MicroStrategy Chairman and renowned Bitcoin supporter, Michael Saylor, has made a bold proposal to Microsoft, claiming that the tech giant could add nearly $5 trillion to its market capitalization if it decides to fully invest in Bitcoin.
Michael Saylor presented this idea in a meeting with Microsoft's leadership, using a 44-slide presentation that lasted just over three minutes to emphasize his strategic vision for Bitcoin.
Saylor began by emphasizing that Bitcoin is the next big technology wave, urging Microsoft to allocate cash, dividend income, share buybacks, and even public debt to invest in Bitcoin. He stated: "Microsoft cannot miss the next technology wave, and that wave is Bitcoin." According to Saylor, this strategy not only mitigates risk for shareholders but could also significantly boost Microsoft's stock price.
In the presentation, Saylor predicted that Bitcoin could add $584 to Microsoft's stock value over the next 10 years if the company fully transitions to using Bitcoin. Assuming a Bitcoin price of $1.7 million per coin by 2034, this strategy has the potential to add $4.9 trillion to Microsoft's market capitalization. Currently, Microsoft has a market capitalization of $3.18 trillion, ranking third in the world after Apple and Nvidia.
Saylor also highlighted Bitcoin's impressive performance in 2024, with the cryptocurrency's value increasing by 120% since the beginning of the year and approaching the $100,000 mark. MicroStrategy, the company associated with Saylor's Bitcoin investment strategy, has purchased 386,700 BTC since 2020, worth approximately $37.6 billion as of December 2024. This strategy has helped MicroStrategy's stock price surge by 465.5% this year, surpassing its all-time high from the dot-com bubble era.
Saylor also pointed to the growing public and political support for Bitcoin, including pro-cryptocurrency statements from former President Donald Trump and the launch of Bitcoin-related investment products by major Wall Street institutions. He argued that investing $100 billion per year in Bitcoin would bring more strategic benefits than share buybacks or bond holdings, and emphasized:
"What if you could buy a $100 billion company that grows faster than Microsoft for the price of one year's revenue? And what if you could do that every year?"
Concluding the presentation, Saylor called on Microsoft to demonstrate its leadership and innovation, declaring:
"It's time for Microsoft to evaluate its strategic options regarding Bitcoin. Do the right thing for the world and embrace Bitcoin."
