MicroStrategy founder 44-page PPT recommends all shareholders to hold BTC

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On December 1st, Microsoft held a board meeting. MicroStrategy Chairman Michael Saylor recommended to all Microsoft shareholders to hold BTC with a groundbreaking 44-page PPT and a 3-minute speech, proposing to help Microsoft return to the global peak through the digital asset strategy.

Michael Saylor told the Microsoft board that Microsoft cannot miss the next wave of technological revolution, 'Digital Capital', which is the biggest digital transformation of the 21st century and BTC is Digital Capital. It is necessary for Microsoft to evaluate BTC strategic options. BTC strategy will increase Microsoft's Market Cap to the trillion-dollar level. Microsoft can create shareholder value of 1 to 4.9 trillion dollars through BTC. If Microsoft adopts 'Triple Maximalism', its Market Cap can increase by nearly 5 trillion dollars. If BTC is adopted as the standard, Microsoft will succeed.

Two days later, Microsoft will hold a shareholder meeting on December 10. At that time, Microsoft will vote on the 'BTC Investment Proposal', which calls for evaluating the benefits of investing a portion of assets (even if only 1%) in Bitcoin. If the proposal is approved, it will be another milestone event affecting the encryption industry.

In his speech, Michael Saylor claimed that if Microsoft used all of its financial and debt, as well as all of its cash flow, dividend payments, and stock buyback funds to buy BTC, then in the next 10 years, BTC could pump Microsoft's stock price by $584, at which time 1 BTC would be worth $1.7 million.

Since 2020, MicroStrategy, led by Saylor, has purchased 386,700 BTC at a total cost of $21.9 billion. The current value of the company's BTC holdings is close to $37.6 billion. From 2024 to the present, MicroStrategy's stock price has surged 465.5% along with the value of its BTC holdings.

So what did he specifically talk about? (The following statements are translations of his PPT content)

  1. Microsoft cannot miss the next wave of technological trends: personal computing, graphical user interface, internet, mobile computing, cloud computing, artificial intelligence, digital assets.

  2. BTC is the power of the next wave of "2 trillion dollars", currently BTC is the 7th largest asset in the world: the fastest rise, the most popular, the most interesting, the most digital, the most useful, the most globalized.

  3. The biggest digital transformation of the 21st century is the transformation of capital, and BTC is digital capital.

  4. The global wealth will be distributed among various assets.

  5. Global wealth assets (a) provide utility; (b) preserve capital. Risk factors:

  6. Destroying capital of over 100 trillion USD annually. Regulation, taxation, competition, obsolescence, economic and political turmoil, and crime will dilute capital.

  7. Long-term capital is shifting to digital capital.

  8. Digital capital has a clear advantage in both economy and technology.

  9. BTC is a revolutionary progress in capital preservation.

  10. BTCrise: It will increase from $2 trillion to over $200 trillion in 21 years.

11.BTC: Secured by digital, political, and economic forces.

  1. Microsoft should be supported by digital capital.

13.BTC is the best-performing unrelated asset on the enterprise's balance sheet.

  1. Over the past four years, BTC has been the best-performing asset on an annualized basis.

  2. The performance of BTC in the past four years is about ten times that of Microsoft.

  3. BTC is crucial, while bonds are toxic.

  4. To achieve outstanding performance, you need BTC (digital capital).

  5. MSFT stocks and Options are weak and deteriorating, Microsoft is destroying its Options market and weakening its stocks as a store of value through its financial strategy.

  6. In 2024, BTC has become an institutional asset and is now a viable alternative to listed company bonds.

  7. The number of public entities holding BTC is increasing rapidly.

  8. The political wave of support for BTC is surging, with support from the White House, the Senate, the House of Representatives, Wall Street, Donald Trump, JD Vance, Robert Kennedy, Howard Lutnick, Scott Benson, Vivek Ramaswamy, Michael Woolz, and Elon Musk all support BTC.

  9. Support for the strategic BTC reserves in the United States is growing.

  10. Wall Street's support for Bitcoin is also heating up.

  11. Trump said: Never dump your BTC.

  12. 2025: The first year of the revival of cryptocurrency, expectations: Wall Street will adopt BTC, ETF, FASB fair value accounting, a president and cabinet that are pro-BTC, over 250 cryptocurrency supporters in Congress, BTC strategic reserves, abolition of SAB 121, end of the cryptocurrency war, digital asset framework, and more companies adopting BTC standards.

  13. Microsoft needs to make a choice.

  14. Option 1: Stick with the past. TradFi strategy based on government bonds, repurchase agreements, and dividends; Option 2: Embrace the future with innovative financial strategies based on BTC as a digital capital asset.

  15. Choose 1: Capital shrinks by 100 billion US dollars annually, increasing investor risk and slowing rise; Choose 2: Capital rises by 100 billion US dollars annually, reducing investor risk and accelerating drop.

  16. Microsoft has lost $200 billion in capital over the past five years.

  17. Repurchases and dividends have intensified Microsoft's risk factors, including: intense market competition, cybersecurity threats, regulatory compliance, intellectual property, global economic conditions, supply chain disruptions, product development and innovation, adoption of cloud services, market saturation, legal litigation, acquisition and strategic alliances, tax risks, forex fluctuations, talent acquisition and retention, hardware manufacturing, environmental and social responsibility, intellectual property litigation, intellectual property licensing, economic sanctions and trade restrictions, natural disasters and catastrophic events, technological changes, customer preferences, third-party service providers, data privacy, reputation management.

  18. BTC is the best way to break the vicious circle. BTC is a commodity, not a company.

  19. BTC is an asset that has no counterparty risk from competitors, countries, companies, creditors, culture, or currency.

  20. What would happen if you could acquire a company with a growth rate of 60% and a scale of 100 billion dollars?

  21. What if this company's profits are higher than your own?

  22. If you can easily do this every year, always do it, what would happen?

  23. BTC is a universal, permanent, and profitable partner for mergers.

  24. Therefore, it is necessary to assess Microsoft's strategic Bitcoin options.

  25. The Bitcoin24 model is an Open Source macro model that uses Bitcoin24 to create customized BTC company forecasts.

  26. Microsoft business assumptions: enterprise value of $3.0 trillion (about 26 times EV/EBIT), net cash on the balance sheet of $27 billion, cash flow of $70 billion (Annual Percentage Rate is 10%), 30% of the cash flow distributed in the form of dividends, 40% of the cash flow used for repurchases, stock price is approximately $420 per share in 2024, and the basic Annual Percentage Rate of BTC is 30%.

  27. BTC Financial Strategy: As Microsoft accelerates the conversion of USD cash flow into BTC, its capital structure is strengthened.

  28. BTC strategic drive Microsoft stock price pump: BTC could contribute $155 to $584 per share for Microsoft, while reducing shareholder risk.

42.BTC strategy will increase Microsoft's market value to the trillion-dollar level, and Microsoft can create shareholder value of $1 trillion to $4.9 trillion through BTC.

  1. The risk value of BTCdrop Microsoft Enterprise: Microsoft is currently using leverage to drive profit expectations, and it has reached an extremely unhealthy level.

  2. If BTC is adopted, Microsoft will succeed.

  3. Do the right thing for customers, employees, shareholders, country, and the world, adopt Bitcoin.

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