Michael Saylor’s Bold Bitcoin Proposal Targets Microsoft’s Treasury Strategy
Michael Saylor, the Bitcoin-evangelizing chairman of MicroStrategy, is set to deliver a concise three-minute presentation to Microsoft’s board of directors, advocating for Bitcoin as a strategic treasury asset.
Scheduled to make his case ahead of a December 10 shareholder vote, Saylor aims to convince one of the world’s most influential tech companies to reconsider its approach to corporate cash management. The presentation comes after his earlier attempts to privately meet with Microsoft CEO Satya Nadella were reportedly declined.
Saylor’s core argument centers on financial stability and shareholder value. He contends that Microsoft’s current enterprise value is overwhelmingly tied to quarterly earnings, with a mere 1.5% backed by tangible assets. By integrating Bitcoin into its treasury, Saylor believes Microsoft could create a more robust and less volatile stock profile.
The proposal, pushed by the National Center for Public Policy Research (NCPPR), highlights MicroStrategy’s remarkable performance. The company’s stock has outperformed Microsoft by over 300% this year, despite operating at a significantly smaller scale – a testament to its Bitcoin-centric strategy.
While Microsoft’s board has recommended voting against the assessment, Saylor remains undeterred. He argues that cash-rich tech giants like Microsoft, Apple, and Google are “burning shareholder value” by not exploring Bitcoin as a strategic asset.
This pitch arrives at a critical moment for corporate cryptocurrency adoption. MicroStrategy itself has doubled down on its Bitcoin strategy, recently acquiring $4.6 billion worth of Bitcoin and planning to raise an additional $1.75 billion to expand its cryptocurrency holdings.
The upcoming presentation represents more than just a financial proposal – it’s a pivotal moment in the broader narrative of institutional cryptocurrency acceptance. With MicroStrategy holding 331,200 BTC purchased at an average price of $88,627, Saylor’s track record lends significant weight to his arguments.
Microsoft shareholders will ultimately decide the fate of this proposal, but Saylor’s determination signals a continued push for cryptocurrency integration in corporate financial strategies.