MicroStrategy’s Michael Saylor recently presented a bold strategy to Microsoft, proposing that the tech giant could add up to $5 trillion to its market cap by making significant investments in Bitcoin. Saylor’s pitch emphasized that Microsoft could secure immense value by embracing the cryptocurrency.
In a rapid and engaging three-minute presentation with 44 slides, Saylor encouraged Microsoft’s board of directors to consider Bitcoin as the next major technological wave. He proposed that the company shift its financial resources—such as cash flows, dividends, stock buybacks, and debt—into Bitcoin, stating, “Microsoft can’t afford to miss the next technology wave, and Bitcoin is that wave.”
According to Saylor, adopting this strategy could potentially add $584 per share to Microsoft’s stock price over the next decade, assuming Bitcoin’s value climbs to $1.7 million by 2034. Additionally, he predicted that a full commitment to Bitcoin could increase Microsoft’s overall enterprise value by $4.9 trillion.
Microsoft, valued at $3.18 trillion, is currently the third-largest company globally, following Apple and Nvidia. Bitcoin’s remarkable 120% surge in 2024, pushing its value close to $100,000 per Bitcoin, has reinforced Saylor’s belief in the cryptocurrency’s long-term potential.
Since 2020, MicroStrategy, led by Saylor, has become a major Bitcoin investor, accumulating 386,700 BTC for $21.9 billion. The company now estimates its Bitcoin holdings are worth approximately $37.6 billion, and its stock price has experienced a remarkable increase of over 465% this year.
Saylor pointed out the growing political and institutional support for Bitcoin, referencing endorsements from major Wall Street firms and favorable statements from incoming President Donald Trump. He argued that Bitcoin offers a more compelling investment alternative than traditional assets, explaining, “It makes more sense to buy Bitcoin than to buy back your own stock or hold bonds.”
Saylor urged Microsoft to adopt Bitcoin as a strategic asset, saying, “It’s time for Microsoft to evaluate its Bitcoin options and do the right thing for the world by adopting Bitcoin.” He reiterated that Microsoft has a unique opportunity to make a world-changing decision by incorporating Bitcoin into its financial strategy.
This strategy highlights Saylor’s ongoing advocacy for Bitcoin, positioning it as a transformative asset that could drive significant corporate growth. However, whether Microsoft will take action on his advice remains uncertain and will likely be a topic of interest for the tech industry in the coming months.
While Saylor’s vision for Bitcoin continues to gain momentum, especially with growing institutional and political support, it is still unclear whether Microsoft will act on his ambitious recommendations. The decision could redefine the company’s future, but only time will tell how they respond.
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