Bitcoin Investor Week Panel Sees BTC Success Tied to Ownership Growth, Strategy at $12B Leverage Phase

At Bitcoin Investor Week in New York, Anthony Pompliano, Strategy CEO Phong Le and KindlyMD CEO David Bailey discussed Bitcoin's long-term outlook and the future of Digital Asset Treasuries (DATs), with Le outlining Strategy's evolution from an initial $600 million BTC purchase to using $12 billion in leverage via convertible notes and a 2025 shift to raising $7 billion as a digital credit company issuing perpetual preferreds such as Stretch (STRC) on Nasdaq. Le said products including STRC, which averages $150 million in daily volume, offer short duration and lower volatility while providing BTC exposure, adding investors should view BTC with a 4 to 5 year horizon and that Strategy will not sell Bitcoin unless BTC trades at $8,000 for 5 years straight. Bailey argued Bitcoin's long-term success depends on more people owning BTC each year rather than government support, citing a recent 0.3346 BTC transaction worth $22,650 by the U.S. government as an example of official engagement that could be routine wallet management, while Le said more DATs would be positive for Bitcoin but Bailey cautioned that many DATs lack Strategy's strengths and predicted about half could disappear over the next 18 months amid consolidation, as BTC recently moved above the $62,960 to $70,900 range and gained about 7% in 24 hours with further momentum potentially pushing the price beyond $78,800, TradingView data show.