Bitcoin Becomes Cornerstone Asset in Revolutionary Global Credit Strategy Overhaul
BREAKING: Digital gold shifts from alternative investment to central banking pillar
The Core Reshuffle
Traditional credit models get their first major architectural update since the 2008 financial crisis. Bitcoin's hardening properties and global settlement capabilities position it as the natural anchor for next-generation lending frameworks.
Global institutions quietly accumulate positions while publicly debating volatility concerns—because nothing says financial prudence like hedging against the very system you oversee.
This isn't diversification—it's reinvention. The question isn't whether Bitcoin belongs in credit strategies, but why it took this long to acknowledge what the market already priced in.
A Strategic Turnaround and Capital Strategy
MicroStrategy has reversed its fortunes: in Q3 2025 it posted operating income of approx. $3.9 billion and net income around $2.9 billion, compared with significant losses in the same quarter of the previous year.
For the first nine months, the company recorded EPS of $27.71 – up from –$2.71 in 2024. It also carries a convertible bond portfolio of $8.2 billion, with blended interest NEAR 0.421%.
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The firm has raised about $20 billion so far this year across equity, preferred shares and debt, nearly matching the $22.6 billion raised throughout 2024.
Digital Assets and Credit Issuance: The New Frontier
With its maturing Bitcoin treasury business, MicroStrategy is now pivoting to use its digital-asset position as a foundation for credit-securities issuance – possibly tied to digital asset holdings or bitcoin-backed instruments. Executive Chairman Michael Saylor believes this will boost the company’s multiple to net-asset value, which currently sits around 1.25, and help address growing interest in tokenised finance and institutional participation.
