Phong Le (CEO, $MSTR) joins True North to discuss bitcoin-backed credit products, the future of Strategy, BTC price dynamics, and what mainstream Bitcoin adoption could look like from the corporate and consumer side.

- Follow -

X: https://x.com/Adrian\_R\_Morris

X: https://x.com/MSTRTrueNorth

X: https://x.com/Strategy

Website: https://www.strategy.com/

- Outline -

00:00 – Intro

00:21 – Welcome

03:24 – Bitcoin-backed Credit: reinventing capital markets

06:13 – Robinhood listing Preferreds

10:00 – Scaling preferreds to a $30–300B market opportunity

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 thoughts

Music: "Uncovered" by Joseph William Morgan

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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.

• True North does not intend for anything herein to be considered an offer or sale of any securities, including those of Strive. True North encourages listeners to consult with their tax and investment advisors. Additional information on any securities or issuers referenced herein can be found in such issuers’ filings with the Securities and Exchange Commission (“SEC”), including any registration statements, prospectuses and prospectus supplements for each issuers’ securities. Listeners should read such documents and other documents incorporated by reference therein or that such issuer has filed with the SEC for more complete information. You may get these documents for free by visiting EDGAR on the SEC website at www.sec.gov.

Any securities referred to herein, including those of True North’s parent Strive, are not collateralized by underlying bitcoin holdings and may be subordinated to senior claims. There are no guarantee of returns liquidity or future performance. The securities referred to herein are neither bank deposits, nor FDIC insured, nor regulated in the same way, and do not have the same regulatory and other protections as bank accounts, money market funds, treasuries, or similar investments and as a result may not be comparable investments. Current trading prices and effective yields may vary, current rates are not indicative of future rates, and in some cases rates are subject to frequent adjustments and may be significantly lower than discussed herein. Cash dividends are not guaranteed. In some cases, dividends have not been paid and may not be paid in the future. Ownership of securities referred to in herein does not confer ownership in the underlying assets, including bitcoin.

The Next Trillion Dollar Company | Interview With The CEO of Strategy, Phong Le

True North Podcast

The Next Trillion Dollar Company | Interview With The CEO of Strategy, Phong Le