Strategy CEO: Bitcoin Is Like Early Apple and Netflix, the Next Great Product In a November 28, 2025 interview with What Bitcoin Did, Strategy CEO Phong Le reflected on his initial understanding of Bitcoin back in 2020, comparing it to transformative technologies such as the early internet, the iPhone, and Netflix's DVD-by-mail service. He emphasized that forecasting Bitcoin's future returns is not the key; what truly matters is recognizing its fundamental nature as a "good product". According to Le, genuinely innovative products are often difficult to value in their early stages, yet their potential can be intuitively perceived through user experience. He believes Bitcoin is a textbook example of a product whose long-term value is driven by its inherent product strength, global appeal, and unique technical properties. Source: