The crew hits on Q4 earnings expectations, investment insights, regulatory changes, and future predictions. Highlights include the January 17 option expiration, nation-state Bitcoin reserves, vote to increase authorized share count and MicroStrategy’s growth trajectory.
Market Snapshot
As of 1/16/25:
- Open: $357.20 | Close: $360.63
- Volume: 19,674,963 shares
- mNAV: ~1.99 | Market Cap: ~$88.63B
- BTC Holdings: 450,000
In This Episode
- 00:01:04 — Special Meeting Vote
- 00:05:29 — Option Expiration
- 00:08:11 — Inauguration Impact
- 00:10:06 — MicroStrategy Earnings
- 00:17:05 — Share Authorization
- 00:20:59 — Bitcoin Rally
- 00:22:38 — Political Impact
- 00:28:37 — Market Predictions
- 00:31:31 — Regulatory Changes
- 00:41:33 — Real Estate vs. Stocks
- 00:54:20 — Alternative Strategies
- 00:56:56 — Global Mortgage Markets
- 00:59:26 — Dividend Reinvestment
- 01:04:45 — Bitcoin Holdings
- 01:12:01 — Bitcoin ETFs
- 01:20:36 — MSTR Valuation
- 01:24:00 — Bitcoin Supply
- 01:26:33 — Bitcoin as Collateral
- 01:32:12 — Historical Analysis