🧭 MSTR True North episode 22: Featuring the rollout of the NEW True North website, the crew breaks down MSTR's latest BTC buys, provides details on the upcoming True North event, AI insights, GameStop’s BTC potential.🎛️ As of this recording, 4/2/25, Strategy's (MSTR) performance:* Open: $297.86 * Close: $312.54* Volume: 15,980,400 shares* mNAV: 2.11* Market Cap: $83.19B* U.S. Market Cap Ranking: 118* BTC: 528,185⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Website launch & MSTR TN world: True North official website launch & event details* 19:00 - Big Bitcoin buy: analysis of the 22,000 BTC added last week * 23:00 - Capital stack & product market fit: breakdown of Strategy’s evolving capital structure * 39:00 - Decoupling: Bitcoin vs QQQ and the shift to a risk-off narrative* 49:00 - AI impact: Language models and clean data reshaping business* 01:04:00 - ATM strategy: How Strategy can intelligently leverage ATM’s based on market conditions* 01:12:20 - $MSTR/$IBIT: Correlation analysis with Mason* 01:15:00 - S&P 500 discussion: What inclusion means for MSTR in 2025* 01:25:30 - Repricing coming?: Trillions in value absorbed by BTC and the impact to $MSTR* 01:29:00 - Soleil vs $MSTY: Updated scoreboard* 01:38:00 - GameStop x Bitcoin: $1.5B BTC buy on the table following convertible note closing* 01:48:00 - Market watch: Sideways until tax day, new financial data app* 01:52:00 - Final push: May 5th True North event and big week ahead* 01:58:00 - Going live: Meeting in Orlando + Saylor on stage with Jeff, Ben & TimeSOCIAL 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/TheJesseMKMSTR TRUE NORTH LINKS:* True North Website: https://www.mstrtruenorth.org* 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.