Explore MicroStrategy’s growth, QQQ inclusion, quantum computing’s impact, and economic insights. Dive into key catalysts, corporate adoption, NAV analysis, and ETF dynamics in this packed episode of MicroStrategy True North.
Market Snapshot
As of 12/11/24:
- Open: $385.66 | Close: $411.40
- Volume: 27,594,400 shares
- mNAV: ~2.3 | Market Cap: ~$92.43B
- BTC Holdings: 423,650
In This Episode
- 00:01:38 — MicroStrategy Stock Update
- 00:02:05 — Corporate Bitcoin Strategy
- 00:03:51 — Merchandise for a Cause
- 00:05:17 — Vancouver’s Bitcoin-Friendly Motion
- 00:06:04 — Microsoft Shareholder Vote
- 00:08:02 — Symbolic Bitcoin Adoptions
- 00:11:20 — MicroStrategy’s Growth
- 00:16:08 — Nvidia and AI
- 00:18:09 — Who Needs Bitcoin
- 00:23:07 — Economic Disruption
- 00:24:24 — Potential QQQ Inclusion
- 00:26:02 — Bear Sightings
- 00:31:40 — Accounting Changes
- 00:40:37 — Relentless Buyers
- 00:51:32 — MicroStrategy’s Index Inclusions
- 00:55:13 — Black Swan Events
- 00:57:12 — Quantum Computing Risks
- 00:59:56 — Upcoming Catalysts
- 01:27:28 — NAV Premium Analysis
- 02:03:30 — January 2025 Option Expiry
- 02:08:42 — Gamma Squeeze Potential