Michael Saylor's latest speech: BTC is the best asset for enterprise value preservation

Michael Saylor proposed in his speech that BTC represents “digital capital,” which is the core opportunity for the next wave of technological innovation and represents the greatest digital transformation of the 21st century. He suggested that Microsoft adopt BTC as the core strategy for the enterprise. Microsoft plans to vote on the proposal to ‘evaluate investing in Bitcoin’ at its annual meeting on December 10. If passed, Microsoft will become the largest publicly traded encryption investment company. In his speech to the Microsoft board, Saylor emphasized that Bitcoin is currently the seventh largest asset globally, rising the fastest, most popular, and most useful. Microsoft’s ARR is 18%, while Bitcoin’s ARR is 62%. Global wealth is distributed between assets that provide utility and other assets that preserve capital, of which $45 trillion belongs to long-term capital. Digital capital is superior to physical capital in terms of economy and technology, and long-term capital is being transformed into digital capital (Bitcoin). Bitcoin offers advantages similar to owning buildings but without the liabilities of fixed assets. BTC’s market capitalization is expected to rise from the current $2 trillion to $28 trillion by 2045. The computing power of the BTC network exceeds 750 Exahash, with 622 million encryption users. Since MicroStrategy adopted the BTC strategy on August 10, 2020, MicroStrategy’s stock price has risen by 3045%, while Microsoft’s stock price has only risen by 103%. BTC has become an institutional asset, serving as a viable alternative to corporate bonds. A political wave of support for BTC is surging, with endorsements from governments, Wall Street, and prominent figures in the political arena. 2025 will be the first year of full-scale Cryptocurrency revival. Microsoft must choose between sticking to the TradFi strategy and embracing the innovative financial strategy based on Bitcoin. As an asset, Bitcoin has no competitor, counterparty risk from countries, companies, creditors, cultures, or currencies.