Michael Saylor to Microsoft: Investing in Bitcoin is Smarter Than Buying Your Own Stock

On December 1, Michael Saylor, Executive Chairman of MicroStrategy, kept his promise to present the benefits of Bitcoin to Microsoft’s board of executives in just three minutes. Saylor made a compelling case for why Microsoft should adopt Bitcoin as part of its balance sheet in the coming years, positioning it as a transformative digital asset for the company’s future.

Bitcoin: The Future of Digital Capital

Saylor emphasized that Bitcoin is poised to become one of the world’s most valuable assets, projected to represent $280 trillion of global wealth in the next two decades—outpacing gold ($45 trillion) and art ($110 trillion). He highlighted that Bitcoin’s performance has far outpaced that of Microsoft’s stock, with Bitcoin’s price movements outpacing Microsoft shares by 12 times annually. Over the past few years, MicroStrategy’s stock has surged by 3,045% after adopting Bitcoin, while Microsoft’s stock has risen only 103% in comparison.

A Strong Argument for Change

According to Saylor, Microsoft would benefit from embracing digital capital, given the strong upward trajectory of Bitcoin. He pointed out that the political and market momentum behind Bitcoin—bolstered by initiatives like the Trump administration’s support and the growing availability of Bitcoin ETFs—indicates widespread adoption in the coming years. Microsoft, he argued, should not miss this opportunity.

A Choice for Microsoft’s Future

Saylor presented Microsoft’s board with a choice: stick to traditional financial strategies that are slow to grow and carry higher investor risk, or adopt a more innovative approach by integrating Bitcoin into its strategy, which could accelerate growth.

To support his vision, Saylor introduced Bitcoin24, a service designed to customize Bitcoin products for corporations. He forecasted that if Microsoft embraced Bitcoin, its stock price could soar to $584 per share, up from its current price.

Significant Growth Potential

By adopting Bitcoin as part of its corporate strategy, Saylor projected that Microsoft’s market capitalization could rise significantly—between $1 trillion and $4.9 trillion per share. Additionally, the risk associated with Microsoft shares could decrease from 95% to 59%, while annual recurring revenue could increase from 10.4% to 15.8%.

Saylor’s pitch was clear: integrating Bitcoin could offer Microsoft not just a hedge against inflation, but also a massive opportunity for growth in a rapidly changing digital economy.