Headline: Early 2026 Appears to Vindicate Michael Saylor’s Bitcoin Treasury Strategy MicroStrategy CEO Michael Saylor is back in the spotlight after posting performance data that he says validates his company’s long-running bet on Bitcoin. In a chart shared on X, Saylor compared annualized returns across major assets since MicroStrategy adopted Bitcoin as its primary treasury reserve on August 10, 2020—a period he calls the “Bitcoin Standard Era.” The numbers are striking. Nvidia ($NVDA) leads with a 1,557% gain and about a 68% compound annual growth rate (CAGR) since August 2020. MicroStrategy ($MSTR) sits second, up roughly 1,173%, which converts to about a 60% annualized return—placing it ahead of almost every traditional equity and asset class in that window. Bitcoin itself has risen roughly 674% over the same period, equating to an annualized gain near 45%. Saylor summed up his view on X: “The best-performing assets of this decade are Digital Intelligence $NVDA, Digital Credit $MSTR, and Digital Capital $BTC.” Why this matters Saylor and supporters argue MicroStrategy’s outperformance isn’t mere hype but the result of a strategic infrastructure play. In 2025, digital assets moved further into institutional territory, proponents say, with the “Bitcoin Treasury” model—companies holding BTC as a reserve asset—gaining traction. More than 170 public companies had adopted Bitcoin as a core reserve asset by late 2025, according to industry counts. At the same time, Nvidia’s 2025 product launches (Blackwell and Rubin) reinforced its market leadership in AI and data infrastructure, widening the gap for many traditional plays. Pushback and market snapshot Not everyone agrees with the bullish read. Longtime Bitcoin critic Peter Schiff dismissed the narrative, tweeting that a turn in the market (he noted MSTR and BTC falling) could leave those “Digital Credit” and “Digital Capital” plays among the worst performers in the next decade. Current market figures (CoinMarketCap): - Nvidia: $184.86, down ~0.10% intraday, still up ~38.75% year-to-date. - MicroStrategy (MSTR): $157.33, down ~9.64% on the day and roughly 171.07% lower over the past year. - Bitcoin (BTC): $90,467.38, down ~0.14% intraday and about a 4% decline over the past week. Contextual takeaway If the turbulent final quarter of 2025 was a stress test for Saylor’s thesis, early 2026’s comparative returns have bolstered his argument that there’s a defensible, long-term case for treating Bitcoin as a strategic treasury asset—while also highlighting the continued dominance of tech leaders like Nvidia. The debate is far from settled, but the latest performance data has reignited discussion about corporate treasury strategy and which assets will define long-term corporate value. Disclaimer: This article is informational and not investment advice. Cryptocurrency trading and investing carry high risk—readers should do their own research before making financial decisions. Sources: Michael Saylor/X; CoinMarketCap; public market data. Read more AI-generated news on: undefined/news

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