True North Podcast

Capital Gravity Converging & Teeth Scarcity | True North Podcast | Ep. 26

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🧭 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: 568,840
    • ⏱️ TIMESTAMPS & INSIGHTS:
  • 0:00:00 - Introduction: Podcast themes, tone, and guest introductions
  • 0:05:35 - MSTR True North Origins: why it all started & the laser focus on BTC treasury companies
  • 0:11:37 - MSTR Financials: BTC on balance sheet, leverage, equity strength and BTC Torque
  • 0:17:35 - New Markets: Preferred stock & wildfire risk parallels
  • 0:25:15 - $STRK’s purpose: High-yield fixed income meets Bitcoin exposure
  • 0:32:14 - $STRK vs MSTR: Equity structure, mispricing, synthetic value
  • 0:37:12 - Conference Recap: 2025 Strategy World highlights and community engagement
  • 0:45:46 - Grain of Salt reveal: Vegas plans, documentary filming, team efforts
  • 0:59:02 - Investor Relations: Digital shift, AI integration, Phong's leadership
  • 1:03:50 - LaDoger’s HQ trip: recap of his trip to DC
  • 1:07:07 - Why torque, not leverage: Saylor’s reason for using Torque
  • 1:13:30 - S&P 500: Inclusion mechanics, passive flows, market reaction
  • 1:33:03 - Media Critique: Financial Times misrepresentation, narrative control
  • 1:38:54 - Knowledge Gaps: Economic understanding, humility challenge and Grain’s rant
  • 1:50:25 - Optimism vs Reality: Conference contrast, financial clarity
  • 1:56:50 - Bitcoin treasury movement: escape velocity incoming and the adoption curve
  • 2:18:40 - Final thought: The flywheel has initiated
    • SOCIAL MEDIA:
  • X: https://x.com/PunterJeff
  • X: https://x.com/BenWerkman
  • X: https://x.com/nithusezni
  • X: https://x.com/TimKotzman
  • X: https://x.com/Z06Z07
  • X: https://x.com/Adrian_R_Morris
  • X: https://x.com/RealTrollstein
  • X: https://x.com/MasonFoard
  • X: https://x.com/hillery_dan
  • X: https://x.com/JBerneburg
  • X: https://x.com/TheJesseMK
  • X: https://x.com/thebitcoingal
    • Special guest:
  • X: https://x.com/LaDoger21
    • 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.
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