🧠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 shares* mNAV: 1.76* Market Cap: $85.53B* S&P 500 Rank: 112* BTC: 471,107⏱️ TIMESTAMPS & INSIGHTS:Introduction & MicroStrategy Overview* 00:00 - Introduction: Overview of MicroStrategy & discussion objectives* 03:40 - Preferred Equity 101: Ben Workman explains key financial concepts* 06:41 - “The Battlefront”: MicroStrategy’s deleveraging strategy* 10:25 - Bitcoin’s Role in Balance Sheet Strength: Why BTC price impacts stability* 13:42 - S&P 500 Inclusion Debate: How Bitcoin holdings affect eligibility* 17:23 - Bitcoin’s Game Theory Intensifies: Adoption acceleration & institutional resistance* 20:11 - Two Treasury Models: Buy & hold vs. financial engineering approach* 24:28 - Leverage & Volatility: How Bitcoin price movements impact corporate balance sheets* 28:36 - Bulls vs. Bears in Valuation Debates: Bitcoin’s role in earnings reports* 33:42 - Preferred Stock Offering (Strike): Structure, pricing & purpose* 37:52 - How ATMs Fund Dividends & Bitcoin Purchases: A dual approach* 42:05 - Preferred Stock vs. Common Stock: Risks & advantages in bankruptcy* 46:27 - SAB 121 Repeal & Banking Rules: Bitcoin custody implications* 50:44 - Bitcoin as Collateral for Loans: How corporations may leverage holdings* 55:20 - Who Buys Preferred Stock?: Institutional vs. retail investors* 01:05:31 - Convertible Debt vs. Preferred Stock: Understanding capital structure* 01:16:01 - Japan’s Bitcoin Strategy: Meta Planet’s impact in the Japanese market* 01:21:47 - Bitcoin as a Risk-On vs. Risk-Off Asset: How market conditions shape perception* 01:27:52 - Building a Capital Powerhouse: The long-term impact of BTC holdings* 01:34:06 - The Competitive Advantage of Bitcoin Treasury Strategies: Disrupting traditional finance* 01:40:41 - Preparing for Market Volatility: What’s next for MicroStrategy & Bitcoin* 01:46:56 - Staying Level-Headed in Financial Markets: Avoiding emotional decision-making* 01:52:42 - Community Updates & MicroStrategy World 2025: Upcoming events & opportunitiesSOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/BenWerkman* X: https://x.com/Adrian_R_Morris* X: https://x.com/TimKotzman* X: https://x.com/MasonFoardMSTR 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
