Strategy CEO: Inside the World's Biggest Bitcoin Bet (ft. Phong Le)

WOLF Financial
•September 11th, 2026
DESCRIPTION
Strategy has become the largest corporate holder of Bitcoin on the planet, holding roughly 4% of all the Bitcoin that will ever exist. CEO Phong Le explains the thinking behind the boldest treasury strategy in public markets.
He joins the show to break down why he believes Bitcoin is a non-sovereign store of value, what it means to be "amplified Bitcoin," how he thinks about inflation and the debasement of the dollar, and the long-term vision for giving more people access to Bitcoin through the public markets.
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This content is for informational and educational purposes only and is not investment advice. The guest is the CEO of Strategy (MSTR) and discusses the company and its Bitcoin-related securities; his views reflect his own interests and do not necessarily reflect those of WOLF Financial. Bitcoin and leveraged Bitcoin-linked securities are highly volatile and speculative, and you could lose your entire investment. Nothing here is a recommendation to buy or sell any asset or security. Past performance is not indicative of future results.
00:00 Intro: the world's largest corporate Bitcoin holder
01:30 What "amplified Bitcoin" actually means
02:52 Why Bitcoin as a non-sovereign store of value
05:22 The burrito test: understanding real inflation
07:18 Lessons from Argentina and Vietnam
10:00 How Strategy gives access to Bitcoin through markets
14:00 The long-term vision
20:00 Volatility, conviction, and the road ahead

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