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#BREAKING : Saylor Challenges Microsoft to Go All-In on Bitcoin — $75 Billion Bet Proposed
At Bitcoin for Corporations 2025, MicroStrategy’s Michael Saylor made a bold case for Microsoft to deploy tens of billions into Bitcoin, calling it "the ultimate corporate treasury asset" in the AI era.
Saylor’s Bitcoin vs. Microsoft Growth Showdown
Microsoft: 18% annual growth (5-year avg)
Bitcoin: 62% annualized returns
S&P 500 Benchmark: 14% (corporate capital hurdle rate)
"Why hold bonds that destroy 99.7% of capital over a decade, or buybacks that lose 97%? Bitcoin outperforms by 48% annually. The math is undeniable."
The 21st Century’s Hard Asset
Saylor framed Bitcoin as the third monetary epoch:
1️⃣ 19th Century: Gold
2️⃣ 20th Century: Sovereign debt
3️⃣ 21st Century: Bitcoin ("The first liquid, counterparty-free asset" )
With SEC-approved ETFs and FASB accounting rules, 2024 marked "Year Zero" for institutional adoption. Now in "Year One" (2025), the window for first-mover advantage is closing fast.
Saylor’s Closing Argument
"Wealth isn’t built on cash flows—it’s built on hard assets. I’d rather own a company that hoards value than one stuck in inflationary hamster wheels."
#Bitcoin #Microsoft #CorporateTreasury
🔥 Will Satya Nadella take the $75B challenge?
At Bitcoin for Corporations 2025, MicroStrategy’s Michael Saylor made a bold case for Microsoft to deploy tens of billions into Bitcoin, calling it "the ultimate corporate treasury asset" in the AI era.
Saylor’s Bitcoin vs. Microsoft Growth Showdown
Microsoft: 18% annual growth (5-year avg)
Bitcoin: 62% annualized returns
S&P 500 Benchmark: 14% (corporate capital hurdle rate)
"Why hold bonds that destroy 99.7% of capital over a decade, or buybacks that lose 97%? Bitcoin outperforms by 48% annually. The math is undeniable."
The 21st Century’s Hard Asset
Saylor framed Bitcoin as the third monetary epoch:
1️⃣ 19th Century: Gold
2️⃣ 20th Century: Sovereign debt
3️⃣ 21st Century: Bitcoin ("The first liquid, counterparty-free asset" )
With SEC-approved ETFs and FASB accounting rules, 2024 marked "Year Zero" for institutional adoption. Now in "Year One" (2025), the window for first-mover advantage is closing fast.
Saylor’s Closing Argument
"Wealth isn’t built on cash flows—it’s built on hard assets. I’d rather own a company that hoards value than one stuck in inflationary hamster wheels."
#Bitcoin #Microsoft #CorporateTreasury
🔥 Will Satya Nadella take the $75B challenge?
Corporate Treasuries Could Inject $330 B Into Bitcoin by 2029
Key takeaways from Bernstein’s latest report:
Roughly 2,000 listed companies hold about $3.8 T in cash. If they follow MicroStrategy’s allocation playbook, around $205 B could flow into BTC over the next five years.
MicroStrategy alone might add another $124 B.
Together, that brings potential corporate inflows to roughly $330 B.
Public companies already own about 720 k BTC (≈2.4 % of total supply), up from 1.3 % at the end of 2023.
A friendlier U.S. regulatory environment could accelerate balance-sheet adoption.
Why it matters:
A steady wave of corporate-treasury demand, paired with a shrinking exchange float, sets the stage for a structural BTC supply squeeze. Watch earnings calls—cash-rich, low-growth firms may become the next wave of hodlers.
Not financial advice.
#bitcoin #BTC #CorporateTreasury #CryptoMarkets #BinanceSquare
what do you guys think will happen?
Key takeaways from Bernstein’s latest report:
Roughly 2,000 listed companies hold about $3.8 T in cash. If they follow MicroStrategy’s allocation playbook, around $205 B could flow into BTC over the next five years.
MicroStrategy alone might add another $124 B.
Together, that brings potential corporate inflows to roughly $330 B.
Public companies already own about 720 k BTC (≈2.4 % of total supply), up from 1.3 % at the end of 2023.
A friendlier U.S. regulatory environment could accelerate balance-sheet adoption.
Why it matters:
A steady wave of corporate-treasury demand, paired with a shrinking exchange float, sets the stage for a structural BTC supply squeeze. Watch earnings calls—cash-rich, low-growth firms may become the next wave of hodlers.
Not financial advice.
#bitcoin #BTC #CorporateTreasury #CryptoMarkets #BinanceSquare
what do you guys think will happen?
market will boom
market will fail us
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