🧭 MSTR True North episode 13: The crew hits on Q4 earnings expectations, investment insights, regulatory changes, and future predictions. Highlights include the January 17 option expiration, nation-state Bitcoin reserves, vote to increase authorized share count and MicroStrategy’s growth trajectory.🎛️ As of this recording, 1/16/25, MicroStrategy's (MSTR) performance:* Open: $357.20* Close: $360.63* Volume: 19,674,963 shares* mNAV: 1.99* Market Cap: $88.63B* S&P 500 Rank: 107* BTC: 450,000⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Introduction: Overview of episode topics and agenda.* 01:04 - Special Meeting Vote: Key events scheduled for January 21.* 05:29 - Option Expiration: January 17 as a potential gamma squeeze trigger.* 08:11 - Inauguration Impact: Executive orders and their implications for Bitcoin.* 10:06 - MicroStrategy Earnings: Q4 expectations and upcoming catalysts.* 17:05 - Share Authorization: Discussion on the proposed increase to 10 billion shares.* 20:59 - Bitcoin Rally: Speculation and potential price action drivers.* 22:38 - Political Impact: National Bitcoin strategy under a new administration.* 28:37 - Market Predictions: Expected trends and potential price movements.* 31:31 - Regulatory Changes: How SAB 121 could reshape Bitcoin adoption.* 41:33 - Real Estate vs. Stocks: Shifting investment preferences and returns.* 54:20 - Alternative Strategies: Generating monthly income with Bitcoin and MSTR.* 56:56 - Global Mortgage Markets: Differences in loans across countries.* 59:26 - Dividend Reinvestment: MSTY performance and DRIP benefits.* 01:04:45 - Bitcoin Holdings: Predicting MicroStrategy’s future acquisitions.* 01:12:01 - Bitcoin ETFs: Growing influence on US-based investments.* 01:20:36 - MSTR Valuation: Growth potential and market perception.* 01:24:00 - Bitcoin Supply: Predictions leading to 2032’s scarcity.* 01:26:33 - Bitcoin as Collateral: Future financial developments.* 01:32:12 - Historical Analysis: MicroStrategy’s NAV and index inclusion.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/Z06Z07* X: https://x.com/nithusezni* X: https://x.com/hillery_danMSTR TRUE NORTH LINKS:* 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/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.