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 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.