Phong Le

speaker

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

Phong Le’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.

Appearances

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

You're like, well, you do that already to buy Bitcoin.

Yes, that's true.

But if we do that to pay dividends...

on a product that has a billion dollars and we paid 10% dividends, actually more creative to everybody.

That's how we create amplification.

I know it gets a little finance-y, wonky, but this is Bitcoin Investor Week.

You're all investors.

It's good that you understand the underlying product you're buying, but there's nothing like that out there.

Really, there's nothing.

And it's, you know, we when we IPO this last year stretch, it was two and a half billion dollars, largest IPO of the year at that point in time.

And we went through, you know, Morgan Stanley was the lead left.

They distributed 250 million of this to their wealth management channel.

Morgan Stanley is the largest wire house wealth manager in terms of assets of anybody out there.

So it's a legitimate, exciting product.

You know, what's cool about Bitcoin is it converges old strategy, micro strategy, which is a software company, and new strategy, which is much more interested in Bitcoin as a long-term store of value.

And Bitcoin has this sort of...

It plays two roles.

It's a long term store of value, which is very impacted by monetary policy.

And in the short term, it trades like a speculative tech stock, right, which MicroStrategy has been in the past.

So, you know, when you see software companies go down, Bitcoin goes down.

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