Michael Saylor, co-founder of MicroStrategy and Bitcoin’s most vocal corporate advocate, is once again shaking the table. During his keynote at Strategy World 2025, Saylor called on Microsoft to consider adding Bitcoin to its balance sheet, labeling it the “ultimate corporate treasury asset.”
His message was clear: in an era where cash depreciates and software giants hold hundreds of billions in reserves, Bitcoin is no longer just an alternative investment—it’s a strategic necessity.
“Microsoft understands digital transformation better than anyone. But if they don’t adopt Bitcoin as a reserve asset, they risk falling behind financially.” Saylor warned during his address.
Why Microsoft?
Saylor’s appeal isn’t random. Microsoft currently holds over $80 billion in cash and short-term investments, according to public filings. That capital, he argues, is sitting idle—or worse, eroding due to inflation and monetary debasement.
He framed Bitcoin as the “digital energy” Microsoft could use to store value across time and space, aligning with its legacy of long-term technological bets—from cloud infrastructure to AI.
“Microsoft is already building the infrastructure of the future. Bitcoin is the financial layer of that same future.” he said.
A Playbook That Worked: MicroStrategy’s Example
Saylor isn’t just making suggestions—he’s offering a blueprint. Since 2020, MicroStrategy has accumulated over 214,000 BTC, transforming its stock and public image. The company’s market cap has more than tripled, and it’s widely viewed as a Bitcoin proxy for institutional investors.
Now, he’s effectively daring tech giants to follow the same route.
“If Microsoft added even 5% of its reserves into BTC, it would send a signal to every CFO in the Fortune 500.” he added.
The Bigger Picture: Why This Matters Now
The timing of Saylor’s statement isn’t accidental. With Bitcoin hovering around $95,000, post-halving dynamics in motion, and ETF flows gaining traction, institutional adoption is becoming a dominant narrative.
Saylor’s message aligns with a broader shift: from speculative crypto bets to Bitcoin as a reserve-grade asset. His thesis is that companies like Microsoft—or Apple, or Meta—will eventually need Bitcoin not just for ideological reasons, but to compete in the age of decentralized value.
Final Thoughts: From Tech Titans to Bitcoin Custodians?
Saylor has often said that Bitcoin is “hope”—but this time, he framed it as protection, leverage, and opportunity. If Microsoft acts, it could legitimize Bitcoin at a level never seen before.
And if it doesn’t? Well, Saylor suggests that other giants might beat them to it. Either way, the message is loud and clear:“Bitcoin is no longer optional for treasury strategy—it’s essential.”
