Is Microsoft’s BTC strategy coming soon?Saylor 44 pages PPT preaches BTC to Microsoft

Source: Michael Saylor’s PPT on Microsoft’s Board of Directors, compiled by Jason, Bitchain Vision

Microsoft will hold a shareholders’ meeting on December 10, when Microsoft shareholders will vote on the “Bitcoin Investment Proposal”, which requires evaluating the benefits of investing some assets (even if only 1%) in Bitcoin.If the proposal is passed, it will be another milestone that affects the crypto industry.

On December 1, Microsoft held a board meeting, and Michael Saylor, founder of MicroStrategy, was invited to present a 44-page PPT “Microsoft Bitcoin Strategy” in 3 minutes at the meeting.

Michael Saylor told Microsoft’s board that Microsoft cannot miss the next wave of technology “digital capital”. The biggest digital transformation in the 21st century is capital transformation, and Bitcoin is digital capital.It is necessary for Microsoft to evaluate Bitcoin strategy options, which will increase Microsoft’s market value by trillion-dollar level, and Microsoft can create $1 trillion to $4.9 trillion in shareholder value through Bitcoin.If Microsoft adopts “triple maximism”, its market value could increase by nearly $5 trillion.If the Bitcoin standard is adopted, Microsoft will be successful.

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

1. Microsoft’s Bitcoin Strategy

2. Microsoft cannot make the next wave of technology: personal computing, graphical user interface, the Internet, mobile computing, cloud computing, artificial intelligence, digital capital.

3. Bitcoin is the next wave of “2 trillion US dollars”. Currently, Bitcoin is the seventh largest asset in the world: the fastest growing, the most popular, the most interesting, the most digital, the most useful, and the most global.

4. The biggest digital transformation in the 21st century is capital transformation, and Bitcoin is digital capital.(Note: Some PPTs only have text, and only the text is displayed in our text, so the same is below.)

5. Global wealth will be distributed among various assets.

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

7. Risk factors: Destroy more than 10 trillion US dollars of capital every year.

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

8. Long-term capital is turning to digital capital.

9. Digital capital is better economically and technologically.

10. Bitcoin is a revolutionary progress in capital preservation.

11. Bitcoin growth: It will increase from $2 trillion to more than $200 trillion in 21 years.

12. Bitcoin: guaranteed by digital, political and economic forces.

13. Microsoft should be powered by digital capital.

14. Bitcoin is the best non-related asset on the balance sheet of a company.

15. In the past four years, Bitcoin has been the best annualized asset.

16. Bitcoin has performed about ten times that of Microsoft in the past four years.

17. Bitcoin is crucial, while bonds are toxic.

18. If you want excellent performance, you need Bitcoin (digital capital)

19. MSFT stocks and options are weak and deteriorating, and Microsoft is destroying its options market through its financial strategies and undermining its stocks’ role as a store of value.

20. In 2024, Bitcoin has become an institutional asset and now it has become a viable alternative to listed corporate bonds.

21. The number of public entities holding Bitcoin is increasing.

22. The wave of political support for Bitcoin is surging. The White House supports Bitcoin, the Senate supports Bitcoin, the House supports Bitcoin, and Wall Street supports Bitcoin. Donald Trump, JD Vance, Robert Kennedy, Howard Lutnik, Scott Becent, Vivek Ramaswami, Michael Walz and Elon Musk all support Bitcoin.

23. Support for US strategic Bitcoin reserves is heating up.

24. Wall Street’s support for Bitcoin is also heating up.

25. Trump: Never sell your Bitcoin.

26. 2025: The first year of cryptocurrency revival, expectation: Wall Street will adopt Bitcoin, ETFs, FASB fair value accounting, the president and cabinet that directly hit Bitcoin, Congress has more than 250 cryptocurrency supporters, Bitcoin strategic reserves, Abolish SAB 121, End the cryptocurrency war, the digital asset framework, and more and more companies adopt the Bitcoin standard.

27. Microsoft needs to make a choice.

28. Choice 1: Stick to the past.Traditional financial strategies based on treasury bonds, repurchases and dividends; Choice 2: Only by embracing the future can there be innovative financial strategies based on Bitcoin as a digital capital asset.

29. Choice 1: Capital shrinks by US$100 billion each year, increasing investor risks and slowing growth; Choice 2: Capital grows by US$100 billion each year, reducing investor risks and accelerating growth.

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

31. Repurchases and dividends have exacerbated Microsoft’s risk factors, including: intense market competition, cybersecurity threats, regulatory compliance, intellectual property, global economic situation, supply chain disruptions, product development and innovation, cloud service adoption, market saturation,Legal litigation, acquisitions and strategic alliances, tax risks, foreign exchange volatility, 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.

32. Bitcoin is the best way to get rid of the vicious cycle. Bitcoin is a commodity, not a company.

33. Bitcoin is an asset that does not have the risk of counterparty from competitors, countries, companies, creditors, cultures or currencies.

34. What would happen if you could acquire a company with an annual growth rate of 60% and a scale of $100 billion?What if the company’s profits are higher than yours?

35. What would happen if you could easily do this every year and always do this?Bitcoin is a universal, permanent, profitable merger partner.

36. Therefore, it is necessary to evaluate Microsoft’s strategic Bitcoin options.

37. The Bitcoin24 model is an open source macro model that uses Bitcoin24 to create customized Bitcoin company predictions.

38. Microsoft’s business assumption: the enterprise is worth $3.0 trillion (about 26 times EV/EBIT), net cash on the balance sheet is $27 billion, cash flow is $70 billion (annualized yield is 10%), 30%The cash flow is distributed in the form of dividends, 40% of the cash flow is used for repurchase, the stock price in 2024 is about US$420 per share, and the basic annualized yield of BTC is 30%.

39. Bitcoin Financial Strategy: As Microsoft accelerates the conversion of US dollar cash flow into Bitcoin, its capital structure is strengthened.

40. Bitcoin strategy drives Microsoft’s stock price to rise: Bitcoin may contribute $155 to $584 per share to Microsoft while reducing shareholder risks.

41. The Bitcoin strategy will increase Microsoft’s market value by a trillion-dollar level, and Microsoft can create $1 trillion to $4.9 trillion in shareholder value through Bitcoin.

42. Bitcoin reduces the risk value of Microsoft’s enterprises: Microsoft is currently using leverage to drive profit expectations and has reached an extremely unhealthy level.