In a bold move, MicroStrategy, a leading technology company in Bitcoin accumulation, has just announced a plan to raise 42 billion USD to expand its Bitcoin holdings. The plan, named "21/21," is expected to last for the next 3 years, aiming to maintain its position as the public company holding the most $BTC in the world.
Plan "21/21": Two Key Capital Raising Pillars
According to the proposal, #MicroStrategy will raise this enormous amount through two main sources:
1. 21 billion USD from equity
• Increase the number of Class A common shares from 330 million to 10.33 billion shares to support future capital raising efforts.
2. 21 billion USD from other financial instruments
• Including convertible bonds, debt, and preferred shares, with the number of preferred shares increasing from 5 million to 1.005 billion shares.
At the same time, the company will adjust the 2023 Stock Reward Plan to grant shares to new members of the Board of Directors, aiming to attract talent to support the implementation of this strategy.
The Vision of Bitcoin as a Core Asset
The "21/21" plan is not only a financial strategy but also reflects MicroStrategy's long-term vision of pushing Bitcoin to become a global core asset.
In the official announcement, the company stated:
"These proposals mark a new chapter in MicroStrategy's development process, where we continuously promote Bitcoin as a core asset of the world."
Currently, MicroStrategy holds 444,262 BTC, with a total value of over 41.6 billion USD. This number continues to increase after the company just acquired an additional 5,262 Bitcoin at an average price of 106,662 USD each at the end of 2024.
The Challenges Ahead
While ambitious, this plan also comes with significant challenges.
1. Pressure from shareholders
The increase in the number of common and preferred shares may dilute the value of existing shares, causing some shareholders to oppose.
2. Bitcoin price fluctuations
Bitcoin is a highly volatile asset. If the price drops significantly, MicroStrategy's balance sheet could come under significant pressure.
3. Market reaction to stocks
Although MicroStrategy's stock has increased by 450% since the beginning of 2024, it recently dropped by 8.78% to 332.23 USD on December 18, 2024, marking a decrease of 17.6% over the past month. This indicates that the market is still cautious about the company's risky strategy.
The Bitcoin Race of the "Big Players"
If the "21/21" plan succeeds, MicroStrategy will firmly consolidate its position as the largest Bitcoin "whale." The company will join other giants like #Tesla and BlackRock to promote the trend of making Bitcoin a strategic reserve asset.
Since 2020, under the leadership of Michael Saylor, MicroStrategy has led the wave of Bitcoin purchases with total capital reaching 17.66 billion USD, despite risks and criticism from the market.
Conclusion
MicroStrategy's "21/21" plan reflects a long-term vision and strong belief in the potential of Bitcoin as a global financial asset. However, the success of this strategy will depend on shareholder support, the ability to raise capital, and, most importantly, the volatility of the cryptocurrency market.
Note: All investment decisions carry risks. Investors need to conduct thorough research before taking action.