In Episode 10, MSTR True North Episode 10: Explore MicroStrategy’s growth, QQQ inclusion, quantum computing’s impact, and economic insights. Key discussion points include microstrategy stock update, corporate bitcoin strategy, merchandise for a cause, vancouver’s bitcoin-friendly motion, microsoft shareholder vote. Market context: MSTR closed at $411.40 with mNAV at ~2.3.
Market Snapshot
- Date: 12/11/24
- MSTR Open/Close: $385.66 / $411.40
- Volume: 27,594,400 shares
- mNAV: ~2.3
- Market Cap: ~$92.43B
- U.S. Market Cap Rank: 105
- BTC Held: 423,650
Chapters
- 00:00:00 — Introduction: Overview of MicroStrategy True North and agenda
- 00:01:38 — MicroStrategy Stock Update: Price and market movements
- 00:02:05 — Corporate Bitcoin Strategy: Adoption trends among corporations and miners
- 00:03:51 — Merchandise for a Cause: Supporting kid analysts at MSTR World Conference
- 00:05:17 — Vancouver’s Bitcoin-Friendly Motion: City council’s bold step forward
- 00:06:04 — Microsoft Shareholder Vote: Rejection of Bitcoin on their balance sheet
- 00:08:02 — Symbolic Bitcoin Adoptions: How major companies could impact the market
- 00:11:20 — MicroStrategy’s Growth: Using the “Saylor Playbook” for financial strategies
- 00:16:08 — Nvidia and AI: Future of technology in AI and Bitcoin intersections
- 00:18:09 — Who Needs Bitcoin: How individuals and companies can benefit
- 00:23:07 — Economic Disruption: Bitcoin and the concept of modern Ponzi schemes
- 00:24:24 — Potential QQQ Inclusion: Market implications for MicroStrategy stock
- 00:26:02 — Bear Sightings: Addressing Bitcoin skeptics and misinformation
- 00:31:40 — Accounting Changes: Understanding Bitcoin as an intangible asset
- 00:40:37 — Relentless Buyers: ETFs driving investment in Bitcoin
- 00:51:32 — MicroStrategy’s Index Inclusions: Current and future implications
- 00:55:13 — Black Swan Events: Market crashes and their opportunities
- 00:57:12 — Quantum Computing Risks: Potential but unlikely threats to Bitcoin
- 00:59:56 — Upcoming Catalysts: Key events affecting Bitcoin and MicroStrategy
- 01:27:28 — NAV Premium Analysis: Understanding arbitrage and MSTR performance
- 02:03:30 — January 2025 Option Expiry: Market maker strategies and hedging
- 02:08:42 — Gamma Squeeze Potential: How it could affect MicroStrategy stock
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