🧠MSTR True North episode 1: The crew reviews MicroStrategy’s rise, Bitcoin adoption, market insights, and future catalysts in this debut episode of “True North.” Also includes in depth analysis, and discussion on valuation, institutional trends, and navigating misinformation.🎛️ As of this recording, 10/24/24, MicroStrategy's (MSTR) performance:* Open: $220.09* Close: 235.89* Volume: 23,221,500 shares* mNAV: 2.78* Market Cap: $47.80B* S&P 500 Rank: 203* BTC: 252,220⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Introduction: Welcome to the first live stream of “True North.”* 01:19 - MicroStrategy overview: A look at its recent stock price surge.* 04:34 - Market frenzy: The rise of r/WallStreetBets and a short squeeze on MSTR.* 07:20 - Member intros: Expertise from finance, engineering, and IT consulting.* 08:58 - Alt season predictions: Why 2025 may be the year of MicroStrategy.* 12:54 - Bitcoin adoption: Why now is the moment for Bitcoin’s growth.* 14:19 - Dylan’s analysis: Institutional shifts and evolving dynamics.* 16:11 - Ryan’s intro: Personal journey and collaborative goals.* 19:06 - Upcoming events: Catalysts like Q3 earnings and Fed meetings.* 21:19 - Bitcoin First recap: Insights from a professional, interactive event.* 28:20 - The Saylor debate: Custody, misinformation, and institutional perspectives.* 35:07 - Government role: Bitcoin seizure myths and economic realities.* 39:59 - Institutional custody: Implications for Bitcoin’s future.* 44:18 - Bitcoin as collateral: Shaping financial products and lending.* 46:55 - Valuation insights: mNAV, narratives, and growth prospects.* 53:15 - MicroStrategy’s strategy: Monetizing Bitcoin holdings.* 56:32 - Business models: Drawing parallels with Amazon’s growth.* 01:01:00 - Human capital: MicroStrategy’s talent-driven innovations.* 01:07:43 - Addressing critics: Understanding differing perspectives.* 01:12:44 - Saylor’s evolution: Aligning with institutional players.* 01:19:32 - Bitcoin standard: A new metric for corporate finance.* 01:23:34 - Forestry analogy: Applying growth models to Bitcoin investments.* 01:29:55 - Large companies: Apple and Nvidia entering the Bitcoin space.* 01:33:32 - Tectonic shifts: Paul Tudor Jones and Bitcoin’s transformative potential.* 01:40:46 - Zombie companies: Leveraging Bitcoin for delayed dilution.* 01:46:28 - Catalysts ahead: Upcoming market movers and events.* 01:52:37 - Options strategies: Exercising options for future growth.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/Z06Z07* X: https://x.com/nithusezni* X: https://x.com/Adrian_R_Morris* X: https://x.com/Z06Z07* X: https://x.com/DylanLeClair_* X: https://x.com/BenWerkmanMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t...* Youtube: @MSTRTrueNorth MSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.
