True North Podcast

🧭 MSTR True North episode 31: Led by captain Solei, the crew does a deep dive on l the different Bitcoin treasury strategies, convertible notes, market sentiment, and how global investment dynamics—from the U.S. to Japan—are shaping the future of BTC-backed corporate finance. 🎛️ As of this recording, 6/25/25, Strategy's (MSTR) performance: Open: $384.83 Close: $388.67 Volume: 10,606,562 shares mN...

🧭 MSTR True North episode 30: in this episode the crew dives deep into leverage, MSTR’s balance sheet, BTC-backed yield, and market psychology—plus how treasury companies are evolving and why Bitcoin as collateral changes everything. 🎛️ As of this recording, 6/18/25, Strategy's (MSTR) performance: Open: $371.43 Close: $369.03 Volume: 9,200,500 shares mNAV: 1.85 Market Cap: $103.17B U.S. Market Ca...

🧭 MSTR True North episode 29: The crew does a deep dive into MSTR's leverage and the future outlook! Also included - Stride IPO insights, Bitcoin volatility, BTC yield projections, S&P 500 potential, fixed income appetite for yield & why Bitcoin-backed products are disrupting markets. 🎛️ As of this recording, 6/11/25, Strategy's (MSTR) performance: Open: $391.23 Close: $387.11 Volume: 6,812,152 s...

🧭 MSTR True North episode 28: In this episode the crew breaks down MSTR’s capital stack, Saylor's latest fixed income product creations, leverage analysis, and how digital yield products could reshape traditional finance. 🎛️ As of this recording, 6/4/25, Strategy's (MSTR) performance: Open: $385.80 Close: $378.10 Volume: 8,472,192 shares mNAV: 1.90 Market Cap: $105.62B U.S. Market Cap Ranking: 94...

🧭 MSTR True North episode 27: The crew dives deep into the institutional adoption of Bitcoin globally. Tune in to hear more about MetaPlanet, MSTR, Bitcoin treasuries, market sentiment, and why 2025 could be the breakout year for Bitcoin-aligned equities and cooperative finance. 🎛️ As of this recording, 5/21/25, Strategy's (MSTR) performance: Open: $415.92 Close: $402.69 Volume: 18,373,500 shares...

🧭 MSTR True North episode 26: The crew does a deep dive into MSTR, Bitcoin leverage, $STRK, and S&P 500 dynamics. Special guest LaDoger add his perspective on the behind-the-scenes from the True North event. 🎛️ As of this recording, 5/14/25, Strategy's (MSTR) performance: Open: $420.40 Close: $416.75 Volume: 10,681,100 shares mNAV: 2.13 Market Cap: $113.94B U.S. Market Cap Ranking: 84 BTC: 568,84...

🧭 MSTR True North episode 25: The team dives into market trends, MSTR Q1 earnings preview, and insights from the recent Bitcoin for Corporations event hosted by Bitwise. 🎛️ As of this recording, 4/30/25, Strategy's (MSTR) performance: Open: $373.78 Close: $380.11 Volume: 13,713,700 shares mNAV: 2.13 Market Cap: $103.74B U.S. Market Cap Ranking: 86 BTC: 553,555 ⏱️ TIMESTAMPS & INSIGHTS: 00:00:00 -...

🧭 MSTR True North episode 24: Deep dive into Strategy's securitized BTC financial products, covered calls, market cycles, and how AI and macro trends are shaping the future of Bitcoin and investing. Insightful, raw, and packed with alpha. 🎛️ As of this recording, 4/16/25, Strategy's (MSTR) performance: Open: $306.06 Close: $311.66 Volume: 12,814,000 shares mNAV: 2.06 Market Cap: $83.26B U.S. Mark...

🧭 MSTR True North episode 23: Jeff Park joins the MSTR True North crew to break down market volatility, the impact of tariffs, the options market + derivatives, income products, and why Bitcoin and Strategy remain key players in today’s shifting financial landscape.🎛️ As of this recording, 4/9/25, Strategy's (MSTR) performance:* Open: $242.02* Close: $296.86 * Volume: 38,261,400 shares* mNAV: 2.0...

🧭 MSTR True North episode 22: Featuring the rollout of the NEW True North website, the crew breaks down MSTR's latest BTC buys, provides details on the upcoming True North event, AI insights, GameStop’s BTC potential.🎛️ As of this recording, 4/2/25, Strategy's (MSTR) performance:* Open: $297.86 * Close: $312.54* Volume: 15,980,400 shares* mNAV: 2.11* Market Cap: $83.19B* U.S. Market Cap Ranking:...

🧭 MSTR True North episode 21: Featuring Jesse Myers this episode breaks down Strategy's Bitcoin accumulation vehicles, GameStop’s Bitcoin pivot, and MSTR's financial health heading out of Q1.🎛️ As of this recording, 3/26/25, Strategy's (MSTR) performance:* Open: $336.50* Close: $329.31* Volume: 16,732,400 shares* mNAV: 2.19* Market Cap: $85.72B* S&P 500 Rank: 117* BTC: 506,137⏱️ TIMESTAMPS & INSI...

🧭 MSTR True North episode 20: The crew explores economic signals, government debt, Bitcoin bonds, Strike’s $21B ATM, and Strategy's evolving role in the financial landscape.🎛️ As of this recording, 3/12/25, Strategy's (MSTR) performance:* Open: $264.60* Close: $262.55* Volume: 14,268,000 shares* mNAV: 1.65* Market Cap: $68.33B* S&P 500 Rank: 143* BTC: 499,096⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Bit...

🧭 MSTR True North episode 19: The crew dives into Bitcoin’s volatility, Strategy's Bitcoin playbook, Bitcoin Investor Week takeaways, institutional adoption, political developments, market trends, and the future of Bitcoin as a strategic reserve.🎛️ As of this recording, 3/5/25, Strategy's (MSTR) performance:* Open: $278.31* Close: $308.55* Volume: 25,987,900 shares* mNAV: 1.78* Market Cap: $80.31...

🧭 MSTR True North episode 18: The crew explore's Strategy's $2B convertible debt offering, market dynamics, capital raising insights, and the evolving role of banks in corporate finance.🎛️ As of this recording, 2/19/25, Strategy's (MSTR) performance:* Open: $337.30* Close: $318.67* Volume: 16,959,900 shares* mNAV: 1.80* Market Cap: $82.28B* S&P 500 Rank: 127* BTC: 478,740⏱️ TIMESTAMPS & INSIGHTS:...

🧭 MSTR True North episode 17: The crew explore's Bitcoin’s role in macroeconomics, inflation, Strategy's leverage ratios, S&P 500 inclusion, market volatility, and the impact of Federal Reserve policy on liquidity and asset prices.🎛️ As of this recording, 2/12/25, Strategy's (MSTR) performance:* Open: $315.96* Close: $326.82* Volume: 9,804,500 shares* mNAV: 1.80* Market Cap: $84.38B* S&P 500 Rank...

🧭 MSTR True North episode 16: The crew reflects on Strategy₿'s Q4 earnings call. Topics include the rebrand, Bitcoin strategy, leverage, and market impact. Key insights include debt management, investor sentiment, and future growth.🎛️ As of this recording, 2/5/25, MicroStrategy's (MSTR) performance:* Open: $349.00* Close: $336.70* Volume: 10,874,100 shares* mNAV: 1.87* Market Cap: $84.97B* S&P 50...

🧭 MSTR True North episode 15: The crew explores MicroStrategy’s financial strategies, Bitcoin treasury management, preferred stock offering, and market trends. Other key areas include financial engineering, leverage, and corporate Bitcoin adoption in this in-depth discussion.🎛️ As of this recording, 1/29/25, MicroStrategy's (MSTR) performance:* Open: $338.20* Close: $341.25* Volume: 11,675,200 sh...

🧭 MSTR True North episode 14: The crew covers BTC adoption, market catalysts, corporate strategies, AI integration, meme coins, NFT trends, MicroStrategy’s financial maneuvers, insights on government policies, and convertible note ETFs.🎛️ As of this recording, 1/22/25, MicroStrategy's (MSTR) performance:* Open: $384.91* Close: $377.31* Volume: 15,920,700 shares* mNAV: 1.98* Market Cap: $92.73B* S...

🧭 MSTR True North episode 7: The crew discusses the $2.6B convertible debt offering, Bitcoin adoption, profit strategies, market dynamics, valuation modelsl, long-term investing, tax strategies, community milestones, and MicroStrategy’s unique market position.🎛️ As of this recording, 11/20/24, MicroStrategy's (MSTR) performance:* Open: $463.40* Close: $473.83* Volume: 70,212,600 shares* mNAV: 3.4...

🧭 MSTR True North episode 6: The crew discusses MSTR's rapid BTC acquisitions, convertible debt, market cap growth, bold predictions for corporate and nation-state adoption, market shifts, and the future of digital capital.🎛️ As of this recording, 11/18/24, MicroStrategy's (MSTR) performance:* Open: $345.42* Close: $384.79* Volume: 32,745,900 shares* mNAV: 2.88* Market Cap: $86.45B* S&P 500 Rank:...

🧭 MSTR True North episode 5: The crew reflects on MicroStrategy's $300+ price. Additional topics include Key catalysts, market volatility, Bitcoin’s surge, Insights on ATM activity, nation-state FOMO, options strategies, and risk management.🎛️ As of this recording, 11/13/24, MicroStrategy's (MSTR) performance:* Open: $366.98* Close: $328.38* Volume: 46,238,500 shares* mNAV: 2.73* Market Cap: $69....

🧭 MSTR True North episode 4: The crew discusses Bitcoin's all-time high, with speculation on nation-state buying and MicroStrategy’s playbook driving market shifts. Topics include AI’s impact, Bitcoin’s future, investing tactics, mining risks, and MicroStrategy’s growth through convertible debt and catalysts.🎛️ As of this recording, 11/11/24, MicroStrategy's (MSTR) performance:* Open: $297.00* Cl...

🧭 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 s...

🧭 MSTR True North episode 2: 🎛️ As of this recording, 10/30/24, MicroStrategy's (MSTR) performance:* Open: $246.50* Close: $247.31* Volume: 20,593,300 shares* mNAV: 2.75* Market Cap: $50.12B* S&P 500 Rank: 195* BTC: 252,220⏱️ TIMESTAMPS & INSIGHTS:SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/Adrian_R_Morris* X: https://x.com/Z06Z07* X: https://x.com/ry...

🧭 MSTR True North episode 13: The crew hits on Q4 earnings expectations, investment insights, regulatory changes, and future predictions. Highlights include the January 17 option expiration, nation-state Bitcoin reserves, vote to increase authorized share count and MicroStrategy’s growth trajectory.🎛️ As of this recording, 1/16/25, MicroStrategy's (MSTR) performance:* Open: $357.20* Close: $360.6...