🧭 MSTR True North episode 3: The crew covers post-election impacts, Bitcoin catalysts, Q3 earnings, ETF inclusion, macroeconomic trends, Bitcoin adoption strategies, and future projections for MSTR and BTC, with discussions on valuation, market psychology, and global adoption.🎛️ As of this recording, 11/6/24, MicroStrategy's (MSTR) performance:* Open: $260.00* Close: $257.81* Volume: 26,270,400 shares* mNAV: 2.74* Market Cap: $52.24B* S&P 500 Rank: 193* BTC: 252,220⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Agenda: Catalysts, elections, Bitcoin impact, and valuation updates.* 02:38 - Q3 earnings overview: A record-setting performance.* 08:12 - QQQ rank day: ETF cash flow impacts.* 10:47 - ETF inclusion: Market reactions and implications for MSTR.* 16:57 - Roaring 20s analogy: Recession predictions debunked.* 19:40 - SAB 121: Bitcoin custody and bipartisan support.* 22:23 - US budget: Deficit concerns and money printing.* 29:53 - Elon Musk: Speculations on government efficiency leadership.* 35:54 - Strategic Bitcoin Reserve: US gold reserves discussion.* 43:02 - Bitcoin strategy: CFOs’ fiduciary responsibilty* 45:01 - Saylor’s guide: Implementing Bitcoin on balance sheets.* 57:10 - Wealth advisor insights: Knowledge gaps on Bitcoin.* 59:06 - Industry disruption: Lessons from Blockbuster and Uber.* 01:02:52 - Digital capital: The transformative potential of Bitcoin.* 01:05:51 - Projection: Bitcoin price to reach $200k by 2027.* 01:17:12 - Bitcoin vs. gold: Price parity analysis.* 01:24:20 - $100k Bitcoin: Market euphoria and its ripple effects.* 01:31:25 - Next phase of adoption: Collateral usage and global adoption.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/nithusezni* X: https://x.com/Z06Z07* X: https://x.com/ryQuant* X: https://x.com/hillery_danMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 MERCH: https://thehodlshop.com/collections/t…* Youtube: @MSTRTrueNorthMSTR Links:* https://www.mstr-tracker.com* https://saylortracker.com/* https://robinhood.com/us/en/stocks/MSTR/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.