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Strategy’s CEO Phong Le said the company’s software business grew in the first quarter and that its artificial intelligence work is helping manage its Bitcoin holdings. Le framed the software gains as important because they create a revenue stream that is not directly tied to Bitcoin’s price swings.
Le described the software segment as a “cushion” that can provide ongoing cash flow even when Bitcoin declines. The company’s approach is intended to allow it to continue building its Bitcoin position without needing to sell coins to fund operating costs during periods of market volatility.
In the first quarter, Strategy’s software team closed deals and added clients. However, the company did not provide specific customer names or contract values, and it has not disclosed further details about the size of the software revenue gains.
Strategy is also using AI to improve how it manages its Bitcoin treasury. Le said the company is applying artificial intelligence to support decisions such as when to buy, how much to buy, and how to handle Bitcoin once it is held on the balance sheet.
According to Le, the AI effort includes tools to analyze market data, track on-chain activity, and model different scenarios for Bitcoin’s price. The stated objective is to improve timing and position sizing, particularly during periods when market conditions become choppy and decision-making can be influenced by emotion.
The company did not specify the models or platforms it is using for AI, and there was no mention of partnerships with AI vendors or research organizations. As a result, it is not possible to determine from the available information whether the work involves advanced machine learning or more basic data analysis capabilities presented as AI.
Le’s broader argument is that better data processing and faster analysis can help Strategy navigate Bitcoin’s volatility while reducing the risk of common corporate treasury mistakes, such as buying at unfavorable times or selling during downturns. The company’s aim is to make its Bitcoin strategy more resilient even when market swings are rapid.
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