David Bailey

speaker

131 appearances 1 recordings 1 series first heard Mar 2026 last heard 3 Mar

David Bailey’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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The Pomp Podcast · The Future of Bitcoin Treasury Companies | Phong Le & David Bailey · 3 Mar 2026 podcast

And then it's just an inevitability, whether it's four years from now or 10 years from now or 20 years from now, we will get to the point where we actually have a government that is conducive to the rules we need for Bitcoin to be successful.

And Bitcoin, let me pause there.

Bitcoin will be successful with or without the government.

So it's not like we need the government to cater to us for Bitcoin to be successful.

The government's realizing it's in their own best interest to work with us.

And so that's really what we want is a willing dance partner on the other side to make rational, sound policy decisions that's in the United States' strategic interest.

Well, you know, first off, it sucks, you know, to be down a lot of money.

Fong's like, yeah, we don't have that problem.

Yeah.

No, so one thing you said, there is no MicroStrategy competitor.

All of the other treasury companies that exist, there are so many strengths that strategy has that you can't fully appreciate or recognize until you're in a similar chair and you're trying to make the same decision.

And you're like, oh, wait, we can't make that decision because we don't have that strategy.

strength or lever that strategy has you know they have a fantastic cap table they have a very liquid stock they have a lot of optionality that i think is really unique to micro strategy and like i wish we could do what micro strategy could do um in terms of like how is it you know having a stock that's down 75 from our pipe price

You know, I was hoping we would be making $50 million a day when we launched the stock, not losing $50 million a day.

So it's painful, but you know, at the same time, I've been here before four or five times.

I mean, I've been in Bitcoin since 2012.

I've been through five Bitcoin winters.

as painful as this process is it's nothing compared to what we've lived through before in the past it's like oh like we're upset about a 30 drawdown or 40 drawdown on the price of bitcoin back in the day we used to have 50 drawdowns in the price of bitcoin in six hours

It's like a whole other world of crazy.

So the key thing is survival.

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