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![BitcoinForCorps Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1838250808888143872.png) Bitcoin For Corporations [@BitcoinForCorps](/creator/twitter/BitcoinForCorps) on x 19K followers
Created: 2025-07-10 17:09:27 UTC

📺 The Bitcoin For Corporations Show

Episode X now live — hosted by @BitcoinPierre

@digitalphong, CEO of @Strategy, shares how MSTR became the world’s first Bitcoin-native public company—and why it’s more than just a software stock.

From capital markets to balance sheet strategy, Phong lays out the new rules of valuation in the #Bitcoin era.

00:00 – Intro: How to Value a Bitcoin Treasury Company
01:28 – Phong Le on Strategy’s Bitcoin Thesis
04:45 – Why MSTR Isn’t Just a Tech Stock Anymore
08:12 – The Role of FASB Accounting in Bitcoin Adoption
11:39 – Capital Markets: Equity, Debt & Bitcoin
15:20 – Convertible Bonds & Leveraged Bitcoin Exposure
19:05 – What Investors Miss When Valuing MSTR
23:34 – How Institutions View Bitcoin
27:48 – Risks, Volatility, and Shareholder Expectations
32:15 – Bitcoin’s Role in Long-Term Corporate Strategy
36:20 – Advice for Other Bitcoin Treasury Companies
39:12 – Building a Bitcoin-Backed Capital Market
43:10 – Addressing Bitcoin Volatility
46:00 – Why STRF Is Gaining Market Traction
48:30 – Final Thoughts from Phong Le

![](https://pbs.twimg.com/amplify_video_thumb/1943354381090328576/img/CBBkqjRTIPF_PEeA.jpg)

XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943356909928501544/c:line.svg)

**Related Topics**
[the worlds](/topic/the-worlds)
[intro](/topic/intro)
[#bitcoin](/topic/#bitcoin)
[balance sheet](/topic/balance-sheet)
[mergers and acquisitions](/topic/mergers-and-acquisitions)
[mstr](/topic/mstr)
[stocks](/topic/stocks)
[bitcoin](/topic/bitcoin)

[Post Link](https://x.com/BitcoinForCorps/status/1943356909928501544)