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Michael Saylor
EXECUTIVE CHAIRMAN OF STRATEGY (MSTR)
Michael Saylor is the Executive Chairman and Co-Founder of Strategy (formerly MicroStrategy), a publicly traded business intelligence firm and the leading corporate pioneer of the Bitcoin Standard. He also founded Alarm.com, holds 48+ patents, and authored the bestseller The Mobile Wave.
A dual-degree graduate from MIT in Aerospace Engineering and History of Science, he founded Saylor Academy, a nonprofit that has provided free education to over 2 million students globally. He is widely recognized as one of the most influential voices in Bitcoin and corporate finance.
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Latest Episodes
Catch the signal—insights, strategies, and narratives from the frontier of Bitcoin, $MSTR, and macro. Find your True North.
True North - Episode 35 - "The iPhone moment"
Agenda: 1. $MSTR Leverage & stats update 2. Q2 2025 Earnings call review & Discussion (The iPhone moment) 3. Lay of the land BTC treasuries 4. Bitcoin as a Unit of Account
True North - Episode 34 - $STRC'ing the limits
Agenda: 1. $MSTR Leverage update & Q2 / Q3 update 2. $STRC - Presentation review / discussion 3. Quintuple threat ATM & BTC backed fixed income 4. Bears v Bulls - sentiment pulse 5. BTC treasury co landscape
True North - Episode 33 - Inject the Bitcoin Volatility Virus
Agenda: 1. $MSTR Leverage update & Q3 update 2. General lay of the land - Early, Very Early 3. Earnings comps & estimates 4. Convert / Prefs (Spreads / Volume / Delta) - Dan H. 5. S&P 500 debate & projections 6. Moon math? 7. Etc (Chanos basis trade, USG, BTC treasury co landscape)
True North - Episode 32 - Everything's Computer Credit
1. $MSTR Leverage update & Q3 update ($14B Fair Value Appreciation in Q2) 2. CONVERTIBLE Preferred Equity (Dive in) 3. Pref ceiling? 4. Market Landscape / Architecture 5. S&P 500 debate 6. Etc & questions
True North - Episode 31 - Wall Street Digital Gold Rush
Agenda: 1. $MSTR update & Leverage tracking 2. $STRD / $STRF / $STRK - Have we seen the last CB for MSTR? 3. BTC Prague update 4. BTC treasury and ETF tsunami 5. AI + Bitcoin = Abundance vs AI - Bitcoin = Overlords 6. Etc & questions (War mini dip, Fed, Nodes)
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