Source: Michael Saylor’s PPT on the Microsoft board of directors, compiled by: Jason, Golden Finance

Microsoft will hold a shareholders’ meeting on December 10, when Microsoft shareholders will vote on the “Bitcoin Investment Proposal” , the proposal calls for evaluating the benefits of investing a portion of your assets, even just 1%, in Bitcoin. If the proposal is passed, it will be another milestone affecting the encryption industry.

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

Michael Saylor told the Microsoft board of directors that Microsoft cannot miss the next wave of technology wave "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 its Bitcoin strategy options. The Bitcoin strategy will increase Microsoft's market value by trillions of dollars. Microsoft can create shareholder value of 1 trillion to 4.9 trillion US dollars through Bitcoin. If Microsoft adopts "triple maximalism," its market capitalization could increase by nearly $5 trillion. Microsoft will succeed if it adopts Bitcoin as the standard.

What are the specific contents of these 44 pages of PPT? This article will show it in detail.

1. Microsoft Bitcoin Strategy

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

3. Bitcoin is the next wave of "2 trillion US dollars" power. Bitcoin is currently the seventh largest asset in the world: the fastest growing, most popular, and most Fun, the most digital, the most useful, the most global.

4. The biggest digital transformation in the 21st century is capital transformation, and Bitcoin is digital capital. (Remarks: Some PPTs only have text. We can only display text in our article.)

5. Global wealth will be distributed among various assets.

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

7. Risk factors: destroying more than $10 trillion in capital every year.

Regulation, taxation, competition, obsolescence, economic chaos, and crime dilute capital.

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

9. Digital capital is economically and technologically superior.

10. Bitcoin is a revolutionary advancement in capital preservation.

11. Bitcoin growth: from 2 trillion US dollars to more than 200 trillion US dollars in 21 years.

12. Bitcoin: by numbers, and economic power provide guarantee.

13. Microsoft should be supported by digital capital.

14. Bitcoin is the best-performing non-correlated asset on corporate balance sheets.

15. In the past four years, Bitcoin has been the asset with the best annual performance.

16. Bitcoin’s performance in the past four years is about ten times that of Microsoft.

17. Bitcoin is vital, but bonds are toxic.

18. If you want to perform well, you need Bitcoin (digital capital)

19. MSFT stocks and options are weak And worsening, Microsoft is destroying its options market and undermining its stock's role as a store of value through its financial strategy.

In 2024, Bitcoin has become an institutional asset and is now a viable alternative to public corporate bonds.

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

22. The wave of support for Bitcoin is surging. The White House supports Bitcoin, the Senate supports Bitcoin, the House of Representatives supports Bitcoin, Wall Street supports Bitcoin, Donald Trump , J.D. Vance, Robert F. Kennedy, Howard Lutnick, Scott Bessant, Vivek Ramaswamy, Michael Waltz, and Elon Musk all support Bitcoin.

23. Support for the U.S. strategic Bitcoin reserve is heating up.

24. Wall Street’s support for Bitcoin is also increasing.

25. Trump: Never sell your Bitcoin.

26. 2025: The first year of the cryptocurrency renaissance, expectations: Wall Street will adopt Bitcoin, ETFs, FASB fair value accounting, President and Cabinet heading straight for Bitcoin, 250+ crypto supporters in Congress, Bitcoin strategic reserve, repeal of SAB 121, end to cryptocurrency wars, digital asset framework, growing number of companies adopting Bitcoin standards.

27. Microsoft needs to make a choice.

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

29. Option 1: Capital shrinks by US$100 billion per year, increasing investor risks, and slowing down growth; Option 2: Capital increases by US$100 billion per year, reducing investor risks, and accelerating growth.

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

31. Buybacks and dividends have intensified Microsoft’s risk factors, including: fierce market competition, cybersecurity threats, regulatory compliance, intellectual property, global economic conditions, and supply chain Disruption, product development and innovationNew, cloud service adoption, market saturation, legal proceedings, acquisitions and strategic alliances, tax risks, foreign exchange fluctuations, 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 changes, customer preferences, third-party service providers, data privacy, reputation management.

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

33. Bitcoin is an asset and there is no counterparty risk from competitors, companies, creditors, culture or currency.

34. What would happen if you could acquire a $100 billion company with an annual growth rate of 60%? What happens if this company's profits are higher than your own?

35. What if you could easily do this every year, forever? Bitcoin is a universal, permanent, and 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 business assumptions: enterprise value of US$3.0 trillion (approximately 26 times EV/EBIT), net cash on the balance sheet of US$27 billion, and cash flow of 700 billion US dollars (annualized rate of return is 10%), 30% of 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 approximately US$420/share, and the basic annualized rate of return of BTC is 30% .

39. Bitcoin financial strategy: As Microsoft accelerates the conversion of U.S. dollar cash flow into Bitcoin, its capital structure has been strengthened.

40. Bitcoin strategy drives up Microsoft’s stock price: Bitcoin has the potential to contribute $155 to $584 per share to Microsoft while reducing shareholder risk.

41. The Bitcoin strategy will increase Microsoft’s market value by trillions of dollars. Microsoft can create shareholder value of 1 trillion to 4.9 trillion US dollars through Bitcoin.

42. Bitcoin reduces the risk value of Microsoft: Microsoft currently uses leverage to drive profit expectations, and it has reached an extremely unhealthy level.

43. Microsoft will succeed if it adopts Bitcoin standard.

44. Do the right thing for customers, employees, shareholders, and the world, and adopt Bitcoin.