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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 39 - Chapter 2 "Full Sail Ahead"
Agenda: 1. New owner, who dis? 2. Strategy Stats update 3. Everything since 8/20 (Interest Rates, Options on prefs, PIPEs, BTCTC mNAV compression, Bots, Risk & Leverage, AI reflexivity, BTC/GLD, No S&P 500, BTC conference, HC Wainwright presentation, CoreVknots, M&A, Working in Bitcoin, BTC as a UOA, GAAP Earnings, etc)
True North Episode 38 - No Days Off
Agenda: 1. Research
True North Episode 37 - Navigating the Storm
Agenda: 1. Housekeeping 2. mNAV guidance 3. Risk / BTC backed credit & Refinancing 4. Market Landscape / Capital markets / Scale 5. Broad Discussion
True North - Episode 36 - Building a Digital Empire
Agenda: 1. Price action (beyond the ATM) 2. Building a digital empire (dematerialization) 3. BTCTC network obligations (if any) 4. Cooperative competition (rules of engagement) 5. Etc & questions (Feds on the streets)
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
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