Michael Saylor Credits Bitcoin for Strategy’s Outperformance

Michael Saylor has once again highlighted Bitcoin’s growing dominance. In a recent post, he showed how Strategy’s Bitcoin-driven returns, open interest, and treasury growth has surpassed the Magnificent 7.

Saylor Highlights Bitcoin’s Market Edge Over Tech Giants

Saylor first revealed how Bitcoin-linked exposure has reshaped market narratives by posting data on open interest relative to market capitalization. Strategy topped the chart with 100.5%, vastly ahead of Tesla’s 26% and far above other Magnificent 7 members like Nvidia, Meta, Alphabet, Apple, Amazon, and Microsoft.

Also, Saylor highlighted Strategy’s performance against Bitcoin, SPDR S&P 500 ETF Trust (SPY), Vanguard Real Estate ETF (VNQ), Vanguard Total Bond Market ETF (BND). This followed the firm’s exclusion from the latest S&P 500 index listing. This positioning proved that Strategy’s Bitcoin bet created stronger market engagement than the world’s largest technology companies.

Saylor followed with a comparison of annualized returns during a so-called Bitcoin Standard Era, further underscoring the scale of outperformance. Strategy led with 91% annualized returns, which was better than Nvidia’s 72% and Tesla’s 32%. Alphabet and Meta trailed with 26% and 23%, while Microsoft, Apple, and Amazon posted much lower figures. The data is proof that Bitcoin adoption as not only an attention driver but a superior strategy for generating returns compared with dominant tech equities.

Fundstrat’s Thomas Lee weighed in on Saylor’s post, pointing to Bitcoin and Ethereum as macro themes that have consistently outperformed high-profile narratives such as artificial intelligence and cybersecurity. He described Strategy as a “granny shot ETF.” This implies that the company provides investors with straightforward Bitcoin exposure through traditional stock markets. His remarks reinforced the idea that crypto has overtaken even the most fashionable technology sectors as a core driver of capital flows.

Corporate Treasuries Boost Bitcoin Holdings Past One Million BTC

The broader adoption trend was underscored by BitcoinTreasuries.NET, which reported that twelve companies increased their Bitcoin holdings over the past week. Strategy led with 1,955 BTC purchase, while Gemini added 1,191 BTC and Bitdeer in Singapore accumulated 333.5 BTC.

Other notable additions came from Metaplanet in Japan, Cango in China, and Volcon in the United States. Smaller but steady increases were seen across companies like Smarter Web in the UK, Exodus, Canaan, Anap Holdings, H100 Group, and DigitalX.

According to BitcoinTreasuries.NET, the top 100 public companies now collectively hold 1,009,202 BTC (worth more than $117 billion at current price). Businesses in Asia, Europe, and across the United States are treating Bitcoin not just as a hedge but as a strategic reserve asset.

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Paul

Paul Adedoyin is a crypto journalist with 4+ years experience who provides timely news, in-depth research, and insightful content to inform and empower his audience. His works have been featured on sites such as CryptoMode, CryptoNewsFlash among others.
He holds a degree in Geophysics from OAU, Nigeria. When he’s not writing, he loves watching soccer and reading educative journals.
He can be reached via [email protected]

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