We dived deep into MicroStrategy (MSTR) stock to help investors and Bitcoin enthusiasts understand its unique value and potential. We discussed what makes MSTR's bullish case so compelling, break down how to really value the stock, and bust some common myths around it. Topics we discussed: - MSTR’s bold $42B capital-raising plan: what it means for investors and the potential long-term impacts. - Why the NAV premium above 1 could be justified and how it plays into MSTR’s investment narrative. - The role of MicroStrategy’s software business: does it still matter, or is Bitcoin their only path forward? - A fresh look at financial statements through a Bitcoin-focused, modern perspective rather than traditional finance lenses. For anyone interested in MSTR’s strategy, the intersection of tech and Bitcoin, and the risks and rewards involved, this discussion is packed with insights you won’t want to miss! --------------------------------------------------------------------------------------- Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future: https://21stcapital.com/youtube --------------------------------------------------------------------------------------- Timestamps: 00:00 Overview 02:01 Introduction of the panel 9:36 MSTR Bullcase 17:34 MSTR is an Equity not a Commodity 21:26 MSTR Reflexivity and mNAV Expansion 24:09 MSTR mNAV Below 1 27:30 Top MSTR Catalysts 30:02 MSTR Premium Keeps Expanding 33:31 MSTR is Better than Mining 35:37 Bitcoin is Collateral 37:56 A Model of mNAV 41:47 MSTR vs. BTC 45:28 The $42B Plan & how it will impact the price 50:24 How is MSTR Share Creation Acretive? 56:43 Health of the software business 01:04:56 Will MSTR buy another company? 01:05:48 Performance of convertible bonds 01:06:56 Transition 01:08:07 MSTR as a refinery 01:16:01 Diversifying into Bitcoin 01:17:38 Effect of ETF Options on MSTR 01:21:05 Hottest stock in the universe 1:23:00 Fireworks are coming 1:25:21 Transition 1:26:04 MSTR is a mass-adoption driver 1:34:15 Orange man effect on Bitcoin 1:38:06 Devil’s advocate: MSTR risks 1:42:41 Doom’s day scenarios for BTC and MSTR 1:45:50 MSTR holders are allies to Bitcoin holders 1:47:50 What happens to MSTR in a BTC bear market 1:50:25 Meme coin capital into MSTR 1:52:20 MSTR may dampen the bear market 1:58:49 Conclusion 2:04:13 Polymarket Prediciton and Price