In a significant convergence of traditional finance and digital asset innovation, Strategy CEO Phong Le will sit down with Amy Oldenburg, Morgan Stanley’s Head of Digital Assets, for a fireside chat next Wednesday at the Wynn in Las Vegas. The discussion, a highlight of Strategy’s annual “Strategy World” event, will delve into long-term Bitcoin strategy and the accelerating tide of institutional adoption.
The conversation is poised to explore a critical trend: the role of emerging markets in driving cryptocurrency adoption and what this trajectory can teach established financial institutions. This lens offers a practical, ground-level perspective on Bitcoin’s utility beyond Western investment narratives.
On February 25th, @PhongLe will be joined by Amy Oldenburg for a fireside chat on long-term thinking in $BTC and banking at @MorganStanley. pic.twitter.com/gKkHQy8wa7
— Strategy (@Strategy) February 20, 2026
Strategy World: A Forum at the Intersection of AI, BI, and Bitcoin
This fireside chat is part of “Strategy World,” the leading Bitcoin treasury company’s flagship event running from February 23-26. The platform is designed to convene business leaders and professionals to examine the synergistic potential of artificial intelligence, business intelligence, and Bitcoin innovation.
The speaker roster features prominent figures from across the financial and technology spectrum, including representatives from Strive, Metaplanet, BitGo, Morgan Stanley, Coinbase, Anchorage Digital, and Bitwise. Michael Saylor, Strategy’s Executive Chairman and Founder, will deliver a keynote address on the topic of digital credit on February 24.
Morgan Stanley’s Accelerated Digital Asset Strategy
Oldenburg’s participation underscores Morgan Stanley’s aggressive and deliberate push into regulated cryptocurrency markets. The bank, managing approximately $1.8 trillion in assets through its wealth and asset management divisions, has been a first-mover among Wall Street giants since the 2024 launch of U.S.-listed spot Bitcoin ETFs.
Morgan Stanley was the first major bank to permit its financial advisors to pitch these ETF products to clients, signaling a major institutional validation. The firm’s global investment committee has publicly advised clients to consider a portfolio allocation of between 2% and 4% to digital assets. Internally, its $1.8 trillion asset management arm is pursuing regulatory approval for funds tied to Bitcoin (viewed as “digital gold”), Ethereum (as “foundational computational infrastructure”), and Solana, with a targeted digital wallet offering anticipated later this year.
The dialogue between Le and Oldenburg will likely move beyond product offerings to the core philosophical and strategic questions: How do legacy institutions build durable, compliant frameworks for a new asset class? What operational and risk management lessons are being learned from markets where crypto adoption is already mainstream? Their combined experience—Le steering one of the world’s largest corporate Bitcoin treasuries and Oldenburg leading a top-tier bank’s digital assets division—positions this chat as a essential briefing on the next phase of financial evolution.
