MicroStrategy CEO: The value logic of Bitcoin is more like the iPhone, not short-term gains

2025-12-20 06:40:10

【Crypto World】An interesting viewpoint has been circulating in the community. MicroStrategy’s CEO Phong Le compares Bitcoin to early internet and iPhone-like products that changed the world. The core logic is not about how much profit can be made from short-term fluctuations, but rather emphasizing Bitcoin’s essential attributes as a “good product.”

How to understand this? Simply put, just like when the iPhone appeared, people’s focus was not only on hardware specs or first-year sales, but on how it ushered in a new era. Bitcoin is the same—usable anywhere in the world, decentralized technical architecture, transparent and immutable rules. These features determine its long-term value potential.

Short-term market volatility is inevitable, but this CEO’s view is: as long as Bitcoin’s global applicability and technological features—its two core competitive advantages—continue to function, the growth momentum remains. This perspective is relatively rare, relying on product strength and ecosystem potential for crypto asset investment logic, rather than just hype cycles.

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faded_wojak.eth

· 12-20 07:10

This logic sounds good, but in reality, most people still only look at short-term gains and losses. Did people who bought the iPhone that year do it to make money? Wake up. To put it nicely, in the end, whoever holds, whoever gets chopped up. Is Bitcoin more user-friendly? My friend still has to wait ten minutes for a transfer. How can it compare to the convenience of the iPhone? I agree with the long-term value potential, but that doesn't mean there won't be a sell-off now. It's the same old "long-term optimism" rhetoric. Fine, I'll wait to be proven wrong. This guy does make some sense, but he's a bit too idealistic. Compared to the iPhone, Bitcoin is more like the tulip mania of the past. The idea of changing the world is a bit exaggerated.

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SoliditySlayer

· 12-20 07:09

Sounds pretty on point. The iPhone analogy really hits the key point. Wait, why doesn't he talk about when global universality will truly become widespread... The people using Bitcoin now are still the same circle. The story of Bitcoin is easy to tell, but do ordinary people really care about these... There's nothing wrong with this logic, just don't fall back into self-hypnosis of long-termism. How long did it take for the iPhone to change the world? And Bitcoin? The bill isn't settled yet.

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MissedAirdropAgain

· 12-20 07:09

This analogy is quite spot on; it really depends on long-term logic. We've all witnessed the iPhone wave, and now talking about Bitcoin feels a bit like we're catching up late haha. Decentralization is truly the core; short-term price dips can't change that. By the way, is this CEO also accumulating? Feels like this set of arguments is particularly familiar... Viewing crypto from a product mindset is indeed rare; it's enlightening. But to be honest, ordinary people still need to consider their own risk tolerance. Long-term optimism is one thing, but whether you can withstand the pullbacks is another. This logic is "you have to believe"; the key is how long you can believe.

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ClassicDumpster

· 12-20 07:01

The iPhone analogy can indeed fool quite a few people, but the key question is how many are actually using Bitcoin for payments? --- That logic sounds good, but frankly, it still depends on more people entering the market. --- I just want to know how short-term fluctuations can directly cut me out; what use does the long-term value have for my current account? --- At least an iPhone can be used; BTC still relies on exchanges. This analogy is a bit of a stretch. --- I've heard the MicroStrategy spiel too many times; in the end, it's all about the price. --- Good product + good story = good to cut? I’m familiar with this logic. --- Putting aside the rise and fall, talking about product attributes—aren't you just making excuses for your holdings? --- Wait, aren't they also making money from short-term fluctuations?

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MetaNeighbor

· 12-20 07:01

The iPhone narrative sounds very comfortable, but does anyone really hold their bottom position long-term without selling? I believe in the product strength of Bitcoin, but someone has to take the risk, that's the real logic of making money. This kind of rhetoric is a bit like brainwashing people at high levels, telling them not to rush to sell. Decentralization is indeed attractive, but the problem is most people still want to get rich quickly and don't want to wait for a new era. MicroStrategy has so much BTC to hold, of course they speak from that perspective. Basically, big players advise retail investors to hold long-term while secretly building their positions. Long-term it makes sense, but you have to survive in the short term. No matter how strong the product is, if no one uses it, it's useless. They've avoided this point. When the iPhone first came out, everyone wanted to buy it. What about Bitcoin? Most people are still just traders. The logic is sound, but execution is the hard part. Most people won't last until that day.

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VibesOverCharts

· 12-20 06:59

This analogy really hits the mark. We've all witnessed the iPhone wave, and looking back now, it's a guaranteed win. Speaking of which, the big shots who dare to say such things really have a commanding presence. I just wonder if retail investors can really hold on to this logic. Bitcoin = New Era Infrastructure. This framework is definitely more satisfying than just watching K-line charts every day. There's something there. Finally, someone is saying something different. This CEO's words are spot on. The key question is, can ordinary people really hold on to it like they hold an iPhone... I believe what he says, but the wallet might not necessarily believe it, haha. This perspective is fresh. Anyway, I see it as a long-term asset. However, this set of product theories can sometimes seem naive in the crypto world. When faced with volatility, everything becomes equal...

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MEVHunter

· 12-20 06:46

nah this iphone comparison is lowkey just copium for bag holders tho... the real alpha's in mempool arbitrage, not hodling some "revolutionary product" that does 7 tps

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