Strategy CEO Reaffirms Long-Term Bitcoin Commitment Amid Dividend Priorities and Regulatory Concerns

Strategy CEO Fong Lee has reiterated the company’s long-term confidence in Bitcoin while acknowledging that dividend obligations may at times require selling portions of its cryptocurrency holdings. In a recent interview, Lee emphasized that maintaining dividend payments takes precedence, even though Bitcoin remains central to Strategy’s broader investment philosophy. He noted that the firm could sustain dividend payouts until 2065 even if Bitcoin’s price were to fall by half. At the same time, Lee criticized MSCI’s proposal to exclude companies with substantial digital-asset exposure, calling the recommendation premature and misinformed as global markets continue evolving toward digital finance.

Dividend Stability Remains Strategy’s Top Priority

CEO Fong Lee clarified that Strategy’s foremost responsibility is safeguarding its dividend commitments. While the company is widely known for its aggressive Bitcoin accumulation, Lee stated that such holdings could be liquidated if needed to support shareholder returns.

According to him, even in a scenario where Bitcoin’s price declines by 50%, the company’s reserves would remain sufficient to fund dividend distributions through approximately 2065. This underscores Strategy’s financial preparedness and reinforces the firm’s disciplined approach toward balancing long-term crypto exposure with short-term shareholder obligations.

Bitcoin as a Core Component of Long-Term Vision

Despite the company’s willingness to sell Bitcoin under exceptional conditions, Lee reiterated that the cryptocurrency remains integral to Strategy’s long-term corporate strategy.

“Bitcoin is always an important purchase and a good buy for us at any point in time,” he noted, emphasizing the firm’s belief in the asset’s enduring value.

The company’s most recent large-scale Bitcoin acquisition, announced earlier this week, was timed based on internal financial metrics and strong liquidity in Strategy’s stock. Lee added that the firm looks beyond market volatility, judging the cryptocurrency’s performance across multi-year horizons rather than reacting to weekly price swings.

Confidence in Bitcoin Market Trajectory

Reflecting on the company’s five-year journey, Lee said Strategy’s actions have been consistently bullish for the broader Bitcoin ecosystem. He stressed that the organization has not been distracted by short-term fluctuations, instead focusing on sustained accumulation and disciplined financial strategy.

This long-term perspective aligns with Strategy’s broader philosophy: leveraging Bitcoin as a hedge against macroeconomic uncertainty while strengthening the firm’s digital-asset position.

Pushback Against MSCI’s Digital-Asset Proposal

A significant regulatory topic also emerged during the conversation. Strategy recently submitted a formal letter opposing MSCI’s proposal to exclude companies with more than 50% of their assets in digital holdings.

Lee strongly criticized the proposal during the interview, calling it “misinformed” and “misguided.” He argued that labeling digital assets as unsuitable for investment would be premature, especially given the accelerating global shift toward blockchain-based financial systems.

According to Lee, such an exclusion would be discriminatory, potentially penalizing companies that are actively shaping the next era of financial innovation.

A Calculated Vision for the Future

Strategy’s approach reflects a blend of pragmatic financial management and bold long-term conviction. While dividend commitments anchor the firm’s short-term actions, its resolute faith in Bitcoin continues to guide strategic decisions.

As regulatory conversations intensify and institutional attitudes toward digital assets evolve, Strategy’s stance highlights a larger debate: how established financial frameworks will adapt to an increasingly decentralized economic landscape.