Strategy CEO Phong Le on Bitcoin Treasury Companies

Phong Le, CEO of Strategy, joins the show to discuss what's going on at Strategy, Bitcoin advocacy, and whether Strategy will become the largest and most profitable company in the world.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

https://www.strategy.com/

0:00 - Intro

0:32 - Phong’s background and experience at Strategy

2:40 - Serving on Strategy’s Board of Directors and how the Executive Team and Board work together

5:30 - Strategy’s international operations and headcount

6:57 - Strategy’s present day Business Intelligence operations

14:30 - Are Strategy employees Intrapreneurs? 

20:44 - What did Phong learn from the last Crypto Winter?

28:35 - If Phong could choose the narrative for Bitcoin, what would it be?

44:34 - Does Phong pushback on Treasurers that don’t adopt a Bitcoin Treasury Strategy?

47:39 - Talking KPIs and Strategy.com

53:43 - Should there be more Strategy replicas?

57:06 - Is STRK as successful as initially thought?

1:05:42 - Was the ATM of shares in the Fall too fast?

1:09:04 - Could it make sense for Strategy to buy its own shares back?

1:10:15 - How many people work on the Bitcoin Strategy team?

1:12:30 - How does Strategy measure success for its new Bitcoin advocacy role?

1:15:12 - Will Strategy become the largest and most profitable company in the world?

#podcast #bitcoin #microstrategy #investing #mstr #btc