The Bitcoin Treasuries Podcast with Tim Kotzman Strategy CEO Phong Le on Bitcoin Treasury Companies
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Mar 14, 2025 
Phong Le, President and CEO of Strategy, shares insights from his extensive background in finance and software. He discusses the company's commitment to Bitcoin treasury management and how they navigate corporate governance challenges. Phong highlights the importance of innovation and a culture of intrapreneurship among their global team. He also reflects on lessons learned from past market volatility and advocates for Bitcoin's strategic role in enhancing corporate value, emphasizing the need for more companies to adopt similar approaches.
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Developing Conviction
- Phong Le's first Bitcoin conversation with Michael Saylor involved being told to expect craziness but do homework.
- This led to Le researching Bitcoin and developing a strong conviction, mirroring Saylor's approach.
Bitcoin's Core Value
- Bitcoin addresses a fundamental financial problem that has existed for millennia.
- It represents the digitization of financial solutions, offering improvements over traditional methods.
Bitcoin Adoption Waves
- Bitcoin adoption has evolved through distinct phases: retail, corporate, institutional, and now nation-state.
- This progression demonstrates Bitcoin's expanding reach and influence across various sectors.