Reddit Posts
Why are people sour on the decentralized future of crypto?
True story: I just woke up after having the craziest dream
There is a reason people think small token value projects like DOGE/XRP will make them money - the penny stock fallacy
What are Stock token,where to trade them and why it is said to be best long term investment even better than bitcoin in terms of risk..
Binance To List Microsoft (MSFT), Apple (AAPL), MicroStrategy (MSTR) as Tokenized Stocks
New Stock Tokens Microstrategy (MSTR), Apple (AAPL) and Microsoft (MSFT) on Binance
New Stock Tokens Microstrategy (MSTR), Apple (AAPL) and Microsoft (MSFT) on Binance
MicroStrategy stock is an intelligent trailing stop-loss on BTC
Big company earnings to be announced next week. MSFT, GOOG, AAPL, EBAY...
I feel much more comfortable with crypto that with stocks
Mentions
Markets hut support. Simple. Dow Jones: https://x.com/iDr3amEU/status/1916240908556607951?t=bmar3dy5LVWWe8Wi4_z76A&s=19 MSFT: https://x.com/iDr3amEU/status/1917671833664434322?t=imaazUwS4LP_kySRRYMFYg&s=19 Apple: https://x.com/iDr3amEU/status/1909994924004507820?t=yfu9TmZCEx-hiXLs0ccbww&s=19 Nasdaq100: https://x.com/iDr3amEU/status/1909166655499805132?t=HReC6wiRaBLGa3VphhA-0Q&s=19 Posts also showed how I called the drop as well,months ago. As soon as we hit my target turned bullish. Now we will make all time highs again. If youre lucky there will be one last leg down before that.
Oh I understand why he is doing it, but when you see that only GME and some fly-by-night penny stocks are doing it, he's going to have a hard time convincing a Mag7 company to embrace it. They don't need to take the risk. Regardless of how we feel, a company like MSFT has no need to embrace it. It would also be stupid for MSFT to start buying this late in the cycle.
Haha man I have been getting SO lucky. I get paid on Tuesdays for whatever fucking reason. This has happened to me three times in a row now. I’m 50/50ing BTC and MSFT. Both have been wild the exact day I get paid 3 times now.
Kraken just recently opened their exchange to allow users to buy stocks, like MSFT and MSTR. Unbelievable.
Nothing guaranteed obviously but tech giants... * MSFT for the last 15yrs has maintained a steady 15% growth * Google last 10yrs 6.5% * AMZM last 10yrs 7.5% * META last 10yrs 6.5% That's what the appeal if BTC used to be, bigger returns shorter time
Well that's the twist and they have to say it, or there wouldn't be an article. The quoted sentence comes directly from the article too, btw. If part of your paycheck goes to your 401K directly and buys MSFT shares, you are not being paid with MSFT shares.
yet there are still here outperforming NVDA and MSFT.
….. *and outperforming* MSFT and NVDA.
Not if you live in the US and pay for goods and services within the US in dollars. Why not accept MSFT or NVDA stock for tax payments; they are just as stable as Bitcoin.
> We’re now bragging about beating boomer index funds returns, grim That is reality. I tried to warn both Bitcoiners and Shitcoiners specifically of this reality in January when people were expecting BTC $2 Trillion marketcap to double or triple within a year and Alts go parabolic for no reason > Unless you go back to 2011, 2012, 2013 when it was a tiny marketcap, BTC has never had 100%+ gains for 3 consecutive years. It's going to be even more difficult to have that type BTC performance 3 years in a row and now with a ~2 Trillion marketcap. > Crypto and publicly traded Company marketcap is an apples to oranges comparison but it took APPL and MSFT 3 years to go from $2 Trillion to $3 Trillion marketcap in an ongoing bullmarket and the time where the M2 money supply grew by $6 Trillion in a 5-year span. > A lot of people are holding heavy Alt bags rationalizing a huge Altseason is coming this year. Your Alt echo chambers are telling you, it's 100% happening. There is zero percentage change of that happening without another big BTC leg up so it would be wise to temper your expectations. https://np.reddit.com/r/CryptoCurrency/comments/1hr1bgb/btc_returns_2010_2024/m4uaz4g/?context=3 > He is showing time frames when BTC went parabolic like 15-20X in 2012-13 or 2016-17, etc. Keep things in perspective. A $2 Trillion asset is not going to 10X in a year's time frame. We've had 150% and 120% growth 2 years in a row, even that is not sustainable year after year. > If you have reasonable expectations, understand the volatility and adequately assess your risk appetite you'll generally do much better with BTC than with hopium posts with charts showing parabolic moves to the moon. https://np.reddit.com/r/CryptoCurrency/comments/1hxogvz/bitcoin_btc_is_always_boring_before_it_goes/m6cikni/
And? Bitcoin only has that potential if it actually replaces world finance, and it won't. Go invest into Bitcoin. You should, and everyone should. But it should be a part of your asset allocation. Don't forget to contribute to your 401k/IRAs. I'm going to bet you didn't contribute to those steadily for 14 years because if you did, you'd see how massive your balance would be today. My 401k 14 years ago was $40k. Today it's over $500k. Could it have been $50 million if it were Bitcoin? But if it were that easy why didn't everyone else do it? That's why you cant' be greedy. If you think it's so easy to find a 1000x increasing asset, then why didn't you get rich off of NVDA, TSLA, AAPL, AMZN, CSCO, MSFT, etc.? Oh that's right. It's easier said than done.
Which stocks do you keep? Apple (AAPL), Microsoft (MSFT), Amazon (AMZN) or the NYSE? Also which crypto? Blue chips like BTC, XRP, or BNB; or the altcoins like SUI, MOVE, or any other one?
Just used my MSFT dividends to buy more BTC.
What does bring in chain even mean? All the videos will live forever on blockchain? I thought MSFT was in talks to purchase. Dies Reddit even have the money to buy tik tok? I imagine it will be pricy
At this point it seems BTC is following stock market and NVIDIA and MSFT stock particularly. lol Once American stock market opens at 9:30, everything dumps.
If you have reasonable exceptions, $86K is great. If you smoke hopium and think a Trillion marketcap asset can do 100% every year, you're screwed. If you are still waiting for Alt Season to 10X your shitcoins, you're being flushed down shit creek without a paddle. > Unless you go back to 2011, 2012, 2013 when it was a tiny marketcap, BTC has never had 100%+ gains for 3 consecutive years. It's going to be even more difficult to have that type BTC performance 3 years in a row and now with a ~2 Trillion marketcap. > Crypto and publicly traded Company marketcap is an apples to oranges comparison but it took APPL and MSFT 3 years to go from $2 Trillion to $3 Trillion marketcap in an ongoing bullmarket and the time where the M2 money supply grew by $6 Trillion in a 5-year span. > A lot of people are holding heavy Alt bags rationalizing a huge Altseason is coming this year. Your Alt echo chambers are telling you, it's 100% happening. There is zero percentage change of that happening without another big BTC leg up so it would be wise to temper your expectations. https://np.reddit.com/r/CryptoCurrency/comments/1hr1bgb/btc_returns_2010_2024/m4uaz4g/?context=3 > He is showing time frames when BTC went parabolic like 15-20X in 2012-13 or 2016-17, etc. Keep things in perspective. A $2 Trillion asset is not going to 10X in a year's time frame. We've had 150% and 120% growth 2 years in a row, even that is not sustainable year after year. > If you have reasonable expectations, understand the volatility and adequately assess your risk appetite you'll generally do much better with BTC than with hopium posts with charts showing parabolic moves to the moon. https://np.reddit.com/r/CryptoCurrency/comments/1hxogvz/bitcoin_btc_is_always_boring_before_it_goes/m6cikni/
It's crypto. Nobody fucking knows. Breaking news: Crypto doesn't have any fundamentals. Crypto is based almost purely on speculation. And yes, Gold doesn't have fundamentals either. You are speculating on whether gold prices will go up or down based on supply/demand, macro conditions and investor sentiment. Fundamentals in investing are based on revenues, earnings, future growth, return on equity, profit margins, PE, the economy, interest rates and other financial data to determine the fair market value of a company. This is why a good stock will have an absolute bottom. People will look at APPL or MSFT and say, holy shit, it's way oversold based on fundamental analysis and the price will find support. You can't do that sort of analysis with crypto.
Completely buy and hold for 30 years. It’s part of my retirement portfolio. I’ve bought and don’t plan on selling. Bitcoin gets treated like my other equities, such as, VTI, VXUS, AAPL, and MSFT.
No. MSFT research detected this. It affects MacOS.
Is there something wrong with holding both BTC and ETH?? That’s like saying you can only hold AAPL or MSFT, but not both. Sure, one may outperform the other, but as long as they have both performed well; what’s wrong with holding both? I started buying with a 10 year plan. I’m halfway through that plan. Over the next 5 years, ETH could very well prove to be the better horse in the race. Or not. That’s not even the point of my post. The point is, I made an investment decision with a plan in mind and am sticking to it, with patience, commitment and resilience. If everyone here took that approach, not only would this sub probably look a bit different, but so would most of the people in the subs lives.
Probably not. But, during the recent correction our systems sold most assets before crash, and my account only lost 13% It's interesting that the dude behind the the project is an ex MSFT AI developer
Yeah Balmerwith his MSFT stock no selling caught up gates’ net worth haha
You're right. Just as Buffett advised Bill Gates to diversify from his MSFT stock. If he didn't he'd be the world's first trillionaire, thankfully he heeded the advice so he doesn't have to worry about these extra billions. Kind of kidding, of course his wealth was safer, but at the cost of potential return.
If he kept all his MSFT stock he would be a trillionaire now. Buffet convinced him to diversify...
And it doesn't take too much to imagine a timeline wherein MSFT went the way of the dodo.
Even if he just bought anything that overperformed or had similar performance to MSFT which could easily be possible. There is no way in hell that he is "only" worth 106 billions currently.
We also don't know if he isn't as rich as he would be if he held MSFT. Most likely, but he sold and the vast majority of his net worth is privately invested. This money definetely performed better than the Forbes estimate and might have outperformed MSFT. The Forbes list is basically only an estimate that make people who have large positions in public companies appear wealthier. Someone like Bill Gates don't have to disclose his investments performance. We know about his involvment in a few public companies but this is about it.
I sold my 2 shares MSFT, that'll teach him
I’m moving it into dividend producing index funds and ETFs. Maybe throw some at safe stocks like Apple, MSFT and other S&P500 giants. Going to keep it going but in a safer less volatile space
Bitcoin is alternative money that continues gaining wider acceptance as an alternative money like gold, it makes more and more sense for even central banks to hold it like they do with gold because it's a diversifier, is a long-term store of value/inflation hedge, has lack of default risk and is highly liquid. It is outside the control of central banks, governments and corporations. It was NOT created and issued like stocks by founders to enrich themselves. Ripple is pushing XRP which is created by and is controlled by a handful of people, 3 of whom gifted 20% of the token supply to themselves and gifted the other 80% to the corporate entity they created. It is a business venture where they are selling these XRP for profits to continue enriching themselves . They have plans to IPO as a publicly traded company seeking greater profits. Keeping centralized, for profit company token as part of any country's reserve asset is like keeping APPL, GOOGL, TSLA, MSFT stocks as part of a country's reserve asset. It's actually worse because close to 50% are still owned by Ripple and 3% is owned by the founder Chris Larsen. Also XRP does not have any of the attributes of a decentralized alternative money like BTC. Ripple pushing XRP as a reserve asset is only doing it for one reason: profits to enrich themselves.
1) Timing doesn’t matter for her trades. Her average trade is a call ITM by already 50%-60% and 99% of them are Apple, NVDA, or MSFT. If the stock goes up she can sell calls and collect the premium and if the stock goes down she’s always so far ITM that the don’t expire worthless and she can hold the underlying asset until she beats the premium she paid. If you have the capital to buy multiple calls that deep it’s literally the smartest play on in the Market. You just need the capital. 2) Name one single company she purchased before a major positive move that isn’t a maga-cap tech/growth company that 99% of the market isn’t already in. I’ll make it easy for you: https://unusualwhales.com/politics/profile/Nancy%20Pelosi
Her trade history for the past decade is literally deep ITM mega-cap tech calls (Apple/Google/MSFT/etc). There is nothing novel about what she’s done. It’s not like she’s snapping up unknown companies before defense contracts are announced or laws are passed. I agree lawmakers should not personally be able to control their investments, but I’ve always found that she’s the most popular example hilariously, because questioning her trade history just makes people sound like morons.
Most risky assets are highly correlated in the short run. Correlations tend to uncouple when measured over longer time horizons. E.g., MSFT will tend to go up or down depending on what's happening to the S&P500, but over longer time horizons it's massively outperformed the S&P500 (so far)
\-20% for MSFT lmao. Maybe if they replace Nadella with Steve Ballmer
This Wednesday will be a bloodbath. Not because of FOMC but because of earnings for MSFT, META, and TESLA. Basically, their guidance for AI research will be convoluted given what has happened with DeepSeek and I think these stocks will drop -10 to -20% on their earning days. Bitcoin will be dropping because of the correlation so you might want to sell at a dead-cat bounce some time between now and Wednesday. It is likely that the bull market is over.
It’s not that new over a yr and it’s other name gold x2 it is a store of value and it climbed the top 10 very quickly it passed silver last year for #8 spot. Now it’s in the #6 spot at $1.857 T Amazon #5 spot $2.366 T #4 Google $2.390 T #4 MSFT $3.336 T #3 NVIDIA 3.420 T #2 AAPL $3.858 T # 1 Gold $17.659 T they predict BTC to pass gold in a decade??
Mindblown... yet i see no benefit MSFT adding btc to arsenal besides speculation that can backfire greatly. I'm also hold MS shares and would like to keep btc as a separate investment
garbage post,. nobody gives af about MSFT
> The amount The number. Shareholders are whole people or whole companies. Perhaps many smaller holders voted yes and a few very large holders said no. They want btc-chasing money buying IBIT, not MSFT.
I look around and see failing businesses desperately converting their remaining cash reserves into Bitcoin, while frantically issuing press releases to ensure everyone knows. Meanwhile MSFT has faith in the USD, US Bonds, and reinvesting in themselves. At $100k institutions like Blackrock are using retail as exit liquidity. I’ll buy back in again during the upcoming bear market. As will other institutions.
M. Saylor has discussed this at length. If they disperse all excess capital then they decapitalize the company and then would be A) very vulnerable to economic uncertainty and also unable to take advantage economic opportunities that arise. Any company that does not adopt bitcoin will die. MSFT is already on the USD standard and stores a lot of their economic energy in USD (and bonds, which are the same thing). Why do you have this bias towards USD. Did MSFT "figure out" USD is the best vehicle to store economic energy in? Any company saving in USD/Bonds is sleepwalking off a cliff.
That's a dumb argument. I also believe in MSFT as a company. People can have faith in multiple things.
According to the last financial report MSFT has 74 billion $ available. If they invested 1% of it into BTC it wouldn't impact the evaluation of a 3.3 trillion dollar company. Even if that 1% does 10x and it becomes worth 7.4 billion dollars, we're talking about a drop in the bucket for MSFT. It would have been generated demand for BTC, that's for sure, but on the MSFT perspective it's pretty irrelevant.
Very strange to not want a company you own shares of to engage in behaviour that'll ultimately increase the value of their shares. You're just looking at it from an individual point of view rather than the company diversifying and utilising available cash and financial instruments they have available. Even if you directly hold bitcoin the asset, it would still make sense to want companies you've invested in to own some as well simply as a means to put their cash reserves to work - this directly benefits you? MSFT decides to allot 1% of their treasury towards BTC -> BTC appreciates in value -> MSFT assets portfolio appreciates in value -> MSFT appreciates in value You: "no thank you!"
Why on earth would a company hold bitcoin. If I wanted to buy bitcoin I'd buy BTC, not MSFT. This is so weird.
Does blackrock own MSFT itself or for its customers?
Market Cap can eclipse gold next year, MSFT, APPL, etc are growth-constrained by their scale, BTC is in a different asset class. In todays price terms: perhaps MSFT stock goes to $1000 in 5 years, a great investment! Perhaps BTC price is over 1M in 5 years- an unreal investment! There is a particular window that is rapidly closing for BTC specifically. But, conversely, it’s also never too late. Is it too late to switch over from horses to cars? No- most families own a car and will continue to buy cars, even though the turning point was a century ago. Now if you had invested in Ford in the 1930’s, you’d have taken advantage of that particular opportunity.
I agree with them and if I held MSFT directly (rather than via an index fund) and had voting rights, then I’d have voted against it too I don’t want companies investing in other assets (currencies or stocks), because that makes it much less clear what I’m investing in If I want to invest in crypto then I can buy crypto, I don’t need Microsoft to re-invest some of my investment in them, into crypto. That makes it harder to properly value Microsoft and makes it harder to balance my portfolio I currently hold bitcoin proportionate to the amount of risk exposure I am happy with. I can do that directly without needing Microsoft to waste energy and resources doing it indirectly on my behalf
Doesn’t Blackrock own something to the tune of 7% of MSFT shares? Math isn’t mathing unless I’m wrong or they voted against their own interest.
The market cap of btc is already $2T. At this point I don't see how the value increases at any rate significantly greater than the best companies in the world. The ship has already sailed for people to get into BTC at a level comparable to the early days of MSFT or GOOG. I'm not saying don't bother with it. I'm just saying I don't think there is any window of opportunity at all that anyone is missing out on. If you have money and want to buy some then buy it. If you buy some now and then some more when its at $150k, so what?
So why did the shareholders who pitched this proposal ask them to invest in NVDA 10 years ago? Or Apple? It's pretty funny how they complain they should be investing in BTC, but no other rocket ships like NVDA. It's obvious why. They don't think it actually matters to MSFT, they just want MSFT to pump their coins.
Apple and Microsoft businesses are very different though. Microsoft is way more diversified into different markets: enterprise cloud (Azure), productivity (Office), retail consumer and business operating systems (Windows, WIndows Server), hardware (Surface), gaming (Xbox), search/advertising (Bing), social networks (Linkedin), while Apple is much more retail consumer-focused with their devices iPhone/iPad and iMac and services (App Store, Apple Pay etc.). B2B customers tend to be a more stable source of revenue as they sign multi-year contracts and it's much harder to move your whole infrastructure from Azure to AWS than it is to change your phone brand. Of course Apple is the strongest brand in the world, so they are pretty well positioned anyway, but I think Apple and MSFT stocks are quite different financial assets.
I think it's more of a risk-in-the-system situation. They own BTC, they manage BTC, if MSFT is also BTC then they have to consider that as additional BTC exposure so then holding MSFT becomes complicated since it's a play on BTC as well.
MSFT invests its cash though to hedge against inflation.
Microsoft has lost Precisely 65.72% of its Value measured in BTC over the last 5 years. [https://www.pricedinbitcoin21.com/chart/faamg/MSFT](https://www.pricedinbitcoin21.com/chart/faamg/MSFT)
I already have bitcoin, why would I want MSFT to be diluted with the same thing? It was a stupid proposal to begin with.
I watched an interview with the guy who submitted the MSFT proposal, he was talking about how he is hoping for 5%+ so he can take it to vote again next year. He got 0.55%. Making us look like tards. Stop trying to force bitcoin on people.
I sold my shares and bought BTC. I’m not done with MSFT, if fact it’s probably may favorite long term hold stock, and I’ll probably buy back in at some point. Just gonna back a different horse for a while based on this news.
Correct. I also hold a small portion of Bitcoin but if had owned any MSFT shares (and were asked to vote, assuming I hold enough shares), I would have probably voted against MSFT investing in BTC, too. There is just no point, other than speculation.
That's exactly my reasoning. I have significant amounts of both MSFT and BTC in my portfolio, I want them to be as uncorrelated as possible, for diversification.
This is silly. MSFT has a tremendous cash reserve (~$75 billion with a B), which they should and do invest in multiple asset classes (max that alpha within TE constraints). So to cut oneself off from an entire asset class is naive & short-sighted. The vote wasn't "should we become MSTR" - it was "should we expand our investable universe to include bitcoin." Slam dunk IMO but shareholders don't always know what is best.
I'm one of the idiots who could be a millionaire - a friend tried hard to convince me to throw $500 in in 2010 - but I've made at least 15 worse mistakes. I still think BTC is fundamentally valueless. Something better will come along, the tech is old already. For example, what if AI/quantum renders blockchain insecure in a few years? It was an interesting experiment. And what's the average basis of BTC? I'm guessing the vast majority of BTC was obtained in the beginning for almost nothing, and it's just being held. So only a sliver of the outstanding BTC gets traded, and with the ETF inflows, it's mostly latecomers creating increasing demand amongst themselves, basically gambling in a hyped market. 1% vote makes me more confident in MSFT
Everyone knew this proposal wasn’t going to pass, these proposals NEVER pass. The point of it was to apply pressure on MSFT. Last year, this same think tank submitted a proposal to conduct an audit of Boeing’s DEI policies after all their safety disasters when it was revealed that Boeing rewarded board members and executives with bonuses for meeting certain DEI targets and ignoring safety requirements. That proposal only got 2% approval. But just a few months later, under mounting pressure, Boeing shut down their DEI department. Now if the price of BTC dumps 50% in a couple months, none of this matters, but if remains at the level it’s at or pumps, then things could easily change.
Interesting to see the result but all this really means is that large ETF/Mutual Funds that hold MSFT just default to what the board recommends.
Lots of potential reason why. Of course its shortsighted because they have 70 billion USD in fiat on which they are bleeding capital. Just putting 1% of that sum would offset some of the bleeding. And would be a drop in the bucket compared to bitcoin liquidity. For us its a shame, not because they would push the price up with their buys, but because it would show other companies that even a "traditional" behemoth like MSFT greenlights BTC which would further accelerate the game theory already in motion. Their reasons not to adopt are simple, MSFT is a Magnificient 7 staple, its a stock you invest in when you want stable growth that correlates with US growth. Bitcoin is whole other beast.
that doesnt matter. Microstrategy is outperforming every other company just based on the fact that they run their bitcoin strategy. Shareholders will pressure companies to do the same. Thats why the bitcoin proposal was in the MSFT voting to begin with. A few years down the line i think they will be pressured even more.
Don't be sad that MSFT didn't vote for the bitcoin reserve, they are not a hedge fund, but smart people get it. Just wait for Elon to buy more BTC via TSLA and we will have a god candle.
This is exactly what I'm betting: The so-called generational wealth transfer that's been in progress for a number of years will accelerate into Bitcoin while these companies with their shareholders voting no right now and later voting yes are going to be buying the coins from retail investors at much higher prices. The companies starting into blockchain today will be the ones who acquire companies like MSFT when their dumbass shareholders kill the company by forcing it to buy at or near the future all time high.
mmm.. looking at NVDA and MSFT, I see nothing on the chart that says the top is necessarily in.
I'm of two minds here. On one hand, having one of the world's largest companies holding btc would be yet another step forward to bitcoin monetizing everything. That would be a positive. On the other hand, I hate microsoft and nearly everything they stand for. Their desire to crawl up everyone's ass and poke around for data is seconded only by facebook. If these two companies lead the zeitgeist through the upcoming AI revolution then individual autonomy is gone. So MSFT not accepting bitcoin is a lot like Sears not recognizing and adapting to the existence of the internet and the paradigm shift it represented. We all know what happened to Sears. I'm hoping the same thing happens to Microsoft. This is also a net positive.
MSFT main shareholders: Institutuitional Investors and publc companies own eg, Vanguard, Blackrock, State Street hold about 70% of all stock. High net worth individual investors own 1-5% (depending on source) - Gates, Balmer, CEO guy and a few other C-Suite execs. ***Point is that the majority shareholders already have BTC positions - so why take another?*** MSFT 52w Low - High were 366 - 468. It's a mature business that doesn't pay much in dividends. It is re-inventing itself from hardware to software and now AI, cloud computing and other futuristic tech. with a strong focus on acquision of other blue chip tech stock. They own Github, Nokia, Linkedin, skype, Mojang and a few others. They will make a move into Asia and other developing countries. ***Point - MSFT is a diversified tech innovator company that makes revenue from serving it's customer base with the tech they need. MSTR was a buiness intelligence company that still sells business analytics tools but it's present value is as a BTC business.*** ***ashant1983 will die on a hill, with a pocket full of fiat and a head like a beaten favorite.*** ***special-remove-3294 is both right and wrong. BTC won't take over as the world reserve currency, it will not take the place of nations fiat currency. In time there may be more traders who accept it as a medium of exchange. It's role is a store of value which can be off ramped into fiat or act as a security for a fiat loan.*** ***Govt won't kill it...why...because CGT is a good earn for doing SFA.***
Thats not the issue. The analogy is getting ahead of your competitors. Having BTC reserve would do that. What os MSFT going to do when other companies start using their BTC for R&D, while their cash is worth much less?
As a global business company it doesn’t get much better than the blockchain. In the 2000 we were working on this type of project we called it M-Commerce. The appeal and the main reason I was interested in BTC/Crypto when smarter people were able to figure it out is this. Our CEO was a former CAT pilot and was well connected in the aerospace industry. He was able to set up a few amazing meetings for us. Here is what happens for companies like MSFT, Boeing, Defense Contractors, those Billions we send to foreign nations etc, they go into what they call a lockbox (like escrow) but since it’s huge numbers it’s like a digital lockbox then the parts move and when the parts arrive the money moves. Even if this is just done via traditional bank wire it takes 1-2 days with no product involved just me sending you $100,000 from Europe to the US takes time to clear. Money is volatile especially interchange. When you are dealing with billions of dollars it is a very good chance you or the other side will lose value. With Bitcoin that transaction is done fast, there is no interchange loss, and both sides can see the ledger and know that the transaction was done and the product can be released. I bet you can find that Microsoft has written off losses from interchange and also have lost product because of fraudulent payments that did not happen as promised. This is bad for Microsoft not Bitcoin.
And in 94 he shared he saw little commercial potential for the Internet and in 95 Gates said the net was a novelty that would be replaced by something better. MSFT is really great at running behind the trailblazers though - once they get the scent of existential risk.
They didn't decide against buying Bitcoin. They decided that shareholders shouldn't mandate an investigation that they say they already do, and most shareholders agreed. This was a stunt by some nobody who owned a few dozen MSFT shares, as is the one related to AMZN. Its not interesting at best, and borderline misinformation at worst.
As a shareholder, you don’t care whether MSFT maximises shareholder wealth?
I’m pretty sure shareholders are happy with ANY extra value that accrues to the company. MSFT will eventually allocate to BTC, but in the meanwhile their (the shareholders’) treasury will continue to lose value against BTC.
One day MSTR will purchase MSFT.
MSFT is worth >3T$. They have a reserve of about $75B cash, which is \~3% of their market cap. How much would you think they'd allocate in btc? Maybe 5% of their reserve, thus 0.15% of their market cap? Even when this btc goes 10x, it will still be a very small gain for them.
BTC market cap will swallow MSFT market cap, just like it swallowed Silver, Tesla, and Visa. Google is next. Then Amazon, then MSFT, then Gold.
Hmm, I have a modest number of MSFT shares held in my HSA with Fidelity, and didn't get a notification for shareholder voting. (I would've voted YES with my pittance.) Fidelity is normally very good at sending out emails with a way to vote online through [ProxyVote.com](http://ProxyVote.com) . I've checked my junk and deleted folders; nada. I'll follow up with Fidelity on this, FWIW.
What buttcoiners fail to realize is that this would have been a disaster if they "invested". There's only these two scenarios that can play out: 1/ Buttcoin moons and the ROI exceeds standard business profits. Which means it makes more financial sense for MSFT to stack more BTC instead of providing real value to the world (jobs, new tech). Result: world collapse. 2/ Buttcoin crashes and MSFT takes a big hit. Which means that REAL companies (you know - the ones that actually contribute to society instead of wasting energy) take a hit because of your fake internet money. Now bring on the downvotes!
Don't consider all MSFT shareholders the same. I voted for.
If you guys think the possible failure of Windows isn’t important to MSFT’s long term success, then I guess I stand corrected. I know people who work there. I’m aware that they have a much larger business model than the parts I personally come into contact with. If the UI/UX product development of Windows is any jndicator though, or the general quality of their support, I do see smoke.
I really do think MSTR will flip MSFT isn’t not if it’s when - it’s just math. BTC allows you to keep growing as a superior store of value sitting on cash is safely losing value over time. Highly recommend watching Saylor’s 3 min pitch to MSFT video.
yeah that's what I thought. Such bullish news, if only MSFT was on that list but oh well.
Most big MSFT holders are fiat insiders or boomers ... what do you expect. In fact think about it... those with a big stake in the legacy stock market system stand to lose a lot if folks migrate out of wallstreet to the store of value proposition bitcoin offers. They won't give in easily.
The shareholders voted “no” on looking into adding Bitcoin to the balance sheet. Shortsighted and unfortunate, but personally have way more invested in BTC than MSFT so I do not care that much. As a shareholder, I just feel like it would have been a good choice for the company to put 3-5% of its balance sheet reserves in bitcoin.
But it does make sense, similar to how MSTRs strategy makes sense. As time goes on, MSFTs treasury would continue growing (as long as the company performs), so their proposed 1% allocation would also continue growing in overall money allocated. This means they'd continue accumulating more bitcoin, which would contribute towards bitcoin appreciating in value, which in turn contributes towards their held assets and overall share value increasing in value and so on. Even if shareholders invest in bitcoin, it would still help their MSFT holdings appreciate in value more as well.
This wasn’t unexpected tho. The shareholder vote, which many misinterpret, was to add the discussion to the meeting today. Weeks before this meeting the higher ups at MSFT said even if this made it to the docket it was unlikely they would add it to the balance sheet. Do I agree with their decision? Of course not. They dismissed it before it even got to them. The definition of closed mindedness, which I hate. Regardless, enjoy!
All this tells me is that we are early, brothers and sisters. MSFT CEO saw the tidal wave coming…but no one else voting seems to…this means they don’t understand…yet.
Down with MSFT! Down with MSFT! 🔥🔥
As a MSFT holder I thought they would be smarter then that
Thanks! It’s certainly interesting to think about. I think you’re right to be skeptical of MSFT’s AI and Altman, too.
Owning both is certainly fine. I was responding to the comment that said MSFT would outperform bitcoin from here. Also, the real question for MSFT board members is if the USD would outperform BTC from here such that a 100-0 ratio was appropriate for reserve funds. I think their decision was faulty.
I think OP meant MSFT stock will be "more valuable," as in more valuable than it is today.