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Phong Le

President, CEO & Director, Strategy Inc

Search every verified Phong Le interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Phong Le, President and CEO of Strategy, has been active in public appearances discussing the company's bitcoin strategy and digital credit products. In February 2026, he hosted fireside chats at Bitcoin for Corporations 2026 with executives from TD Bank, Morgan Stanley, and Coinbase Institutional, discussing how traditional financial institutions are approaching digital assets and tokenization. Le stated that he believes Bitcoin will not disintermediate banks or the US dollar but will improve the traditional finance system, and he described Strategy's ambition to become "the JP Morgan of Bitcoin" by creating products, making markets, and providing liquidity for the digital asset economy. Throughout 2026, Le has presented proposals with Executive Chairman Michael Saylor to amend dividend payment frequencies on Strategy's perpetual preferred stocks, including moving STRC dividends to semi-monthly and proposing daily dividends subject to shareholder approval. In interviews with Bloomberg, Natalie Brunell, and other outlets, Le discussed Strategy's sale of a "minuscule" amount of bitcoin, its balance sheet restructuring, and its opposition to MSCI's proposal to exclude non-operating asset companies from its indexes. He stated that Strategy is "built to outperform Bitcoin" through leverage and holds approximately 4% of all bitcoin that will ever exist. Le also participated in a cooking show episode where he discussed his personal background as a Vietnamese refugee and drew parallels between farm-to-table food and bitcoin as a direct manifestation of work and energy.

Recent appearances

Verified interview transcripts

Notable quotes

“I see two dynamics that I think are going to shake up the market in a good way. First is we see incumbent financial brands coming into this space in a big way. If you think about it today, whether you're a retail end user or whether you're a corporation like MicroStrategy, to allocate to Bitcoin, you have to choose a brand that for all intents and purposes didn't exist 10 years ago. That's kind of a fundamental chall”

“The Mass Mutual experience is really instructive of three dynamics that we're seeing in the market today. The first dynamic is there is a rarified air of institutional investor that just has the highest fiduciary standards in the world. So Mass Mutual has been around for 160 years. They're double A+ rated. They have not been around and maintain that rating by being careless. They are extremely thorough, extremely dil”

“So, I'll give you like it's a personal journey, right? Like I knew I wasn't going to be CEO anymore and I'm not going to lie to you like it's fun to be the CEO most days. It's fun. It is right. Like I say, I still have my CEO magic wand. I keep it in my closet. Every now and then I go and touch it. It doesn't light up. That sucks. But you know, listen, the opportunity set for us at TD was immense. And so, my job over”

“So, let's just talk about the history of ATMs for two seconds. There were these things called equity lines, they were called equity lines. Remember those? In like the late 90s, people thought it was kind of like a little bit like DeFi, honestly. There was like all that stuff over there and, you know, is there a regulation? And I remember going to the SEC in the early 2000s to say you guys actually need to update your”

“Why do we believe that this should or could reduce the volatility of our instruments? If you look at here, this represents the change in stretch behavior when we move from monthly to semimonthly. When stretch was monthly, we would see X dividend date the day before the dividend date about a 49 basis point decrease in price of the instrument. When we move to semimonthly, what we saw is on the X dividend dates about a ”

“The amendment timeline is as follows. Today, our preliminary proxy is filed. That's September 25th. Voting will open shortly thereafter on October 5th when we file or expect to file our definitive proxy and the voting will complete on October 28th at our proposed shareholder meeting date. So how will the transition look? Stretch through the month of November or through the month of at the end of October early Novembe”

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