Phong discusses Strategy with Bloomberg. $MSTR
I joined Bloomberg @crypto to discuss Strategy's return to buying Bitcoin, building a fortress balance sheet, MSCI’s index proposal, and equity market demand for Bitcoin. $MSTR 00:24 - Back to buying bitcoin:native and why the decision was not price-driven 00:43 - Fortress balance sheet: $72B of assets, $65B of Bitcoin, $7B USD Assets, and zero net debt 02:32 - Two-way capital management: net Bitcoin accumulation and operating company discipline 04:02 - Buying through the bull market: $80K, $100K, $130K, and beyond 04:39 - MSCI proposal: digital assets as operating assets and why the principle matters more than the index flow impact 07:24 - Dividend resilience: zero net leverage, USD Reserve, and equity capital flexibility 08:19 - $20B of equity capital raised, #4 issuer in the US, and continued demand for Bitcoin Treasuries

Sep 1, 2026 · 5:36 PM UTC

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Replying to @saylor
The return to buying Bitcoin appears to reflect disciplined capital allocation rather than an attempt to time the market. A fortress balance sheet is built through consistency, transparency and long-term conviction, not short-term price predictions. MSCI’s proposal also raises an important question: should an index measure the market, or attempt to redefine it? Investors can decide whether Strategy’s Bitcoin treasury model creates value. 📊₿ Please read my latest X: x.com/tekkaus/status/2094509…
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Replying to @saylor
Strc got phonged
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Replying to @saylor
How about you pump my fucking bags, mike? I’ve held your shit for years now. Whens mstr’s return????
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Replying to @saylor
Why don’t you guys talk about STRC not holding par? 🤔 @saylor
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Replying to @saylor
Underwater on the 4,603 bitcoin purchase. Way to go, genius.
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Replying to @saylor
Thank God the interviewer wasn't biased and TDS driven @JMathieuReports
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Replying to @saylor
Hodlers have been trained to accept whatever shit Big Bitcoin shoves down their throat. No integrity. No courage.
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Replying to @saylor
Please find a new CEO. You did NOT "sell bitcoin to fund STRC dividends". That sounds bad, and even worse when he repeats it multiple times for some obscure reason. You sold bitcoin to fortify your balance sheet. The STRC dividends were already funded for decades in the future.
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Replying to @saylor
You know @phongle want's his million dollars back. Why are we still at 12%.
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Replying to @saylor
Yall fucked this thing up royally there is no more leveraged btc as you all pissed it away with mismanagement
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Replying to @saylor
Could you please post when you decide to sell bitcoin next time so I can close my bitcoin:native short position and go long?
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Replying to @saylor
Our new Buy Sell Indicator 🤭 📍🔨
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Replying to @saylor
should should discuss the art of buying low and selling high (if you must) ya dummy lol. but as long as you have mstr dummies to swallow your atm load why would you care.
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Replying to @saylor
Made with AI
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Replying to @saylor
We raised capital actually means we massively diluted shareholders.
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Replying to @saylor @LaDoger
He's really bad at explaining the company.
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Replying to @saylor
zero net debt changes the reflexivity math
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Replying to @saylor
MicroStrategy keeps proving they are miles ahead of everyone else in the bitcoin game
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Replying to @saylor
He baught solana:mGZypHvkdFFhN6vLDFBRXxXKZ6McEwaSHf3t6GfBULL
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Replying to @saylor
Interesting strategy 👀
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Replying to @saylor
the rails are being rewritten.
JUST IN: 🇺🇸 SEC proposes new rules supporting blockchain technology for securities offerings, share transfers, and official records. 👀
Made with AI
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Replying to @saylor
$MSTR $BTC 📈📈📈🎯💯
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Replying to @saylor
better than reading
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Replying to @saylor
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Replying to @saylor
Phong doing the media round again
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Replying to @saylor
At this point it’s just admitting what it already is. Not a software firm. Just a leveraged BTC play with a Bloomberg login.
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Replying to @saylor
Can we discuss the fact that when bitcoin was 77k three months ago MSTR was 175 and today bitcoin is 77k but MSTR is 125?
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Replying to @saylor
Folks just don't understand what MSTR is doing. They've clearly communicated why certain trades are happening and that timing the market is not even close to a prioirity
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Replying to @saylor
When solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u , when runes and ordinals?
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Replying to @saylor
My bitcoin losses came out of my own savings. Strategy's come out of shareholder money.
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Replying to @saylor
No dip. No hesitation. Just STACKING. 🟠🔥 $MSTR
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Replying to @saylor
show the share count too.
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Replying to @saylor
The nuances of Phong's strategy discussion with Bloomberg are likely to reveal some insightful observations on the fintech landscape. He brings a unique perspective to the table given his experience in the sector.
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Replying to @saylor
Strategy has less than 7 days to get $STRC to $100, like they promised, looks like a Bitcoin sale is in your future
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Replying to @saylor
Post MSTR btc Yield.
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