Strategy x True North Interview: A cutting-edge conversation about the future of Strategy with the CEO, Phong Le. 00:21 – Welcome 03:24 – Bitcoin-backed credit: reinventing capital markets 06:13 – Robinhood listing prefs 10:00 – Scaling prefs to a $30–300B market 15:33 – Cultural movement around Strategy 20:20 –... Bitcoin opens doors 25:57 – Strategy’s software business 30:39 – The 2030 vision 36:22 – Bitcoin treasury ecosystem 40:25 – Bitcoin in traditional banks 47:08 – Buying Bitcoin with your bank 50:59 – Why Strategy 54:07 – Closing thoughtsshow more

@_adrian The Next Trillion Dollar Company | Phong Le Interview

@Strategy @_adrian Let’s go @_adrian!

@Strategy @_adrian Next interview with @JoshMandell6, Phong. No more softballs

@BenPhiat @Strategy @_adrian Let’s go Adriannnn 💪 😤

@Strategy @_adrian Ask why the shareholders got screwed last 12 months because you changed the 3 year plan

@BenPhiat @Strategy @_adrian Sorry, this podcast lacks credibility until $asst goes over $3. Shareholders are the “credit”

@Strategy @_adrian very nice!

@Strategy @_adrian LETS GO @_adrian We been waiting for this.

@saylor @Strategy @_adrian Goated interview

@Strategy @_adrian With Adrian? Why. He sucks.

@saylor @Strategy @_adrian Strategy is the future

@Strategy @_adrian Great interview Adrian 💙

@Strategy @_adrian Great job Adrian! High signal in this interview!

@Strategy @_adrian 🔥

@Strategy @_adrian This was good

@Strategy @_adrian Nice !!! 🧡

@Strategy @_adrian Oh wow- need to watch immediately!

@Strategy @_adrian 🔥🔥🔥

@Strategy @_adrian II should watch this content

@Strategy @_adrian I love the “Why Strategy” section where he gives you zero reasons to invest in Strategy…other than, “compare us to other investment options” at which time we say, “you’re right. Why would I invest in MSTR when I can just invest in BTC or another stock such as NVDA”

@Strategy @_adrian Great interview Adrian. Thank you— also the whole TN team who often reminds us that we are still early. Phong Li, Saylor, and Strategy are laying it down and are awesome in their controlled confidence and outlook.

@Strategy @_adrian MSTR lost 50% against Bitcoin in last 11-12 months. Thank you Saylor

@Strategy @_adrian And now that lady invested and lost 35% of her retirement fund due to “Bitcoin per share”.

@Strategy @_adrian Adrian is great

@Strategy @_adrian 2030? I think MSTR will disappear in US stocks next year

@Strategy @_adrian I think that $Sofi will be the first to allow self custody of #Bitcoin. I used to be an investor of them (before I moved everything over to MSTR) and follow them a lot. Mark my words!

@Strategy @_adrian Love this, @_adrian - thanks!

@Strategy @_adrian 🙏🏿

@Strategy @_adrian What started as a balance sheet allocation is evolving into a multi-sector ecosystem play.

@Strategy @_adrian Great interview Phong and @_adrian . I watched the entire interview straight through. It briefly touched on many points. Can't wait for the future. Yes the financial world can be slow to change but wait a few years. The adoption curve for new products is not linear. 🟠

@saylor @Strategy @_adrian Strategy doesn’t lose

@Strategy @_adrian The shift from balance sheet to infrastructure play is wild

@Strategy @_adrian Excellent sit down and discussion. Thank you for sharing.