🧭 MSTR True North episode 19: The crew dives into Bitcoin’s volatility, Strategy's Bitcoin playbook, Bitcoin Investor Week takeaways, institutional adoption, political developments, market trends, and the future of Bitcoin as a strategic reserve.

🎛️ As of this recording, 3/5/25, Strategy's (MSTR) performance:
Open: $278.31
Close: $308.55
Volume: 25,987,900 shares
mNAV: 1.78
Market Cap: $80.31B
S&P 500 Rank: 125
BTC: 499,096

⏱️ TIMESTAMPS & INSIGHTS:
00:00 - Introduction and Market Overview: Bitcoin volatility and market updates
04:08 - Strategy's Bitcoin Strategy: Leverage update and asset-liability ratio
07:31 - Bitcoin Investor Week Recap: Market sentiment and key takeaways
15:52 - The Rise of Bitcoin as Collateral: Growing use in financial products
16:52 - Institutional Interest in Bitcoin Treasuries: Banks and investment firms enter the space
19:51 - Political Developments & Bitcoin Reserve: Strategic implications and regulatory discussions
33:36 - The Importance of BTC & Stablecoin Concerns: Why Bitcoin matters and risks of stablecoins
38:56 - Bitcoin Ownership & Network Security: Market dominance and risks of centralization
42:21 - Market Volatility & MSTR Stock: Trends in MSTR price and leverage impact
48:21 - Investment Strategy & Portfolio Management: Bitcoin as a core position in investing
53:45 - Options Trading & Risk Management: Strategies for managing volatility
58:51 - Market Outlook & Upcoming Events: Key events affecting Bitcoin and MSTR
01:04:18 - $MSTY vs Soleli: Overview of results
01:10:14 - Strategy's Financials & S&P 500 Inclusion: Impact of accounting rules and potential index entry
01:14:00 - GameStop’s Potential Bitcoin Strategy: Speculation on a corporate BTC purchase
01:22:20 - Quant Bros Anniversary & Strategy's Future: Reflections and bullish predictions
01:31:07 - Market Cap Comparisons & Bitcoin’s Future: Bitcoin vs traditional assets and AI narratives
01:34:53 - State-Level Bitcoin Legislation: US states moving toward Bitcoin-friendly policies
01:40:53 - Bitcoin vs. USD: Inflation, fixed supply, and long-term value
01:42:37 - Conclusion & Upcoming Discussions: Final thoughts and next big events

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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 decisio