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

The key thing is a bear market for a treasury company like ours can always get worse.

And so you always have to have the mindset that you're playing a long game.

And, you know, to Fong's point, Bitcoin is very early.

Bitcoin is going to be incredibly successful.

The key thing is to make sure that you're there when Bitcoin is successful and you're not in the tombstone and you're not around to see the dividends of the fruit of what we've planted.

And so, you know, I think for us, we have to chart a different way than strategy did.

You know, congratulations.

I saw the news today.

You closed the deal.

How painful is that process?

Well, no, you know, it's funny, too, because Sailor will always say, like, emanate hell.

You don't want to do that.

And it's like... He's not wrong.

He's not wrong.

That's again, it's so many times I find myself...

And I think there's the capital formation piece of this, which I think there's really no company in the world better than MicroStrategy at.

There's the capital allocation piece of this and balance sheet strategy, which there's a lot of things that...

If you listen to all the podcasts, you're like, oh, OK, that makes sense, like durability.

There are certain attributes you may want in your balance sheet.

But until you're actually holding a balance sheet of that size, you really actually don't spend very much time thinking about, what attributes do I want in my balance sheet?

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