STRATEGY IS BUILDING FOR 2026 -- NOT TRADING FOR IT
Phong Le just laid it out pretty clearly:
✅ They’re treating 2026 as a big year for $BTC and $SOL
✅ Over the last two weeks, they accelerated capital building
✅ Bitcoin balance: ~$65B
✅ U.S. dollar reserves: $2.25B
Why? To support their preferred equity product $STRC (“Stretch”).
#STRC is already $3B+, pays ~11% tax-deferred dividends, and only needs Bitcoin to grow ~1.5% per year to sustain payouts -- without selling #BTC or constantly issuing new shares.
It’s a Bitcoin balance-sheet engineering designed to last decades.
They’re not asking “can Bitcoin survive volatility?”
They’re asking “how fast can we scale around it?”
Different mindset. Different timeframe.
