Why MicroStrategy is Outperforming Bitcoin: A Deep Dive into Michael Saylor's Strategy
Fortune•2 days ago•
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Why MicroStrategy is Outperforming Bitcoin: A Deep Dive into Michael Saylor's Strategy

Education
microstrategy
bitcoin
michaelsaylor
cryptostrategy
stockperformance
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Summary:

  • MicroStrategy's stock skyrocketed by 513% this year, outperforming Bitcoin's 117% gain.

  • Michael Saylor claims they leverage Bitcoin to achieve superior stock performance.

  • The company's market cap is $87 billion, significantly higher than the value of its Bitcoin holdings.

  • Plans to raise $42 billion over three years to continue purchasing Bitcoin.

  • Despite skepticism, Saylor embraces volatility and risk in his investment strategy.

As crypto enthusiasts eagerly anticipate Bitcoin reaching the $100,000 milestone, it's essential to consider a company that has significantly leveraged its Bitcoin holdings: MicroStrategy.

MicroStrategy's Impressive Performance

MicroStrategy's stock has surged by an astonishing 513% this year, even after experiencing a slight decline from a post-election peak of nearly 700%. This performance far exceeds Bitcoin's gain of approximately 117% in the same timeframe.

A Strategic Bet on Bitcoin

Since 2020, co-founder and Executive Chairman Michael Saylor has tied the company's future to Bitcoin, and this strategy is now paying off handsomely. MicroStrategy's market capitalization stands at $87 billion, substantially more than the $37.6 billion value of its 386,700 Bitcoins, which were largely acquired at much lower prices.

In a recent Wall Street Journal interview, Saylor stated, "MicroStrategy found a way to outperform Bitcoin. The way that we outperform Bitcoin, in essence, is we just lever up Bitcoin." This approach involves aggressively buying Bitcoin and raising funds through stock and debt offerings to finance further purchases.

Bold Financial Plans

MicroStrategy plans to raise $42 billion over three years to continue its Bitcoin acquisition strategy, showcasing its commitment to the cryptocurrency market.

Skepticism and Market Dynamics

Despite the bullish outlook, skepticism exists. Citron Research recently expressed a bullish stance on Bitcoin while shorting MicroStrategy, acknowledging Saylor’s visionary strategy but cautioning that $MSTR might be overheated.

Embracing Volatility

Saylor is no stranger to risk. He once lost $6 billion in a single day during the dot-com crash. Reflecting on his Bitcoin strategy, he remarked, "It was either a fast death or a slow death, or take a risk, do something out of the box."

Learn more about all things crypto with short, easy-to-read lesson cards. Click here for Fortune's Crypto Crash Course.

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