylor debate: Custody, misinformation, and institutional perspectives.
• 35:07 – Government role: Bitcoin seizure myths and economic realities.
• 39:59 – Institutional custody: Implications for Bitcoin’s future.
• 44:18 – Bitcoin as collateral: Shaping financial products and lending.
• 46:55 – Valuation insights: mNAV, narratives, and growth prospects.
• 53:15 – MicroStrategy’s strategy: Monetizing Bitcoin holdings.
• 56:32 – Business models: Drawing parallels with Amazon’s growth.
• 01:01:00 – Human capital: MicroStrategy’s talent-driven innovations.
• 01:07:43 – Addressing critics: Understanding differing perspectives.
• 01:12:44 – Saylor’s evolution: Aligning with institutional players.
• 01:19:32 – Bitcoin standard: A new metric for corporate finance.
• 01:23:34 – Forestry analogy: Applying growth models to Bitcoin investments.
• 01:29:55 – Large companies: Apple and Nvidia entering the Bitcoin space.
• 01:33:32 – Tectonic shifts: Paul Tudor Jones and Bitcoin’s transformative potential.
• 01:40:46 – Zombie companies: Leveraging Bitcoin for delayed dilution.
• 01:46:28 – Catalysts ahead: Upcoming market movers and events.
• 01:52:37 – Options strategies: Exercising options for future growth.

Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.