Michael Saylor's Bitcoin Presentation to Microsoft

Saylor is trying to orange pill the board of directors of Microsoft

Standing before Microsoft’s Board of Directors, Michael Saylor, the Executive Chairman of MicroStrategy, didn’t mince words. In a presentation described as both concise and transformative, he proposed a daring strategy: Microsoft should fully embrace Bitcoin to create nearly $5 trillion in market capitalization.

“Microsoft can’t afford to miss the next technology wave, and Bitcoin is that wave,” Saylor declared, setting the tone for a pitch that could redefine the future of one of the world’s largest tech companies.

Bitcoin: The Next Technological Wave

Saylor’s argument was simple but revolutionary. He emphasized that Bitcoin isn’t just another financial asset—it’s a paradigm shift. As a decentralized, deflationary digital currency, Bitcoin represents the future of secure, global value storage. Saylor highlighted its transformative potential, comparing it to technological innovations like the internet and cloud computing that Microsoft had previously championed.

“Bitcoin is digital energy,” he explained. “It’s a universal, non-sovereign asset that can enhance corporate balance sheets and create unprecedented value for shareholders.”

Turning Cash Flows into Bitcoin

The cornerstone of Saylor’s proposal was converting Microsoft’s cash flows, dividend payouts, stock buybacks, and even debt into Bitcoin. He argued that this strategy could elevate Microsoft’s stock price by hundreds of dollars per share over the next decade, assuming Bitcoin’s value rises to $1.7 million by 2034.

“If you do this,” Saylor asserted, “you’ll create trillions of dollars in enterprise value while reducing shareholder risks.”

Based on his projections, Bitcoin could add $584 per share to Microsoft’s stock price, potentially boosting the company’s market cap by $4.9 trillion. For a company already valued at $3.18 trillion, this represents a monumental leap.

The Timing Couldn’t Be Better

Saylor pointed to Bitcoin’s recent performance as a testament to its viability. The cryptocurrency has surged by 120% this year, with its price nearing $100,000. MicroStrategy’s own Bitcoin strategy—acquiring 386,700 BTC at a cost of $21.9 billion—has already paid off, with the investment now worth $37.6 billion. This success has driven MicroStrategy’s stock up 465% in 2024, setting new records.

“The market is recognizing Bitcoin’s value,” Saylor explained. “This is the perfect time for Microsoft to act.”

A Call to Action

In his proposal, Saylor urged Microsoft to allocate $100 billion annually to Bitcoin investments. He argued that buying Bitcoin would be more advantageous than repurchasing stock or holding bonds, calling Bitcoin a “high-growth asset” that could outpace even Microsoft’s revenue growth.

“It’s time for Microsoft to evaluate its Bitcoin strategic options,” he concluded. “Do the right thing for the world and adopt Bitcoin.”

The Bigger Picture

Saylor’s pitch isn’t just about financial gains; it’s about leadership. By embracing Bitcoin, Microsoft could position itself as a pioneer in the next wave of digital transformation, inspiring other corporations to follow suit.

While the Board has yet to reveal its decision, Saylor’s presentation has undoubtedly sparked a debate that could shape the tech giant’s trajectory for years to come. Whether or not Microsoft takes the plunge, one thing is clear: Saylor has once again placed Bitcoin at the center of the corporate conversation.