MicroStrategy Founder Michael Saylor Shares Bitcoin Pitch He Made to Microsoft on X

The 30,000-foot View

Michael Saylor, Founder and Executive Chairman of 微策略 has just ignited the digital finance discourse by unveiling a proposal for 微软 to embrace Bitcoin as a piece of its financial strategy. The presentation shared just minutes ago on X outlines a short and sweet case for Bitcoin's future potential, even referring to it as the "next wave" of the financial evolution.

Saylor's presentation, titled Microsoft Bitcoin Strategy, suggests that the world’s largest enterprise software company cannot afford to miss the shift Bitcoin represents. Saylor's slide deck draws parallels between Bitcoin and previous technological advancements such as personal computing, the cloud, and AI, identifying Bitcoin as "digital capital" that could redefine wealth preservation.

More Detail

With a fixed supply of just 21 million coins—some of which are permanently lost due to forgotten keys or inaccessible wallets—Bitcoin’s scarcity adds to its value proposition. Saylor forecasts that Bitcoin, currently valued at $2 trillion, has the potential to reach a market capitalization of $280 trillion by 2045.

Over the past four years, Bitcoin has delivered annualized returns of 62 percent, compared to 14 percent for the S&P 500, 10 percent for gold, and 6 percent for bonds.

Saylor offers a brief on Bitcoin’s decentralized nature, which ensures that no single entity—government, corporation, or individual—can exert control over the whole network. This decentralization stands in contrast to the inherent risks of centralized financial systems (see manipulation, censorship & systemic failure).

Bitcoin is presented in the presentation as an asset with unique advantages: it is programmable, immune to geographic constraints, and free from the liabilities tied to physical or financial assets, such as taxation, depreciation, or regulatory interference.

Saylor has called it "digital gold." And Microsoft’s current reliance on treasury bonds, dividends, and buybacks is critiqued as a "regressive" approach that amplifies risk.

Final Thought

If Microsoft were to announce a purchase of Bitcoin, the price would likely increase significantly due to market sentiment and institutional FOMO, continued supply shock dynamics, and the perception of legitimacy increasing.

Microsoft's Board is said to be voting on whether to adopt Bitcoin on Tuesday, December 10.