Episode 3 – Post Election Discussion

$MSTR True North Episode 3 – Post Election Discussion

1:32:58 | Nov 6, 2024

🧭 MSTR True North Episode 3: The crew covers post-election impacts, Bitcoin catalysts, Q3 earnings, ETF inclusion, macroeconomic trends, Bitcoin adoption strategies, and future projections for MSTR and BTC, with discussions on valuation, market psychology, and global adoption.

🎛️ As of this recording, 11/6/24, MicroStrategy’s (MSTR) performance:

• Open: $260.00
• Close: $257.81
• Volume: 26,270,400 shares
• mNAV: 2.74
• Market Cap: $52.24B
• S&P 500 Rank: 193
• BTC: 252,220

⏱️ Timestamps & Insights:

• 00:00 – Agenda: Catalysts, elections, Bitcoin impact, and valuation updates.
• 02:38 – Q3 earnings overview: A record-setting performance.
• 08:12 – QQQ rank day: ETF cash flow impacts.
• 10:47 – ETF inclusion: Market reactions and implications for MSTR.
• 16:57 – Roaring 20s analogy: Recession predictions debunked.
• 19:40 – SAB 121: Bitcoin custody and bipartisan support.
• 22:23 – US budget: Deficit concerns and money printing.
• 29:53 – Elon Musk: Speculations on government efficiency leadership.
• 35:54 – Strategic Bitcoin Reserve: US gold reserves discussion.
• 43:02 – Bitcoin strategy: CFOs’ fiduciary responsibility.
• 45:01 – Saylor’s guide: Implementing Bitcoin on balance sheets.
• 57:10 – Wealth advisor insights: Knowledge gaps on Bitcoin.
• 59:06 – Industry disruption: Lessons from Blockbuster and Uber.
• 01:02:52 – Digital capital: The transformative potential of Bitcoin.
• 01:05:51 – Projection: Bitcoin price to reach $200k by 2027.
• 01:17:12 – Bitcoin vs. gold: Price parity analysis.
• 01:24:20 – $100k Bitcoin: Market euphoria and its ripple effects.
• 01:31:25 – Next phase of adoption: Collateral usage and global adoption.

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.