True North Podcast

T'was The Night Before Earnings | True North Podcast | Ep. 25

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🧭 MSTR True North episode 25: The team dives into market trends, MSTR Q1 earnings preview, and insights from the recent Bitcoin for Corporations event hosted by Bitwise. 🎛️ As of this recording, 4/30/25, Strategy's (MSTR) performance:

  • Open: $373.78
  • Close: $380.11
  • Volume: 13,713,700 shares
  • mNAV: 2.13
  • Market Cap: $103.74B
  • U.S. Market Cap Ranking: 86
  • BTC: 553,555
    • ⏱️ TIMESTAMPS & INSIGHTS:
  • 00:00:00 - Kickoff: Back from Bitwise, upcoming MSTR TN World and Agenda
  • 00:03:30 - Swan’s getting to Werk: Ben’s new CIO role
  • 00:07:17 - MSTR TN World: latest updates from the team
  • 00:14:13 - MSTR by the numbers: BTC holdings, leverage ratio and capital position
  • 00:19:30 - Narrative shift: From ETF doubts to MSTR dominance and growing moat
  • 00:24:00 - Investing strategy: Picking BTC treasury companies
  • 00:27:01 - MSTR’s moat: Why competitors can’t catch up
  • 00:30:42 - Trust and debt: Why MSTR is built on a network of trust
  • 00:34:40 - Credit spreads: Relative risk comparisons for $MSTR vs others
  • 00:42:35 - Meeting Saylor: Converts, marketing and insights
  • 00:47:52 - Market maturity: New derivative products and options
  • 00:53:00 - Bitcoin flywheel: Ecosystem growth, financialization and cooperation
  • 01:07:20 - Corporate BTC: How adoption could spread fast
  • 01:13:06 - Earnings preview: Mark-to-market impact and Q1 outlook
  • 01:18:13 - Future forecast: MSTR as a top-10 stock if BTC hits $150K
  • 01:22:04 - S&P 500 talk: What MSTR inclusion could mean
  • 01:24:00 - Final words: Event prep, gratitude, and next steps
    • 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
    • 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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