Main takeaway: Strategy CEO Phong Le says Bitcoin could become the global digital reserve asset by 2036 and Strategy holds 847,363 BTC as the largest corporate holder. He expects more institutional and government adoption with DeFi growth, governments holding Bitcoin alongside gold and dollars, and Strategy keeping Bitcoin as its primary treasury asset despite unrealized losses of about $11–14 billion because market price is below their average purchase price.
币界网消息，Strategy CEO Phong Le表示，比特币可能在2036年前成为全球数字储备资产，Strategy目前持有847,363枚比特币，仍为全球最大的企业比特币持有者。他预计，未来十年，随着去中心化金融的发展，比特币将被更多机构和政府广泛持有。Le还提到，政府将同时持有比特币、黄金和美元，并将比特币的未来角色与互联网和人工智能相提并论。尽管目前比特币交易价格低于Strategy的平均购买价，导致公司面临约110亿至140亿美元的未实现损失，但Strategy仍将比特币视为其主要的财政储备资产。