{"id":1282,"date":"2025-05-14T10:58:26","date_gmt":"2025-05-14T10:58:26","guid":{"rendered":"http:\/\/www.almatalent.net\/?p=1282"},"modified":"2025-05-14T14:43:04","modified_gmt":"2025-05-14T14:43:04","slug":"strategy-will-beat-all-public-equities-with-bitcoin-analyst-says","status":"publish","type":"post","link":"http:\/\/www.almatalent.net\/index.php\/2025\/05\/14\/strategy-will-beat-all-public-equities-with-bitcoin-analyst-says\/","title":{"rendered":"Strategy will beat all public equities with Bitcoin, analyst says"},"content":{"rendered":"
<\/p>\n<\/p>\n
<\/p>\n
Michael Saylor\u2019s Strategy, the world\u2019s largest corporate holder of Bitcoin, may become the top publicly traded equity one day, according to a Strategy analyst.<\/p>\n
Strategy will be the \u201cnumber one publicly traded equity in the entire market\u201d because of its future financial strength enabled with Bitcoin (BTC<\/a>), Strategy analyst Jeff Walton\u00a0predicted<\/a>\u00a0in the new Financial Times documentary, Michael Saylor\u2019s $40 billion Bitcoin bet.<\/em><\/p>\n The company currently holds about 568,840 Bitcoin<\/a>, worth roughly $59 billion, and Walton said that advantage could push it past all other publicly listed firms in the future. <\/p>\n \u201cStrategy holds more of the best assets and the most pristine collateral on the entire planet than any other company, by multiples,\u201d Walton said.<\/p>\n The analyst pointed to the firm\u2019s ability to rapidly raise capital as another indicator of its strength. In November 2024, Strategy raised $12 billion in just 50 days.<\/p>\n \u201cIt\u2019s incredibly hard to raise $100 million of capital, and they just raised $100 million of capital 120 times in 50 days, and they were able to buy Bitcoin with that capital. That\u2019s insane,\u201d Walton said.<\/p>\n In the documentary, Saylor also paints a bullish picture of the future due to Bitcoin adoption by Strategy, formerly MicroStrategy<\/a>.<\/p>\n \u201cI think that MicroStrategy is in a position where we can grow from a $100 billion enterprise to a $1 trillion enterprise to a $10 trillion enterprise,\u201d Saylor said.<\/p>\n He also predicted that Bitcoin would one day reach a price of $13 million per coin:<\/p>\n \u201cMy forecast for 2045 is 13 million a Bitcoin. I would think in the four to eight year time frame. Certainly, in 10 years we should be at a million. So one million in 10 years you know 10X that or more in 20 years.\u201d<\/p><\/blockquote>\n Related: <\/strong><\/em>Coinbase considered Saylor-like Bitcoin strategy before opting out: Bloomberg<\/strong><\/em><\/a><\/p>\n Walton and Saylor\u2019s predictions on Strategy potentially beating all publicly traded equities in the future come as the company ranks as the 151st largest company in the world, with a market capitalization of $117 billion, according<\/a> to CompaniesMarketCap.<\/p>\n To become the largest, Strategy would need to surpass Microsoft, whose current market cap exceeds $3.3 trillion.<\/p>\n Despite his bullish stance on the future of both Strategy and Bitcoin, Saylor has not ignored the possibility that BTC could suffer major losses.<\/p>\nStrategy raised $12 billion in 50 days<\/h2>\n
Saylor says Strategy will become a $10 trillion company<\/h2>\n
Bitcoin\u2019s 90% drop scenario<\/h2>\n