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Michael Saylor: The Single Most Important Thing Right Now Is to Fix the Credit Business At Strategy's Q2 2026 investor Q&A, livestreamed on Aug. 17, regarding the company's future business blueprint and capital allocation strategy, Executive Chairman Michael Saylor @saylor stated that Strategy aims to be the JPMorgan of digital assets, though without copying traditional banking models. He emphasized that building on holding 4% of the global Bitcoin supply, the key lies in developing products on top of Bitcoin, such as digital equity MSTR and digital credit STRC. The single most important task right now is fixing the digital credit business, as fixing credit will expand equity premiums and drive the company's valuation toward hundreds of billions or even a trillion dollars.

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14 replies collected of 18 X reports
维客返佣查询|最高85% @b0nitaxo ·

@WuBlockchain @saylor This guy is now determined to fight tooth and nail in the lending business.

original · zh

@WuBlockchain @saylor 这老哥现在是铁了心要在信贷业务上死磕了

Nils Domke 🇩🇪 @Nils_900 · D

@WuBlockchain @saylor Less noise, more follow-through is the only angle worth respecting here

1
Cash Flow Files @CashFlowFiles · D

@WuBlockchain @saylor The interesting part isn’t Bitcoin itself. It’s whether Strategy can turn access to cheap capital into a permanent financing advantage. That’s the real business model.

Omega @omega_netw0rk · 97K A

@WuBlockchain @saylor Fixing the credit business is a fun way to say the leverage got heavy.

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Omega @omega_netw0rk · 97K A

@WuBlockchain @saylor Fixing the credit business is a bold way to say the buying was the easy part.

2
XWhisper @xyziuw ·

@WuBlockchain @saylor Zoom out. The bigger picture is still intact.

NHK @langtusg0308 · C

@WuBlockchain @saylor Saylor is clearly shifting the focus from owning Bitcoin to building financial rails on top of it. Stay bullish bitcoin:native $ETH. Keep building

1
DOGPULSE | $DOG On-Chain Intelligence @DOGPULSExbt ·

@WuBlockchain @saylor More and more of the conversation is shifting from holding Bitcoin to building on Bitcoin.

1
Levi @Levi_Researcher · D

@WuBlockchain @saylor banks need trust

1
Dana @Danainhawaii ·

@WuBlockchain @saylor @Saylor it’s so late! Are you in Hong Kong with @PunterJeff ?

crypto Baldwin Duncan @BaldwinDunas · 18K

@WuBlockchain @saylor A strategic move: strengthening the digital credit business could be the key to unlocking greater value across Strategy’s Bitcoin-focused ecosystem.

1
d.fenestrator @FenestratorD ·

@WuBlockchain @saylor Bitcoin is money. Not digital capital.

Kody @kodylioncub ·

@WuBlockchain @saylor Saylor is thinking far beyond holding Bitcoin.

2