The crew does a deep dive into MSTR, Bitcoin leverage, $STRK, and S&P 500 dynamics. Special guest LaDoger add his perspective on the behind-the-scenes from the True North event.
Market Snapshot
As of 5/14/25:
- Open: $420.40 | Close: $416.75
- Volume: 10,681,100 shares
- mNAV: ~2.13 | Market Cap: ~$113.94B
- BTC Holdings: 568,840
In This Episode
- 00:05:35 — True North Origins
- 00:11:37 — MSTR Financials
- 00:17:35 — New Markets
- 00:25:15 — $STRK’s purpose
- 00:32:14 — $STRK vs MSTR
- 00:37:12 — Conference Recap
- 00:45:46 — Grain of Salt reveal
- 00:59:02 — Investor Relations
- 01:03:50 — LaDoger’s HQ trip
- 01:07:07 — Why torque, not leverage
- 01:13:30 — S&P 500
- 01:33:03 — Media Critique
- 01:38:54 — Knowledge Gaps
- 01:50:25 — Optimism vs Reality
- 01:56:50 — Bitcoin treasury movement
- 02:18:40 — Final thought