Is Microsoft adopting BTC strategy? Michael Saylor's 44-page PPT preaches BTC to Microsoft

"If BTC is adopted, Microsoft will succeed."

Source: Michael Saylor's PPT at Microsoft Board of Directors

Compiled by Jason, Golden Finance

Microsoft will hold a shareholders' meeting on December 10th, when Microsoft will vote on the 'BTC Investment Proposal', which calls for an evaluation of the benefits of investing a portion of assets (even if only 1%) in Bitcoin. If the proposal is approved, it will be another milestone event that affects the encryption industry.

On December 1st, Microsoft held a board meeting, and MicroStrategy founder Michael Saylor was invited to give a 3-minute presentation showcasing a 44-page PPT titled 'Microsoft Bitcoin Strategy'.

Michael Saylor told the Microsoft board that Microsoft cannot afford to miss the next wave of technological revolution, "Digital Capital," the biggest digitization transformation of the 21st century is the transformation of capital, and BTC is digital capital. It is necessary for Microsoft to evaluate BTC strategic options. The BTC strategy will lead to a trillion-dollar increase in Microsoft's Market Cap, creating shareholder value of 10 trillion to 49 trillion dollars through BTC. If Microsoft adopts the "triple-maximalism," its Market Cap can increase by nearly 50 trillion dollars. Success awaits Microsoft if it adopts the BTC standard.

What does the specific content of these 44 pages of PPT talk about? This article will show in detail.

1. Microsoft cannot miss the next wave of technological trends: personal computing, graphical user interface, the internet, mobile computing, cloud computing, artificial intelligence, digital capital.

2. BTC is the next wave of "2 trillion US dollars" power, and currently BTC is the seventh largest asset in the world: rise the fastest, most popular, most interesting, most digital, most useful, most globalized.

3. The biggest digital transformation of the 21st century is the transformation of capital, and BTC is digital capital. (Note: Some PPTs only consist of text, and we only show the text in our document.)

4. Global wealth will be distributed across various assets.

5. Global wealth assets (a) provide utility; (b) preserve capital.

6. Risk Factors: Destroys more than 10 trillion dollars of capital annually.

Regulation, taxation, competition, obsolescence, economic and political chaos, and crime dilute capital.

7. Long-term capital is shifting towards digital capital.

8. Digital capital has the upper hand in both economy and technology.

9, BTC is a revolutionary advancement in capital preservation.

10, BTCrise: From 2 trillion dollars to over 200 trillion dollars in 21 years.

11, BTC: backed by digital, political, and economic forces.

12. Microsoft should be supported by digital capital.

13, BTC is the best-performing non-correlated asset on the corporate balance sheet.

14, in the past four years, BTC has been the best-performing asset on an annualized basis.

15, Bitcoin's performance over the past four years is about ten times that of Microsoft.

16, BTC is crucial, while bonds are toxic.

17, to achieve outstanding performance, you need BTC (digital capital)

18. MSFT stocks and options are weak and deteriorating. Microsoft is destroying its options market and weakening its stock as a store of value through its financial strategy.

In 2024, BTC has become an institutional asset and is now a viable alternative to listed corporate bonds.

20, the number of public entities holding BTC is increasing rapidly.

21. The political support wave for BTC is surging, with support from the White House, the Senate, the House of Representatives, Wall Street, and Donald Trump, JD Vance, Robert Kennedy, Howard Lutnick, Scott Benson, Vivek Ramaswamy, Michael Wolz, and Elon Musk all support BTC.

22, the support for the US strategic BTC reserve is heating up.

23, Wall Street's support for Bitcoin is also heating up.

24. Trump: Never dump your BTC.

2025: The first year of Crypto Assets revival, expected: Wall Street will adopt BTC, ETF, FASB fair value accounting, president and cabinet directly pushing BTC, over 250 Cryptocurrency supporters in Congress, BTC strategic reserves, abolishment of SAB 121, end of Crypto Assets war, digital asset framework, more and more companies adopting BTC standards.

26, Microsoft needs to make a choice.

27. Option 1: Stick to the past. TradFi strategies based on government bonds, repurchase agreements, and dividends; Option 2: Embrace the future with innovative financial strategies based on BTC as a digital capital asset.

28. Option 1: Capital drops by $100 billion per year, increasing investor risk and slowing down rise; Option 2: Capital rises by $100 billion per year, dropping investor risk and accelerating rise.

29, Microsoft has lost $200 billion in capital in the past five years.

30, repurchase and dividends have intensified Microsoft's risk factors, including: intense market competition, cyber security threats, regulatory compliance, intellectual property, global economic conditions, Supply Chain interruptions, product development and innovation, cloud service adoption, market saturation, legal litigation, acquisition and strategic alliances, tax risks, forex Fluctuation, talent acquisition and retention, hardware manufacturing, environmental and social responsibility, intellectual property litigation, intellectual property licensing, economic sanctions and trade restrictions, natural disasters and catastrophic events, technological change, customer preferences, third-party service providers, data privacy, reputation management.

31. BTC is the best way to break free from the vicious cycle. BTC is a commodity, not a company.

32, BTC is an asset that has no counterparty risk from competitors, countries, companies, creditors, cultures, or currencies.

33. What would happen if you could acquire a company with a 60% annual growth rate and a scale of 100 billion dollars?

34. What would happen if this company's profits were higher than your own?

35. What would happen if you could easily do this every year, forever?

36, BTC is a universal, permanent, and profitable merger partner.

37. Therefore, it is necessary to evaluate Microsoft's strategic BTC options.

38、Bitcoin24 model is an Open Source macro model that uses Bitcoin24 to create customized BTC company forecasts.

39. Microsoft business assumptions: enterprise value of $3.0 trillion (approximately 26 times EV/EBIT), net cash on the balance sheet is $27 billion, cash flow is $70 billion (Annual Percentage Rate is 10%), 30% of the cash flow is distributed in the form of dividends, 40% of the cash flow is used for buybacks, and the stock price is approximately $420 per share in 2024, with BTC's basic Annual Percentage Rate at 30%.

40, BTC Financial Strategy: As Microsoft accelerates the conversion of USD cash flow into BTC, its capital structure is strengthened.

41. BTC strategic push boosts Microsoft stock price pump: BTC could contribute $155 to $584 per share for Microsoft, while reducing shareholder risk.

42. The BTC strategy will increase Microsoft's market value to the trillion-dollar level, and Microsoft can create shareholder value of $1 trillion to $4.9 trillion through BTC.

43, BTC drop Microsoft's risk value: Microsoft is currently using leverage to drive profit expectations, and has reached an extremely unhealthy level.

44, if BTC is adopted, Microsoft will succeed.

45, do the right thing for customers, employees, shareholders, country, and the world, using Bitcoin.