Michael Saylor Highlights Bitcoin's Role in Strategy Inc. Success

TLDR

• Strategy Inc. achieved 91% annualized returns during the Bitcoin Standard Era.
• Corporate treasuries now hold over 1 million BTC, valued at $117 billion.
• Saylor's firm pioneered corporate Bitcoin adoption with a $250 million investment.

Michael Saylor, the Executive Chairman and co-founder of Strategy Inc. (formerly MicroStrategy), has emphasized Bitcoin's role in his firm’s considerable outperformance compared to the "Magnificent 7" mega-cap tech stocks. On September 13, 2025, Saylor compared his company’s returns to other tech giants such as Apple, Microsoft, Amazon, Alphabet, Meta, Tesla, and Nvidia. He highlighted Bitcoin as the mainstay of Strategy Inc.'s (MSTR) equity and treasury strategy.

Saylor is a renowned figure in the tech and crypto sectors, known for his advocacy of corporate Bitcoin adoption since 2020. He has transformed Strategy Inc. into what he refers to as a "Bitcoin Development Company," significantly influencing the trend of institutional Bitcoin investment. The comments by Saylor continue to fuel discussions on Bitcoin's potential versus traditional tech stocks.

Bitcoin's Impact on Strategy Inc.'s Performance

On social media platform X (formerly known as Twitter), Saylor shared, "Bitcoin is more interesting than the Magnificent 7." This statement was accompanied by data comparing Strategy Inc.'s annualized returns of 91% during the 'Bitcoin Standard Era' to both mega-cap tech stocks and Bitcoin itself. The comparative figures underscored Bitcoin’s significant influence on his company's performance.

Michael Saylor also engaged his followers by asking, “What’s your Strategy to beat the Magnificent 7?” He provided performance data that show Strategy’s returns far outpaced the mega-cap firms. According to the available data, Strategy Inc. has been navigating this competitive landscape successfully, with Bitcoin serving as a pivotal element of its strategy. Michael Saylor discusses Bitcoin's impact on strategy performance.

Industry Reactions and Institutional Trends

Several industry analysts have also chimed in on Saylor's assertions. Tom Lee, the Head of Research at Fundstrat, noted, “Bitcoin $BTC and crypto $ETH as a macro theme outperforms AI, cybersecurity, etc.” His comment suggests that cryptocurrencies, particularly Bitcoin and Ethereum, are strong performers in the macroeconomic context compared to other technological themes.

Strategy Inc.’s efforts have sparked a broader trend of corporate treasuries investing in Bitcoin, with the current holdings surpassing one million BTC, valued at over $117 billion. This institutional adoption signals a larger alignment of Bitcoin as a strategic reserve asset. The rise in Bitcoin treasury holdings demonstrates increased retention of BTC, which might reduce its circulating supply.

Historical Context of Bitcoin Adoption

Strategy Inc. has been a trailblazer in the corporate adoption of Bitcoin. The company's initial $250 million Bitcoin allocation in 2020 was a significant catalyst that led to what is referred to as the “corporate treasury” narrative. By 2025, institutional purchases had amassed over $100 billion in total Bitcoin holdings, marking a pivotal shift in how treasuries align their strategic allocations.

In past cycles, MicroStrategy's stock has at times outperformed Bitcoin and other tech equities. This trend attracted media and investor attention, encouraging further corporate and institutional purchases. Strategy Inc.’s ongoing positioning of Bitcoin at the core of its capital allocation discussions continues to reinforce its status as a key institutional asset.