True North Pulse - MSTR Q2 Earnings Explained: $11B net income & S&P 500 Hype | Jeff Walton

Описание: 🧭 True North Pulse: Jeff has his finger on the pulse of Strategy’s $11B Q2 profit—driven by Bitcoin at $107K—may qualify it for the S&P 500. This move could shake traditional finance as BTC reshapes valuation models and capital markets.

⏱️ TIMESTAMPS & INSIGHTS:
00:00:00 - MSTR Q2 Earnings: $11B profit thanks to Bitcoin’s $107K close
00:01:28 - S&P 500 Entry? MSTR now qualifies after four quarters of positive EPS
00:03:31 - Skeptics Push Back: Unrealized gains, cash flow doubts, Bitcoin confusion
00:04:56 - Finance Lagging: Wall Street still doesn’t know how to price Bitcoin
00:06:12 - Media Silence: No major outlets reporting Bitcoin’s Q2 closing price
00:07:47 - Valuation Chaos: Fiat vs Bitcoin systems clash on how to value MSTR
00:09:20 - MSTR’s Strategy: Reduced-volatility Bitcoin for fixed income investors
00:10:43 - Preferreds Surge: Yield, price, and capital efficiency all trending up
00:11:58 - Capital Flywheel: Reinvested dividends fuel new share issues & BTC buys

TRUE NORTH SOCIAL MEDIA:
X: https://x.com/PunterJeff
X: https://x.com/BenWerkman
X: https://x.com/nithusezni
X: https://x.com/TimKotzman
X: https://x.com/Z06Z07
X: https://x.com/Adrian_R_Morris
X: https://x.com/RealTrollstein
X: https://x.com/MasonFoard
X: https://x.com/hillery_dan
X: https://x.com/JBerneburg
X: https://x.com/TheJesseMK
X: https://x.com/thebitcoingal

TRUE NORTH LINKS:
True North Website: https://www.mstrtruenorth.com
X: https://x.com/MSTRTrueNorth
🛒 MERCH: https://thehodlshop.com/collections/t...
Youtube: @MSTRTrueNorth

MSTR Links:
https://www.mstr-tracker.com
https://saylortracker.com/
https://robinhood.com/us/en/stocks/MSTR/
https://www.strategy.com/

Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions