Saylor Bets $75 Billion on Microsoft Joining Bitcoin Revolution

MicroStrategy executive chairman Michael Saylor challenged one of the internet industry's richest titans at Bitcoin for Corporations 2025. He told chief financial officers and treasury executives that Microsoft should invest tens of billions of dollars in Bitcoin, calling it “the universal, perpetual, profitable merger partner” that outperforms all other treasury assets in the artificial-intelligence age.

Microsoft Needs Bitcoin: Saylor

Saylor compared sharply. Microsoft has grown 18% annually for five years. Bitcoin is up 62%, he added, adding that the S&P 500's 14% compound growth rate is the corporate capital allocation benchmark. “Normalize everything against that cost of capital and Microsoft outperforms by 4%. Bitcoin is 48%. Negative bonds. When the top asset is compounding roughly 50% above the cost of money, why keep the item that destroys capital?

He then examined Microsoft's financial sheet mix. He said, “If Microsoft buys bonds, you're destroying 99.7% of your capital over ten years.” Buying your own stock is just slightly less disastrous—you lose 97%. A Bitcoin purchase is 10 times better than MSFT redemption.”

Saylor claims Bitcoin starts a third monetary era. Gold was nineteenth-century money; sovereign debt was twentieth. He called Bitcoin the first liquid, fungible capital instrument with no counterparty in the 21st century. His institutional “year zero” for Bitcoin is 2024, “the moment the SEC blessed spot ETFs and FASB signaled fair-value accounting.” In that timeline, 2025 is “year one” and the first-mover advantage window is closing.


Saylor concluded with his longest unbroken passage: “Rich people are rich because they own hard assets, not because they expect cash flows. I would rather invest in a wealthy firm than one that takes away money and pledges to work harder and increase prices forever.”

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