Phong Le Sees Long Term Bitcoin Upside After Pullback

A sharp Bitcoin drop pushed losses across crypto-linked stocks, yet leadership at Strategy stays calm. The message centers on patience, long-term cycles, and wider adoption ahead.

Good to Know

• Strategy remains the largest corporate holder of Bitcoin.
• Company shares fell about 8.5 percent during the market dip.
• Management still expects stronger conditions heading into 2026.

Strategy CEO Stays Confident After Bitcoin Pullback

The CEO of digital asset treasury firm Strategy says conviction has not changed, even after Bitcoin slid below $87,000 and company shares dropped around 8.5 percent.

Strategy continues to allocate heavily to Bitcoin, holding more BTC than any other public company. The recent price decline added pressure across the crypto market, yet leadership views the move as part of a familiar cycle.

In an interview, chief executive Phong Le framed Bitcoin as more than a short-term trade. He said:

“You have to take a step back with Bitcoin. It’s unique in that it’s a generational technology invention. It’s a macroeconomic innovation and it’s a capital markets breakthrough. That makes it a singular asset class. I don’t think people understand exactly what it means in the short term but they will figure it out over the long term.”

Le also pointed to macro trends shaping the next phase. He expects conditions to improve as monetary policy eases and institutional interest grows. He said:

“Over the long term, if I look at 2026, I’m pretty excited. I think we’re going to see a more dovish Fed. I think we’re going to see more risk-on buying as we enter the midterm election period. I think bank adoption and state adoption is going to increase so I’m pretty excited about the long term.”

At time of writing Bitcoin is trading at $88,959 according to CoinMarketCap data.