S&P Rating on Strategy: Overview, Implications, and Industry Direction
Abstract The S&P rating on Strategy shows that when bitcoin is fully deducted from adjusted common equity, total adjusted capital turns negative and the rating is forced to anchor on weak capitalization. That outcome is predictable under the 2024 RACF and 2025 hybrid criteria. The practical takeaway for issuers seeking higher credit ratings is to […]
Strategy (MSTR) CEO Makes the Case for Corporate Bitcoin Adoption in MIT Keynote
At a recent keynote delivered at the MIT Bitcoin Expo, Phong Le, CEO of Strategy (NASDAQ: MSTR), made a bold case for Bitcoin as a core component of modern corporate treasury strategy. With over 528,000 BTC on its balance sheet, Strategy has become the most visible—and arguably the most successful—public company to adopt Bitcoin as a primary […]