As someone who has used Microsoft products my whole life, it pains me to see they are fumbling the bag on Bitcoin. The company’s $78 billion in cash reserves are losing value daily. Meanwhile, they stubbornly refuse to follow MicroStrategy’s proven winning strategy — convert those melting dollars to scarce Bitcoin!

Microsoft announced a couple of months ago that it would buy back shares up to $60 billion; it seems like this did nothing to increase the stock price. Imagine if they had bought Bitcoin instead. That money would have been much more powerful if allocated to Bitcoin. The company would likely have added hundreds of billions in market cap.

Just look at MicroStrategy. In just four years, they turned their $1 billion company into $100 billion by adopting Bitcoin as a treasury reserve asset. They are now the most compelling and successful story in corporate finance, with the best-performing stock in the last four years, beating every US company – even NVIDIA.

Yet Microsoft clings to an outdated financial strategy, destroying shareholder value. Microsoft should follow its technology instincts, not faulty financial logic. There is no long-term viability in holding cash.

I was listening to X Spaces yesterday, during which MicroStrategy’s CEO Michael Saylor revealed that he offered to explain Bitcoin’s benefits privately, but Microsoft’s CEO Satya Nadella rejected the meeting. Now, he is making a last-ditch appeal by presenting a 3-minute Bitcoin proposal to Microsoft’s board.

Earlier, the board already advised shareholders to reject assessing Bitcoin’s potential upside. Nonetheless, I am interested to see how this meeting will turn out. Saylor is a great educator, so you never know.

They should realise that no corporate treasury asset like Bitcoin can enhance enterprise value. Even a small $5 billion Bitcoin allocation could add tens of billions in market cap.

Look, Microsoft, the choice is clear – hoard melting dollars or embrace uncensorable digital gold. Your shareholders are begging you to buy Bitcoin. It’s time to listen before that $78 billion completely disappears. This is your fiduciary duty as Bitcoin continues mass adoption.

This article is a Take. Opinions expressed are entirely the author’s and do not necessarily reflect those of BTC Inc or Bitcoin Magazine.

Today, MicroStrategy (MSTR) surpassed a $100 billion market cap to become the 93rd largest publicly-traded company in the U.S.

At the time of writing, MSTR has done more trading volume than both stock giants Tesla and Nvidia today, and has traditional stock traders like the Wall Street Bets community losing their minds.

Wow $MSTR is the most traded stock in America today.. to best $TSLA and $NVDA is crazy. It's been years since a stock has traded more than one of those two (it may have actually been $GME to last do it). It's also about double $SPY! Wild times.. pic.twitter.com/bUr8nycMX3

— Eric Balchunas (@EricBalchunas) November 20, 2024

 This is absolutely mindblowing considering MicroStrategy was a mere $1 billion company when it first bought bitcoin for its treasury about four and a half years ago.

The big question I’m asking myself is, how and when does this end? Assuming MSTR continues to pump until the peak of this bull market, it’s anyone’s guess on how high MSTR may go.

But how hard will it crash in the bear market, considering it is essentially a leveraged trade on bitcoin? Dare I even suggest that this time may be different, and that the downside of the next bitcoin bear market won’t be as brutal as the 70%+ corrections we’re historically used to seeing?

Even with the spot bitcoin ETFs, and the notion that the US may lead the charge of nation states buying up mass amounts of bitcoin, I’m still not convinced that we don’t eventually see a massive downturn in bitcoin’s price. And I’m mentally preparing for a normal bitcoin bear market to commence after this bull market finishes sometime in the next year or so.

But back to MSTR — Michael Saylor has thus far proven that the Bitcoin for Corporations strategy works in stunning fashion. Public companies have been coming out of the woodwork this past week announcing that they’ve purchased bitcoin for their balance sheet or plan to do so, and it seems this trend will continue as the CEO of Rumble asked his X audience if he should add BTC to their balance sheet (almost 94% of his 42,522 voters voted “yes”).

Lets put this in a poll format…

Should Rumble add Bitcoin to its balance sheet?

— Chris Pavlovski (@chrispavlovski) November 19, 2024

 Michael Saylor even offered to help explain how and why Rumble should adopt a corporate BTC strategy.

Institutional bitcoin adoption is here and it’s only going to grow for the foreseeable future. As companies figure out the logic behind adopting bitcoin as a strategic reserve asset, the number of publicly-traded companies that adopt this strategy is going to explode.

Companies that add bitcoin to their balance sheet will rise above most other companies — even top big tech giants — in terms of trading volume, as MicroStrategy has, until all companies add bitcoin to their balance sheet. I try to put myself in the shoes of a trader, with knowledge on Bitcoin and think to myself, “Why on earth would I buy any company’s stock if they don’t have bitcoin on their balance sheet?” I wouldn’t — it would be way too boring.

Putting BTC on the balance sheet helps create volatility, and therefore opportunity for stock traders, which is good for the traders, stock price, and company overall. If you are a publicly-traded company, it is a no brainer to adopt bitcoin as a treasury reserve asset.

This article is a Take. Opinions expressed are entirely the author’s and do not necessarily reflect those of BTC Inc or Bitcoin Magazine.

MicroStrategy’s corporate Bitcoin treasury strategy is taking off. Public companies are FOMO’ing into bitcoin. It’s almost as if Trump’s pro-Bitcoin stance is giving companies the green light to stack BTC.

Yesterday alone, seven public companies announced that they have bought or plan to buy bitcoin for their treasury reserves, with one new company committing to purchasing $1 million in BTC today. Crazy, right? It has felt like a minimum of one to two new companies a day are adopting bitcoin as a reserve asset — not to mention all the companies getting bitcoin exposure via the ETFs.

It’s surreal to witness the FOMO from companies adopting a corporate Bitcoin playbook in real time. I mean, Michael Saylor has been preaching this and leading by example for the last four and a half years, and now that we’re almost at $100,000 bitcoin, companies are FOMOing in en masse.

Was it the dramatic increase in bitcoin’s price that catalyzed this surge in more and more companies adopting Bitcoin, the incoming Trump presidency, or are companies finally taking Saylor’s advice seriously after his strategy has proven to be successful? It’s hard to tell — it’s probably a mix of all three.

Beyond the borders of the U.S., other companies are also adopting the MicroStrategy playbook — and reaping the benefits of it. Metaplanet, a publicly-traded Japanese company, went from a zombie company to ranked #29 out of 4,000 listed companies in Japan by trading value since adopting a corporate Bitcoin strategy. Unreal.

Metaplanet ranked #29 out of 4,000 listed companies in Japan by trading value, surpassing much larger market peers such as Itochu and NTT https://t.co/mUgdytMRM6 pic.twitter.com/Xzf66g9o1r

— Simon Gerovich (@gerovich) November 19, 2024

Over the course of the next year I’m expecting this corporate Bitcoin adoption to only increase as the price of bitcoin rises and Trump takes office.

“Welcome to the Bitcoin Standard” — Michael Saylor.