True North Podcast

"Bitcoin Did This" | True North Podcast | Ep. 51

Listen Later

🧭 MSTR True North episode 51: 🎛️ As of this recording, 1/14/26, Strategy's (MSTR) performance:

  • Open: $178.64
  • Close: $179.33
  • Volume: 40,257,000 Shares
  • mNAV: 1.07
  • Market Cap: $57.32B
  • U.S. Market Cap Ranking: #192
  • BTC: 687,410
    • ⏱️ TIMESTAMPS & INSIGHTS:
  • 00:00:00 - Intro: NFA, agenda and True North overview
  • 00:04:50 - Capital Structure Overview: MSTR and STRC balance sheet changes
  • 00:07:27 - Leverage & mNAV Dynamics: Common and preferred equity expansion
  • 00:10:33 - Digital Credit Impact: Bid creation on Bitcoin price
  • 00:16:34 - Stretch Interest Rate Effects: Potential rate hikes and market response
  • 00:17:40 - Symmetry Test Explained: Raising equity at positive mNAV
  • 00:23:31 - Capital Raising Strategy: Common and preferred equity interplay
    • Be part of the True North In-Side Event experience. Tickets available here: 👉 https://luma.com/tnb4c26 Strategy World sign-up: https://www.strategysoftware.com/worl… Use discount code TrueNorth for 20% off your registration—just a little bonus for our True North community. MSTR TRUE NORTH LINKS:
  • True North Website: https://www.mstrtruenorth.com
  • X: https://x.com/MSTRTrueNorth
  • đź›’ 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.
    ...more
    View all episodesView all episodes
    Download on the App Store
    True North PodcastBy True North Podcast