Strategy launches BTC Credit model with $53.5B reserves and $21.95B debt, exposing credit spreads and floor prices amid $64151.43 BTC price action.

Strategy rolls out BTC credit model with 10% ARR reference case, tiered spreads and floor prices at strategy.com/credit while BTC trades at $63735.

According to @simplykashif, Michael Saylor said the real signal for Bitcoin is when trillion-dollar banks enter BTC custody and credit services, positioning bank-led custody and lending as the priority indicators for market direction; source: Kashif Raza on X, Nov 25, 2025. The post identifies announcements by top-tier banks offering BTC custody or credit as key events for traders to monitor for near-term catalysts in spot and derivatives activity; source: Kashif Raza on X, Nov 25, 2025.