$MSTR True North Episode 14 – Have Space Suit, Will Travel
🧭 MSTR True North Episode 14: The crew covers BTC adoption, market catalysts, corporate strategies, AI integration, meme coins, NFT trends, MicroStrategy’s financial maneuvers, insights on government policies, and convertible note ETFs.
🎛️ As of this recording, 1/22/25, MicroStrategy’s (MSTR) performance:
- Open: $384.91
- Close: $377.31
- Volume: 15,920,700 shares
- mNAV: 1.98
- Market Cap: $92.73B
- S&P 500 Rank: 106
- BTC: 461,000
⏱️ Timestamps & Insights:
- 00:00 – Introduction: Overview of the episode and community updates
- 07:59 – Key catalysts: Upcoming Fed meeting, FTX repayments, and Bitcoin events
- 12:14 – Inauguration optics: Mag7 CEOs and their strategic presence
- 16:30 – Administration’s first 100 days: Policies, liquidity, and AI trends
- 21:58 – Corporate Bitcoin adoption: How smaller companies are leading the charge
- 26:11 – Bitcoin and AI: Integration into future economic systems
- 30:57 – Meme coins and manipulation: Impact on the crypto market
- 36:29 – NFT lessons: Market manipulation and rethinking digital ownership
- 43:40 – MicroStrategy’s playbook: Bitcoin, financial health, and leverage
- 49:08 – Government inefficiencies: Can AI streamline bureaucracy?
- 56:17 – Bitcoin reserves: States exploring strategic adoption
- 01:07:50 – Blackout periods: MicroStrategy’s Bitcoin purchasing dynamics
- 01:13:08 – Financial strategy: Future debt capacity and Bitcoin accumulation
- 01:20:03 – Corporate growth: Strategic flexibility in debt and equity markets
- 01:29:39 – Options investing strategies: MSTY vs Nithu
- 01:37:48 – Equity analysis: Shares as call options for investors
- 01:44:07 – Bitcoin in space: Currency considerations for Mars and beyond
- 01:50:58 – Convertible note ETFs: Bitcoin-focused investment strategies
- 02:02:39 – Conclusion: Bullish outlook for Bitcoin and MicroStrategy
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.
Share This Signal
LISTEN NOW
Catch every episode where we break down Bitcoin, MSTR, and the macro landscape—live, raw, and unscripted.
STORIES AND ARTICLES
Deep dives on capital structure, asymmetric trades, and the system we’re navigating. New perspectives dropping weekly.
