🧠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 - Bitcoin Price Prediction: How a bold forecast came true* 04:51 - Market Optimism & Dollar Weakness: Key economic signals* 08:51 - Tesla, Trump & Market Sentiment: What’s shaping risk assets* 12:37 - Housing Market Risks: Is another crash coming?* 16:30 - Government Debt & Spending: Impact on markets* 21:44 - Bitcoin’s Role in the Economy: Strategic Reserve implications* 27:39 - Bitcoin Bonds & US Government: A new financial strategy?* 33:50 - Asymmetric Information & Bitcoin Investing: The unseen opportunity* 37:57 - Strike as an Investment: How it fits in a portfolio* 41:51 - $21B ATM Offering: Financial strategy behind Strike* 46:22 - Stock Buybacks & Market Strategy: Lessons from big players* 51:30 - Convertible Debt & Market Dynamics: How the game is played* 56:16 - Market Manipulation & Arbitrage: Who’s controlling the price?* 01:02:48 - Strategy's Market Strategy: A Bitcoin-driven future* 01:06:17 - Tesla’s Stock & Bitcoin’s Future: Investor perspectives* 01:12:36 - Portfolio Income & FIRE Principles: A Bitcoin-based strategy* 01:18:30 - Retirement Planning & Bitcoin Utility: Long-term wealth strategies* 01:24:54 - Bitcoin Yield & Risk: The challenges of earning yield* 01:28:45 - Bitcoin ETFs & Market Access: New investment opportunities* 01:34:05 - Strategy's Future Power: A Bitcoin-backed financial giant* 01:40:50 - Final Thoughts & Market Outlook: What’s next for Bitcoin?SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/TimKotzman* X: https://x.com/hillery_danMSTR 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/* https://www.strategy.com/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.
