Phong Le: Inside Strategy's 2026 Roadmap, USD Reserve, MSCI Inclusion and STRC's 10.75% for Everyday Savers
Coin Stories with Natalie Brunell
Explaining Strategy as an operating company
Phong stresses Strategy is an operating company with software business, not a closed-end fund.
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
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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
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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
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This podcast is for educational purposes and should not be construed as official investment advice.
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