Episode 10 – The Most Hated Rally in Finance

$MSTR True North Episode 10 – The Most Hated Rally in Finance

2:14:33 | Dec 11, 2024

🧭 MSTR True North Episode 10: Explore MicroStrategy’s growth, QQQ inclusion, quantum computing’s impact, and economic insights. Dive into key catalysts, corporate adoption, NAV analysis, and ETF dynamics in this packed episode of MicroStrategy True North.

🎛️ As of this recording, 12/11/24, MicroStrategy’s (MSTR) performance:

• Open: $385.66
• Close: $411.40
• Volume: 27,594,400 shares
• mNAV: 2.3
• Market Cap: $92.43B
• S&P 500 Rank: 105
• BTC: 423,650

⏱️ Timestamps & Insights:

• 00:00 – Introduction: Overview of MicroStrategy True North and agenda
• 01:38 – MicroStrategy Stock Update: Price and market movements
• 02:05 – Corporate Bitcoin Strategy: Adoption trends among corporations and miners
• 03:51 – Merchandise for a Cause: Supporting kid analysts at MSTR World Conference
• 05:17 – Vancouver’s Bitcoin-Friendly Motion: City council’s bold step forward
• 06:04 – Microsoft Shareholder Vote: Rejection of Bitcoin on their balance sheet
• 08:02 – Symbolic Bitcoin Adoptions: How major companies could impact the market
• 11:20 – MicroStrategy’s Growth: Using the “Saylor Playbook” for financial strategies
• 16:08 – Nvidia and AI: Future of technology in AI and Bitcoin intersections
• 18:09 – Who Needs Bitcoin: How individuals and companies can benefit
• 23:07 – Economic Disruption: Bitcoin and the concept of modern Ponzi schemes
• 24:24 – Potential QQQ Inclusion: Market implications for MicroStrategy stock
• 26:02 – Bear Sightings: Addressing Bitcoin skeptics and misinformation
• 31:40 – Accounting Changes: Understanding Bitcoin as an intangible asset
• 40:37 – Relentless Buyers: ETFs driving investment in Bitcoin
• 51:32 – MicroStrategy’s Index Inclusions: Current and future implications
• 55:13 – Black Swan Events: Market crashes and their opportunities
• 57:12 – Quantum Computing Risks: Potential but unlikely threats to Bitcoin
• 59:56 – Upcoming Catalysts: Key events affecting Bitcoin and MicroStrategy
• 01:27:28 – NAV Premium Analysis: Understanding arbitrage and MSTR performance
• 02:03:30 – January 2025 Option Expiry: Market maker strategies and hedging
• 02:08:42 – Gamma Squeeze Potential: How it could affect MicroStrategy stock

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.