{"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

\"Strategy<\/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

Strategy raised $12 billion in 50 days<\/h2>\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

\"Strategy
Strategy analyst Jeff Walton in the Financial Times\u2019 documentary \u201cMichael Saylor\u2019s $40 billion Bitcoin bet.\u201d Source: YouTube<\/em><\/figcaption><\/figure>\n

In the documentary, Saylor also paints a bullish picture of the future due to Bitcoin adoption by Strategy, formerly MicroStrategy<\/a>.<\/p>\n

Saylor says Strategy will become a $10 trillion company<\/h2>\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

\"Cryptocurrencies,
Strategy (MSTR) stock against the top five stocks globally by market capitalization. Source: CompaniesMarketCap<\/em><\/figcaption><\/figure>\n

To become the largest, Strategy would need to surpass Microsoft, whose current market cap exceeds $3.3 trillion.<\/p>\n

Bitcoin\u2019s 90% drop scenario<\/h2>\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>\n

Reiterating<\/a> his previous claims, Saylor emphasized that Strategy\u2019s capital structure is constructed so that it would still be stable even if Bitcoin falls 90% and \u201cstays there for four or five years.\u201d<\/p>\n

\u201cIt wouldn\u2019t be a good outcome for the equity holders. The people at the top of the capital structure would suffer because they\u2019re levered, but everybody else in the capital structure would get paid out,\u201d he said.<\/p>\n

Magazine: <\/strong><\/em>Bitcoin to $1M \u2018by 2029,\u2019 CIA tips its hat to Bitcoin: Hodler\u2019s Digest, April 27 \u2013 May 3<\/strong><\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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. Strategy will be the \u201cnumber one publicly traded equity in the entire market\u201d because of its future financial strength enabled with Bitcoin (BTC), Strategy analyst Jeff Walton\u00a0predicted\u00a0in the new Financial Times documentary, Michael Saylor\u2019s $40 billion Bitcoin bet. The company currently holds about 568,840 Bitcoin, worth…<\/p>\n","protected":false},"author":1,"featured_media":1284,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":["post-1282","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bitcoin"],"_links":{"self":[{"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/posts\/1282","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/comments?post=1282"}],"version-history":[{"count":3,"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/posts\/1282\/revisions"}],"predecessor-version":[{"id":1288,"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/posts\/1282\/revisions\/1288"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/media\/1284"}],"wp:attachment":[{"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/media?parent=1282"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/categories?post=1282"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.almatalent.net\/index.php\/wp-json\/wp\/v2\/tags?post=1282"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}