Strive's Chief Risk Officer, Jeff Walton, has outlined a bullish case for "Digital Credit," suggesting that a change in how credit rating agencies value Bitcoin could elevate MicroStrategy's credit rating from junk status to investment grade. Currently, major agencies like S&P Global assign a zero value to Bitcoin on corporate balance sheets, impacting companies like MicroStrategy, which holds over 761,000 BTC valued at approximately $53 billion. Walton argues that recognizing Bitcoin's value could significantly enhance MicroStrategy's credit rating, unlocking access to larger institutional capital markets. Walton highlighted the disparity between the investment-grade bond market and the high-yield market, noting that an investment-grade rating would allow MicroStrategy to access cheaper borrowing costs, similar to recent bond issuances by major corporations like Google and Amazon. Strive has invested $50 million in MicroStrategy's preferred stock, reflecting its confidence in the potential revaluation of Bitcoin on balance sheets. The outcome of this potential shift remains uncertain, but it underscores the significant financial implications for Bitcoin treasury companies.