CoinDesk|Aug 10, 2026 19:01
Strategy wants to be the "central bank of Bitcoin."
On CoinDesk's Public Keys at the @NYSE, @Strategy's @phongle makes the case for beating BTC with digital credit, @BitwiseInvest's Ryan Rasmussen (@RasterlyRock) says the market is mispricing @circle, and Deus X Capital's Tim Grant on sovereign AI and the best week for BTC ETFs since April.
Watch with @JennSanasie.
Chapters/Timecodes:
00:00 Welcome to Public Keys
00:21 Sleepy Markets and 'Groundhog Week' With Tim Grant
02:08 The Coldcard Hack and the Self-Custody Debate
03:15 Strategy's Phong Le Joins Public Keys
03:46 Why Strategy Expects to Beat Bitcoin
04:20 Inside 'STRC' and the Digital Credit Play
09:38 $4.75B in Cash and the Preferred Stock Lesson
11:47 Strategy: 'The Central Bank of Bitcoin'
12:19 Where Strategy's Software Business Fits
14:55 Circle, Galaxy and American Bitcoin Earnings
15:12 Why Bitwise Says Circle Is Mispriced
19:37 Circle's Arc Mainnet and the GENIUS Act
21:07 Galaxy's Pivot From Crypto to AI
24:05 American Bitcoin and the Miner Shakeout
27:41 Trump Ties and CLARITY Act Ethics Risk
30:14 ETF Flows: Bitcoin's Best Week Since April
32:52 Tim Grant on Sovereign AI and Data Privacy(CoinDesk)
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