wasting reserves and buy BTC now
As someone who has been loyal to Microsoft for years, it’s frustrating to watch the company miss a major opportunity with Bitcoin. Their $78 billion in cash reserves is continuously losing value, yet they stubbornly resist adopting the proven strategy that MicroStrategy has successfully employed — converting those depreciating dollars into scarce Bitcoin.
Recently, Microsoft announced a $60 billion share buyback program, but it hasn't done much to boost the stock price. Imagine if that money had been spent on Bitcoin instead. The returns could have been far greater, potentially adding hundreds of billions to the company’s market cap. Look at MicroStrategy, for example. By converting its cash reserves into Bitcoin, they transformed a $1 billion company into a $100 billion powerhouse in just four years, outpacing even tech giants like NVIDIA. They have become the ultimate success story in corporate finance.
Meanwhile, Microsoft stubbornly clings to outdated financial strategies, which ultimately hurts shareholder value. The company should trust its technology-driven instincts rather than cling to outdated logic. Holding cash simply isn’t a viable long-term strategy anymore.
I recently heard on X Spaces that MicroStrategy CEO Michael Saylor offered to explain Bitcoin’s potential to Microsoft CEO Satya Nadella, but Nadella rejected the offer. Now, Saylor is attempting to make one last pitch to the board with a three-minute proposal. The board has already advised shareholders to reject considering Bitcoin’s potential, but it will be interesting to see if Saylor’s educational approach can sway them.
The reality is that no corporate asset can enhance enterprise value like Bitcoin. Even a small $5 billion allocation could result in a massive increase in market cap. Microsoft, the choice is simple — either hold onto devaluing dollars or embrace Bitcoin as uncensorable digital gold. Your shareholders are urging you to make this move, and it’s time to listen before that $78 billion is completely wiped out. This is your fiduciary responsibility as Bitcoin adoption continues t