Episode 22 – Liberation Day Chess

$MSTR True North Episode 22 – Liberation Day Chess

2:01:02 | Apr 02, 2025

🧭 MSTR True North Episode 22: Featuring the rollout of the NEW True North website, the crew breaks down MSTR’s latest BTC buys, provides details on the upcoming True North event, shares AI insights, and speculates on GameStop’s Bitcoin potential.

🎛️ As of this recording, 4/2/25, Strategy’s (MSTR) performance:

• Open: $297.86
• Close: $312.54
• Volume: 15,980,400 shares
• mNAV: 2.11
• Market Cap: $83.19B
• U.S. Market Cap Ranking: 118
• BTC: 528,185

⏱️ Timestamps & Insights:

• 00:00 – Website launch & MSTR TN world: True North official website launch & event details
• 19:00 – Big Bitcoin buy: Analysis of the 22,000 BTC added last week
• 23:00 – Capital stack & product market fit: Breakdown of Strategy’s evolving capital structure
• 39:00 – Decoupling: Bitcoin vs QQQ and the shift to a risk-off narrative
• 49:00 – AI impact: Language models and clean data reshaping business
• 01:04:00 – ATM strategy: How Strategy can intelligently leverage ATMs based on market conditions
• 01:12:20 – $MSTR/$IBIT: Correlation analysis with Mason
• 01:15:00 – S&P 500 discussion: What inclusion means for MSTR in 2025
• 01:25:30 – Repricing coming?: Trillions in value absorbed by BTC and the impact to $MSTR
• 01:29:00 – Soleil vs $MSTY: Updated scoreboard
• 01:38:00 – GameStop x Bitcoin: $1.5B BTC buy on the table following convertible note closing
• 01:48:00 – Market watch: Sideways until tax day, new financial data app
• 01:52:00 – Final push: May 5th True North event and big week ahead
• 01:58:00 – Going live: Meeting in Orlando + Saylor on stage with Jeff, Ben & Tim

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.