Saylor: Wall Street Undervalues Bitcoin as Corporate Asset
MicroStrategy Executive Chairman Michael Saylor told Fox Business that Wall Street still undervalues Bitcoin’s potential as a corporate treasury asset. He highlighted that Bitcoin has delivered average annualized returns above 50%, while firms holding US Treasuries may lag by about 10% per year. Saylor argues that companies adopting a “Bitcoin standard” could outperform the S&P 500 by roughly 40% annually.
Using MicroStrategy’s own heavy Bitcoin investments as proof, Saylor noted traditional valuation models ignore the strategic value of digital assets. He pointed out key barriers to wider adoption—regulatory uncertainty, lack of blockchain expertise and risk aversion—but said momentum is building as more firms explore Bitcoin for treasury management.
Saylor also cited recent US legislation, like the Genius Act, and expected regulatory clarity as catalysts for institutional adoption. He warned that broader crypto sectors—DeFi, NFTs and Web3—are still unfairly judged by short-term metrics but hold long-term disruptive potential. Traders should watch institutional flows into Bitcoin and the rise of corporate Bitcoin standards as possible drivers of a sustained market rally.
Bullish
Saylor’s bullish stance on Bitcoin as a corporate treasury asset signals growing institutional interest. His data on 50% annualized returns versus Treasuries and a potential 40% S&P 500 outperformance under a Bitcoin standard could drive positive trader sentiment. Recent supportive US legislation and anticipated regulatory clarity further reduce barriers, encouraging institutions to allocate more capital to Bitcoin. In the short term, traders may see increased volatility as firms begin conversions, but overall market momentum toward institutional adoption suggests a sustained bullish trend for Bitcoin.