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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 22 - Liberation Day Chess
Agenda: 1. $MSTR Leverage & Stats update 2. Strategy World & $MSTR True North World 3. MSTR TN Website 4. S&P 500 chase 5. Solei v MSTY 6. Etc (GME / Tariffs / STRF / STRK / Converts / Thai EQ / 0% Ordinary Bonds / Green Shoe / etc)
True North - Episode 21 - If you build it, they will come
Special Guest @Croesus_BTC !!
Agenda: 1. $MSTR Recent buys & leverage update 2. RECENT Events ($84k prophecy) 3. $STRF / $STRK - Preferred Stock products - @Croesus_BTC Jesse Myers to Join us 4. The $6B Gorilla $GME 5. S&P 500 Chase / EPS estimates / Ranking 6. Strategy World 7. Etc (Collateral, Metaplanet AGM, Marketplace, Hurdle Rate, Coyotes v Rabbits, Debt social construct, Power of Retail)
True North - Episode 20 - Weeks When Decades Happen
Agenda: 1. $MSTR True North - History 2. Macro Landscape / SBR / DC @btcpolicyorg 3. $STRK $21B Plan & Role in a portfolio 4. @TimKotzman & Phong Lee discussion 5. $MSTY vs @nithusezni 6. Bonus: (Discussion: Convert Arb trade convo with Richard Byworth / OCC / RE leverage / BTC yield / New BTC products, etc)
True North - Episode 19 - VOL IS BACK & Bitcoin Treasuries
Agenda: 1. $MSTR Recent Bitcoin Buys - Leverage update 2. Bitcoin Investor Week - Recap 3. VOL with @hillery_dan 4. $MSTY vs @nithusezni 5. FASB - horizon 6. Bonus: (Discussion / Questions)
True North - Episode 18 - Convertibles ON DECK
Agenda: 1. Convertible Debt - Nitty Gritty & Back test 2. Research segment: IV refresh / Options activity @hillery_dan 3. Max Pain analysis - @Adrian_R_Morris 4. $MSTY vs @nithusezni 5. Bonus: (13-F filings and open discussion, Bears, trends, surprises)
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