Rethinking Microstrategy (MSTR) Valuation
The November 04, 2025 episode of MSTR True North features Adam Livingston explaining why MSTR’s market value behaves like a sentiment multiple rather than a controllable “MNAV lever.”
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MSTR True North
Bitcoin‑Backed Preferreds Challenge T‑Bills
The July 23, 2025 episode of MSTR True North explains MicroStrategy could withstand an 88% Bitcoin drawdown while expanding its 67,770‑coin treasury. STRC is a new zero‑duration preferred, positioning it as a rival to short‑dated Treasuries.
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Bitcoin Yield and Convertible Bond Innovations
On March 12, 2025, the MSTR True North podcast featured Richard Byworth discussing groundbreaking Bitcoin yield products and convertible bond strategies. The conversation focused on risk management, operational due diligence, and innovative trading approaches amid volatile market conditions.
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