True North Podcast

Chapter 2 "Full Sail Ahead"

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🧭 MSTR True North episode 39: This episode kicks off with the news tied to the Strive acquisition and the push to maintain authenticity. The rest of the discussion highlights all the bews in Bitcoin Treasury space in the last 3 weeks.🎛️ As of this recording, 9/24/25, Strategy's (MSTR) performance:

  • Open: $330.63
  • Close: $323.31
  • Volume: 9,153,097 shares
  • mNAV: 1.37
  • Market Cap: $91.4B
  • U.S. Market Cap Ranking: 114
  • BTC: 639,835
  • 00:00:00 - Episode Agenda & Outlook: Markets, Bitcoin, capital structure updates
  • 00:02:32 - Strategic Acquisition: True North & Strive
  • 00:06:40 - Reverse Merger & authenticity: Media company deal opens doors & keeping authenticity
  • 00:11:00 - Networking & Capital: you can just do things
  • 00:13:35 - Long-Term Conviction: Holding firm through setbacks
  • 00:19:20 - Unconferenced NYC: king of BTCTC events
  • 00:23:02 - H.C. Wainwright Keynote: Market education vs. criticism led by Saylor
  • 00:26:19 - Bitcoin Leverage Update: Treasury model risk profile
  • 00:31:08 - $STRC: the desire to get to par and the impact to leverage
  • 00:35:26 - ATM Usage Strategy: dividend obligations and leverage tools
  • 00:38:15 - Wrapping Yield Products: Global access via new instruments
  • 00:41:20 - Fixed Income Disruption: Bitcoin challenges legacy debt and platforms
  • 00:45:03 - Bitcoin Interest Edge: Outpaces banks with 9% yield
    • ...more
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