As someone who has used Microsoft products my entire life, it pains me to see them fumbling around with bitcoin. the company $78 billion in cash reserves They are losing value daily. Meanwhile, they stubbornly refuse to follow MicroStrategy's proven winning strategy: converting those melted dollars into scarce bitcoin!
Microsoft announced a couple of months ago that it would buy again shares of up to 60 billion dollars; It seems that this did nothing for increase share price. Imagine if they had bought bitcoin instead. That money would have been much more powerful if it had been allocated to bitcoin. The company likely would have added hundreds of billions to market capitalization.
Just look at MicroStrategy. In just four years, they turned their billion-dollar company into $100 billion by adopting bitcoin as a treasury reserve asset. They are now the most compelling success story in corporate finance, with the best-performing stock over the past four years, outperforming all American companies, including NVIDIA.
However, Microsoft is clinging to an outdated financial strategy, which destroys shareholder value. Microsoft should follow its technological instincts, not flawed financial logic. There is no long-term viability in holding cash.
Yesterday I was listening to x Spaces, during which MicroStrategy CEO Michael Saylor <a target="_blank" href="https://x.com/bleighky/status/1859001292733247898″>revealed who offered to explain the benefits of bitcoin privately, but Microsoft CEO Satya Nadella declined the meeting. Now, he's making a final appeal by presenting a 3-minute bitcoin proposal to Microsoft's board of directors.
Previously, the board already advised shareholders to refuse to evaluate bitcoin's upside potential. However, I am interested to see how this meeting will turn out. Saylor is a great educator, so you never know.
They should realize that no corporate treasury asset like bitcoin can improve enterprise value. Even a small bitcoin allocation of $5 billion could add tens of billions to the market cap.
Look, Microsoft, the choice is clear: hoard melting dollars or embrace uncensored digital gold. Your shareholders are begging you to buy bitcoin. It's time to listen before $78 billion disappears completely. This is your fiduciary duty as bitcoin continues its mass adoption.
This article is a Carry. The opinions expressed are entirely those of the author and do not necessarily reflect those of btc Inc or bitcoin Magazine.
