Strategy CEO Phong Le has predicted Bitcoin could become the world’s digital reserve asset within 10 years, placing the company’s long-term Bitcoin strategy at the center of its corporate outlook.
Le said he expects governments to own Bitcoin alongside gold and the U.S. dollar. His comments come as Strategy remains the world’s largest corporate Bitcoin holder, with 847,363 BTC on its balance sheet.
Bitcoin recently traded near $61,775, below Strategy’s reported average purchase price of about $75,651 per coin. That leaves the company with a large unrealized paper loss, though Strategy executives continue to defend the long-term thesis.
Phong Le Sees Bitcoin as Global Reserve Asset
Le said the next decade could reshape finance as decentralized finance grows and Bitcoin becomes more widely held by institutions and governments.
He said, “In 10 years, Bitcoin will become the digital reserve asset of the world. It’ll be as important as the U.S. dollar.” The prediction remains a long-term view and depends on adoption, regulation, market liquidity, and government demand.
Le also said governments would hold Bitcoin along with gold and dollars. He added, “Governments around the world will be owning Bitcoin, they’ll own gold, they’ll own the U.S. dollar, and we’ll be the largest holder of Bitcoin in the world.”
He compared Bitcoin’s future role to the internet and artificial intelligence. In his view, Bitcoin may eventually become a financial layer that people stop debating and simply use.
Le Says Bitcoin Sales Are Not Impulsive
Strategy holds 847,363 BTC, making it the largest public corporate Bitcoin holder. The company built that position through years of purchases led by Michael Saylor’s Bitcoin treasury strategy.
He has said Strategy is designed to outperform Bitcoin over the long term, with MSTR surging over 7% today to trade at $100. He previously said, “If you believe in Bitcoin over the long term, you’ll see MSTR perform even better.”
The company’s Bitcoin position is still under market pressure because Bitcoin trades below Strategy’s average acquisition cost. Reports have estimated Strategy’s unrealized paper loss at roughly $11 billion to $14 billion.
Despite that pressure, Strategy continues to position Bitcoin as its primary treasury reserve asset. The company has also adopted a more active capital management framework.
Meanwhile, the MSTR CEO has recently addressed Strategy’s decision to sell BTC, saying the company does not make such decisions quickly or without internal review.
He said Strategy maps capital options quarterly and runs financial models monthly. The company also reviews equity and credit conditions and coordinates decisions with Michael Saylor and the trading team.
The comments followed questions about Strategy’s new capital approach. The company, as we reported, has authorized a Bitcoin monetization program that can support cash reserves, preferred dividends, interest costs, and repurchases.
Cynthia Lummis Pushes Bitcoin Reserve Case
The comments also come as Senator Cynthia Lummis continues to promote Bitcoin as a possible U.S. strategic reserve asset.
Lummis said on a podcast that the U.S. acquiring more than 5% of Bitcoin’s supply could reduce or even erase national debt over time. Her proposal centers on the BITCOIN Act, which would target the purchase of 1 million BTC over five years.
The U.S. government currently holds 328,352 BTC, worth about $20.29 billion, according to Arkham data, with most of that Bitcoin coming from criminal and civil forfeiture cases.
Consequently, Bitcoin supporters see sovereign accumulation as a long-term demand driver. However, critics are pointing to Bitcoin’s volatility, including its drop of nearly 52% from its October all time high of $126,198.
