TLDR:
Michael Saylor claims Bitcoin’s annualized return has averaged over 50%, outpacing traditional capital strategies.
MicroStrategy ranks as the fourth most profitable U.S. financial firm yet remains undervalued by Wall Street metrics.
Saylor says firms using U.S. Treasuries for capital trail markets by 10% yearly in returns.
Institutions are absorbing Bitcoin supply despite whale selling, pointing to a shifting Wall Street sentiment.
The conversation around Bitcoin’s role in corporate finance is heating up again. Michael Saylor believes the financial industry still fails to grasp the scale of change underway.
He argues the gap between traditional asset strategies and Bitcoin adoption is widening fast. And with corporate treasuries now eyeing Bitcoin, the landscape could shift sooner than many expect. Early signals suggest Wall Street’s mood is beginning to turn.
Michael Saylor Upholds His Bitcoin Standard Thesis
In an interview with Fox Business, Saylor stated Bitcoin’s average annualized return exceeds 50%. He noted that MicroStrategy, now the fourth most profitable U.S. financial company, remains undervalued using price-to-earnings ratios.
He said Wall Street continues to value firms through a traditional lens that does not account for Bitcoin’s potential as a treasury asset.
According to Saylor, companies relying on U.S. Treasuries or similar assets trail market capital returns by roughly 10% each year. In contrast, he said adopting Bitcoin as a capital allocation standard could deliver around 40% annual outperformance over the S&P 500.
The concept, which he calls the “Bitcoin standard,” may become a core corporate strategy over time.
He believes once a critical mass of companies commit to this approach, it will reshape how capital management is measured. The shift, he added, would come as more executives acknowledge Bitcoin’s asymmetric return profile. This mirrors MicroStrategy’s own pivot toward Bitcoin in recent years.
Data shared by Alva, a crypto market analytics platform, points to a building case for Saylor’s view. They reported that despite whale selling pressure, institutions continue to absorb Bitcoin supply. This is happening alongside rising daily volumes, higher open interest, and ETF inflows hitting fresh peaks.
These flows suggest structural demand is not only holding but strengthening. Even short-term cautionary signals like a bearish MACD setup are countered by oversold CRSI readings, which often precede rebounds. Analysts believe this positioning could fuel a high-probability upside move if market momentum holds.
ETF premiums flipping positive also indicate increased investor willingness to pay above net asset value. This is typically seen when demand outpaces immediate supply. For traders, these conditions point toward potential accumulation zones rather than distribution phases.
Corporate Adoption Could Accelerate the Cycle
Saylor maintains that Bitcoin adoption is still early in corporate circles. However, he said the risk profile is changing as more firms see it as a strategic asset rather than a speculative bet. This view, if widely adopted, could create a reinforcing cycle: rising adoption drives price appreciation, which in turn encourages further adoption.
The YouTube discussion referenced in this report also explored how such a cycle could alter capital markets. Panelists agreed that traditional finance may not yet have the tools or mindset to fully price in Bitcoin’s role.
They suggested that by the time the majority recognizes the trend, the opportunity window for outsized returns may have narrowed.
For now, the market is watching for confirmation signals. Whether through more public treasury announcements, ETF growth, or trading activity, signs of a broader Wall Street pivot are beginning to surface.
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