Le says Strategy wants to do for Bitcoin what Nvidia did for AI, by holding more of it than anyone else on earthPhong Le wants you to think about Strategy the way you think about Nvidia. The Strategy CEO made the comparison directly, saying the firm aims to be the Nvidia of digital assets by holding the most Bitcoin. The world’s largest Bitcoin treasury, by a wide marginStrategy, the company formerly known as MicroStrategy, holds approximately 845,000 BTC as of mid-2026. On stress-testing the position: Le has said publicly that the company remains comfortable with Bitcoin prices as low as $8,000 to $10,000. Le has also suggested that Strategy’s performance metrics could triple those of Nvidia, a claim tied directly to Bitcoin’s price trajectory.