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Trusted by Bitcoiners, $MSTR bulls, and macro minds sharpening their edge.
Expand your thesis. Sharpen your conviction. Stay tethered to the signal.
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.
Michael Saylor
@saylor
Michael Saylor
@saylor
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Recommended Tools
Track Strategy’s Bitcoin holdings and on-chain data with our go-to dashboards.
Latest Episodes
Catch the signal—insights, strategies, and narratives from the frontier of Bitcoin, $MSTR, and macro. Find your True North.
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)
True North - Episode 17 - Give me a lever long enough, and I shall move the world
Agenda: 1. Catalysts for 2025 & Playing Field 2. Research Segment: Intelligent Leverage & Implied Vol (@hillery_dan) 3. Koala Bear Sightings: WSJ & Barrons 4. ETC (FASB Accounting, HODL cave & CAGR, Inflation / CPI, Left tail, Catalysts)
True North - Episode 16 - Strategy₿
Agenda: 1. The Rebrand 2. Earnings Call & Intelligent Leverage 3. Sovereign Wealth Fund & SBR 4. ETC (FASB Accounting, Strategy world, Trade War, Bears, Catalysts)
True North - Episode 15 - The Battlefront
Agenda: 1. The Battlefront 2. Conversion of convertible debt & Leverage 3. $STRK (Structure, design, leverage, buyers, vol, yield) 4. Volatility - the asset 5. ETC (SAB 122, Inkind redemption for ETFs, SMLR upsizing, Metaplanet capital raise, Fed Interest Rates, Shitcoinery, Bears)
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