The crew opens with a balance sheet check-in on Strategy and Strive, then dig into why amplification, not a 1% difference in cost of capital, is the biggest driver of long-term shareholder returns.…
The crew kicks off Season 3 with a balance sheet check-in on Strategy and Strive: Strategy's 950 BTC purchase, STRC buybacks, cash versus convertible debt, and Strive's growing Bitcoin position,…
Agenda: -Bitcoin Balance Sheet update -"The Hole" paper review -Private Credit / Landscape -"Panic" clip Thank you to our sponsors: BitGo: https://www.bitgo.com/ SALT: https://saltlending.com/…
The crew examines Bitcoin’s technical setup as price converges around the power-law floor, the 200-week moving average, and the short-term holder realized price, then asks whether the latest bottoming…
Agenda: Balance Sheet and Credit Quality Update Buybacks/MSTR/US Treasury Strategy Q/A Thank you to our Sponsors: BitGo: https://www.bitgo.com/ SALT: https://saltlending.com/ ABUNDANT MINES:…
The crew takes apart the capital structure behind Strategy’s expanding Bitcoin balance sheet: the week’s common-stock issuance, Bitcoin sale, STRC repurchase, cash-reserve build, and the argument that…
Bring your thinking caps, we're getting into the math this week. Agenda: ColdCard Anxiety Suits & BTC Strategy B/S Moves & Updates MATH (Entropy / Randomness / Risk Probability) Collateral Exercises…
🎛️ As of this recording, 7/22/26, Strategy's (MSTR) performance: Open: $100.06 Close: $100.01 Volume: ~ 13M Shares mNAV: ~ 1.03 Market Cap: ~ $37.9B BTC: 843,775 ⏱️ TIMESTAMPS & INSIGHTS: 0:00 - True…
🧭 MSTR True North episode 16: The crew reflects on Strategy₿'s Q4 earnings call. Topics include the rebrand, Bitcoin strategy, leverage, and market impact. Key insights include debt management,…
🧭 MSTR True North episode 15: The crew explores MicroStrategy’s financial strategies, Bitcoin treasury management, preferred stock offering, and market trends. Other key areas include financial…
