Strategy, the company formerly known as MicroStrategy, announced a fundamental strategic pivot. The company will become a global issuer of digital credit. This plan, scheduled for June 2025, will leverage its massive Bitcoin holdings. The firm will use its treasury of 581,000 BTC, valued at $63 billion. This move marks the beginning of the Strategy digital credit expansion into new markets. The announcement came from an official company statement.
The plan is supported by a collateral structure of over $71 billion. The company recently reported strong financial results. It posted a diluted EPS of $32.60 in Q2 and $8.42 in Q3 2025. “Strategy has built over 71 billion of transparent, scalable and homogeneous collateral,” the statement affirmed. This enables us to be the leading issuer of digital credit. The offensive includes four credit products: Strike, Stride, Strife, and Stretch.
Furthermore, Strategy will explore securitizations and issuances in international jurisdictions. The goal is clear: reduce dependency on the U.S. dollar. It also seeks to access currently underserved financial markets. This pivot represents a significant change in the firm’s business model. It moves away from just being a Bitcoin holder to becoming an active financial operator. The Strategy digital credit expansion aims to diversify revenues.
Can Bitcoin’s price sustain the company’s new vision?
However, this transformation brings considerable challenges. Using Bitcoin as the primary collateral links credit stability to crypto market volatility. The company’s reported earnings already show a high correlation with BTC’s price. This is due to the mark-to-market of its assets. International expansion also imposes strong regulatory hurdles. Strategy must obtain local licenses and comply with KYC/AML regulations in each country.
The company faces a critical milestone on July 15, 2025. That is the deadline for an ongoing class-action lawsuit. Concurrently, the firm must advance on regulatory fronts to realize its plan. This move positions Strategy as a pioneer. It seeks to establish itself as a leader in issuing digital credit backed by crypto-assets. The success of the Strategy digital credit expansion will define the future of such companies in the global financial sector.
