Strategy CEO Phong Le said the company will navigate the current Bitcoin bear market through liquidity and long-term conviction during a CNBC appearance.

Le's comments come as the digital asset market faces significant volatility. His outlook provides a roadmap for how corporate treasuries intend to survive prolonged downturns while maintaining a bullish stance on the underlying technology.

Appearing on the "Power Lunch" program, Le addressed the current state of the crypto economy. He said Bitcoin is currently trading 49% off its record price [1]. Despite this decline, Le said, "We’ll get through this bear market."

To ensure stability, Le highlighted a shift in the firm's financial management. He said the biggest lesson the company learned in 2026 is the importance of holding liquid U.S. dollars [2]. This cash reserve strategy is designed to protect the firm from extreme volatility, allowing it to withstand significant price drops.

Le said that Bitcoin could drop below $10,000 without stressing Strategy’s holdings [1]. This threshold suggests a high level of confidence in the firm's current capitalization and risk management protocols.

While acknowledging the short-term pain of a bear market, Le maintained a positive long-term trajectory for the asset. He said Bitcoin’s dominance will keep increasing as stablecoins and big banks adopt the technology [3].

The CEO's strategy focuses on the intersection of traditional finance and digital assets. By maintaining U.S. dollar liquidity, Strategy aims to avoid forced liquidations that often plague less prepared firms during market crashes.

“"We’ll get through this bear market."”

Strategy's approach signals a maturing phase for corporate Bitcoin treasuries, moving from pure accumulation to a hybrid model that prioritizes U.S. dollar liquidity. By preparing for a price floor as low as $10,000, the company is attempting to decouple its operational survival from the immediate volatility of the crypto market, betting that institutional adoption by banks will eventually outweigh current bearish trends.