In a conversation Keynote He was delivered at the MIT Bitcoin, Phong Lee, CEO of Strategy (Nasdaq: MSTR), on a bold case for Bitcoin as a basic component of the modern commercial treasury strategy. With more than 528000 BTC in its public budget, the strategy has become the most Publicivers company – and it can be said that it is the most successful – that adopts Bitcoin as a basic backup asset.
“We outperformed the entire Nasdak, the entire S&P 500, the entire Mag Seven … and we outperformed Bitcoin,” I told the audience.
While the head of the strategy, Michael Celor, developed the philosophical institution for the state of companies using Bitcoin starting in 2020, the main Lers led the executive and financial results. The Talk, which was part of the challenge and part of the case study, urged corporate leaders to question everything from their education to their financial assumptions – and re -visualize their public budget in the Bitcoin era.
Companies do not perform – and bitcoin offers a way out
on The first day of the Bitcoin MIT exhibitionLE opened with the collapse of the problem of American companies' performance. Of the 35 million companies in the United States, only the first degree – S&P 500 – meets the market expectations. The rest are passengers. “Almost every other company does not perform”, “ Lu said.
The finger referred to the established financial Orthodoxy. Master programs continue to manage and the result is the weak systematic performance. “All they can do is the S&P 500”, “ He said, noting even private stocks, investment capital and hedge funds rarely overcame this standard.
Lee: It is not a lack of talent – it is a lack of imagination.
Bitcoin Playbook: From Cash Drag to Digital Capital
What was separated from the strategy, its decision was to address the public budget as a strategic origin – more than it is negative. While most companies stand in money in low -yielding government bonds or goods such as gold, the Bitcoin strategy has chosen.
“Why, if you are a company, don't you do the same? Earn money from your public budget. It is logical.”
Le Bitcoin not only provides return capabilities, but also the structural advantages: it is trading around the clock throughout the week, and it is not subject to the policy of the central bank, and provides immediate global liquidity companies. In contrast, traditional capital markets operate “252 days a year, 6.5 hours a day – 19 % of the time.”
The strategy has completely adopted this, and updated bitcoin reserves in the actual time. “We show our results daily. In fact, we update them every fifteen seconds on our website,” Lu said.
Restructuring accounting in a world of bitcoin
One of the biggest challenges that Bitcoin adopts companies face is the incompatibility between traditional rules of accounting and around the clock throughout the week. Current standards of quarterly profits and slow-moving financial tools-not in actual time, have been built on the global digital assets.
As Fung Lu put it: “Update accounting policies every five years, Queena. Bitcoin accounting policies do not work.”
Under the GAAP, Bitcoin is treated as an inappropriate origin – it is adjusted when the prices decrease, but it is not set up when it rises – creating a distorted financial vision.
To close this gap, the strategy adopted a more transparent approach. “We show our results daily. In fact, we update them every fifteen seconds on our website,” Lu said. This actual time reflects the nature of bitcoin and the signals that are always operated on the market that the strategy is played by different-rules-and faster-from the rules.
Instead of waiting for an institution, the strategy places the standard for how to measure the performance of Bitcoin.
Why MSTR share is the most viewed in the American market
Since the adoption of the Bitcoin Treasury, the MSTR shares have become “The most volatile, the most volatile, the highest size, the most interesting in the United States,” According to if. Her performance is constantly outperformed on traditional standards-not just because Bitcoin is appreciated, but because the strategy tends to identity as a public company by Bitcoin.
This is not alone. The most prominent of the growing list of companies that repeat the form: Metaplanet, Semler Scientific, and Kulr Technology Group, all surpassed the S&P 500 and Bitcoin after adopting similar treasury strategies. “This is a repetitive strategy,” Lu said. “Everyone should do this.”
Breaking the mold: an invitation to companies to courage
LE was closed by challenging executives and investors to question traditional wisdom. The success of the strategy did not come from following the crowd – it came from its rejection.
“It takes courage. It takes original thinking. It requires independent thinking. It requires courage. It takes Bitcoin.”
As the first public company, Bitcoin turned into a cornerstone of its public budget, restoring the strategy – under Michael Silor and led by the Phong Le – defining what is possible in corporate financing.
Or, as it put it if: “Bitcoin allows companies to find liberation from the average.”
Slip: This content was written on behalf of Bitcoin for companies. This article is only intended for media purposes and should not be explained as an invitation, request to obtain securities, purchase or subscription.
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