On Why Microsoft Needs A Bitcoin Strategy
summary
Argues Microsoft should convert treasury strategy from bonds and buybacks to Bitcoin using a Bitcoin 24 model (available on GitHub) that runs cash‑flow scenarios. Claims: Bitcoin outperforms (62% vs Microsoft 18% vs S&P 14%), bonds lose value, and replacing dividends/buybacks with Bitcoin adds $155 to $584 per share and $1–5 trillion enterprise value while reducing risk; notes a 99% vote against studying this at Microsoft.
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chapters (7)
- 0:00Introduction: Microsoft as a Strategic Case Study
- 4:00Bitcoin vs. Bonds: A Performance Analysis
- 8:00The Risk of Conventional Capital Strategies
- 10:00Saylor's Bitcoin 24 Model: Evaluating Microsoft's Balance Sheet
- 12:00Why Bitcoin Outperforms Bonds and Cash
- 14:00The Power of Bitcoin-Backed Corporate Strategy
- 16:00Closing Thoughts: The Path Forward
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