Phong Le: Inside Strategy's 2026 Roadmap, USD Reserve, MSCI Inclusion and STRC's 10.75% for Everyday Savers
Coin Stories with Natalie Brunell
Phong's view on short-term sentiment vs fundamentals
Phong explains why Bitcoin sentiment swings matter less than long-term fundamentals and MNAV focus.
In this episode of Coin Stories, Natalie Brunell and Strategy CEO Phong Le discuss why Bitcoin adoption is accelerating, even as market sentiment turns cautious.
Phong explains how Strategy thinks about long-term fundamentals, stable yield above inflation, and why access to sound money should be available to everyone. Topics include:
- Strategy's "USD reserve" and addressing the FUD around dividend payments
- Why Bitcoin fundamentals matter more than short-term price action
- STRC: A 10.75% yielding "bank account" product: what it is and who it's for
- Banks coming into Bitcoin: custody, services, and why legacy finance is moving in now
- Phong Le's refugee-to-CEO story — and how that shapes his view of money, freedom, and resilience
Follow Phong Le and Strategy on X at https://x.com/Strategy
----
Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU
----
Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. Learn more at https://www.gemini.com/natalie
----
Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com
----
Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie
----
Natalie's Bitcoin Product and Event Links:
- For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories
- Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world
- Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie
- Genius Group (NYSE: $GNS) is building a 10,000 BTC treasury and educating the world through the Genius Academy. Check out *free* courses from Saifedean Ammous and myself at https://www.geniusgroup.ai
- Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie
- Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=
- Strategy World 2026 in Las Vegas on February 23-26th - Use code HODL for discounted tickets: https://www.strategysoftware.com/world26
- Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie
- Ditch your fiat health insurance like I did four years ago! Join me at CrowdHealth: www.joincrowdhealth.com/natalie
----
This podcast is for educational purposes and should not be construed as official investment advice.
----
VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS
- Strike ID https://strike.me/coinstoriesnat/
- Cash App $CoinStories
#money #Bitcoin #investing
The AI-powered Podcast Player
