bitcoin

The Bitcoin Playbook: Why the Smartest Companies on Earth Are Copying Strategy B

May 22, 20255 min read

Back in 2021, Michael Saylor, CEO of MicroStrategy, made a move most people thought was insane. He convinced his board to shift company cash into Bitcoin.

Not just a small portion, either. He went all in and turned MicroStrategy into a Bitcoin vault that happened to run a tech company on the side.

That move lit a fire across the business world.

Fast forward to today. MicroStrategy’s stock is flying, they’ve rebranded to Strategy B, and they’re sitting on a multi-billion-dollar Bitcoin reserve.

And guess what? In 2024, the copycat corporations, some small and some massive, appeared. They finally realized that sitting on cash is like standing still while the world sprints. Bitcoin has become the go-to move for businesses that want to protect and grow their capital without getting eaten alive by inflation and fiat decay.

If you haven’t added Bitcoin to your portfolio yet, this might be the wake-up call you didn’t know you needed. Companies, states, and even entire countries are loading up. They’re not waiting, and neither should you.

The Harsh Reality of the Public Market (and Why It’s Crumbling)

If you’ve been paying attention, you’ve noticed that the “Magnificent 7”, Apple, Google, Microsoft, Amazon, Meta, Nvidia, and Tesla, are eating the rest of the market alive.

Here’s the hard truth.

Investors lose interest if a public company can’t grow at 15 percent per year. They move on. Most companies in the S&P 500 are falling behind because they can’t keep up.

Michael Saylor calls these companies what they really are: zombies.

  • No liquidity

  • No options market

  • No ability to raise capital

  • Can’t retain earnings

  • Can’t take a risk

  • Can’t beat the index

And it gets worse.

  • Only 15 percent of public companies outperform the S&P over a 10-year stretch.

  • Only 12 percent have more than $10 million in daily liquidity.

  • About 83 percent of all trading volume in the market comes from just 100 stocks.

  • Only 8 percent of companies have options markets.

  • And 96 percent of public companies are performing like glorified Treasury bills.

The translation is that the game is rigged. Unless you’re one of the chosen few, the market doesn’t care about you. If you hold these underperformers hoping they’ll “bounce back,” you’re probably already behind.

Bitcoin: The Strategy for the Other 96 Percent

The S&P is up 67 percent over the past 4 years, and the Magnificent Seven are up 221 percent. The other 96 percent of companies are choking on dust.

So if you’re not one of the seven driving the growth, what’s your move?

You need a new strategy. Bitcoin is for the 96 percent. It’s the move when you can’t outscale Apple or out-innovate Google. It’s how you break the stagnation trap and protect your capital from dying slowly.

The Volatility Lie: Why Playing It Safe Is Killing Your Wealth

Business schools taught the same lie to everyone. Volatility is bad. Stay safe. Don’t rock the boat. But here’s what that actually looks like in the real world. Companies “reduce risk” by handing out all their capital to look stable. They:

  • Buy back stock

  • Pay out dividends

  • Sit on idle cash

That isn’t wealth-building. That’s wealth-draining. You'd have nothing to protect if you gave away your family’s money to feel safe. Same with a business. Playing it safe isn’t a strategy. It’s surrender.

It’s Not AI. It’s Not SaaS. It’s Not Even Tech. It’s Capital.

AI is the new hype cycle. Everyone’s chasing it. But when millions of businesses use the same tools the same way simultaneously, there’s no edge.

Big Tech wins because they own the stack. Microsoft, Google, and Apple will be fine.

For everyone else, there will be 100,000 AI startups, and 99.9 percent of them will fail. AI matters, but it’s not the savior.

Bitcoin is.

Why? Because most people still don’t believe in it. That disbelief is your advantage. Digital capital is the asymmetric bet no one is making yet.

Currency Is for Spending. Capital Is for Holding.

Let’s make it simple. Michael Saylor puts it this way.

  • Need spending money for the next 4 weeks? Use pesos.

  • Want to hold value for the next 4 years? Use dollars.

  • Want to store wealth for the next 40 years? Use real estate, gold, or stocks.

  • Want to preserve value for the next 100 years? Use Bitcoin.

Bitcoin sits at the top of the capital asset food chain. It’s harder money than gold, more portable than real estate, more secure than stocks, and more reliable than government debt.

Math Doesn’t Lie — Bitcoin Wins

Let’s look at the numbers.

  • When a Russell 2000 company buys back their stock, their return is about 5 percent.

  • When an S&P company buys back its stock, its return is 10 percent.

  • Magnificent seven buying back their stock? Around 31 percent.

  • Bitcoin? A 79 percent average annual return.

You don’t need to guess. Just look at the scoreboard.

If you’re a business, stop buying back stock and sitting on dead cash. Buy Bitcoin instead. The math speaks for itself.

Final Word: There Is No Second Best

Bitcoin is the apex capital asset of the digital era.

It’s not too late. You don’t need to be a tech genius. You just need to be willing to let go of the old playbook and step into the future.

The longer you wait, the harder it gets to catch up.

The future isn’t coming. It’s already here. And Bitcoin isn’t just an option anymore. It’s the strategy for the 96 percent.

The only question is, are you ready to use it?

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