$MSTR True North Episode 21 – If You Build It, They Will Come
🧭 MSTR True North Episode 20: The crew explores economic signals, government debt, Bitcoin bonds, Strike’s $21B ATM, and Strategy’s evolving role in the financial landscape.
🎛️ As of this recording, 3/12/25, Strategy’s (MSTR) performance:
- Open: $264.60
- Close: $262.55
- Volume: 14,268,000 shares
- mNAV: 1.65
- Market Cap: $68.33B
- S&P 500 Rank: 143
- BTC: 499,096
⏱️ Timestamps & Insights:
- 00:00 – Bitcoin Price Prediction: How a bold forecast came true
- 04:51 – Market Optimism & Dollar Weakness: Key economic signals
- 08:51 – Tesla, Trump & Market Sentiment: What’s shaping risk assets
- 12:37 – Housing Market Risks: Is another crash coming?
- 16:30 – Government Debt & Spending: Impact on markets
- 21:44 – Bitcoin’s Role in the Economy: Strategic Reserve implications
- 27:39 – Bitcoin Bonds & US Government: A new financial strategy?
- 33:50 – Asymmetric Information & Bitcoin Investing: The unseen opportunity
- 37:57 – Strike as an Investment: How it fits in a portfolio
- 41:51 – $21B ATM Offering: Financial strategy behind Strike
- 46:22 – Stock Buybacks & Market Strategy: Lessons from big players
- 51:30 – Convertible Debt & Market Dynamics: How the game is played
- 56:16 – Market Manipulation & Arbitrage: Who’s controlling the price?
- 01:02:48 – Strategy’s Market Strategy: A Bitcoin-driven future
- 01:06:17 – Tesla’s Stock & Bitcoin’s Future: Investor perspectives
- 01:12:36 – Portfolio Income & FIRE Principles: A Bitcoin-based strategy
- 01:18:30 – Retirement Planning & Bitcoin Utility: Long-term wealth strategies
- 01:24:54 – Bitcoin Yield & Risk: The challenges of earning yield
- 01:28:45 – Bitcoin ETFs & Market Access: New investment opportunities
- 01:34:05 – Strategy’s Future Power: A Bitcoin-backed financial giant
- 01:40:50 – Final Thoughts & Market Outlook: What’s next for Bitcoin?
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.
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