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Phong Le

@phongle • 42,719 subscribers

@Strategy CEO | #Bitcoin | $MSTR $STRC

Shorts

$MSTR is a boat and the Bitcoin cycle is the ocean. Our capital structure is designed to keep the boat afloat through the ebbing and flowing of the waves.

$MSTR is a boat and the Bitcoin cycle is the ocean. Our capital structure is designed to keep the boat afloat through the ebbing and flowing of the waves.

102,860 Aufrufe

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"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry

427,941 Aufrufe • vor 3 Monaten

I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

490,638 Aufrufe • vor 3 Monaten

I joined Bloomberg Bloomberg Crypto to discuss Strategy's return to buying Bitcoin, building a fortress balance sheet, MSCI’s index proposal, and equity market demand for Bitcoin. $MSTR 00:24 - Back to buying bitcoin:native and why the decision was not price-driven 00:43 - Fortress balance sheet: $72B of assets, $65B of Bitcoin, $7B USD Assets, and zero net debt 02:32 - Two-way capital management: net Bitcoin accumulation and operating company discipline 04:02 - Buying through the bull market: $80K, $100K, $130K, and beyond 04:39 - MSCI proposal: digital assets as operating assets and why the principle matters more than the index flow impact 07:24 - Dividend resilience: zero net leverage, USD Reserve, and equity capital flexibility 08:19 - $20B of equity capital raised, #4 issuer in the US, and continued demand for Bitcoin Treasuries

I joined Bloomberg Bloomberg Crypto to discuss Strategy's return to buying Bitcoin, building a fortress balance sheet, MSCI’s index proposal, and equity market demand for Bitcoin. $MSTR 00:24 - Back to buying bitcoin:native and why the decision was not price-driven 00:43 - Fortress balance sheet: $72B of assets, $65B of Bitcoin, $7B USD Assets, and zero net debt 02:32 - Two-way capital management: net Bitcoin accumulation and operating company discipline 04:02 - Buying through the bull market: $80K, $100K, $130K, and beyond 04:39 - MSCI proposal: digital assets as operating assets and why the principle matters more than the index flow impact 07:24 - Dividend resilience: zero net leverage, USD Reserve, and equity capital flexibility 08:19 - $20B of equity capital raised, #4 issuer in the US, and continued demand for Bitcoin Treasuries

253,878 Aufrufe • vor 2 Monaten

I joined Liz Claman on FOX Business to discuss Strategy buying 175K Bitcoin this year to be the world's largest institutional holder of Bitcoin. We are the JPMorgan of the digital economy.

I joined Liz Claman on FOX Business to discuss Strategy buying 175K Bitcoin this year to be the world's largest institutional holder of Bitcoin. We are the JPMorgan of the digital economy.

329,840 Aufrufe • vor 2 Monaten

$STRC is Digital Credit for everyone. After one year, it has grown to $10B. It is designed to be high yield (currently 12%), high liquidity ($143M average daily trading volume), and low volatility (10%), trading between $99 and $100. It is supported by strong collateral coverage: $72B of $BTC (6.4X BTC rating) and $6B of USD (3.8 years of dividend coverage). Digital Credit addresses the $300 trillion credit market. $STRC has also become the platform for innovation in the digital assets ecosystem, including yield-generating stablecoins and tokens. These products, built on STRC, have already grown to $500M. Get ready for year two of $STRC. I discuss the potential with Natalie Brunell ⚡️.

$STRC is Digital Credit for everyone. After one year, it has grown to $10B. It is designed to be high yield (currently 12%), high liquidity ($143M average daily trading volume), and low volatility (10%), trading between $99 and $100. It is supported by strong collateral coverage: $72B of $BTC (6.4X BTC rating) and $6B of USD (3.8 years of dividend coverage). Digital Credit addresses the $300 trillion credit market. $STRC has also become the platform for innovation in the digital assets ecosystem, including yield-generating stablecoins and tokens. These products, built on STRC, have already grown to $500M. Get ready for year two of $STRC. I discuss the potential with Natalie Brunell ⚡️.

86,967 Aufrufe • vor 1 Monat

"I believe in math over ideology." Thanks Kelly Evans and Steve Liesman.

"I believe in math over ideology." Thanks Kelly Evans and Steve Liesman.

315,152 Aufrufe • vor 5 Monaten

"We're the largest holder of Bitcoin in the world. We're the largest purchaser of Bitcoin in the world. And we'll continue to be". Watch my conversation with CNBC Power Lunch below. 00:00 — "We're net purchasers of Bitcoin." The 32 BTC sale helped inoculate the market, test our processes, and capture tax losses over time 1:47 — We balance the needs of our constituents: $MSTR and $STRC shareholders, $BTC hodlers, and debt holders 3:07 — Four-year cycles, macro volatility, geopolitical conflict, inflation uncertainty, Fed policy, Clarity 4:15 — Bitcoin is a hedge against inflation and big government 5:32 — Capital that rotates from $BTC to AI will come back to $BTC 6:42 — With clearer rules, every major bank is going to flood into $BTC and crypto 7:27 — Expanding financial-system access is good for Bitcoin

"We're the largest holder of Bitcoin in the world. We're the largest purchaser of Bitcoin in the world. And we'll continue to be". Watch my conversation with CNBC Power Lunch below. 00:00 — "We're net purchasers of Bitcoin." The 32 BTC sale helped inoculate the market, test our processes, and capture tax losses over time 1:47 — We balance the needs of our constituents: $MSTR and $STRC shareholders, $BTC hodlers, and debt holders 3:07 — Four-year cycles, macro volatility, geopolitical conflict, inflation uncertainty, Fed policy, Clarity 4:15 — Bitcoin is a hedge against inflation and big government 5:32 — Capital that rotates from $BTC to AI will come back to $BTC 6:42 — With clearer rules, every major bank is going to flood into $BTC and crypto 7:27 — Expanding financial-system access is good for Bitcoin

238,330 Aufrufe • vor 4 Monaten

Just joined CNBC to talk #Bitcoin, $MSTR, and $STRC. Conviction in our Strategy is strong. More to come.

Just joined CNBC to talk #Bitcoin, $MSTR, and $STRC. Conviction in our Strategy is strong. More to come.

344,220 Aufrufe • vor 8 Monaten

$STRC shareholders: thank you for your trust in Strategy. I wanted to personally walk you through the proposed amendment and what it means for you. Your vote matters and the deadline is June 7, 2026.

$STRC shareholders: thank you for your trust in Strategy. I wanted to personally walk you through the proposed amendment and what it means for you. Your vote matters and the deadline is June 7, 2026.

179,219 Aufrufe • vor 5 Monaten

We hold 845,050 bitcoin, 4% of total supply, and ~20X as much Bitcoin as the next-largest Bitcoin Treasury Company in the world. Our goal is to make Bitcoin accessible to the masses through the capital markets. $MSTR WOLF

We hold 845,050 bitcoin, 4% of total supply, and ~20X as much Bitcoin as the next-largest Bitcoin Treasury Company in the world. Our goal is to make Bitcoin accessible to the masses through the capital markets. $MSTR WOLF

66,616 Aufrufe • vor 1 Monat

My conversation with The Wolf Of All Streets on Yahoo Finance on Strategy, the largest holder of Bitcoin in the world, why $GOOG and $MSTR use preferred equity, paying $STRC dividends, buying and selling $BTC, and $MSTR performance.

My conversation with The Wolf Of All Streets on Yahoo Finance on Strategy, the largest holder of Bitcoin in the world, why $GOOG and $MSTR use preferred equity, paying $STRC dividends, buying and selling $BTC, and $MSTR performance.

129,247 Aufrufe • vor 4 Monaten

My interview with Mark Moss on Digital Capital, Equity, and Credit, and my professional and personal journey to #Bitcoin, Strategy , and $STRC.

My interview with Mark Moss on Digital Capital, Equity, and Credit, and my professional and personal journey to #Bitcoin, Strategy , and $STRC.

147,490 Aufrufe • vor 5 Monaten

#Bitcoin is Digital Capital. $STRC is Digital Credit. Strategy is Amplified Bitcoin. FOX Business Liz Claman

#Bitcoin is Digital Capital. $STRC is Digital Credit. Strategy is Amplified Bitcoin. FOX Business Liz Claman

195,585 Aufrufe • vor 8 Monaten

Strategy rising.

Strategy rising.

104,796 Aufrufe • vor 5 Monaten

2026 is the year decentralized and traditional finance converge around Bitcoin. This week at Strategy World, Morgan Stanley announced a full-stack of Bitcoin services — exchange, custody, lending, and yield. Bitcoin is for everyone.

2026 is the year decentralized and traditional finance converge around Bitcoin. This week at Strategy World, Morgan Stanley announced a full-stack of Bitcoin services — exchange, custody, lending, and yield. Bitcoin is for everyone.

123,578 Aufrufe • vor 8 Monaten

“We take week-to-week actions… we think strategically year-to-year, and really, long term we think in 4-5 year time horizons.” Growing Bitcoin per share requires both tactical execution and long-term thinking. My discussion with The Wolf Of All Streets.

“We take week-to-week actions… we think strategically year-to-year, and really, long term we think in 4-5 year time horizons.” Growing Bitcoin per share requires both tactical execution and long-term thinking. My discussion with The Wolf Of All Streets.

65,486 Aufrufe • vor 4 Monaten

For corporate CFOs and Treasurers, this is a compelling discussion on capital allocation strategy. Ben Hunnewell, CFO of Prevalon Energy — a leader in off-grid AI data center infrastructure — explains why they made an eight-figure investment in $STRC.

For corporate CFOs and Treasurers, this is a compelling discussion on capital allocation strategy. Ben Hunnewell, CFO of Prevalon Energy — a leader in off-grid AI data center infrastructure — explains why they made an eight-figure investment in $STRC.

79,646 Aufrufe • vor 8 Monaten

Jeffrey Solomon of TD Bank explains the evolution of the ATM and how Strategy's approach opens direct capital access to individual investors — with enhanced transparency and disclosure.

Jeffrey Solomon of TD Bank explains the evolution of the ATM and how Strategy's approach opens direct capital access to individual investors — with enhanced transparency and disclosure.

29,698 Aufrufe • vor 8 Monaten

#Bitcoin is a profound scientific breakthrough, a singular human achievement that should inspire generations to come. We must study it. We must teach it. We must understand it. Korok Ray on the launch of the Bitcoin Education Institute Bitcoin Education Institute, a new nonprofit advancing Bitcoin education.

#Bitcoin is a profound scientific breakthrough, a singular human achievement that should inspire generations to come. We must study it. We must teach it. We must understand it. Korok Ray on the launch of the Bitcoin Education Institute Bitcoin Education Institute, a new nonprofit advancing Bitcoin education.

25,761 Aufrufe • vor 8 Monaten

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