As someone who has used Microsoft products my whole life, it pains me to see them dipping into the Bitcoin bag. Company $78 billion cash reserve It loses its value daily. At the same time, they stubbornly refuse to follow MicroStrategy’s proven strategy – converting those melting dollars into scarce Bitcoin!
Microsoft announced a few months ago that it would buy back Shares worth up to $60 billion; This didn’t seem to do anything Increase the stock price. Imagine if they had bought Bitcoin instead. This money would have been much stronger if it had been allocated to Bitcoin. The company has likely added hundreds of billions in market capitalization.
Just look at MicroStrategy. In just four years, they turned their billion-dollar company into a $100 billion company by adopting Bitcoin as a treasury reserve asset. It is now the most compelling and successful story in corporate finance, with the best-performing stocks of the past four years, outperforming every US company – even NVIDIA.
However, Microsoft is clinging to an outdated financial strategy, which is destroying shareholder value. Microsoft should follow its technological instincts, not faulty financial logic. There is no long-term point in holding cash.
I was listening to X Spaces yesterday, during which MicroStrategy CEO Michael Saylor spoke open He offered to explain the benefits of Bitcoin privately, but Microsoft CEO Satya Nadella declined the meeting. Now, he’s making one final appeal by submitting a 3-minute Bitcoin proposal to Microsoft’s board of directors.
Earlier, the Board of Directors had already advised shareholders to refuse to evaluate the potential upside of Bitcoin. However, I’m interested to see how this meeting turns out. Saylor is a great teacher, so you never know.
They must realize that no corporate treasury asset like Bitcoin can enhance enterprise value. Even a small Bitcoin allocation of $5 billion could add tens of billions in market cap.
Look, Microsoft, the choice is clear: hoard melting dollars or embrace uncensored digital gold. Shareholders are begging you to buy Bitcoin. It’s time to listen before the entire $78 billion disappears. This is your fiduciary duty as Bitcoin continues to gain widespread adoption.
This article is a takes. The opinions expressed are entirely those of the author and do not necessarily reflect the opinions of BTC Inc or Bitcoin Magazine.