Phong Le, President & CEO of Strategy, is on Episode 18 of The Sujal Show.
We talked about:
- The two businesses hiding inside Strategy
- How COVID and zero rates pushed them into Bitcoin
- Why "never sell your Bitcoin" doesn't apply to the company
- Responding to the "Ponzi scheme" accusation
- The message for shareholders down 75% since October
- Why they don't self-custody their own Bitcoin
- His personal Bitcoin price prediction for 2030
- The one scenario that could break Strategy
- What asset he'd pick if Bitcoin didn't exist
From a $1B software company to a $60B Bitcoin balance sheet, this is how Strategy really works.
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