Coin Stories with Natalie Brunell

Andrew Kang: Why Strategy Won't Stop Buying Bitcoin

Dec 30, 2025
Guest
Andrew Kang
Andrew Kang, CFO of Strategy, dives into the world of Bitcoin, discussing the intriguing dynamics of its volatility and the wave of institutional adoption anticipated by 2026. He explains why Strategy is committed to buying Bitcoin and issuing innovative products despite market skepticism. Kang highlights the importance of index inclusion for passive investors and suggests that large banks entering custody will expand the market. He also reflects on using AI in financial strategies while addressing common objections to Bitcoin and its future in capital markets.
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INSIGHT

Volatility With Durable Fundamentals

  • Bitcoin remains an emerging, volatile asset with strong long-term fundamentals.
  • Andrew Kang expects fundamentals like fixed supply and store-of-value to persist despite short-term price swings.
INSIGHT

Institutions Converging On Bitcoin

  • Big banks and sovereigns are increasingly engaging with Bitcoin as markets mature and regulation clarifies.
  • Kang sees growing institutional adoption as a multi-year process driven by education and market maturity.
ADVICE

Make Preferreds Familiar And Accessible

  • Educate investors on preferreds by framing them like familiar yield products.
  • List preferreds on exchanges and use clear tickers to make them accessible to retail and institutional buyers.
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