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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

phongle ↗